How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Newton One Investments

13F Portfolio OverlapQ2 2026Newton One Investments portfolio →

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Most similar hedge funds by 13F overlap

Newton One Investments LLC is an institutional investor managing $397M across 146 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 Newton One Investments are PLANNING DIRECTIONS, BCR Wealth Strategies, HFM Investment Advisors, with shared positions in $DOV, $CEG, $DE, $MCD, $PEP, $EXC. The full ranking of 25 similar funds is below.

#1PLANNING DIRECTIONS INCActive

Notable overlap · 6 shared positions

$DOV $CEG $DE $MCD $PEP $EXC

$216M

110 positions

#2BCR Wealth Strategies, LLCSmart money

Notable overlap · 4 shared positions

$DOV $DE $PEP $EMR

$356M

32 positions

#3HFM Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$DOV $CEG $EXC $VZ $PWR $MCD

$285M

1,293 positions

#4Wealth Management NebraskaSmart money

Notable overlap · 3 shared positions

$DOV $DE $PM

$1.1B

106 positions

#5Silver Coast Investments LLCActive

Notable overlap · 5 shared positions

$DOV $DE $ALL $MS $APD

$336M

121 positions

#6American National Bank of TexasActive

Notable overlap · 6 shared positions

$DOV $MCD $PM $MDY $STT $PWR

$110M

56 positions

#7Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$DOV $DE $MS

$110M

73 positions

#8DC Investments Management, LLCActive

Notable overlap · 5 shared positions

$DOV $EXC $MDY $PPL $NI

$293M

55 positions

#9Orcam Financial GroupActive

Notable overlap · 4 shared positions

$DOV $DE $MDY $EMR

$205M

105 positions

#10TSG Advice Partners, LLC

Notable overlap · 5 shared positions

$DOV $MCD $MDY $PEP $PM

$667M

135 positions

#11PROFFITT & GOODSON INCActive

Notable overlap · 5 shared positions

$DOV $PEP $EMR $CEG $STT

$728M

298 positions

#12Highland Investment Advisors LLCPassive

Notable overlap · 4 shared positions

$DOV $PM $MCD $DE

$229M

734 positions

#13Weil Company, Inc.Passive

Notable overlap · 3 shared positions

$DOV $MCD $MDY

$568M

133 positions

#14PARTNERS CAPITAL INVESTMENT GROUP, LLPActive

Notable overlap · 3 shared positions

$DOV $DE $MTZ

$2.8B

186 positions

#15HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 3 shared positions

$DOV $MCD $PEP

$209M

83 positions

#16Addison Capital CoActive

Notable overlap · 4 shared positions

$DOV $PM $PEP $STT

$610M

184 positions

#17Vantage Point Financial LLCPassive

Notable overlap · 3 shared positions

$DOV $MCD $ALL

$328M

188 positions

#18Coyle Financial Counsel LLCActive

Notable overlap · 3 shared positions

$DOV $MCD $MDY

$548M

126 positions

#19Bernardo Wealth Planning LLCActive

Notable overlap · 3 shared positions

$DOV $PM $MCD

$585M

139 positions

#20Jasper Ridge Partners, L.P.Smart money

Notable overlap · 4 shared positions

$DOV $CEG $PEP $AON

$4.7B

151 positions

#21Heritage Investment Group, Inc.Active

Notable overlap · 3 shared positions

$DOV $ALL $ADP

$744M

135 positions

#22Intelligent Financial StrategiesSmart money

Notable overlap · 5 shared positions

$DOV $MDY $MCD $PEP $PM

$208M

60 positions

#23VESTOR CAPITAL, LLCActive

Notable overlap · 6 shared positions

$AON $CEG $PM $EXC $ALL $MS

$486M

276 positions

#243EDGE Asset Management, LPActive

Notable overlap · 3 shared positions

$DOV $STT $MDY

$2.2B

94 positions

#25Luminist Capital LLCActive

Notable overlap · 3 shared positions

$DOV $STT $MCD

$89M

418 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.