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Hedge Funds Similar to Olistico Wealth,

13F Portfolio OverlapQ1 2026Olistico Wealth, portfolio →
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Most similar hedge funds by 13F overlap

Olistico Wealth, LLC is an institutional investor managing $234M across 334 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 Olistico Wealth, are JBR Financial, FOLGER NOLAN FLEMING DOUGLAS ,, Silicon Valley Partners, with shared positions in $MAR, $OKE, $IBM, $PLTR, $EPD, $MCD. The full ranking of 25 similar funds is below.

#1JBR Co Financial Management IncActive
Notable overlap · 5 shared positions
$MAR$OKE$IBM$PLTR$EPD
$239M
120 positions
#2FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive
Notable overlap · 3 shared positions
$MAR$MCD$IBM
$1.1B
175 positions
#3Silicon Valley Capital PartnersActive
Some overlap · 3 shared positions
$MAR$AXP$IBM
$1.0B
454 positions
#4Wall Street Financial Group, Inc.Passive
Some overlap · 3 shared positions
$MAR$PLTR$KO
$169M
667 positions
#5CVA Family Office, LLCPassive
Some overlap · 3 shared positions
$MAR$ET$KO
$950M
1,838 positions
#6SWAN Capital LLCPassive
Some overlap · 4 shared positions
$MAR$MCD$PLTR$OKE
$272M
554 positions
#7Innovative Wealth Building LLCActive
Some overlap · 3 shared positions
$MAR$OKE$MCD
$142M
70 positions
#8Junk Investment Group, LLCPassive
Some overlap · 3 shared positions
$MAR$IBM$KO
$191M
88 positions
#9PeakShares LLCPassive
Some overlap · 4 shared positions
$MAR$MCD$PLTR$IBM
$109M
116 positions
#10Marotta Asset ManagementActive
Some overlap · 4 shared positions
$MAR$LMT$KO$IBM
$543M
103 positions
#11Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 5 shared positions
$MAR$LMT$IBM$AXP$KO
$589M
138 positions
#12Advantage Trust CoActive
Some overlap · 3 shared positions
$MAR$MCD$OKE
$223M
123 positions
#13Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 4 shared positions
$MAR$IBM$LMT$AXP
$153M
344 positions
#14Magnolia Wealth Management, LLCActive
Some overlap · 3 shared positions
$MAR$MCD$KO
$172M
212 positions
#15Fingerlakes Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$MAR$MCD$LMT$IBM
$151M
97 positions
#16Enclave Advisors LLCActive
Some overlap · 4 shared positions
$MAR$PLTR$KO$ET
$729M
132 positions
#17Praetorian Wealth Management, Inc.Active
Some overlap · 3 shared positions
$MAR$MCD$EPD
$526M
77 positions
#18FCA CORP /TXPassive
Some overlap · 3 shared positions
$MAR$IBM$LMT
$354M
191 positions
#19Sun Group Wealth PartnersPassive
Some overlap · 5 shared positions
$MAR$PLTR$KO$LMT$MCD
$127M
73 positions
#20SL ADVISORS, LLCActive
Some overlap · 6 shared positions
$OKE$MCD$ET$EPD$LMT$KO
$59M
32 positions
#21Pinnacle Holdings, LLCPassive
Some overlap · 6 shared positions
$OKE$AXP$MCD$IBM$ET$EPD
$309M
233 positions
#22CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$MAR$PLTR$IBM$LMT$OKE
$157M
130 positions
#23MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$OKE$MCD$IBM$KO$LMT
$220M
148 positions
#24Clark Wealth PartnersActive
Some overlap · 6 shared positions
$OKE$MCD$IBM$LMT$KO$PLTR
$149M
604 positions
#25Corps Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$OKE$PLTR$ET$EPD$LMT
$115M
96 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.