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Hedge Funds Similar to Onyx Financial Advisors,

13F Portfolio OverlapQ1 2026Onyx Financial Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Onyx Financial Advisors, LLC is an institutional investor managing $278M across 18 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 Onyx Financial Advisors, are Rather & Kittrell,, BCU Wealth Advisors,, MAIMON WEALTH LTD., with shared positions in $IAU, $NSC, $PM, $SYK. The full ranking of 12 similar funds is below.

#1Rather & Kittrell, Inc.Active
Substantial overlap · 3 shared positions
$IAU$NSC$PM
$648M
113 positions
#2BCU Wealth Advisors, LLCSmart money
Notable overlap · 3 shared positions
$NSC$IAU$PM
$268M
60 positions
#3MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$IAU$SYK$PM
$114M
77 positions
#4New Republic Capital, LLCPassive
Some overlap · 3 shared positions
$NSC$IAU$PM
$297M
312 positions
#5Exchange BankPassive
Some overlap · 3 shared positions
$PM$NSC$IAU
$144M
117 positions
#6BRIGHT FINANCIAL ADVISORS, INC.Active
Slight overlap · 3 shared positions
$SYK$IAU$PM
$218M
67 positions
#7BURNS J W & CO INC/NYActive
Slight overlap · 3 shared positions
$SYK$NSC$IAU
$873M
183 positions
#8Atlas Wealth Partners, LLCActive
Slight overlap · 3 shared positions
$IAU$SYK$PM
$97M
65 positions
#9SOUTHERN MICHIGAN BANK & TRUSTActive
Slight overlap · 3 shared positions
$SYK$NSC$PM
$261M
424 positions
#10Sepio Capital, LPActive
Slight overlap · 3 shared positions
$IAU$NSC$PM
$1.8B
369 positions
#11Verus Financial Partners, Inc.Smart money
Slight overlap · 3 shared positions
$PM$IAU$NSC
$1.1B
121 positions
#12SIMA Wealth Partners, LLCActive
Slight overlap · 3 shared positions
$PM$SYK$NSC
$131M
131 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.