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Hedge Funds Similar to OKABENA INVESTMENT SERVICES

13F Portfolio OverlapQ1 2026OKABENA INVESTMENT SERVICES portfolio →
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Most similar hedge funds by 13F overlap

OKABENA INVESTMENT SERVICES INC is an institutional investor managing $519M across 144 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 OKABENA INVESTMENT SERVICES are ANGELES WEALTH ,, Zhang Financial, Breakwater Investment, with shared positions in $BRZE, $NTRB, $DOV, $GE, $IAU, $AMAT. The full ranking of 25 similar funds is below.

#1ANGELES WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$BRZE$NTRB$DOV$GE
$1.8B
524 positions
#2Zhang Financial LLCActive
Notable overlap · 4 shared positions
$BRZE$DOV$IAU$NTRB
$2.9B
367 positions
#3Breakwater Investment ManagementPassive
Notable overlap · 3 shared positions
$BRZE$NTRB$DOV
$269M
506 positions
#4Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 4 shared positions
$BRZE$IAU$DOV$AMAT
$578M
118 positions
#5Pacific Center for Financial ServicesActive
Notable overlap · 3 shared positions
$BRZE$NTRB$GE
$394M
513 positions
#6Orcam Financial GroupSmart money
Notable overlap · 3 shared positions
$BRZE$DOV$IAU
$141M
62 positions
#7Sageworth Trust CoActive
Notable overlap · 5 shared positions
$BRZE$DOV$ABT$IAU$GE
$2.3B
172 positions
#8Swisher Financial Concepts, Inc.Passive
Notable overlap · 4 shared positions
$BRZE$IAU$ABT$GE
$179M
102 positions
#9Hartmann Taylor Wealth Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$DOV$CRM
$151M
54 positions
#10Intelligent Financial StrategiesSmart money
Notable overlap · 4 shared positions
$BRZE$DOV$AMAT$FAST
$192M
62 positions
#11Towneley Capital Management, Inc / DESmart money
Notable overlap · 3 shared positions
$BRZE$IAU$DOV
$478M
42 positions
#12Applied Capital LLCActive
Notable overlap · 3 shared positions
$BRZE$IAU$DOV
$268M
50 positions
#13UNIVEST FINANCIAL CorpActive
Notable overlap · 5 shared positions
$BRZE$NTRB$AMAT$TMO$CRM
$1.8B
254 positions
#14Drystone LLCActive
Notable overlap · 4 shared positions
$BRZE$DOV$FAST$HLT
$111M
18 positions
#15Vernal Point Advisors, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$DOV$IAU
$246M
21 positions
#16Roger Wittlin Investment Advisory, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$IAU$DOV
$122M
39 positions
#17Sunflower Bank, N.A.Active
Some overlap · 4 shared positions
$BRZE$ABT$AMAT$GE
$392M
155 positions
#18Genesis Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$BRZE$IAU$DOV$GE
$150M
64 positions
#19New Covenant Trust Company, N.A.Active
Some overlap · 3 shared positions
$BRZE$GE$AMAT
$112M
96 positions
#20Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$BRZE$IAU$DOV$GE
$1.1B
121 positions
#21CLUNE & ASSOCIATES, LTD.Passive
Some overlap · 3 shared positions
$BRZE$IAU$ABT
$532M
162 positions
#22Briggs Wealth Management, IncSmart money
Some overlap · 3 shared positions
$BRZE$IAU$HLT
$94M
58 positions
#23Capital Investment Management, Inc.Active
Some overlap · 5 shared positions
$BRZE$GE$ABT$IAU$WM
$291M
125 positions
#24WealthCollab, LLCPassive
Some overlap · 3 shared positions
$BRZE$IAU$CRM
$243M
977 positions
#25FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$BRZE$DOV$IAU
$133M
121 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.