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Hedge Funds Similar to OneAscent Investment Solutions

13F Portfolio OverlapQ1 2026OneAscent Investment Solutions portfolio →
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Most similar hedge funds by 13F overlap

OneAscent Investment Solutions LLC is an institutional investor managing $100M across 128 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 Investment Solutions are WEBSTERROGERS FINANCIAL ADVISORS,, Level Financial Advisors, EVENTIDE ASSET ,, with shared positions in $UPST, $VLTO, $KLAC, $LRCX, $ASML, $TT. The full ranking of 25 similar funds is below.

#1WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$UPST$VLTO$KLAC
$350M
95 positions
#2Level Financial AdvisorsActive
Notable overlap · 3 shared positions
$UPST$VLTO$LRCX
$392M
92 positions
#3EVENTIDE ASSET MANAGEMENT, LLCPassive
Notable overlap · 11 shared positions
$ASML$TT$ETR$NVT$NDAQ$TRGP
$6.0B
278 positions
#4Whitcomb & Hess, Inc.Active
Notable overlap · 4 shared positions
$VLTO$UPST$NVT$PLTR
$429M
64 positions
#5Drum Hill Capital, LLCActive
Notable overlap · 3 shared positions
$UPST$EQNR$GEV
$109M
46 positions
#6Five Oceans AdvisorsActive
Notable overlap · 3 shared positions
$UPST$ASML$LRCX
$276M
193 positions
#7McLean Asset Management CorpActive
Notable overlap · 4 shared positions
$UPST$KLAC$LRCX$ASML
$572M
165 positions
#8Values First Advisors, Inc.Passive
Notable overlap · 5 shared positions
$UPST$TT$GEV$ODFL$LRCX
$192M
179 positions
#9Chemistry Wealth Management LLCPassive
Notable overlap · 3 shared positions
$UPST$ABNB$BKNG
$569M
204 positions
#10MASTER'S WEALTH MANAGEMENT INC.Active
Notable overlap · 3 shared positions
$UPST$LRCX$ASML
$295M
82 positions
#11Strata Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$UPST$BKNG$RPRX
$365M
87 positions
#12eCIO, Inc.Active
Notable overlap · 3 shared positions
$VLTO$UPST$ABNB
$228M
42 positions
#13Alta Advisers LtdActive
Notable overlap · 3 shared positions
$UPST$PLTR$LRCX
$276M
206 positions
#14GOULD ASSET MANAGEMENT LLC /CA/Active
Notable overlap · 3 shared positions
$UPST$VLTO$TRGP
$576M
171 positions
#15Wright Wealth LLCActive
Notable overlap · 3 shared positions
$UPST$RIO$T
$149M
51 positions
#16Strategic Financial Services, Inc.Smart money
Notable overlap · 5 shared positions
$UPST$KLAC$LRCX$GEV$BKNG
$2.1B
152 positions
#17Dynamic Wealth Strategies, LLCPassive
Notable overlap · 4 shared positions
$VLTO$UPST$LRCX$KLAC
$173M
288 positions
#181834 INVESTMENT ADVISORS COPassive
Some overlap · 3 shared positions
$UPST$VLTO$T
$801M
206 positions
#19Bear Mountain Capital, Inc.Active
Some overlap · 3 shared positions
$UPST$PLTR$BKNG
$333M
198 positions
#20ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$VLTO$UPST$ASML$HDB$UL
$723M
93 positions
#21Intelligence Driven Advisers, LLCActive
Some overlap · 5 shared positions
$VLTO$UPST$GEV$PLTR$BKNG
$574M
130 positions
#22Aegis Wealth Management LLCPassive
Some overlap · 4 shared positions
$UPST$RIO$ASML$ETR
$175M
118 positions
#23BDFS Capital LLCActive
Some overlap · 3 shared positions
$UPST$VLTO$ASML
$208M
137 positions
#24Evergreen Advisors, LLCActive
Some overlap · 3 shared positions
$VLTO$PLTR$GEV
$426M
168 positions
#25MUIRFIELD WEALTH ADVISORS LLCPassive
Some overlap · 4 shared positions
$UPST$TT$BKNG$T
$136M
80 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.