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Hedge Funds Similar to OARSMAN ,

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

OARSMAN CAPITAL, INC. is an institutional investor managing $806M across 239 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 OARSMAN , are Grey Ledge Advisors,, CASTLEKEEP INVESTMENT ADVISORS, Bowman & S.C., with shared positions in $WT, $TJX, $IBM, $CMI, $ORLY, $C. The full ranking of 25 similar funds is below.

#1Grey Ledge Advisors, LLCPassive
Some overlap · 5 shared positions
$WT$TJX$IBM$CMI$ORLY
$443M
239 positions
#2CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$WT$C$IBM$MDT$DHR
$184M
66 positions
#3Bowman & Co S.C.
Some overlap · 5 shared positions
$WT$TJX$JCI$CMI$MDT
$237M
118 positions
#4Nikulski Financial, Inc.Passive
Some overlap · 3 shared positions
$WT$AAAU$FCX
$405M
175 positions
#5FIRST NATIONAL BANK SIOUX FALLSPassive
Some overlap · 5 shared positions
$WT$WFC$TJX$CMI$DHR
$366M
147 positions
#6Transamerica Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$WT$TJX$APH$WFC
$1.2B
1,940 positions
#7Rice Partnership, LLCActive
Some overlap · 5 shared positions
$WT$TJX$IBM$DHR$FCX
$732M
178 positions
#8MOULTON WEALTH MANAGEMENT, INCActive
Some overlap · 3 shared positions
$WT$AAAU$GSAT
$147M
52 positions
#9XXI WEALTH, LLCPassive
Some overlap · 6 shared positions
$TJX$C$APH$PH$IBM$AZN
$177M
209 positions
#10ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$WT$TJX$IBM$CMI
$228M
90 positions
#11Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$WT$C$APH$MDT
$477M
70 positions
#12CLG LLCActive
Some overlap · 3 shared positions
$WT$AAAU$IBM
$403M
134 positions
#13Friedenthal FinancialPassive
Some overlap · 4 shared positions
$WT$FCX$PH$CMI
$199M
244 positions
#14PBU - The Pension Fund of Early Childhood & Youth EducatorsActive
Some overlap · 6 shared positions
$TJX$C$PH$WFC$IBM$CMI
$7.7B
190 positions
#15BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 6 shared positions
$TJX$C$FCX$IBM$AZN$MDT
$147M
116 positions
#16Strategic Wealth Partners, Ltd.Passive
Some overlap · 6 shared positions
$TJX$C$FCX$IBM$AZN$MDT
$1.4B
1,479 positions
#17ANDERSON HOAGLAND & COPassive
Some overlap · 5 shared positions
$WT$C$FCX$IBM$CMI
$1.2B
136 positions
#18ALERUS FINANCIAL NAActive
Some overlap · 6 shared positions
$AAAU$PH$IBM$HPE$WFC$DHR
$2.0B
510 positions
#19CERTUITY, LLCPassive
Some overlap · 4 shared positions
$WT$C$FCX$WFC
$1.5B
659 positions
#20REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$WT$APH$KR$MDT
$697M
218 positions
#21Capital Planning Advisors, LLCPassive
Some overlap · 4 shared positions
$WT$PH$IBM$APH
$692M
146 positions
#22GLR Partners, LLCPassive
Some overlap · 4 shared positions
$WT$PH$CMI$ORLY
$183M
100 positions
#23Michels Family Financial, LLCPassive
Some overlap · 4 shared positions
$WT$C$PH$DHR
$139M
139 positions
#24PURSUIT WEALTH STRATEGIES, LLCPassive
Some overlap · 4 shared positions
$WT$IBM$JCI$CMI
$72M
109 positions
#25CRUX WEALTH ADVISORSPassive
Some overlap · 4 shared positions
$WT$WFC$AZN$MDT
$261M
181 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.