Hedge Funds Similar to Omnitrust Wealth ,

13F Portfolio OverlapQ1 2026Omnitrust Wealth , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Omnitrust Wealth Management, Inc is an institutional investor managing $77M across 64 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 Omnitrust Wealth , are Dana Investment Advisors,, FIDUCIARY FAMILY OFFICE,, GREAT LAKES ADVISORS,, with shared positions in $AXP, $__PARK_1390777, $PM, $WFC, $DAL, $PH. The full ranking of 25 similar funds is below.

#1Dana Investment Advisors, Inc.Passive

Some overlap · 10 shared positions

$AXP $__PARK_1390777 $PM $WFC $DAL $PH

$3.4B

556 positions

#2FIDUCIARY FAMILY OFFICE, LLCActive

Some overlap · 8 shared positions

$AXP $PH $PM $WFC $VRT $__PARK_1390777

$351M

179 positions

#3GREAT LAKES ADVISORS, LLCPassive

Some overlap · 6 shared positions

$PH $WFC $DAL $BSX $TJX $COP

$12.1B

792 positions

#4WOODWARD DIVERSIFIED CAPITAL, LLCPassive

Some overlap · 6 shared positions

$PH $WFC $PM $COP $LRCX $__PARK_1390777

$220M

181 positions

#5Stronghold Wealth Management L.L.C.Passive

Some overlap · 6 shared positions

$__PARK_1390777 $NBIS $PM $PH $WFC $COP

$66M

119 positions

#6Kentucky Farm Bureau Mutual Insurance CoActive

Some overlap · 6 shared positions

$AXP $PM $DAL $TJX $COP $LHX

$329M

65 positions

#7Mill Capital Management, LLCActive

Some overlap · 6 shared positions

$AXP $PM $BSX $LRCX $LHX $WFC

$1.3B

130 positions

#8Mount Lucas Management LPPassive

Some overlap · 5 shared positions

$NBIS $__PARK_1390777 $DAL $TJX $LHX

$271M

165 positions

#9Covea FinanceActive

Some overlap · 5 shared positions

$PH $AXP $ADI $TJX $LHX

$2.9B

146 positions

#10Entropy Technologies, LPPassive

Some overlap · 5 shared positions

$AXP $PH $WDC $BSX $TJX

$2.2B

857 positions

#11Passumpsic Savings Bank

Some overlap · 5 shared positions

$PH $__PARK_1390777 $BSX $TJX $LRCX

$183M

90 positions

#12ADAMS DIVERSIFIED EQUITY FUND, INC.Active

Some overlap · 5 shared positions

$PH $PM $ADI $LRCX $LHX

$2.8B

99 positions

#13Hartford Funds Management Co LLCSmart money

Some overlap · 5 shared positions

$AXP $PM $WFC $TJX $VRT

$1.2B

96 positions

#14ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Some overlap · 5 shared positions

$PH $WDC $ADI $LRCX $LHX

$331M

183 positions

#15SHAYNE & JACOBS, LLCActive

Some overlap · 5 shared positions

$AXP $__PARK_1390777 $PM $WFC $COP

$324M

94 positions

#16CRUX WEALTH ADVISORSPassive

Some overlap · 5 shared positions

$__PARK_1390777 $PM $WFC $ADI $COP

$261M

181 positions

#17ProVise Management Group, LLCPassive

Some overlap · 5 shared positions

$__PARK_1390777 $PM $WFC $ADI $COP

$1.4B

261 positions

#18FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$__PARK_1390777 $PM $WFC $ADI $COP

$319M

251 positions

#19SPWM Advisors LLCPassive

Some overlap · 5 shared positions

$__PARK_1390777 $PM $WFC $ADI $COP

$115M

93 positions

#20Northstar Advisory Group, LLCPassive

Some overlap · 5 shared positions

$AXP $__PARK_1390777 $ADI $COP $LHX

$269M

113 positions

#21Evansbrook LLCActive

Some overlap · 5 shared positions

$PH $WFC $TJX $PM $AXP

$150M

117 positions

#22ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 5 shared positions

$AXP $WFC $ADI $BSX $TJX

$112M

102 positions

#23Western Financial Corp/CAActive

Some overlap · 5 shared positions

$__PARK_1390777 $WFC $WDC $ADI $LRCX

$255M

127 positions

#24FRED ALGER MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$NBIS $WDC $QXO $VRT $BSX

$22.8B

444 positions

#25GHP Investment Advisors, Inc.Passive

Some overlap · 5 shared positions

$AXP $PH $ADI $TJX $LHX

$2.4B

1,437 positions

Compare Omnitrust Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Omnitrust Wealth ,’s holdings

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.