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 Map

13F Portfolio OverlapQ2 2026One Wealth Map portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

One Wealth Map LLC is an institutional investor managing $220M across 106 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 Map are Oregon Pacific Wealth, SPWM Advisors, Independence Wealth Advisors, with shared positions in $IQV, $SCHW, $BKNG, $ELV, $AJG, $DIS. The full ranking of 25 similar funds is below.

#1Oregon Pacific Wealth Management, LLCActive

Notable overlap · 14 shared positions

$IQV $SCHW $BKNG $ELV $AJG $DIS

$107M

115 positions

#2SPWM Advisors LLCActive

Notable overlap · 10 shared positions

$SCHW $BKNG $IQV $ELV $ICE $DIS

$108M

90 positions

#3Independence Wealth Advisors, LLCActive

Notable overlap · 8 shared positions

$SCHW $BKNG $STT $IQV $ELV $DIS

$199M

85 positions

#4HARRIS ASSOCIATES L PActive

Notable overlap · 7 shared positions

$IQV $SCHW $ELV $ICE $STT $ABNB

$75.4B

162 positions

#5CRUX WEALTH ADVISORSPassive

Notable overlap · 8 shared positions

$SCHW $BKNG $ELV $IQV $ICE $SYK

$289M

192 positions

#6Cape Investment Advisory, Inc.Passive

Notable overlap · 11 shared positions

$SCHW $BKNG $IQV $ELV $DIS $ICE

$374M

1,449 positions

#7TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 6 shared positions

$SCHW $BKNG $IQV $ELV $ICE $APD

$143M

104 positions

#8Trajan Wealth LLCActive

Notable overlap · 8 shared positions

$BKNG $IQV $ELV $COR $SCHW $CRM

$2.6B

152 positions

#9Distillate Capital Partners LLCPassive

Notable overlap · 9 shared positions

$BKNG $AJG $ICE $ABNB $MCK $CRM

$1.9B

118 positions

#10CapitalatWork S.A.Active

Notable overlap · 8 shared positions

$SCHW $ICE $SPGI $ABNB $DIS $CRM

$4.0B

93 positions

#11Barden Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$STT $BKNG $ELV $SPGI $ADBE $UBER

$108M

53 positions

#12Voya Financial Advisors, Inc.Smart money

Notable overlap · 7 shared positions

$SCHW $BKNG $ELV $IQV $APD $DIS

$1.1B

208 positions

#13Keystone Financial ServicesActive

Notable overlap · 5 shared positions

$SCHW $BKNG $MCK $ELV $ICE

$388M

131 positions

#14Washington Trust Advisors, Inc.Passive

Some overlap · 8 shared positions

$IQV $BKNG $DIS $SPGI $APD $ECL

$1.3B

724 positions

#15Smith Group Asset Management, LLCActive

Some overlap · 6 shared positions

$BKNG $MCK $SCHW $DIS $DXCM $VEEV

$2.5B

166 positions

#16Peak Asset Management, LLCPassive

Some overlap · 8 shared positions

$BKNG $DIS $SPGI $CRM $SYK $ADBE

$680M

181 positions

#17Heron Bay Capital ManagementActive

Some overlap · 6 shared positions

$SCHW $MCK $SPGI $CRM $ADBE $CHKP

$1.1B

97 positions

#18Tranquilli Financial Advisor LLCPassive

Some overlap · 5 shared positions

$SCHW $BKNG $ELV $ICE $IQV

$186M

135 positions

#19Unique Wealth Strategies, LLCPassive

Some overlap · 8 shared positions

$BKNG $ABNB $ELV $IQV $APD $MAS

$275M

223 positions

#20PROFESSIONAL ADVISORY SERVICES INCActive

Some overlap · 6 shared positions

$BKNG $ELV $AJG $SPGI $SYK $ADBE

$836M

93 positions

#21Investment Research & Advisory Group, Inc.Active

Some overlap · 6 shared positions

$SCHW $IQV $BKNG $CRM $UBER $VEEV

$324M

314 positions

#22Sendero Wealth Management, LLCActive

Some overlap · 6 shared positions

$IQV $SCHW $ICE $ABNB $CRM $UBER

$1.0B

209 positions

#23MERIDIAN MANAGEMENT COActive

Some overlap · 6 shared positions

$IQV $ICE $SPGI $CRM $ABNB $UBER

$446M

84 positions

#24ROCKLAND TRUST COPassive

Some overlap · 7 shared positions

$SCHW $ELV $SPGI $ICE $APD $ECL

$2.5B

317 positions

#25BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$SCHW $ELV $ICE $SPGI $ECL $VEEV

$499M

73 positions

Compare One Wealth Map’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View One Wealth Map’s holdings

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.