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Hedge Funds Similar to One Day In July

13F Portfolio OverlapQ2 2026One Day In July portfolio →
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Most similar hedge funds by 13F overlap

One Day In July LLC is an institutional investor managing $1.4B across 167 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 One Day In July are Evergreen Wealth Partners, DILLON & ASSOCIATES, PEOPLES FINANCIAL SERVICES, with shared positions in $BROS, $MCD, $ABT, $AXP, $DE, $FAST. The full ranking of 25 similar funds is below.

#1Evergreen Wealth Partners LLCActive
Slight overlap · 3 shared positions
$BROS$MCD$ABT
$167M
89 positions
#2DILLON & ASSOCIATES INCActive
Slight overlap · 3 shared positions
$BROS$AXP$ABT
$817M
80 positions
#3PEOPLES FINANCIAL SERVICES CORP.Passive
Slight overlap · 4 shared positions
$DE$FAST$MCD$AXP
$231M
270 positions
#4Lincoln Capital LLCActive
Slight overlap · 4 shared positions
$DE$FAST$MCD$AXP
$562M
137 positions
#5RD Lewis Holdings, Inc.Passive
Slight overlap · 4 shared positions
$DE$FAST$MCD$ABT
$135M
88 positions
#6ABSHER WEALTH MANAGEMENT, LLCActive
Slight overlap · 4 shared positions
$DE$FAST$MCD$ABT
$878M
73 positions
#7BLUEDOOR PRIVATE WEALTH, LLCPassive
Slight overlap · 4 shared positions
$DE$IAU$MCD$AXP
$238M
164 positions
#8CPA Asset Management LLCActive
Slight overlap · 4 shared positions
$DE$IAU$MCD$AXP
$347M
97 positions
#9Lineweaver Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$DE$IAU$MCD$ABT
$845M
182 positions
#10Well Done, LLCPassive
Slight overlap · 4 shared positions
$DE$IAU$MCD$ABT
$743M
202 positions
#11Palisades Hudson Asset Management, L.P.Active
Slight overlap · 4 shared positions
$DE$IAU$AXP$ABT
$286M
108 positions
#12Beaumont Financial Advisors, LLCPassive
Slight overlap · 4 shared positions
$DE$MCD$AXP$ABT
$1.6B
383 positions
#13Rayburn West Financial Services LLCPassive
Slight overlap · 4 shared positions
$DE$MCD$AXP$ABT
$181M
81 positions
#14BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Slight overlap · 4 shared positions
$DE$MCD$AXP$ABT
$263M
90 positions
#15Drexel Morgan & Co.Active
Slight overlap · 4 shared positions
$DE$MCD$AXP$ABT
$719M
60 positions
#16Birchwood Financial Partners, Inc.Passive
Slight overlap · 3 shared positions
$DE$FAST$IAU
$122M
352 positions
#17MONOGRAPH WEALTH ADVISORS, LLCSmart money
Slight overlap · 3 shared positions
$DE$FAST$IAU
$1.2B
143 positions
#18Stonebridge Financial Group, LLCPassive
Slight overlap · 4 shared positions
$IAU$MCD$AXP$ABT
$1.3B
275 positions
#19Hills Bank & Trust CoActive
Slight overlap · 3 shared positions
$DE$FAST$MCD
$2.3B
383 positions
#20Douglass Winthrop Advisors, LLCActive
Slight overlap · 3 shared positions
$DE$FAST$AXP
$5.8B
308 positions
#21WoodTrust Financial CorpActive
Slight overlap · 3 shared positions
$DE$FAST$AXP
$842M
179 positions
#22Loudon Investment Management, LLCPassive
Slight overlap · 3 shared positions
$DE$FAST$ABT
$204M
95 positions
#23WHITENER CAPITAL MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$DE$IAU$MCD
$472M
184 positions
#24Advantage Trust CoActive
Slight overlap · 3 shared positions
$DE$IAU$MCD
$284M
197 positions
#25Red Mountain Financial, LLCPassive
Slight overlap · 3 shared positions
$DE$IAU$MCD
$119M
82 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.