What hedge funds are most similar to One Wealth Management Investment & Advisory Services, LLC?

The funds with the most similar 13F portfolios to One Wealth Management Investment & Advisory Services, LLC are Forefront Wealth Partners, Markets Trading UK LLP, Riggs Asset Managment, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

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, LLC

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

$219M

42 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

$93M

81 positions

#8Dedeker Financial LLCActive

Some overlap · 4 shared positions

$CRWD $MRVL $PLTR $SPCX

$176M

55 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

$114M

78 positions

#12ARTHUR M. COHEN & ASSOCIATES, LLCActive

Some overlap · 4 shared positions

$CRWD $MRVL $SHOP $PLTR

$640M

139 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

$487M

155 positions

#20Newbridge Financial Services Group, Inc.Passive

Some overlap · 3 shared positions

$CRWD $MRVL $PLTR

$808M

1,245 positions

#21Legacy Advisory Services, LLCActive

Some overlap · 4 shared positions

$CRWD $VST $SHOP $MAR

$142M

54 positions

#22Quantum Private Wealth, LLCPassive

Slight overlap · 3 shared positions

$CRWD $MRVL $PLTR

$390M

171 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.