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Hedge Funds Similar to OMNI 360 Wealth

13F Portfolio OverlapQ2 2026OMNI 360 Wealth portfolio →
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Most similar hedge funds by 13F overlap

OMNI 360 Wealth, Inc. is an institutional investor managing $216M across 135 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 OMNI 360 Wealth are FIRST FINANCIAL BANKSHARES, Harbor Group, OLD POINT & FINANCIAL SERVICES N A, with shared positions in $NEE, $BX, $LMT, $ETN, $AMT, $MCD. The full ranking of 25 similar funds is below.

#1FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 7 shared positions
$NEE$BX$LMT$ETN$AMT$MCD
$5.3B
210 positions
#2Harbor Group, Inc.Active
Some overlap · 3 shared positions
$TPR$BAH$LMT
$851M
115 positions
#3OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$NEE$BX$LMT$SO$ETN
$329M
323 positions
#4First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$NEE$BX$LMT$SO$MCD
$529M
75 positions
#5Capital Innovations LLCPassive
Some overlap · 5 shared positions
$NEE$SBAC$SO$AMT$AEP
$385M
51 positions
#6Vantage Investment Partners, LLC
Some overlap · 6 shared positions
$LMT$NEE$BX$ETN$AMT$MCD
$1.4B
64 positions
#7M3 Wealth Management, LLCActive
Some overlap · 5 shared positions
$NEE$LMT$SO$ETN$PH
$154M
35 positions
#8Carson Advisory Inc.Passive
Some overlap · 5 shared positions
$BAH$SO$ETN$BX$NEE
$218M
204 positions
#9Joseph Group Capital ManagementPassive
Some overlap · 5 shared positions
$GLDM$PGR$ETN$PH$AEP
$476M
387 positions
#10OmniStar Financial Group, Inc.Passive
Some overlap · 6 shared positions
$LMT$NEE$SO$BNY$PH$AEP
$217M
118 positions
#11B & T Capital Management DBA Alpha Capital ManagementPassive
Some overlap · 4 shared positions
$NEE$BX$LMT$PH
$770M
129 positions
#12Presper Financial Architects, LLCSmart money
Some overlap · 3 shared positions
$BAH$PGR$NEE
$192M
55 positions
#13NCM Capital Management, LLCPassive
Some overlap · 4 shared positions
$BAH$NEE$ETN$MCD
$324M
194 positions
#14FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 4 shared positions
$GLDM$PGR$NEE$MCD
$1.7B
208 positions
#15Welch Group, LLCPassive
Some overlap · 5 shared positions
$NEE$LMT$SO$MCD$AEP
$2.9B
326 positions
#16St. Clair Advisors, LLCSmart money
Some overlap · 4 shared positions
$BX$PGR$ETN$AMT
$389M
78 positions
#17CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$BAH$GLDM$LMT
$183M
146 positions
#18Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$BX$LMT$NEE$BNY$MCD
$327M
94 positions
#19Princeton Global Asset Management LLCPassive
Some overlap · 4 shared positions
$BX$TPR$ETN$NEE
$698M
831 positions
#20Financial Enhancement Group LLCPassive
Some overlap · 4 shared positions
$NEE$GLDM$BX$SO
$839M
137 positions
#21MORTON COMMUNITY BANKPassive
Some overlap · 5 shared positions
$NEE$LMT$SO$ETN$AEP
$491M
120 positions
#22GREAT VALLEY ADVISOR GROUP, INC.Passive
Some overlap · 4 shared positions
$BAH$GLDM$MCD$NEE
$6.3B
1,055 positions
#23RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$NEE$SO$ETN$PH$MCD
$1.1B
90 positions
#24TILIA FIDUCIARY PARTNERS, INC.
Some overlap · 4 shared positions
$NEE$BAH$ETN$PH
$211M
127 positions
#25MTM Investment Management, LLCPassive
Some overlap · 4 shared positions
$BAH$SO$ETN$BNY
$350M
708 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.