What hedge funds are most similar to OneAscent Wealth Management LLC?

The funds with the most similar 13F portfolios to OneAscent Wealth Management LLC are VIAWEALTH,, HALL, Hilton ,, based on overlapping conviction holdings in the latest SEC filings.

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 OneAscent Wealth

13F Portfolio OverlapQ1 2026OneAscent Wealth portfolio →

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Most similar hedge funds by 13F overlap

OneAscent Wealth Management LLC is an institutional investor managing $302M across 157 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 OneAscent Wealth are VIAWEALTH,, HALL, Hilton ,, with shared positions in $JHG, $USB, $BAC, $VLO, $SHW, $HUM. The full ranking of 25 similar funds is below.

#1VIAWEALTH, LLCPassive

Notable overlap · 4 shared positions

$JHG $USB $BAC $VLO

$180M

159 positions

#2HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 5 shared positions

$USB $JHG $SHW $HUM $AXP

$280M

107 positions

#3Hilton Capital Management, LLCActive

Notable overlap · 5 shared positions

$USB $JHG $SNOW $BAC $WFC

$1.3B

129 positions

#41 NORTH WEALTH SERVICES LLCPassive

Notable overlap · 3 shared positions

$JHG $USB $WT

$277M

270 positions

#5Clearwater Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$JHG $USB $WT $SNOW

$1.2B

177 positions

#6BLUELINE ADVISORS LLCActive

Notable overlap · 5 shared positions

$USB $JHG $WT $SHW $HUM

$129M

217 positions

#7AIFG Consultants Ltd.

Notable overlap · 4 shared positions

$JHG $MSTR $WT $BAC

$58M

54 positions

#8Westview Management dba Westview Investment AdvisorsPassive

Notable overlap · 3 shared positions

$JHG $USB $SHW

$192M

70 positions

#9Richmond Investment Services, LLCPassive

Notable overlap · 3 shared positions

$JHG $USB $SHW

$619M

255 positions

#10Fusion Capital, LLCActive

Notable overlap · 6 shared positions

$JHG $FSCO $BAC $HUM $VLO $USB

$371M

104 positions

#11EDGAR LOMAX CO/VAActive

Notable overlap · 5 shared positions

$SO $USB $BAC $T $WFC

$1.4B

56 positions

#12Anson Capital, Inc.Passive

Notable overlap · 5 shared positions

$USB $FSCO $WT $HUM $FLEX

$146M

90 positions

#13Quaker Wealth Management, LLCActive

Notable overlap · 3 shared positions

$JHG $USB $HUM

$320M

972 positions

#14North Forty Two & Co.Passive

Notable overlap · 6 shared positions

$USB $WT $BAC $SNOW $WFC $VLO

$108M

97 positions

#15WT Wealth ManagementPassive

Notable overlap · 5 shared positions

$JHG $WT $SNOW $SHW $USB

$336M

138 positions

#16OLD MISSION CAPITAL LLCActive

Notable overlap · 6 shared positions

$USB $WT $MSTR $SHW $FSCO $SNOW

$6.3B

1,062 positions

#17ATLas Financial Planning LLCActive

Notable overlap · 5 shared positions

$USB $SO $WT $VLO $BAC

$112M

69 positions

#18Divergent Planning, LLC

Notable overlap · 3 shared positions

$JHG $USB $FSCO

$392M

36 positions

#19First Financial Group CorpActive

Notable overlap · 5 shared positions

$JHG $WT $SNOW $SHW $HUM

$122M

80 positions

#20Revisor Wealth Management LLCPassive

Notable overlap · 6 shared positions

$USB $SNOW $SHW $HUM $WFC $JHG

$362M

327 positions

#21Future Financial Wealth Managment LLCActive

Notable overlap · 6 shared positions

$JHG $SNOW $SHW $USB $HUM $T

$155M

128 positions

#22WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$JHG $SNOW $WFC $WT $HUM $AXP

$156M

139 positions

#23PARTNERS WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$JHG $MSTR $T $SO $WFC

$97M

109 positions

#24Marathon Trading Investment Management LLCActive

Some overlap · 3 shared positions

$MSTR $USB $BAC

$3.7B

294 positions

#25Three Magnolias Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$JHG $WT $SHW $WFC $SO

$157M

103 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.