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Hedge Funds Similar to Holos Integrated Wealth

13F Portfolio OverlapQ1 2026Holos Integrated Wealth portfolio →
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Most similar hedge funds by 13F overlap

Holos Integrated Wealth LLC is an institutional investor managing $214M across 378 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 Holos Integrated Wealth are LEE JOHNSON ,, Winthrop Advisory Group, Cassia Partners,, with shared positions in $LEN, $GRWG, $LMT, $WT, $DDOG, $MCD. The full ranking of 25 similar funds is below.

#1LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$LEN$GRWG$LMT
$279M
80 positions
#2Winthrop Advisory Group LLCActive
Some overlap · 3 shared positions
$LEN$WT$DDOG
$1.2B
195 positions
#3Cassia Capital Partners, LLCActive
Some overlap · 3 shared positions
$LEN$WT$MCD
$194M
67 positions
#4ATX Financial Planning, LLCPassive
Some overlap · 3 shared positions
$LEN$WT$IBIT
$132M
81 positions
#5PlanVest Financial, IncPassive
Some overlap · 4 shared positions
$LEN$GRWG$WT$DDOG
$131M
565 positions
#6Reyes Financial Architecture, Inc.Passive
Some overlap · 3 shared positions
$LEN$WT$MCD
$122M
348 positions
#7NewCorp Financial Services, Inc.Active
Some overlap · 4 shared positions
$LEN$IBIT$DDOG$WT
$115M
50 positions
#8PTM WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$LEN$REGN$LMT$WTRG
$189M
56 positions
#9Compass Advisory Group LLCActive
Some overlap · 3 shared positions
$LEN$DDOG$REGN
$374M
86 positions
#10Long Island Wealth Management, Inc.Active
Some overlap · 3 shared positions
$LEN$DDOG$REGN
$216M
89 positions
#11Financial Services Advisory IncActive
Some overlap · 4 shared positions
$LEN$REGN$WT$WTRG
$210M
58 positions
#12Dominguez Wealth Management Solutions, Inc.Active
Some overlap · 3 shared positions
$LEN$LMT$MCD
$165M
67 positions
#13Daviman Financial, LLCPassive
Some overlap · 4 shared positions
$LEN$WT$IBIT$SO
$169M
84 positions
#14CURTIS WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$LEN$IBIT$DDOG
$107M
50 positions
#15Ballast Rock Private Wealth LLCPassive
Some overlap · 5 shared positions
$LEN$WT$DDOG$REGN$MCD
$181M
177 positions
#16RiverTree Advisors, LLCPassive
Some overlap · 3 shared positions
$FCFS$LEN$REGN
$158M
60 positions
#17Hapanowicz & Associates Financial Services, IncSmart money
Some overlap · 3 shared positions
$LEN$LMT$MCD
$251M
31 positions
#18Asempa Wealth AdvisorsPassive
Some overlap · 3 shared positions
$LEN$LMT$MCD
$115M
115 positions
#19COLUMBIA ADVISORY PARTNERS LLCActive
Some overlap · 6 shared positions
$FCFS$LEN$PHYS$WT$REGN$MCD
$157M
92 positions
#20Premier Path Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$LEN$WT$LMT
$767M
398 positions
#21Sandbox Financial Partners, LLCActive
Some overlap · 3 shared positions
$LEN$REGN$GRWG
$356M
117 positions
#22TrueWealth Advisors, LLCPassive
Some overlap · 4 shared positions
$FCFS$GRWG$REGN$SO
$398M
233 positions
#23CENTRAL VALLEY ADVISORS, LLCPassive
Some overlap · 3 shared positions
$LEN$WT$MCD
$366M
187 positions
#24THEORY FINANCIAL LLCPassive
Some overlap · 4 shared positions
$GRWG$LEN$WT$DDOG
$285M
94 positions
#25First Heartland Consultants, Inc.Passive
Some overlap · 4 shared positions
$FCFS$GRWG$WT$REGN
$1.3B
523 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.