13F Pro

Hedge Funds Similar to Holos Integrated Wealth

13F Portfolio OverlapQ2 2026Holos Integrated Wealth portfolio →
Institutional-grade research for retail investors

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 Q2 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 Wealth Alliance, WEALTHCARE, HC Advisors, with shared positions in $PHYS, $IBIT, $YMM, $SO, $TXN, $LMT. The full ranking of 25 similar funds is below.

#1Capital Wealth Alliance, LLCActive
Some overlap · 3 shared positions
$PHYS$IBIT$YMM
$215M
99 positions
#2WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$PHYS$SO$TXN$IBIT
$1.1B
105 positions
#3HC Advisors, LLCActive
Some overlap · 3 shared positions
$PHYS$TXN$SO
$165M
62 positions
#4Meixler Investment Management, Ltd.Passive
Some overlap · 3 shared positions
$PHYS$LMT$ENB
$181M
90 positions
#5Sonoma Private Wealth LLCPassive
Some overlap · 3 shared positions
$PHYS$TXN$LMT
$93M
72 positions
#6Heritage Wealth AdvisorsActive
Some overlap · 3 shared positions
$PHYS$MCD$CSX
$2.9B
703 positions
#7A. D. Beadell Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$WTRG$PHYS$LMT$ENB
$156M
104 positions
#8Evanson Asset Management, LLC
Some overlap · 3 shared positions
$PHYS$ENB$MCD
$1.9B
321 positions
#9Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$IBIT$PHYS$CSX
$240M
74 positions
#10OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 4 shared positions
$GWW$SO$TXN$MCD
$2.7B
54 positions
#11Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$WTRG$SO$TXN$MCD
$497M
948 positions
#12HENGEHOLD CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$PHYS$SO$LMT$MCD
$1.3B
229 positions
#13Sound Financial Strategies Group, LLCActive
Some overlap · 4 shared positions
$IBIT$GWW$MCD$YMM
$157M
121 positions
#14Widmann Financial Services, Inc.Passive
Some overlap · 4 shared positions
$F$GWW$SO$MCD
$186M
123 positions
#15Nicholson Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$GWW$SO$TXN$MCD
$170M
111 positions
#16UNIQUE WEALTH, LLCActive
Some overlap · 4 shared positions
$IBIT$GWW$PHYS$MCD
$858M
201 positions
#17Advanced Asset Management Advisors IncActive
Some overlap · 3 shared positions
$GWW$SO$TXN
$380M
85 positions
#18Hurley Capital, LLCPassive
Some overlap · 3 shared positions
$PHYS$IBIT$LMT
$193M
678 positions
#19Phraction Management LLCActive
Some overlap · 3 shared positions
$PHYS$TXN$IBIT
$596M
66 positions
#20Modus Advisors, LLCPassive
Some overlap · 3 shared positions
$IBIT$LMT$MCD
$405M
118 positions
#21Wills Financial Group LLCPassive
Some overlap · 3 shared positions
$WTRG$SO$LMT
$275M
82 positions
#22Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$GWW$TXN$MCD
$754M
41 positions
#23BankPlus Trust DepartmentActive
Some overlap · 3 shared positions
$GWW$TXN$LMT
$428M
470 positions
#24Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 4 shared positions
$WTRG$TXN$LMT$ENB
$111M
62 positions
#25Alliance Wealth Advisors, LLC /UTPassive
Some overlap · 3 shared positions
$IBIT$TXN$MCD
$530M
235 positions

Compare Holos Integrated 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 Holos Integrated 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.