13F Pro

Hedge Funds Similar to Newton One Investments

13F Portfolio OverlapQ1 2026Newton One Investments portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Newton One Investments LLC is an institutional investor managing $368M across 121 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 Newton One Investments are MilWealth Group, Luminvest Wealth, Golden Bell Financial Planning, with shared positions in $USB, $MKL, $HUM, $KKR, $MDY, $UNIT. The full ranking of 25 similar funds is below.

#1MilWealth Group LLCSmart money
Substantial overlap · 6 shared positions
$USB$MKL$HUM$KKR$MDY$UNIT
$420M
81 positions
#2Luminvest Wealth Management LLCSmart money
Substantial overlap · 6 shared positions
$MKL$USB$DDOG$DHR$HUM$KKR
$382M
55 positions
#3Golden Bell Financial Planning LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$DOV
$125M
37 positions
#4Frisco Financial Planning LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$MKL
$133M
29 positions
#525 LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$UNIT
$324M
69 positions
#6Topsail Wealth Management, LLCActive
Notable overlap · 6 shared positions
$MKL$DDOG$USB$UNIT$HUM$MDY
$678M
294 positions
#7HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 4 shared positions
$MKL$USB$MCD$HUM
$280M
107 positions
#8Envision Financial LLCActive
Notable overlap · 4 shared positions
$USB$DDOG$UNIT$WT
$186M
46 positions
#9Foundation Wealth Management, LLC\PAActive
Notable overlap · 6 shared positions
$USB$MKL$SNOW$UNIT$EPAM$UNH
$284M
91 positions
#10Pioneer Wealth Management GroupSmart money
Notable overlap · 5 shared positions
$USB$MKL$UNIT$DDOG$HUM
$357M
50 positions
#11Legacy Edge Advisors, LLCActive
Notable overlap · 4 shared positions
$USB$DDOG$SNOW$UNIT
$951M
223 positions
#12Benchmark Financial, LLCActive
Notable overlap · 6 shared positions
$USB$DHR$DDOG$SNOW$EPAM$HUM
$111M
52 positions
#13SpringVest Wealth Management LLCActive
Notable overlap · 6 shared positions
$USB$DDOG$MKL$PM$HUM$WT
$146M
67 positions
#14Capital Advantage, Inc.Active
Notable overlap · 5 shared positions
$USB$UNIT$HUM$KKR$MDY
$765M
145 positions
#15NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active
Notable overlap · 4 shared positions
$USB$MKL$EPAM$MDY
$149M
55 positions
#16KEYVANTAGE WEALTH, LLCActive
Notable overlap · 4 shared positions
$USB$DDOG$PM$IBM
$227M
92 positions
#17Evergreen Advisors, LLCActive
Notable overlap · 5 shared positions
$USB$DDOG$MKL$HUM$KKR
$426M
168 positions
#18Bishop & Co Investment Management, LLCSmart money
Notable overlap · 3 shared positions
$USB$UNIT$SNOW
$292M
26 positions
#19CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 7 shared positions
$USB$DDOG$MCD$UNH$HUM$IBM
$363M
102 positions
#20Aspen Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$USB$DOV$DE
$404M
77 positions
#21NEPC LLCSmart money
Notable overlap · 4 shared positions
$USB$DOV$EPAM$DDOG
$5.0B
51 positions
#22Dodds Wealth, LLCSmart money
Notable overlap · 3 shared positions
$USB$DOV$KKR
$407M
51 positions
#23Longview Financial Advisors LLCActive
Notable overlap · 5 shared positions
$USB$SNOW$WT$MDY$MS
$184M
157 positions
#24BRANDYWINE OAK PRIVATE WEALTH LLCActive
Notable overlap · 4 shared positions
$USB$DDOG$UNIT$SNOW
$1.2B
229 positions
#25Addis & Hill, IncSmart money
Notable overlap · 5 shared positions
$MKL$USB$DOV$CEG$EXC
$164M
27 positions

Compare Newton One Investments’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 Newton One Investments’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.