13F Pro

Hedge Funds Similar to One Wealth Advisors

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

One Wealth Advisors, LLC is an institutional investor managing $906M across 326 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 Wealth Advisors are WEDGEWOOD PARTNERS, LIFELONG WEALTH ADVISORS, Accretive Wealth Partners, with shared positions in $BKNG, $ODFL, $MSI, $URI, $CB, $PGR. The full ranking of 25 similar funds is below.

#1WEDGEWOOD PARTNERS INCActive
Some overlap · 9 shared positions
$BKNG$ODFL$MSI$URI$CB$PGR
$484M
18 positions
#2LIFELONG WEALTH ADVISORS, INC.Smart money
Some overlap · 5 shared positions
$GLDM$IAU$MUFG$WFC$STX
$426M
99 positions
#3Accretive Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$GLDM$IAU$WFC$ODFL$PGR
$412M
181 positions
#4Plum Street Advisors, LLCActive
Some overlap · 4 shared positions
$GLDM$IAU$MUFG$MCK
$313M
107 positions
#5China Universal Asset Management Co., Ltd.Passive
Some overlap · 5 shared positions
$GLDM$IAU$WDC$ASML$GILD
$1.7B
513 positions
#6Keystone Financial ServicesActive
Some overlap · 5 shared positions
$IAU$BKNG$WFC$MUFG$MCK
$388M
131 positions
#7SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 4 shared positions
$GLDM$IAU$MSI$CB
$222M
100 positions
#8Aureum Wealth Management, LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$MUFG
$161M
62 positions
#9NOTTINGHAM ADVISORS, INC.Active
Some overlap · 3 shared positions
$GLDM$IAU$MUFG
$838M
122 positions
#10Empower Advisory Group, LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$MUFG
$41.9B
532 positions
#11Asempa Wealth AdvisorsPassive
Some overlap · 3 shared positions
$GLDM$IAU$MUFG
$134M
119 positions
#12Horst & Graben Wealth Management LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$MUFG
$760M
205 positions
#13BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$IAU$WDC$MCK$ASML$STX
$543M
140 positions
#14PENOBSCOT WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$GLDM$MUFG$IAU
$374M
117 positions
#15Quent Capital, LLCPassive
Some overlap · 3 shared positions
$GLDM$IAU$MUFG
$1.6B
1,653 positions
#16Magnolia Private Wealth, LLCPassive
Some overlap · 4 shared positions
$GLDM$IAU$WDC$STX
$182M
153 positions
#17JNBA Financial AdvisorsActive
Some overlap · 3 shared positions
$GLDM$IAU$MUFG
$1.3B
830 positions
#18Argos Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$GLDM$IAU$ASML$MSI
$378M
224 positions
#19Spectrum Planning & Advisory Services Inc.Active
Some overlap · 3 shared positions
$GLDM$IAU$BKNG
$223M
120 positions
#20CAPITAL FUND MANAGEMENT S.A.Passive
Some overlap · 7 shared positions
$WFC$ASML$WDC$GILD$ORLY$MCK
$22.7B
2,033 positions
#21InTrack Investment Management IncPassive
Some overlap · 4 shared positions
$GLDM$MUFG$MCK$CB
$202M
110 positions
#22Valtinson Bruner Financial Planning LLCActive
Some overlap · 4 shared positions
$GLDM$WFC$MCK$STX
$399M
189 positions
#23CRUX WEALTH ADVISORSPassive
Some overlap · 4 shared positions
$MUFG$BKNG$WFC$MCK
$289M
192 positions
#24Birchwood Financial Partners, Inc.Passive
Some overlap · 4 shared positions
$MUFG$IAU$WFC$STX
$122M
352 positions
#253Chopt Investment Partners, LLCPassive
Some overlap · 5 shared positions
$BKNG$WFC$MCK$PGR$GILD
$532M
274 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.