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Hedge Funds Similar to Holistic Financial Partners

13F Portfolio OverlapQ2 2026Holistic Financial Partners portfolio →
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Most similar hedge funds by 13F overlap

Holistic Financial Partners is an institutional investor managing $164M across 120 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Holistic Financial Partners are Pacific Point Advisors, Wealth Watch Advisors, Meridian Wealth Advisors, with shared positions in $IAU, $MDY, $ANET, $ETN, $PWR, $TXN. The full ranking of 25 similar funds is below.

#1Pacific Point Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$MDY$ANET$ETN
$219M
129 positions
#2Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$IAU$MDY$PWR
$309M
142 positions
#3Meridian Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$MDY$ETN
$880M
211 positions
#4Bigelow Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$ANET$TXN$ETN
$276M
157 positions
#55T Wealth, LLCActive
Some overlap · 4 shared positions
$IAU$ANET$BLK$ETN
$269M
134 positions
#6FLYWHEEL PRIVATE WEALTH LLCActive
Some overlap · 4 shared positions
$IAU$PWR$TXN$BLK
$203M
109 positions
#7Alpha Zero LLCActive
Some overlap · 4 shared positions
$IAU$PWR$BLK$ANET
$264M
107 positions
#8Advocacy Wealth Management, LLCActive
Some overlap · 4 shared positions
$IAU$ANET$VRT$ETN
$2.8B
151 positions
#9Impact Investors, IncPassive
Some overlap · 3 shared positions
$IAU$ANET$PWR
$137M
88 positions
#10Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$ANET$VRT
$819M
339 positions
#11True Vision MN LLC
Some overlap · 3 shared positions
$IAU$ANET$VRT
$194M
98 positions
#12Beacon Bridge Wealth Partners, LLCActive
Some overlap · 3 shared positions
$IAU$MDY$VRT
$351M
105 positions
#13FORBES J M & CO LLPActive
Some overlap · 3 shared positions
$IAU$ANET$ETN
$1.3B
159 positions
#14Exit Wealth Advisors, LLC.Passive
Some overlap · 3 shared positions
$IAU$ANET$ETN
$220M
150 positions
#15QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$IAU$ANET$ETN
$856M
115 positions
#16BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 3 shared positions
$IAU$ANET$ETN
$2.7B
812 positions
#17LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$IAU$MDY$BLK
$248M
91 positions
#18JAMES INVESTMENT RESEARCH, INC.Passive
Some overlap · 4 shared positions
$IAU$AZN$BLK$ETN
$984M
375 positions
#19Silverleafe Capital Partners, LLCActive
Some overlap · 3 shared positions
$IAU$VRT$PWR
$367M
99 positions
#20SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 3 shared positions
$IAU$CCZ$ETN
$222M
100 positions
#21OFC FINANCIAL PLANNING, LLCActive
Some overlap · 3 shared positions
$IAU$PWR$TXN
$113M
56 positions
#22SENTINEL TRUST CO LBASmart money
Some overlap · 5 shared positions
$IAU$PWR$MDY$TXN$BLK
$1.1B
136 positions
#23Ridge Creek Global, IncPassive
Some overlap · 3 shared positions
$IAU$PWR$ETN
$129M
94 positions
#24Summit Place Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$WBD$BLK
$228M
110 positions
#25ShoreHaven Wealth Partners, LLCActive
Some overlap · 3 shared positions
$IAU$VRT$BLK
$318M
106 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.