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 SILVER OAK SECURITIES,

13F Portfolio OverlapQ1 2026SILVER OAK SECURITIES, portfolio →

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Most similar hedge funds by 13F overlap

SILVER OAK SECURITIES, Inc is an institutional investor managing $1.4B across 781 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SILVER OAK SECURITIES, are Dogwood Wealth, Bucket List Wealth ,, Three Cord True Wealth ,, with shared positions in $JHG, $OUNZ, $AMN, $AGQ, $DUK, $NTRB. The full ranking of 25 similar funds is below.

#1Dogwood Wealth Management LLCPassive

Some overlap · 5 shared positions

$JHG $OUNZ $AMN $AGQ $DUK

$230M

860 positions

#2Bucket List Wealth Management, LLCActive

Some overlap · 7 shared positions

$OUNZ $AMN $JHG $NTRB $AGQ $SLV

$166M

57 positions

#3Three Cord True Wealth Management, LLCSmart money

Some overlap · 4 shared positions

$JHG $OUNZ $AMN $AGQ

$180M

39 positions

#4Drake & Associates, LLCActive

Some overlap · 4 shared positions

$JHG $OUNZ $AMN $DUK

$525M

97 positions

#5Tower Wealth Partners, Inc.Active

Some overlap · 4 shared positions

$JHG $OUNZ $AMN $AGQ

$181M

87 positions

#6Bulwark Capital CorpActive

Some overlap · 3 shared positions

$ABNB $JHG $WT

$162M

100 positions

#7Per Stirling Capital Management, LLC.Passive

Some overlap · 6 shared positions

$JHG $WT $TECK $BAH $AGQ $AMN

$905M

310 positions

#8Bowman & Co S.C.

Some overlap · 4 shared positions

$JHG $AMN $WT $NTRB

$237M

118 positions

#9CASTLE WEALTH MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$JHG $AMN $WT $SLV

$309M

132 positions

#10Carrera Capital AdvisorsActive

Some overlap · 4 shared positions

$ABNB $JHG $AGQ $SLV

$649M

188 positions

#11Maridea Wealth Management LLCPassive

Some overlap · 5 shared positions

$JHG $AMN $WT $NTRB $AGQ

$688M

454 positions

#12GREAT VALLEY ADVISOR GROUP, INC.Passive

Some overlap · 5 shared positions

$JHG $WT $TECK $BAH $SLV

$5.5B

999 positions

#13Modern Wealth Management, LLCPassive

Some overlap · 5 shared positions

$JHG $WT $OUNZ $BAH $AMN

$5.8B

877 positions

#14SFG Wealth Management, LLC.Active

Some overlap · 4 shared positions

$OUNZ $AMN $WT $SLV

$243M

100 positions

#15L2 Asset Management, LLCPassive

Some overlap · 3 shared positions

$JHG $AMN $ABNB

$1.1B

397 positions

#16Aprio Wealth Management, LLCPassive

Some overlap · 5 shared positions

$JHG $WT $BAH $AGQ $AMN

$1.8B

613 positions

#17Total Clarity Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$JHG $WT $BAH $FITB $AGQ

$426M

311 positions

#18M Wealth Management, LLCActive

Some overlap · 4 shared positions

$JHG $AMN $WT $OUNZ

$119M

55 positions

#19Great Point Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$JHG $AMN $WT

$542M

62 positions

#20Anfield Capital Management, LLCPassive

Some overlap · 3 shared positions

$JHG $AMN $WT

$363M

715 positions

#21PCG Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$AMN $JHG $WT $BAH $SLV $FITB

$395M

164 positions

#22Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 5 shared positions

$JHG $WT $BAH $SLV $NTRB

$144M

387 positions

#23Waterfront Wealth Inc.Passive

Some overlap · 4 shared positions

$AMN $JHG $WT $AGQ

$545M

283 positions

#24John W. Brooker & Co., CPAsPassive

Some overlap · 3 shared positions

$JHG $ABNB $AMN

$63M

66 positions

#25AlphaCore Capital LLCPassive

Some overlap · 3 shared positions

$JHG $AMN $WT

$4.2B

1,202 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.