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Hedge Funds Similar to ONE WEALTH ,

13F Portfolio OverlapQ1 2026ONE WEALTH , portfolio →
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Most similar hedge funds by 13F overlap

ONE WEALTH CAPITAL MANAGEMENT, LLC is an institutional investor managing $229M across 120 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 ONE WEALTH , are LOOMIS SAYLES & L P, JOURNEY RETIREMENT PLANNING & INVESTMENT, Gibbs Wealth, with shared positions in $BA, $MNST, $VRTX, $SHOP, $DIS, $CRM. The full ranking of 25 similar funds is below.

#1LOOMIS SAYLES & CO L PActive
Some overlap · 12 shared positions
$BA$MNST$VRTX$SHOP$DIS$CRM
$74.3B
718 positions
#2JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCPassive
Some overlap · 10 shared positions
$BA$MNST$VRTX$SHOP$DIS$CRM
$114M
133 positions
#3Gibbs Wealth ManagementPassive
Some overlap · 8 shared positions
$SE$BA$SHOP$VRTX$DIS$CRM
$762M
433 positions
#4Third View Private Wealth, LLCPassive
Some overlap · 8 shared positions
$BA$MNST$VRTX$SHOP$DIS$CRM
$730M
267 positions
#5Portside Wealth Group, LLCPassive
Some overlap · 8 shared positions
$SE$BA$SHOP$DIS$CRM$VZ
$738M
464 positions
#6Pacific Excel Wealth Advisors, Inc.Passive
Slight overlap · 4 shared positions
$SE$IAU$VRTX$SHOP
$95M
140 positions
#7Unify Financial AdvisorsPassive
Slight overlap · 7 shared positions
$SE$SHOP$CRM$PH$SAN$VZ
$96M
89 positions
#8WealthCare Investment Partners, LLCPassive
Slight overlap · 5 shared positions
$SE$IAU$CRM$SAN$VZ
$360M
191 positions
#9Archer Investment Management, LLCPassive
Slight overlap · 5 shared positions
$SE$IAU$MUFG$GMM$SAN
$238M
108 positions
#10INTERCAPITAL, LLCPassive
Slight overlap · 3 shared positions
$SE$BA$SHOP
$299M
108 positions
#11BAKER TILLY WEALTH MANAGEMENT, LLCPassive
Slight overlap · 5 shared positions
$BA$VRTX$MNST$SHOP$DIS
$411M
280 positions
#12DMC Group, LLCPassive
Slight overlap · 4 shared positions
$SE$IAU$SHOP$VZ
$148M
141 positions
#13GLR Partners, LLCPassive
Slight overlap · 7 shared positions
$IAU$VRTX$SE$REGN$PH$ISRG
$183M
100 positions
#14Ifrah Financial Services, Inc.Passive
Slight overlap · 4 shared positions
$SE$IAU$VRTX$FIX
$378M
200 positions
#15Davis Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$SE$IAU$MUFG$GMM
$120M
72 positions
#16IFS Group,LLCPassive
Slight overlap · 3 shared positions
$SE$BA$REGN
$112M
144 positions
#17Oregon Pacific Wealth Management, LLCPassive
Slight overlap · 6 shared positions
$SE$MUFG$DIS$CRM$REGN$SBUX
$96M
105 positions
#18Beacon Bridge Wealth Partners, LLCPassive
Slight overlap · 5 shared positions
$SE$IAU$SAN$GMM$BA
$299M
101 positions
#19Williams & Novak, LLCPassive
Slight overlap · 4 shared positions
$SE$IAU$MUFG$CRM
$134M
143 positions
#20Shepherd Street Advisors LLCPassive
Slight overlap · 5 shared positions
$BA$MNST$VRTX$PH$ISRG
$101M
86 positions
#21Clear Creek Financial Management, LLCPassive
Slight overlap · 4 shared positions
$SE$IAU$CRM$REGN
$1.3B
608 positions
#22West Wealth Group, LLCActive
Slight overlap · 4 shared positions
$SE$IAU$BA$GMM
$506M
130 positions
#23Horst & Graben Wealth Management LLCPassive
Slight overlap · 4 shared positions
$SE$IAU$MUFG$SHOP
$729M
195 positions
#24WCM INVESTMENT MANAGEMENT, LLCActive
Slight overlap · 4 shared positions
$SE$VRTX$SHOP$NVS
$43.8B
263 positions
#25VIKING GLOBAL INVESTORS LPActive
Slight overlap · 3 shared positions
$SE$BA$DIS
$35.7B
77 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.