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Hedge Funds Similar to Olistico Wealth

13F Portfolio OverlapQ2 2026Olistico Wealth portfolio →
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Most similar hedge funds by 13F overlap

Olistico Wealth, LLC is an institutional investor managing $234M across 334 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 Olistico Wealth are LEGACY FINANCIAL GROUP, Addis & Hill, SL ADVISORS, with shared positions in $OKE, $PLTR, $MCD, $ET, $EPD, $AXP. The full ranking of 25 similar funds is below.

#1LEGACY FINANCIAL GROUP, INC.Active
Some overlap · 6 shared positions
$OKE$PLTR$MCD$ET$EPD$AXP
$429M
104 positions
#2Addis & Hill, IncSmart money
Some overlap · 5 shared positions
$OKE$ET$EPD$TXN$DOV
$181M
29 positions
#3SL ADVISORS, LLCActive
Some overlap · 5 shared positions
$OKE$ET$EPD$LMT$MCD
$57M
32 positions
#4Retirement Investment Advisors, Inc.Smart money
Some overlap · 4 shared positions
$OKE$MCD$ET$EPD
$1.4B
66 positions
#5Disciplined Investments, LLCPassive
Some overlap · 5 shared positions
$OKE$ET$AAON$TXN$EPD
$310M
144 positions
#6DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 6 shared positions
$OKE$ET$EPD$CASY$TXN$TJX
$517M
137 positions
#7Corps Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$OKE$ET$EPD$PLTR
$124M
99 positions
#8Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$AXP$MCD$OKE$TXN$LMT$TJX
$467M
118 positions
#9Cambridge Financial Group, Inc.Active
Some overlap · 4 shared positions
$OKE$MCD$TXN$TJX
$287M
33 positions
#10LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$LNT$MCD$CASY$TXN
$1.0B
154 positions
#11Fort Sheridan Advisors LLCPassive
Some overlap · 4 shared positions
$OKE$ET$EPD$AXP
$928M
299 positions
#12Pinnacle Holdings, LLCPassive
Some overlap · 5 shared positions
$OKE$AXP$ET$EPD$MCD
$324M
237 positions
#13TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 3 shared positions
$OKE$ET$EPD
$9.8B
91 positions
#14CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$OKE$ET$EPD
$2.8B
97 positions
#15CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 3 shared positions
$OKE$ET$EPD
$2.2B
73 positions
#16Heronetta Management, L.P.Smart money
Some overlap · 3 shared positions
$OKE$ET$EPD
$109M
15 positions
#17SeedSafe Financial LLCActive
Some overlap · 3 shared positions
$OKE$ET$EPD
$139M
39 positions
#18KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 3 shared positions
$OKE$ET$EPD
$5.1B
53 positions
#19SENTINEL WEALTH MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$OKE$ET$EPD
$142M
39 positions
#20Recurrent Investment Advisors LLCActive
Some overlap · 3 shared positions
$OKE$ET$EPD
$1.6B
71 positions
#21Meixler Investment Management, Ltd.Passive
Some overlap · 4 shared positions
$OKE$ET$EPD$LMT
$181M
90 positions
#22TECTONIC ADVISORS LLCActive
Some overlap · 4 shared positions
$OKE$DELL$ET$EPD
$2.1B
289 positions
#23PeakShares LLCActive
Some overlap · 5 shared positions
$DELL$AXP$MCD$PLTR$TJX
$134.4B
122 positions
#24Miramar Capital, LLCPassive
Some overlap · 3 shared positions
$OKE$MCD$LMT
$455M
57 positions
#25Energy Income Partners, LLCActive
Some overlap · 4 shared positions
$OKE$ET$LNT$EPD
$6.4B
88 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.