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Hedge Funds Similar to OAKTOP II,

13F Portfolio OverlapQ1 2026OAKTOP II, portfolio →
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Most similar hedge funds by 13F overlap

OAKTOP CAPITAL MANAGEMENT II, L.P. is an institutional investor managing $1.3B across 14 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 OAKTOP II, are Birchview ,, Harbor Island, Axecap Investments,, with shared positions in $KLAC, $LRCX, $BMY, $INTC, $ADI, $DELL. The full ranking of 25 similar funds is below.

#1Birchview Capital, LPActive
Substantial overlap · 3 shared positions
$KLAC$LRCX$BMY
$176M
73 positions
#2Harbor Island Capital LLCActive
Substantial overlap · 3 shared positions
$LRCX$KLAC$INTC
$269M
16 positions
#3Axecap Investments, LLCPassive
Notable overlap · 3 shared positions
$LRCX$KLAC$ADI
$145M
69 positions
#4Miller Capital Partners, Inc.Passive
Notable overlap · 3 shared positions
$LRCX$KLAC$DELL
$208M
262 positions
#5ALKEON CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$KLAC$LRCX$ADI
$59.5B
102 positions
#6Mizuho Markets Cayman LPActive
Notable overlap · 3 shared positions
$ADI$DELL$ARM
$1.9B
86 positions
#7McKinney Capital Management, LLCActive
Notable overlap · 3 shared positions
$KLAC$DELL$BMY
$116M
46 positions
#8Green Alpha Advisors, LLCPassive
Notable overlap · 3 shared positions
$LRCX$ADI$GRMN
$102M
107 positions
#9ALBERT D MASON INCPassive
Notable overlap · 3 shared positions
$KLAC$LRCX$GRMN
$154M
129 positions
#10FCF Advisors LLCPassive
Notable overlap · 3 shared positions
$LRCX$KLAC$BMY
$444M
52 positions
#11OAK ASSOCIATES LTD /OH/Active
Some overlap · 3 shared positions
$KLAC$LRCX$BMY
$1.5B
140 positions
#12FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$KLAC$LRCX$DELL$ADI
$399M
173 positions
#13J.P. Marvel Investment Advisors, LLCActive
Some overlap · 3 shared positions
$LRCX$BMY$DELL
$705M
60 positions
#14Markin Volterra Fund LPActive
Some overlap · 3 shared positions
$LRCX$KLAC$ARM
$65M
34 positions
#15Camarda Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$LRCX$KLAC$ARM
$190M
104 positions
#16Katamaran Capital LLPActive
Some overlap · 3 shared positions
$ADI$LRCX$INTC
$124M
30 positions
#17NZS Capital, LLCActive
Some overlap · 3 shared positions
$LRCX$KLAC$ARM
$3.0B
58 positions
#18Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$KLAC$DELL$LRCX
$208M
63 positions
#19Summit Street Capital Management, LLCActive
Some overlap · 3 shared positions
$KLAC$LRCX$INTC
$707M
31 positions
#20Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 3 shared positions
$ADI$BMY$GRMN
$302M
93 positions
#21Railway Pension Investments LtdActive
Some overlap · 3 shared positions
$LRCX$KLAC$BMY
$7.0B
103 positions
#22BALDWIN WEALTH PARTNERS LLC/MAActive
Some overlap · 3 shared positions
$KLAC$ADI$GRMN
$1.4B
222 positions
#23Shoker Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$KLAC$LRCX$ADI
$337M
109 positions
#24Avanda Investment Management Pte. Ltd.Active
Some overlap · 3 shared positions
$KLAC$LRCX$INTC
$63M
24 positions
#25Kendall Capital ManagementPassive
Some overlap · 3 shared positions
$KLAC$DELL$BMY
$488M
231 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.