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Hedge Funds Similar to ONE PLUS ONE WEALTH

13F Portfolio OverlapQ3 2026ONE PLUS ONE WEALTH portfolio →
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Most similar hedge funds by 13F overlap

ONE PLUS ONE WEALTH MANAGEMENT, LLC is an institutional investor managing $239M across 91 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ONE PLUS ONE WEALTH are Stegent Equity Advisors, Tandem Financial, Greenfield Seitz, with shared positions in $SII, $PWR, $MO, $PM, $NEM, $RJF. The full ranking of 25 similar funds is below.

#1Stegent Equity Advisors, Inc.Passive
Notable overlap · 3 shared positions
$SII$PWR$MO
$126M
93 positions
#2Tandem Financial, LLCActive
Some overlap · 5 shared positions
$SII$PWR$PM$NEM$MO
$332M
101 positions
#3Greenfield Seitz Capital Management, LLCPassive
Some overlap · 4 shared positions
$SII$RJF$NEM$ETN
$336M
107 positions
#4GOLDEN ROAD ADVISORS LLCSmart money
Some overlap · 3 shared positions
$RJF$MO$PM
$206M
67 positions
#56th Street Advisors, LLCActive
Some overlap · 3 shared positions
$OXY$PWR$FANG
$173M
61 positions
#6Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$PWR$PM$NEE$ETN
$1.6B
184 positions
#7Peterson Wealth ServicesPassive
Some overlap · 4 shared positions
$RJF$PM$ETN$MSI
$474M
223 positions
#8Wilian Securities, LLCPassive
Some overlap · 4 shared positions
$PWR$FANG$NEE$MSI
$169M
89 positions
#9Strong Retirement Solutions LLCPassive
Some overlap · 4 shared positions
$PWR$FANG$NEE$MSI
$178M
84 positions
#10Hilton Head Capital Partners, LLCPassive
Some overlap · 4 shared positions
$MO$PWR$PM$NEE
$185M
877 positions
#11Ridge Creek Global, IncPassive
Some overlap · 4 shared positions
$PWR$NEE$NEM$ETN
$129M
94 positions
#12Strong Tower Advisory ServicesPassive
Some overlap · 4 shared positions
$PWR$NEE$NEM$ETN
$568M
92 positions
#13KOM Wealth Management Group, LLCActive
Some overlap · 4 shared positions
$PWR$PM$NEM$ETN
$201M
96 positions
#14Prosperitas Financial LLCPassive
Some overlap · 3 shared positions
$OXY$MO$PM
$312M
103 positions
#15AMJ Financial Wealth ManagementActive
Some overlap · 4 shared positions
$PWR$NEM$TT$ETN
$424M
86 positions
#16Smith Partners Wealth Management, LLCActive
Some overlap · 3 shared positions
$RJF$MO$PM
$126M
73 positions
#17Adams Asset Advisors, LLCActive
Some overlap · 3 shared positions
$OXY$MO$NEM
$984M
94 positions
#18Center for Financial Planning, Inc.Smart money
Some overlap · 4 shared positions
$RJF$NEE$ETN$MSI
$1.1B
836 positions
#19Visionary Wealth AdvisorsPassive
Some overlap · 3 shared positions
$PWR$MO$NEE
$2.5B
666 positions
#20Signature Wealth Management Partners, LLCPassive
Some overlap · 4 shared positions
$PM$NEE$NEM$MO
$234M
124 positions
#21STOCK YARDS BANK & TRUST COActive
Some overlap · 3 shared positions
$PWR$PM$NEE
$3.5B
397 positions
#22Park Place Capital CorpPassive
Some overlap · 4 shared positions
$PWR$FANG$PM$ETN
$629M
1,092 positions
#23Register Financial Advisors LLCPassive
Some overlap · 3 shared positions
$KTOS$PWR$ATI
$320M
437 positions
#24ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 3 shared positions
$OXY$FANG$NEM
$857M
50 positions
#25Sandro Wealth Management LLCPassive
Some overlap · 3 shared positions
$PWR$NEE$TT
$138M
103 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.