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Hedge Funds Similar to OneAscent Financial Services

13F Portfolio OverlapQ2 2026OneAscent Financial Services portfolio →
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Most similar hedge funds by 13F overlap

OneAscent Financial Services LLC is an institutional investor managing $2.1B across 605 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 Financial Services are Defiance ETFs, Goldstream Ltd, First Pacific Financial, with shared positions in $MRVL, $COHR, $ASML, $VRT, $UPS, $PLD. The full ranking of 25 similar funds is below.

#1Defiance ETFs, LLCPassive
Some overlap · 4 shared positions
$MRVL$COHR$ASML$VRT
$7.4B
388 positions
#2Goldstream Capital Management LtdActive
Some overlap · 4 shared positions
$MRVL$COHR$ASML$VRT
$132M
45 positions
#3First Pacific FinancialPassive
Some overlap · 4 shared positions
$UPS$MRVL$ASML$PLD
$839M
510 positions
#4BCV Asset Management Inc.Active
Slight overlap · 4 shared positions
$MRVL$ASML$PLD$DE
$3.3B
116 positions
#5Redwood Financial Network CorpPassive
Slight overlap · 4 shared positions
$MRVL$ASML$BX$VRT
$180M
192 positions
#6SHELTON WEALTH MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$MRVL$ASML$VRT$DE
$255M
144 positions
#7CogentBlue Wealth Advisors, LLCActive
Slight overlap · 4 shared positions
$UPS$ASML$COHR$DE
$175M
103 positions
#8Investment Research Partners LLCPassive
Slight overlap · 4 shared positions
$UPS$ASML$VRT$DE
$295M
278 positions
#9Alta Park Capital, LPActive
Slight overlap · 3 shared positions
$MRVL$COHR$ASML
$1.1B
27 positions
#10Red Spruce Capital, LLCPassive
Slight overlap · 3 shared positions
$MRVL$COHR$ASML
$287M
94 positions
#11STEVENS CAPITAL MANAGEMENT LPPassive
Slight overlap · 3 shared positions
$MRVL$COHR$ASML
$417M
213 positions
#12AZZAD ASSET MANAGEMENT INC /ADVPassive
Slight overlap · 4 shared positions
$COHR$ASML$PLD$VRT
$1.1B
351 positions
#13Barnes Dennig Private Wealth Management LLCPassive
Slight overlap · 3 shared positions
$MRVL$UPS$DE
$125M
365 positions
#14Cove Private Wealth, LLCPassive
Slight overlap · 3 shared positions
$MRVL$UPS$DE
$518M
207 positions
#15ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Slight overlap · 4 shared positions
$COHR$MRVL$ASML$VRT
$4.4B
109 positions
#16Inspire Advisors, LLCPassive
Slight overlap · 3 shared positions
$MRVL$UPS$FRME
$1.4B
729 positions
#17ELEMENT POINTE ADVISORS, LLCSmart money
Slight overlap · 4 shared positions
$MRVL$ASML$BX$VRT
$621M
90 positions
#18Horizon Family Wealth, Inc.Active
Slight overlap · 4 shared positions
$MRVL$ASML$VRT$DE
$219M
93 positions
#19Retireful, LLCPassive
Slight overlap · 3 shared positions
$MRVL$COHR$VRT
$107M
81 positions
#20Zweig-DiMenna Associates LLCActive
Slight overlap · 3 shared positions
$MRVL$COHR$VRT
$1.1B
70 positions
#21Arnhold LLCActive
Slight overlap · 3 shared positions
$MRVL$COHR$VRT
$1.4B
113 positions
#22VMS Asset Management LimitedPassive
Slight overlap · 3 shared positions
$MRVL$COHR$VRT
$315M
33 positions
#23Markin Volterra Fund LPActive
Slight overlap · 3 shared positions
$MRVL$COHR$VRT
$147M
69 positions
#24StoneCrest Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$MRVL$COHR$VRT
$313M
73 positions
#25M & L Capital Management LtdActive
Slight overlap · 3 shared positions
$MRVL$COHR$VRT
$370M
17 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.