13F Pro

Hedge Funds Similar to SBI Okasan Asset Ltd.

13F Portfolio OverlapQ1 2026SBI Okasan Asset Ltd. portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SBI Okasan Asset Management Co.Ltd. is an institutional investor managing $2.4B across 321 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 SBI Okasan Asset Ltd. are SAGE PRIVATE WEALTH GROUP,, PEAK FINANCIAL ADVISORS, AIFG Consultants Ltd., with shared positions in $GLDM, $ADI, $ETN, $TEL, $MU, $GEV. The full ranking of 25 similar funds is below.

#1SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 3 shared positions
$GLDM$ADI$ETN
$199M
97 positions
#2PEAK FINANCIAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$GLDM$ETN$TEL
$226M
70 positions
#3AIFG Consultants Ltd.
Some overlap · 3 shared positions
$GLDM$MU$GEV
$58M
54 positions
#4CONTINUUM WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$GLDM$MU$GEV
$241M
70 positions
#5Avid Wealth Partners LLCActive
Some overlap · 3 shared positions
$GLDM$GEV$MU
$212M
71 positions
#6Copley Financial Group, Inc.Active
Some overlap · 3 shared positions
$GLDM$ETN$GILD
$166M
115 positions
#7Capital Planning Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$ETN$GEV
$692M
146 positions
#8Evergreen Quality Fund GP, Ltd.Smart money
Some overlap · 4 shared positions
$GLDM$MU$GEV$INSM
$4.4B
40 positions
#9Encompass More Asset ManagementPassive
Some overlap · 3 shared positions
$GLDM$MU$RCL
$597M
251 positions
#10Purus Wealth Management, LLCPassive
Some overlap · 3 shared positions
$GLDM$GEV$SAN
$314M
157 positions
#11Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$GLDM$MU$GEV
$234M
72 positions
#12Hudson Capital Management LLCPassive
Some overlap · 3 shared positions
$GLDM$GM$GILD
$387M
75 positions
#13LifeGoal Investments, LLCPassive
Some overlap · 3 shared positions
$GLDM$MU$GEV
$175M
112 positions
#14Main Street Research LLCActive
Some overlap · 3 shared positions
$GLDM$MU$GEV
$1.7B
148 positions
#15China Universal Asset Management Co., Ltd.Passive
Some overlap · 5 shared positions
$GLDM$ADI$MU$INSM$GILD
$1.3B
502 positions
#16Fullerton Fund Management Co Ltd.Active
Slight overlap · 3 shared positions
$GLDM$ETN$GEV
$1.2B
125 positions
#17Heritage Family Offices, LLPPassive
Slight overlap · 3 shared positions
$GLDM$ADI$ETN
$225M
196 positions
#18MANAGED ASSET PORTFOLIOS, LLCActive
Slight overlap · 5 shared positions
$GLDM$ETN$MU$UBER$NFG
$834M
51 positions
#19DIVERSIFY WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$GLDM$MU$SAN
$5.6B
1,174 positions
#20Centric Wealth ManagementPassive
Slight overlap · 3 shared positions
$GLDM$ADI$GILD
$501M
203 positions
#21Archford Capital Strategies, LLCPassive
Slight overlap · 3 shared positions
$GLDM$MU$TEL
$873M
341 positions
#22Transamerica Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$GLDM$ETN$GEV
$1.2B
1,940 positions
#23Baker Ellis Asset Management LLCPassive
Slight overlap · 3 shared positions
$GLDM$ADI$ON
$842M
254 positions
#24Marshall & Sterling Wealth Advisors Inc.Passive
Slight overlap · 3 shared positions
$GLDM$ETN$SAN
$153M
344 positions
#25NISSAY ASSET MANAGEMENT CORP /JAPANActive
Slight overlap · 4 shared positions
$GLDM$ADI$MU$GEV
$18.9B
666 positions

Compare SBI Okasan Asset Ltd.’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View SBI Okasan Asset Ltd.’s holdings

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.