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 Oakworth ,

13F Portfolio OverlapQ1 2026Oakworth , portfolio →

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Most similar hedge funds by 13F overlap

Oakworth Capital, Inc. is an institutional investor managing $1.9B across 859 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 Oakworth , are Advisory Resource Group, Integrity Advisory Solutions,, Gladwyn Financial Advisors,, with shared positions in $COP, $FITB, $GD, $MDLZ, $LEN, $NEE. The full ranking of 25 similar funds is below.

#1Advisory Resource GroupPassive

Notable overlap · 3 shared positions

$COP $FITB $GD

$581M

172 positions

#2Integrity Advisory Solutions, LLCActive

Some overlap · 4 shared positions

$COP $MDLZ $LEN $NEE

$757M

293 positions

#3Gladwyn Financial Advisors, Inc.Active

Some overlap · 6 shared positions

$COP $GD $KO $LEN $NEE $UNP

$160M

82 positions

#4Center for Wealth Management AdvisoryActive

Some overlap · 5 shared positions

$COP $MDLZ $FITB $GD $KO

$139M

62 positions

#5ALLSTATE CORPPassive

Some overlap · 4 shared positions

$COP $KO $MU $LRCX

$9.4B

1,124 positions

#6Strategic Financial Services, Inc.Smart money

Some overlap · 3 shared positions

$COP $LRCX $NEE

$2.1B

152 positions

#7Hiley Hunt Wealth ManagementActive

Some overlap · 3 shared positions

$COP $KO $UNP

$227M

47 positions

#8Disciplined Investments, LLCPassive

Some overlap · 3 shared positions

$COP $LEN $NEE

$279M

141 positions

#9Minot DeBlois Advisors LLCPassive

Some overlap · 3 shared positions

$COP $NEE $UNP

$110M

226 positions

#10AAFMAA Wealth Management & Trust LLCPassive

Some overlap · 3 shared positions

$COP $NEE $UNP

$258M

96 positions

#11Essex LLCActive

Some overlap · 4 shared positions

$COP $GD $DRI $SO

$566M

175 positions

#12PRUDENTIAL PLCActive

Some overlap · 3 shared positions

$COP $MU $LRCX

$17.1B

680 positions

#13Firestone Capital ManagementPassive

Some overlap · 3 shared positions

$COP $KO $NEE

$480M

160 positions

#14Hobart Private Capital, LLCPassive

Some overlap · 3 shared positions

$COP $FITB $LRCX

$509M

132 positions

#15Smead Capital Management, Inc.Active

Some overlap · 3 shared positions

$COP $FITB $LEN

$4.6B

32 positions

#16Powers Advisory Group, LLCActive

Some overlap · 3 shared positions

$COP $SO $KO

$284M

125 positions

#17Horizon Investment Services, LLCPassive

Some overlap · 3 shared positions

$COP $MU $LRCX

$288M

137 positions

#18Level Financial AdvisorsActive

Some overlap · 3 shared positions

$COP $LRCX $NEE

$392M

92 positions

#19EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$MDLZ $COP $GD $SO $KO $NEE

$1.4B

56 positions

#20Providence First Trust CoPassive

Some overlap · 3 shared positions

$COP $MU $LRCX

$284M

179 positions

#21Massachusetts Wealth ManagementPassive

Some overlap · 3 shared positions

$COP $KO $MU

$231M

98 positions

#22R.H. Investment Group, LLCPassive

Some overlap · 3 shared positions

$COP $SO $UNP

$130M

45 positions

#23Chesapeake Wealth ManagementPassive

Some overlap · 4 shared positions

$COP $KO $NEE $UNP

$326M

159 positions

#24Northwest Bancshares, Inc.Active

Some overlap · 3 shared positions

$COP $KO $LRCX

$502M

168 positions

#25Good Steward Wealth Advisors,LLCPassive

Some overlap · 4 shared positions

$COP $SO $NEE $UNP

$156M

68 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.