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Hedge Funds Similar to One Degree Advisors

13F Portfolio OverlapQ2 2026One Degree Advisors portfolio →
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Most similar hedge funds by 13F overlap

One Degree Advisors Inc is an institutional investor managing $448M across 82 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to One Degree Advisors are Cairn Investment Group, Hudson, Paradiem, with shared positions in $PCAR, $CAH, $MCK, $QCOM, $VLO, $SRE. The full ranking of 25 similar funds is below.

#1Cairn Investment Group, Inc.Active
Some overlap · 4 shared positions
$PCAR$CAH$MCK$QCOM
$227M
65 positions
#2Hudson Capital Management LLCPassive
Some overlap · 3 shared positions
$PCAR$QCOM$VLO
$414M
74 positions
#3Paradiem, LLCPassive
Some overlap · 3 shared positions
$PCAR$QCOM$VLO
$464M
68 positions
#4MKT Advisors LLCActive
Some overlap · 3 shared positions
$SRE$QCOM$MCK
$322M
155 positions
#5WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$CAH$MCK$WELL
$55.2B
266 positions
#6Pacer Advisors, Inc.Passive
Some overlap · 4 shared positions
$QCOM$MCK$CAH$VLO
$39.3B
2,614 positions
#7Delta Accumulation, LLCActive
Some overlap · 3 shared positions
$CAH$MCK$WELL
$2.5B
156 positions
#8Kepler Cheuvreux (Suisse) SAPassive
Some overlap · 3 shared positions
$CAH$QCOM$BMO
$1.7B
162 positions
#9OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 3 shared positions
$CAH$QCOM$VLO
$2.7B
54 positions
#10Great Diamond Partners, LLCPassive
Some overlap · 3 shared positions
$CAH$WELL$VLO
$582M
238 positions
#11William B. Walkup & Associates, Inc.Passive
Slight overlap · 3 shared positions
$MCK$QCOM$VLO
$208M
258 positions
#12SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$QCOM$SRE$VLO
$166M
122 positions
#13KMG FIDUCIARY PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$QCOM$WELL$CAH
$1.1B
207 positions
#14RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$QCOM$WELL$VLO
$1.1B
90 positions
#15JEPPSON WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$QCOM$CAH$SRE
$339M
242 positions
#16Longbow Finance SAPassive
Slight overlap · 3 shared positions
$MCK$WELL$VLO
$782M
59 positions
#17Achmea Investment Management B.V.Active
Slight overlap · 3 shared positions
$CAH$MCK$VLO
$4.0B
115 positions
#18SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLCPassive
Slight overlap · 3 shared positions
$QCOM$PCAR$BMO
$5.3B
737 positions
#19Fusion Capital, LLCActive
Slight overlap · 3 shared positions
$QCOM$VLO$CAH
$430M
112 positions
#20TRUST CO OF TOLEDO NA /OH/Passive
Slight overlap · 3 shared positions
$WELL$QCOM$MCK
$1.2B
865 positions
#21Genus Capital Management Inc.Passive
Slight overlap · 3 shared positions
$CAH$VLO$BMO
$1.0B
204 positions
#22PETRA FINANCIAL ADVISORS INCPassive
Slight overlap · 3 shared positions
$SRE$CAH$VLO
$216M
168 positions
#23Creative Capital Management Investments LLCActive
Slight overlap · 3 shared positions
$QCOM$WELL$MCK
$433M
1,438 positions
#24WELLINGTON MANAGEMENT GROUP LLPPassive
Slight overlap · 3 shared positions
$SRE$CAH$WELL
$580.2B
1,921 positions
#25Vertex Planning Partners, LLCActive
Slight overlap · 3 shared positions
$BMO$CAH$MCK
$673M
158 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.