How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to ONE Advisory Partners,

13F Portfolio OverlapQ1 2026ONE Advisory Partners, portfolio →

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Most similar hedge funds by 13F overlap

ONE Advisory Partners, LLC is an institutional investor managing $324M across 72 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 ONE Advisory Partners, are PLANWISER FINANCIAL,, Archer Investment ,, MA Private Wealth, with shared positions in $VLTO, $GMM, $DDOG, $SE, $IAU, $MS. The full ranking of 25 similar funds is below.

#1PLANWISER FINANCIAL, LLCActive

Notable overlap · 3 shared positions

$VLTO $GMM $DDOG

$138M

47 positions

#2Archer Investment Management, LLCPassive

Notable overlap · 7 shared positions

$GMM $SE $DDOG $IAU $MS $HUM

$238M

108 positions

#3MA Private WealthActive

Notable overlap · 6 shared positions

$GMM $VLTO $IAU $SE $HUM $MDLZ

$591M

86 positions

#4Midwest Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$GMM $SE $IAU $MDLZ

$214M

199 positions

#5CURTIS WEALTH MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$SE $DDOG $MDLZ $IAU

$107M

50 positions

#6RCS Financial Planning, LLCPassive

Notable overlap · 6 shared positions

$DDOG $IAU $MDLZ $VLTO $GMM $SE

$193M

98 positions

#7Cobblestone Asset Management LLCPassive

Some overlap · 3 shared positions

$GMM $SE $IAU

$222M

73 positions

#8Davis Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$SE $MDLZ $IAU $DDOG $GMM $RELX

$120M

72 positions

#9TSA Wealth Managment LLCPassive

Some overlap · 5 shared positions

$SE $MDLZ $IAU $DDOG $GMM

$309M

105 positions

#10One Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$DDOG $SE $MDLZ $IAU

$803M

304 positions

#11TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive

Some overlap · 4 shared positions

$SE $DDOG $GMM $IAU

$26.0B

702 positions

#12TD PRIVATE CLIENT WEALTH LLCPassive

Some overlap · 5 shared positions

$SE $VLTO $MS $DDOG $HUM

$4.8B

1,649 positions

#13EHRLICH FINANCIAL GROUPPassive

Some overlap · 5 shared positions

$GMM $MDLZ $IAU $MS $HUM

$174M

112 positions

#14Brooklyn FI, LLCActive

Some overlap · 3 shared positions

$DDOG $SE $GMM

$476M

78 positions

#15Center For Asset Management LLCPassive

Some overlap · 3 shared positions

$SE $VLTO $IAU

$201M

144 positions

#16BlueStem Wealth Partners, LLCActive

Some overlap · 3 shared positions

$GMM $SE $HUM

$900M

124 positions

#17Shared Vision Wealth Group LLCActive

Some overlap · 4 shared positions

$SE $DDOG $MDLZ $IAU

$245M

95 positions

#18SWP FINANCIAL LLCActive

Some overlap · 3 shared positions

$SE $VLTO $IAU

$196M

71 positions

#19STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive

Some overlap · 4 shared positions

$GMM $SE $VLTO $AMAT

$113M

82 positions

#20ALTERNA WEALTH MANAGEMENT, INCPassive

Some overlap · 7 shared positions

$SE $MDLZ $IAU $MS $HUM $SAN

$132M

105 positions

#21Global Strategic Investment Solutions, LLCActive

Some overlap · 4 shared positions

$GMM $DDOG $AMAT $RELX

$1.0B

145 positions

#22Kelly Financial Services LLCPassive

Some overlap · 6 shared positions

$SE $MDLZ $IAU $AMAT $GMM $LMT

$414M

128 positions

#23Cornerstone Financial Management LLCPassive

Some overlap · 6 shared positions

$VLTO $DDOG $SE $MS $HUM $LMT

$109M

1,311 positions

#24Values Added Financial LLCPassive

Some overlap · 3 shared positions

$GMM $DDOG $HUM

$238M

134 positions

#255T Wealth, LLCPassive

Some overlap · 4 shared positions

$SE $MDLZ $IAU $DDOG

$253M

129 positions

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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.