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Hedge Funds Similar to OneAscent Investment Solutions

13F Portfolio OverlapQ2 2026OneAscent Investment Solutions portfolio →
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Most similar hedge funds by 13F overlap

OneAscent Investment Solutions LLC is an institutional investor managing $106M across 144 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 Investment Solutions are EVENTIDE ASSET, Gunderson, Acumen Wealth Advisors, with shared positions in $ASML, $KLAC, $TT, $NVT, $DELL, $ETR. The full ranking of 25 similar funds is below.

#1EVENTIDE ASSET MANAGEMENT, LLCPassive
Notable overlap · 10 shared positions
$ASML$KLAC$TT$NVT$DELL$ETR
$7.5B
301 positions
#2Gunderson Capital Management Inc.Active
Some overlap · 5 shared positions
$KLAC$ASML$DELL$TRGP$ANET
$370M
52 positions
#3Acumen Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$KLAC$DELL$ASML$ANET$TRGP$PH
$472M
493 positions
#4Stanley-Laman Group, Ltd.Passive
Some overlap · 6 shared positions
$KLAC$ASML$ETR$ANET$PH$TER
$984M
298 positions
#5Promethos Capital, LLCActive
Some overlap · 3 shared positions
$HSBC$KLAC$ASML
$368M
54 positions
#6Geneva Partners, LLCPassive
Some overlap · 5 shared positions
$KLAC$DELL$ASML$PH$TER
$375M
75 positions
#7Axecap Investments, LLCPassive
Some overlap · 5 shared positions
$KLAC$DELL$TRGP$ANET$FTNT
$181M
73 positions
#8Winslow Capital Management, LLCActive
Some overlap · 5 shared positions
$ASML$KLAC$TT$ANET$PH
$29.1B
66 positions
#9Camarda Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$KLAC$ASML$TT$WDC
$331M
122 positions
#10OneAscent Wealth Management LLCActive
Some overlap · 6 shared positions
$NVT$KLAC$DELL$TT$TIGO$WDC
$336M
169 positions
#11VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 5 shared positions
$KLAC$DELL$NDAQ$FTNT$PH
$255M
160 positions
#12Miller Capital Partners, Inc.Active
Some overlap · 4 shared positions
$KLAC$ASML$DELL$PH
$257M
258 positions
#13Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$KLAC$ASML$ANET$NVT
$819M
339 positions
#14Front Row Advisors LLCPassive
Some overlap · 5 shared positions
$ASML$DELL$TT$ANET$FTNT
$345M
576 positions
#15Inspire Investing, LLCPassive
Some overlap · 6 shared positions
$KLAC$ANET$WDC$FTNT$PH$TER
$2.4B
1,266 positions
#16Boomfish Wealth Group, LLCPassive
Some overlap · 4 shared positions
$KLAC$ASML$ANET$FTNT
$220M
95 positions
#17ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 5 shared positions
$KLAC$TT$DELL$TRGP$ANET
$130M
106 positions
#18Corient IA LLCPassive
Some overlap · 6 shared positions
$ASML$TT$NVT$WDC$FTNT$PH
$108M
249 positions
#19Markin Volterra Fund LPActive
Some overlap · 5 shared positions
$KLAC$DELL$NVT$ANET$WDC
$147M
69 positions
#20FourThought Financial Partners, LLCPassive
Some overlap · 4 shared positions
$KLAC$ASML$NDAQ$FTNT
$1.3B
393 positions
#21KP Management LLCPassive
Some overlap · 4 shared positions
$KLAC$ASML$PH$TER
$532M
86 positions
#22SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 5 shared positions
$ASML$DELL$KLAC$ANET$FTNT
$892M
299 positions
#23Great Lakes Retirement, Inc.Passive
Some overlap · 5 shared positions
$KLAC$TT$DELL$ANET$ASML
$1.1B
216 positions
#24Progressive Investment Management CorpActive
Some overlap · 3 shared positions
$KLAC$ASML$TT
$454M
56 positions
#25Beck Bode, LLCPassive
Some overlap · 5 shared positions
$HSBC$ESI$ANET$WDC$DELL
$660M
108 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.