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Hedge Funds Similar to One Wealth Investment & Advisory Services

13F Portfolio OverlapQ2 2026One Wealth Investment & Advisory Services portfolio →
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Most similar hedge funds by 13F overlap

One Wealth Management Investment & Advisory Services, LLC is an institutional investor managing $95M across 53 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 Investment & Advisory Services are Forefront Wealth Partners, Markets Trading UK LLP, Riggs Asset Managment, with shared positions in $CRWD, $MRVL, $PLTR, $SHOP, $CRM, $VST. The full ranking of 25 similar funds is below.

#1Forefront Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$CRWD$MRVL$PLTR$SHOP$CRM
$323M
177 positions
#2Capital Markets Trading UK LLPActive
Some overlap · 4 shared positions
$CRWD$MRVL$PLTR$SHOP
$10.4B
351 positions
#3Riggs Asset Managment Co. Inc.Passive
Some overlap · 4 shared positions
$CRWD$PLTR$MRVL$VST
$560M
132 positions
#4KERR FINANCIAL PLANNING CorpPassive
Some overlap · 4 shared positions
$CRWD$MRVL$PLTR$SPCX
$90M
545 positions
#5CORNERSTONE ENTERPRISES, LLCActive
Some overlap · 4 shared positions
$MRVL$PLTR$CRWD$SHOP
$171M
51 positions
#6RED REEF ADVISORS LLCPassive
Some overlap · 4 shared positions
$CRWD$MRVL$PLTR$CRM
$108M
183 positions
#7Meadowbrook Wealth Management, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$SHOP$MRVL
$95M
72 positions
#8Dedeker Financial LLCActive
Some overlap · 4 shared positions
$CRWD$MRVL$PLTR$SPCX
$176M
56 positions
#9Modus Advisors, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$VST$SPCX
$405M
118 positions
#10Nikko Asset Management Americas, Inc.Passive
Some overlap · 4 shared positions
$CRWD$PLTR$SHOP$SPCX
$7.7B
276 positions
#11IFC & Insurance Marketing, Inc.Active
Some overlap · 5 shared positions
$CRWD$PLTR$SPCX$MAR$SOUN
$117M
87 positions
#12ARTHUR M. COHEN & ASSOCIATES, LLCActive
Some overlap · 4 shared positions
$CRWD$MRVL$SHOP$PLTR
$666M
135 positions
#13Canvas Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$CRWD$PLTR$SPCX$CRM$SHOP
$717M
251 positions
#14WMG Financial Advisors, LLCActive
Some overlap · 4 shared positions
$CRWD$MRVL$SHOP$SPCX
$265M
105 positions
#15OAK RIDGE INVESTMENTS LLCActive
Some overlap · 4 shared positions
$CRWD$MRVL$PLTR$MAR
$1.8B
170 positions
#16IQ EQ FUND MANAGEMENT (IRELAND) LtdPassive
Some overlap · 4 shared positions
$CRWD$PLTR$SHOP$SPCX
$1.6B
289 positions
#17Penserra Capital Management LLCPassive
Some overlap · 4 shared positions
$CRWD$MRVL$SPCX$ZS
$13.0B
1,127 positions
#18Avalon Global Asset Management LLCActive
Some overlap · 3 shared positions
$CRWD$MRVL$PLTR
$917M
38 positions
#19Parisi Gray Wealth ManagementPassive
Some overlap · 3 shared positions
$CRWD$MRVL$PLTR
$504M
145 positions
#20Newbridge Financial Services Group, Inc.Passive
Some overlap · 3 shared positions
$CRWD$MRVL$PLTR
$868M
1,314 positions
#21Legacy Advisory Services, LLCActive
Some overlap · 4 shared positions
$CRWD$VST$SHOP$MAR
$139M
80 positions
#22Quantum Private Wealth, LLCPassive
Slight overlap · 3 shared positions
$CRWD$MRVL$PLTR
$391M
164 positions
#23Markin Volterra Fund LPActive
Slight overlap · 3 shared positions
$CRWD$MRVL$PLTR
$147M
69 positions
#24Wedbush Fund Advisers, LLCActive
Slight overlap · 4 shared positions
$CRWD$PLTR$ZS$CRM
$1.1B
103 positions
#25HARTLINE INVESTMENT CORP/Active
Slight overlap · 4 shared positions
$MRVL$PLTR$SHOP$MAR
$1.1B
115 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.