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Hedge Funds Similar to OneAscent Wealth

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

OneAscent Wealth Management LLC is an institutional investor managing $336M across 169 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 Wealth are Heritage Wealth, Kentucky, EDGAR LOMAX, with shared positions in $USB, $KLAC, $VLO, $CB, $T, $SO. The full ranking of 25 similar funds is below.

#1Heritage Wealth Management, Inc.Passive
Notable overlap · 5 shared positions
$USB$KLAC$VLO$CB$T
$401M
272 positions
#2Kentucky Trust CoPassive
Notable overlap · 3 shared positions
$USB$SO$T
$208M
316 positions
#3EDGAR LOMAX CO/VAActive
Notable overlap · 4 shared positions
$USB$SO$PEP$T
$1.3B
58 positions
#4Signature Wealth Management Group
Some overlap · 3 shared positions
$SO$PEP$VLO
$263M
128 positions
#5S.E.E.D. Planning Group LLCPassive
Some overlap · 5 shared positions
$USB$SHW$PEP$VLO$ISRG
$379M
88 positions
#6Southern Financial Group, LLCSmart money
Some overlap · 3 shared positions
$SO$T$RF
$392M
95 positions
#7Flagstone Financial ManagementSmart money
Some overlap · 3 shared positions
$USB$PEP$VLO
$447M
77 positions
#8PCB Capital LLCPassive
Some overlap · 6 shared positions
$USB$KLAC$PEP$FLEX$T$ISRG
$82M
114 positions
#9Fairvoy Private Wealth, LLCPassive
Some overlap · 3 shared positions
$SO$KLAC$WDC
$495M
200 positions
#10OneAscent Investment Solutions LLCPassive
Some overlap · 6 shared positions
$NVT$KLAC$DELL$TT$TIGO$WDC
$106M
144 positions
#11Detalus Advisors, LLCActive
Some overlap · 3 shared positions
$USB$SO$PEP
$513M
191 positions
#12VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 5 shared positions
$USB$KLAC$DELL$CB$MAR
$255M
160 positions
#13COERENTE CAPITAL MANAGEMENTActive
Some overlap · 3 shared positions
$USB$PEP$CB
$543M
43 positions
#14TrueWealth Advisors, LLCPassive
Some overlap · 5 shared positions
$SO$DELL$T$TT$RF
$444M
235 positions
#15Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$SO$PEP$T$RF
$239M
126 positions
#16Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$USB$KLAC$DELL$VLO$WDC
$1.0B
204 positions
#17Windle Wealth, LLCActive
Some overlap · 3 shared positions
$SO$PEP$T
$249M
35 positions
#18CHAPIN DAVIS, INC.Passive
Some overlap · 6 shared positions
$KLAC$DELL$FLEX$VLO$WDC$PEP
$569M
256 positions
#19First PREMIER BankPassive
Some overlap · 3 shared positions
$SO$USB$PEP
$619M
358 positions
#20CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 5 shared positions
$KLAC$SHW$SO$PEP$CB
$1.3B
88 positions
#21Lakeside Advisors, INC.Active
Some overlap · 3 shared positions
$USB$T$CB
$159M
65 positions
#22Griffith & Werner, Inc.Passive
Some overlap · 3 shared positions
$SO$T$PEP
$213M
71 positions
#23Nicholson Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$SO$SHW$PEP$TT$CB
$170M
111 positions
#24Markin Volterra Fund LPActive
Some overlap · 5 shared positions
$KLAC$NVT$DELL$FLEX$WDC
$147M
69 positions
#25OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 4 shared positions
$SO$PEP$MAR$CB
$329M
323 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.