13F Pro

Hedge Funds Similar to Optas,

13F Portfolio OverlapQ1 2026Optas, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Optas, LLC is an institutional investor managing $661M across 482 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Optas, are Hartmann Taylor Wealth ,, Upper Left Wealth ,, St. Louis, with shared positions in $MKL, $BRZE, $CRM, $PLTR, $GMM, $SE. The full ranking of 25 similar funds is below.

#1Hartmann Taylor Wealth Management, LLCActive
Some overlap · 4 shared positions
$MKL$BRZE$CRM$PLTR
$151M
54 positions
#2Upper Left Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MKL$BRZE$GMM$SE
$169M
68 positions
#3St. Louis Trust CoActive
Some overlap · 4 shared positions
$MKL$BRZE$UNP$PGR
$856M
145 positions
#4Wrenne Financial Planning LLCSmart money
Some overlap · 3 shared positions
$MKL$BRZE$GMM
$255M
49 positions
#5Flower City CapitalSmart money
Some overlap · 4 shared positions
$MKL$BRZE$GE$GEV
$199M
46 positions
#6Valley Financial Group, Inc.Active
Some overlap · 5 shared positions
$MKL$BRZE$GMM$PLTR$CRM
$185M
63 positions
#7Breakwater Investment ManagementPassive
Some overlap · 4 shared positions
$MKL$BRZE$GMM$PLTR
$269M
506 positions
#8INKWELL CAPITAL LLCActive
Some overlap · 3 shared positions
$MKL$BRZE$PGR
$98M
31 positions
#9FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$MKL$BRZE$SE
$133M
121 positions
#10Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$MKL$BRZE$MU
$578M
118 positions
#11Efficient Advisors, LLCActive
Some overlap · 3 shared positions
$MKL$BRZE$SE
$1.4B
58 positions
#12Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$MKL$BRZE$GE
$1.1B
121 positions
#13Luminvest Wealth Management LLCSmart money
Some overlap · 3 shared positions
$MKL$BRZE$MU
$382M
55 positions
#14OLIO Financial PlanningSmart money
Some overlap · 3 shared positions
$MKL$BRZE$GMM
$361M
72 positions
#15Creekside PartnersPassive
Some overlap · 4 shared positions
$MKL$BRZE$CRM$SE
$243M
183 positions
#16Charter Oak Capital Management, LLCActive
Some overlap · 3 shared positions
$MKL$BRZE$CRM
$1.3B
208 positions
#17VERITY Wealth AdvisorsActive
Some overlap · 3 shared positions
$MKL$BRZE$GE
$150M
81 positions
#18Ervin Investment Management, LLCActive
Some overlap · 5 shared positions
$MKL$GMM$BRZE$GE$GEV
$171M
47 positions
#19CONTINENTAL INVESTORS SERVICES, INC.Active
Some overlap · 4 shared positions
$MKL$BRZE$PLTR$MU
$106M
81 positions
#20Gladwyn Financial Advisors, Inc.Active
Some overlap · 5 shared positions
$MKL$GE$GEV$SE$UNP
$160M
82 positions
#21Fee-Only Financial Planning, L.C.Smart money
Some overlap · 5 shared positions
$MKL$GE$GEV$SE$BRZE
$166M
43 positions
#22Archvest Wealth Advisors, Inc.Active
Some overlap · 4 shared positions
$MKL$GE$BRZE$GEV
$155M
74 positions
#23Orcam Financial GroupSmart money
Some overlap · 3 shared positions
$MKL$BRZE$GMM
$141M
62 positions
#24OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$MKL$XYZ$CRM
$1.9B
197 positions
#25CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$MKL$BRZE$SE
$648M
134 positions

Compare Optas,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Optas,’s holdings

Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.