Hedge Funds Similar to OneAscent Family Office

13F Portfolio OverlapQ2 2026OneAscent Family Office portfolio →

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Most similar hedge funds by 13F overlap

OneAscent Family Office, LLC is an institutional investor managing $198M across 250 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 OneAscent Family Office are WASHINGTON, Promethos, Center For Asset, with shared positions in $KLAC, $ASML, $GLW, $BKNG, $VZ, $HSBC. The full ranking of 25 similar funds is below.

#1WASHINGTON TRUST CoPassive

Some overlap · 4 shared positions

$KLAC $ASML $GLW $BKNG

$3.2B

291 positions

#2Promethos Capital, LLCActive

Some overlap · 4 shared positions

$KLAC $ASML $VZ $HSBC

$368M

54 positions

#3Center For Asset Management LLCPassive

Some overlap · 4 shared positions

$KLAC $ASML $GLW $VZ

$222M

178 positions

#4South Shore Capital AdvisorsPassive

Some overlap · 4 shared positions

$ASML $KLAC $GLW $HSBC

$146M

157 positions

#5ST GERMAIN D J CO INCPassive

Slight overlap · 4 shared positions

$ASML $GLW $BKNG $VZ

$2.8B

914 positions

#6Stiles Financial Services IncPassive

Slight overlap · 3 shared positions

$KLAC $ASML $GLW

$398M

183 positions

#7Progressive Investment Management CorpActive

Slight overlap · 3 shared positions

$KLAC $ASML $GLW

$452M

56 positions

#8CogentBlue Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$KLAC $ASML $GLW

$108M

52 positions

#9Westover Capital Advisors, LLCPassive

Slight overlap · 3 shared positions

$KLAC $ASML $GLW

$616M

244 positions

#10Security National BankPassive

Slight overlap · 3 shared positions

$KLAC $ASML $GLW

$865M

473 positions

#11Geneva Partners, LLCPassive

Slight overlap · 3 shared positions

$KLAC $ASML $GLW

$334M

81 positions

#12Avanda Investment Management Pte. Ltd.Active

Slight overlap · 3 shared positions

$KLAC $ASML $GLW

$299M

39 positions

#13E Fund Management Co., Ltd.Active

Slight overlap · 3 shared positions

$KLAC $ASML $GLW

$4.5B

488 positions

#14Sunstone Asset Management, L.P.Active

Slight overlap · 3 shared positions

$KLAC $ASML $GLW

$92M

57 positions

#15STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive

Slight overlap · 3 shared positions

$KLAC $ASML $GLW

$146.1B

107 positions

#16PALLADIEM, LLCActive

Slight overlap · 3 shared positions

$KLAC $ASML $GLW

$103M

136 positions

#17Caitong International Asset Management Co., LtdPassive

Slight overlap · 3 shared positions

$KLAC $ASML $GLW

$729M

2,999 positions

#18Boomfish Wealth Group, LLCPassive

Slight overlap · 3 shared positions

$KLAC $ASML $BKNG

$231M

102 positions

#19Gibraltar Capital Management, Inc.Active

Slight overlap · 3 shared positions

$KLAC $ASML $BKNG

$650M

125 positions

#20Crew Capital Management, Ltd.Passive

Slight overlap · 3 shared positions

$KLAC $ASML $BKNG

$183M

112 positions

#21Benchmark Investment Advisors LLCActive

Slight overlap · 3 shared positions

$KLAC $ASML $BKNG

$228M

70 positions

#22ACADIAN ASSET MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$KLAC $ASML $BKNG

$84.2B

1,987 positions

#23Allen Capital Group, LLCPassive

Slight overlap · 3 shared positions

$KLAC $ASML $VZ

$1.2B

319 positions

#24CABOT WEALTH MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$KLAC $ASML $VZ

$982M

142 positions

#25OneAscent Investment Solutions LLCPassive

Slight overlap · 3 shared positions

$KLAC $ASML $HSBC

$106M

144 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.