How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to OMNI 360 Wealth,

13F Portfolio OverlapQ1 2026OMNI 360 Wealth, portfolio →

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Most similar hedge funds by 13F overlap

OMNI 360 Wealth, Inc. is an institutional investor managing $216M across 135 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 OMNI 360 Wealth, are Sterling Financial Planning,, Beckerman Institutional,, Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S, with shared positions in $NKE, $KKR, $SNOW, $WT, $DDOG, $HUM. The full ranking of 25 similar funds is below.

#1Sterling Financial Planning, Inc.Active

Notable overlap · 6 shared positions

$NKE $KKR $SNOW $WT $DDOG $HUM

$337M

117 positions

#2Beckerman Institutional, LLCPassive

Notable overlap · 6 shared positions

$NKE $SNOW $WT $MS $HUM $GLDM

$188M

121 positions

#3Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 5 shared positions

$NKE $SNOW $KKR $HUM $MKL

$111M

63 positions

#4Clarity Asset Management, Inc.Passive

Notable overlap · 5 shared positions

$NKE $SNOW $MS $BAH $WT

$198M

290 positions

#5Financially in Tune, LLCActive

Notable overlap · 6 shared positions

$NKE $KKR $WT $HUM $MKL $LEN

$116M

77 positions

#6Confluence Wealth Services, Inc.Active

Notable overlap · 6 shared positions

$NKE $SNOW $MS $HUM $BAH $NEE

$2.6B

365 positions

#7Burk Holdings LLCPassive

Notable overlap · 6 shared positions

$NKE $SNOW $WT $HUM $DDOG $DIA

$233M

676 positions

#8Savant Capital, LLCActive

Notable overlap · 6 shared positions

$NKE $SNOW $WT $DDOG $NEE $MKL

$20.7B

1,500 positions

#9Opus Financial Solutions LLCPassive

Notable overlap · 5 shared positions

$NKE $SNOW $WT $HUM $DDOG

$106M

103 positions

#10Red Tortoise LLCPassive

Notable overlap · 8 shared positions

$SNOW $MS $NKE $KKR $MKL $DDOG

$240M

591 positions

#11Apeiron RIA LLCPassive

Notable overlap · 6 shared positions

$NKE $KKR $WT $DDOG $GLDM $LEN

$431M

204 positions

#12Donalies Financial Planning, LLCActive

Notable overlap · 6 shared positions

$NKE $KKR $SNOW $HUM $DDOG $NEE

$117M

74 positions

#13TOBIAS FINANCIAL ADVISORS, INC.Active

Notable overlap · 7 shared positions

$NKE $SNOW $WT $HUM $MKL $DIA

$718M

143 positions

#14Kestra Investment Management, LLCActive

Notable overlap · 7 shared positions

$NKE $WT $SNOW $XYZ $MKL $DDOG

$5.8B

439 positions

#15Causey Wealth LLCPassive

Notable overlap · 4 shared positions

$NKE $KKR $WT $HUM

$236M

81 positions

#16Bay Capital Advisors, LLCActive

Notable overlap · 6 shared positions

$KKR $SNOW $WT $MS $HUM $MKL

$162M

107 positions

#17Blake Schutter Theil Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$KKR $MS $SNOW $WT $HUM $MKL

$123M

111 positions

#18MidAtlantic Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$KKR $SNOW $MS $WT $MKL

$145M

84 positions

#19APS Management Group, Inc.Passive

Notable overlap · 3 shared positions

$NKE $KKR $MS

$117M

72 positions

#20FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 5 shared positions

$NKE $SNOW $HUM $MKL $NEE

$754M

345 positions

#21EARNED WEALTH ADVISORS, LLCActive

Notable overlap · 6 shared positions

$NKE $MS $WT $DDOG $HUM $SNOW

$1.5B

468 positions

#22Fonville Wealth Management LLCPassive

Notable overlap · 4 shared positions

$NKE $SNOW $KKR $HUM

$525M

138 positions

#23McCartney Wealth Management LLCActive

Notable overlap · 4 shared positions

$NKE $SNOW $WT $NEE

$119M

65 positions

#24Journey Beyond Wealth, LLCSmart money

Notable overlap · 5 shared positions

$NKE $SNOW $MKL $DDOG $LMT

$116M

29 positions

#25ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 7 shared positions

$NKE $WT $BAH $SNOW $HUM $DDOG

$753M

159 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.