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Hedge Funds Similar to One Wealth Investment & Advisory Services,

13F Portfolio OverlapQ4 2025One Wealth Investment & Advisory Services, portfolio →
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Most similar hedge funds by 13F overlap

One Wealth Management Investment & Advisory Services, LLC is an institutional investor managing $95M across 53 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to One Wealth Investment & Advisory Services, are Optiver Holding B.V., HARTLINE INVESTMENT /, TITLEIST ASSET ,, with shared positions in $DIA, $PLTR, $PANW, $CRWD, $AMD, $CRM. The full ranking of 25 similar funds is below.

#1Optiver Holding B.V.Active
Some overlap · 6 shared positions
$DIA$PLTR$PANW$CRWD$AMD$CRM
$289.5B
2,301 positions
#2HARTLINE INVESTMENT CORP/Active
Some overlap · 7 shared positions
$PLTR$MAR$SHOP$VST$AMD$PANW
$909M
112 positions
#3TITLEIST ASSET MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$PLTR$SHOP$MAR$IBIT$CRWD$AMD
$1.3B
396 positions
#4ITHAKA GROUP LLCActive
Some overlap · 5 shared positions
$SHOP$PLTR$PANW$CRWD$AMD
$482M
38 positions
#5Torrey Growth & Income AdvisorsActive
Some overlap · 6 shared positions
$SHOP$PLTR$MAR$AMD$CRM$MRVL
$239M
110 positions
#6Modus Advisors, LLCPassive
Some overlap · 6 shared positions
$PLTR$VST$PANW$CRWD$IBIT$CRM
$363M
117 positions
#7PeakShares LLCPassive
Some overlap · 6 shared positions
$PLTR$MAR$PANW$CRWD$AMD$CRM
$109M
116 positions
#8Grant Private Wealth Management IncPassive
Some overlap · 6 shared positions
$PLTR$PANW$SHOP$CRWD$AMD$CRM
$188M
154 positions
#9Synergy Financial Group, LTDPassive
Some overlap · 5 shared positions
$SHOP$MAR$ZS$CRWD$AMD
$133M
123 positions
#10OMC Financial Services LTDActive
Some overlap · 6 shared positions
$VST$MAR$PANW$CRWD$AMD$CRM
$258M
64 positions
#11Menard Financial Group LLCActive
Some overlap · 5 shared positions
$PLTR$SHOP$PANW$CRWD$AMD
$143M
82 positions
#12RED REEF ADVISORS LLCPassive
Some overlap · 6 shared positions
$PLTR$PANW$CRWD$IBIT$AMD$CRM
$96M
179 positions
#13STF Management LP
Some overlap · 5 shared positions
$PLTR$SHOP$PANW$CRWD$AMD
$107M
101 positions
#14Volterra Technologies LPPassive
Some overlap · 6 shared positions
$PLTR$PANW$CRWD$MAR$DIA$CRM
$823M
301 positions
#15Guardian Capital, LLCPassive
Some overlap · 5 shared positions
$DIA$PLTR$MAR$AMD$NTRB
$105M
81 positions
#16NORTHBRIDGE FINANCIAL GROUP, LLCPassive
Some overlap · 7 shared positions
$PLTR$MAR$IBIT$SHOP$AMD$CRM
$232M
168 positions
#17Nikko Asset Management Americas, Inc.Active
Some overlap · 4 shared positions
$SHOP$PLTR$CRWD$AMD
$7.1B
186 positions
#18Ethos Capital Management, Inc.Active
Some overlap · 5 shared positions
$PLTR$VST$MAR$AMD$NTRB
$117M
56 positions
#19KRS Capital Management, LLCActive
Some overlap · 6 shared positions
$PLTR$PANW$CRWD$AMD$CRM$MRVL
$163M
115 positions
#20MUFG Securities EMEA plcActive
Some overlap · 5 shared positions
$SHOP$VST$AMD$CRM$MRVL
$6.7B
551 positions
#21Jacksonville Wealth Management, LLCActive
Some overlap · 5 shared positions
$DIA$SHOP$CRWD$AMD$PLTR
$148M
68 positions
#22Bannerstone Capital Management, LLCPassive
Some overlap · 4 shared positions
$DIA$PLTR$PANW$AMD
$108M
97 positions
#23JENNISON ASSOCIATES LLCActive
Some overlap · 4 shared positions
$SHOP$PLTR$CRWD$AMD
$145.4B
562 positions
#24Rare Wolf Capital LLCPassive
Some overlap · 4 shared positions
$SHOP$PLTR$AMD$CRM
$154M
127 positions
#25GPS Wealth Strategies Group, LLC
Some overlap · 5 shared positions
$PLTR$MAR$SHOP$CRWD$AMD
$117M
582 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.