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Hedge Funds Similar to ONE PLUS ONE WEALTH

13F Portfolio OverlapQ2 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 $232M across 92 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 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
$140M
112 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
$174M
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
$459M
245 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
$167M
82 positions
#10Hilton Head Capital Partners, LLCPassive
Some overlap · 4 shared positions
$MO$PWR$PM$NEE
$198M
912 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
$558M
94 positions
#13KOM Wealth Management Group, LLCActive
Some overlap · 4 shared positions
$PWR$PM$NEM$ETN
$165M
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
$882M
88 positions
#18Center for Financial Planning, Inc.Smart money
Some overlap · 4 shared positions
$RJF$NEE$ETN$MSI
$1.1B
666 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
$214M
122 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
$326M
426 positions
#24ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 3 shared positions
$OXY$FANG$NEM
$763M
51 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.