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Hedge Funds Similar to ONE WEALTH

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

ONE WEALTH CAPITAL MANAGEMENT, LLC is an institutional investor managing $267M across 123 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 WEALTH are LOOMIS SAYLES & L P, Third View Private Wealth, JOURNEY RETIREMENT PLANNING & INVESTMENT, with shared positions in $BA, $MNST, $VRTX, $SHOP, $ADSK, $DIS. The full ranking of 25 similar funds is below.

#1LOOMIS SAYLES & CO L PActive
Notable overlap · 14 shared positions
$BA$MNST$VRTX$SHOP$ADSK$DIS
$79.8B
707 positions
#2Third View Private Wealth, LLCPassive
Some overlap · 8 shared positions
$BA$MNST$VRTX$SHOP$DIS$ADSK
$814M
291 positions
#3JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$BA$MNST$VRTX$SHOP$DIS$CRM
$140M
170 positions
#4Cravens & Co Advisors, LLCActive
Some overlap · 7 shared positions
$BA$VRTX$DIS$SHOP$CRM$SBUX
$147M
61 positions
#5Financial Gravity Companies, Inc. (FGCO)Passive
Some overlap · 8 shared positions
$BA$ADSK$DIS$CRM$SBUX$ISRG
$616M
1,040 positions
#6Gibbs Wealth Management
Some overlap · 8 shared positions
$BA$SHOP$CRM$VRTX$DIS$MNST
$955M
512 positions
#7Shepherd Street Advisors LLCPassive
Some overlap · 7 shared positions
$MNST$VRTX$BA$PH$COF$DE
$116M
85 positions
#8Sepio Capital, LPActive
Some overlap · 6 shared positions
$BA$MNST$SHOP$IAU$VRTX$SBUX
$2.5B
304 positions
#9Pegasus Asset Management, Inc.Passive
Some overlap · 6 shared positions
$BA$DIS$PH$CRM$SBUX$NVS
$351M
75 positions
#10Livet Wealth, LLCActive
Some overlap · 7 shared positions
$BA$SHOP$MUFG$MNST$SBUX$COF
$180M
119 positions
#11Financial Gravity Asset Management, Inc.
Some overlap · 6 shared positions
$BA$ADSK$DIS$CRM$SBUX$NVS
$562M
973 positions
#12SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 6 shared positions
$BA$SHOP$MRVL$DIS$REGN$ISRG
$895M
185 positions
#13BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$BA$VRTX$PH$ISRG$DE
$4.1B
151 positions
#14DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$BA$ADSK$CRM$SBUX$DE
$121M
100 positions
#15Knuff & Co LLCPassive
Some overlap · 4 shared positions
$MNST$VRTX$BA$NVO
$395M
142 positions
#16Peloton Wealth StrategistsPassive
Some overlap · 5 shared positions
$MNST$VRTX$COF$ISRG$NVO
$271M
91 positions
#17FAGAN ASSOCIATES, INC.Active
Some overlap · 5 shared positions
$BA$VRTX$REGN$SBUX$DE
$861M
139 positions
#18Sculati Wealth Management, LLCPassive
Some overlap · 5 shared positions
$BA$VRTX$DIS$PH$CRM
$306M
120 positions
#19Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$BA$DIS$SBUX$COF$WFC
$320M
72 positions
#20MeadowBrook Investment Advisors LLCPassive
Some overlap · 5 shared positions
$BA$MRVL$DIS$SBUX$WFC
$126M
196 positions
#21Oxbow Advisors, LLCPassive
Some overlap · 4 shared positions
$BA$MNST$IAU$CTVA
$1.2B
265 positions
#22Vision Capital Management, Inc.Active
Some overlap · 6 shared positions
$VRTX$DIS$IAU$CRM$SBUX$COF
$882M
151 positions
#23Cohen Investment Advisors LLCPassive
Some overlap · 5 shared positions
$BA$DIS$CRM$SBUX$WFC
$233M
81 positions
#24Codex Capital Asset Management L.L.C.Active
Some overlap · 4 shared positions
$BA$SHOP$VRTX$ISRG
$289M
33 positions
#25TOCQUEVILLE ASSET MANAGEMENT L.P.Passive
Some overlap · 6 shared positions
$MRVL$IAU$PH$DIS$SBUX$DE
$7.6B
557 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.