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 Ocean Park Asset ,

13F Portfolio OverlapQ1 2026Ocean Park Asset , portfolio →

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Most similar hedge funds by 13F overlap

Ocean Park Asset Management, LLC is an institutional investor managing $2.1B across 81 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 Ocean Park Asset , are FAMILY WEALTH PARTNERS,, Magnolia Private Wealth,, CASTLE WEALTH, with shared positions in $LPLA, $AMN, $WT, $NEE, $UNIT, $SCHW. The full ranking of 25 similar funds is below.

#1FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 20 shared positions

$LPLA $AMN $WT $NEE $UNIT $SCHW

$293M

105 positions

#2Magnolia Private Wealth, LLCPassive

Some overlap · 7 shared positions

$JHG $WT $UNIT $LPLA $AMN $MKL

$150M

134 positions

#3CASTLE WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$JHG $AMN $WT $NEE $NKE $ARCC

$309M

132 positions

#4IF Advisors, LLCPassive

Some overlap · 6 shared positions

$JHG $AMN $UNIT $WT $SCHW $BRZE

$141M

53 positions

#5Modern Wealth Management, LLCPassive

Some overlap · 7 shared positions

$JHG $WT $NEE $AMN $GSAT $REGN

$5.8B

877 positions

#6Aprio Wealth Management, LLCPassive

Some overlap · 6 shared positions

$JHG $WT $NEE $AMN $SCHW $REGN

$1.8B

613 positions

#7Great Point Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$JHG $AMN $WT $SE

$542M

62 positions

#8Bowman & Co S.C.

Some overlap · 3 shared positions

$JHG $AMN $WT

$237M

118 positions

#9CGN Advisors LLCPassive

Some overlap · 6 shared positions

$JHG $WT $UNIT $GILD $MKL $BRZE

$1.3B

317 positions

#10Seed Wealth Management, Inc.Active

Some overlap · 5 shared positions

$JHG $AMN $UNIT $GSAT $BRZE

$145M

98 positions

#11VOISARD ASSET MANAGEMENT GROUP, INC.Active

Some overlap · 4 shared positions

$JHG $AMN $NEE $SCHW

$469M

104 positions

#12M Wealth Management, LLCActive

Some overlap · 4 shared positions

$JHG $AMN $WT $BRZE

$119M

55 positions

#13Flaharty Asset Management, LLCActive

Some overlap · 6 shared positions

$JHG $AMN $AZN $SCHW $GILD $SNOW

$806M

133 positions

#14Parkwoods Wealth Partners, LLCActive

Some overlap · 6 shared positions

$JHG $AMN $NEE $SCHW $BRZE $NKE

$408M

111 positions

#15Ballast Rock Private Wealth LLCPassive

Some overlap · 7 shared positions

$JHG $WT $OKTA $SCHW $BRZE $REGN

$181M

177 positions

#16New England Private Wealth Advisors LLCActive

Some overlap · 6 shared positions

$JHG $WT $AMN $OKTA $MKL $BRZE

$866M

194 positions

#17First Financial Group CorpActive

Some overlap · 6 shared positions

$JHG $WT $NEE $GSAT $NKE $SNOW

$122M

80 positions

#18Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 6 shared positions

$JHG $WT $NEE $UNIT $SCHW $REGN

$589M

590 positions

#19CHANNEL WEALTH LLCPassive

Some overlap · 4 shared positions

$JHG $WT $OKTA $AZN

$413M

174 positions

#20INSPIRION WEALTH ADVISORS, LLCActive

Some overlap · 4 shared positions

$JHG $WT $UNIT $WPC

$803M

181 positions

#21Ameritas Advisory Services, LLCPassive

Some overlap · 5 shared positions

$JHG $WT $UNIT $SCHW $SNOW

$2.6B

1,075 positions

#22Financial Enhancement Group LLCPassive

Some overlap · 5 shared positions

$JHG $NEE $WT $UNIT $GSAT

$807M

135 positions

#231 NORTH WEALTH SERVICES LLCPassive

Some overlap · 5 shared positions

$JHG $WT $OKTA $GSAT $REGN

$277M

270 positions

#24Total Clarity Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$JHG $WT $UNIT

$426M

311 positions

#25Value Investment Professionals, LLCPassive

Some overlap · 6 shared positions

$JHG $WT $SCHW $MKL $BRZE $REGN

$89M

81 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.