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 Oak Grove

13F Portfolio OverlapQ1 2026Oak Grove portfolio →

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Most similar hedge funds by 13F overlap

Oak Grove Capital LLC is an institutional investor managing $1.2B across 92 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 Oak Grove are JAT Mgmt, UG Investment Advisers Ltd., DCF Advisers,, with shared positions in $MU, $COHR, $LITE, $AAOI, $CEG, $ET. The full ranking of 25 similar funds is below.

#1JAT Capital Mgmt LPActive

Substantial overlap · 5 shared positions

$MU $COHR $LITE $AAOI $CEG

$59M

10 positions

#2UG Investment Advisers Ltd.Active

Notable overlap · 3 shared positions

$MU $COHR $LITE

$148M

15 positions

#3DCF Advisers, LLCActive

Notable overlap · 4 shared positions

$MU $ET $AMD $LRCX

$375M

86 positions

#4Trivest Advisors LtdSmart money

Notable overlap · 4 shared positions

$MU $COHR $LITE $LRCX

$1.4B

29 positions

#5Central Asset Investments & Management Holdings (HK) LtdActive

Notable overlap · 4 shared positions

$MU $AMD $LRCX $LNG

$108M

24 positions

#6JACKSON SQUARE CAPITAL, LLCPassive

Notable overlap · 5 shared positions

$MU $COHR $VRT $LITE $LRCX

$477M

129 positions

#7Markin Volterra Fund LPActive

Notable overlap · 6 shared positions

$MU $COHR $VRT $AMD $LITE $LRCX

$65M

34 positions

#8Q Fund Management (Hong Kong) LtdSmart money

Notable overlap · 3 shared positions

$MU $COHR $EQT

$107M

33 positions

#9Zweig-DiMenna Associates LLCPassive

Notable overlap · 8 shared positions

$COHR $VRT $CRWD $MU $AMD $LITE

$722M

61 positions

#10Tairen Capital LtdActive

Notable overlap · 5 shared positions

$MU $COHR $AMD $LITE $LRCX

$924M

44 positions

#11RIPOSTE CAPITAL LLCActive

Notable overlap · 4 shared positions

$MU $COHR $ALAB $LRCX

$392M

23 positions

#12Atreides Management, LPActive

Notable overlap · 5 shared positions

$MU $COHR $VST $ALAB $LITE

$5.0B

54 positions

#13Appaloosa LPActive

Notable overlap · 5 shared positions

$MU $VST $AMD $LRCX $ET

$5.9B

31 positions

#14Value Aligned Research Advisors, LLCActive

Notable overlap · 9 shared positions

$NBIS $VRT $MU $COHR $EQT $AMD

$20.7B

107 positions

#15Goldstream Capital Management LtdActive

Notable overlap · 6 shared positions

$COHR $VRT $CRWD $MU $LITE $LRCX

$120M

30 positions

#16Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active

Notable overlap · 5 shared positions

$MU $CRWD $VRT $AMD $CEG

$1.2B

51 positions

#17Anther Capital LtdActive

Notable overlap · 6 shared positions

$MU $NBIS $LITE $ALAB $LRCX $AAOI

$3.8B

31 positions

#18Telligent Fund, LPActive

Notable overlap · 7 shared positions

$MU $VRT $COHR $AMD $NBIS $LITE

$94M

24 positions

#19PRAKASH INVESTMENT ADVISORS LLCPassive

Notable overlap · 10 shared positions

$MU $CRWD $VRT $VST $LITE $AMD

$128M

80 positions

#20BERKSHIRE CAPITAL HOLDINGS INCActive

Notable overlap · 6 shared positions

$COHR $NBIS $VRT $LITE $NOW $CRWD

$277M

114 positions

#21Truxt Investmentos Ltda.Active

Notable overlap · 4 shared positions

$MU $COHR $VRT $LITE

$156M

23 positions

#22VMS Asset Management LimitedActive

Notable overlap · 6 shared positions

$COHR $VRT $VST $LITE $LRCX $CEG

$164M

23 positions

#23WT Asset Management LtdSmart money

Notable overlap · 4 shared positions

$MU $COHR $LITE $VRT

$4.8B

32 positions

#24MAPLELANE CAPITAL, LLCActive

Notable overlap · 5 shared positions

$COHR $MU $AMD $LRCX $VST

$2.8B

64 positions

#25KCM Capital IncActive

Notable overlap · 3 shared positions

$MU $ET $DUK

$622M

34 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.