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 OverlapQ2 2026Oak Grove portfolio →

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Most similar hedge funds by 13F overlap

Oak Grove Capital LLC is an institutional investor managing $2.1B across 108 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Oak Grove are Maytree Asset Ltd, Value Aligned Research Advisors, FirstWave, with shared positions in $NBIS, $COHR, $AAOI, $LITE, $ALAB, $VRT. The full ranking of 25 similar funds is below.

#1Maytree Asset Management LtdActive

Notable overlap · 6 shared positions

$NBIS $COHR $AAOI $LITE $ALAB $VRT

$154M

44 positions

#2Value Aligned Research Advisors, LLC

Notable overlap · 8 shared positions

$NBIS $LITE $EQT $VRT $ALAB $AAOI

$40.1B

123 positions

#3FirstWave Capital Management LLCPassive

Notable overlap · 5 shared positions

$NBIS $AAOI $LITE $COHR $ALAB

$227M

63 positions

#4DIKER MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$NBIS $COHR $LITE

$130M

46 positions

#5Elm Partners Management LLCActive

Notable overlap · 8 shared positions

$COHR $CRWD $BN $DUK $D $VRT

$2.8B

161 positions

#6Meadowbrook Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$NBIS $CRWD $DUK

$93M

81 positions

#7Orbis Allan Gray LtdActive

Notable overlap · 3 shared positions

$NBIS $EQT $KMI

$29.1B

97 positions

#8LONE PINE CAPITAL LLCActive

Some overlap · 3 shared positions

$NBIS $ASML $BN

$16.4B

34 positions

#9FRED ALGER MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$NBIS $ALAB $LITE $VRT

$30.0B

425 positions

#10BERKSHIRE CAPITAL HOLDINGS INCActive

Some overlap · 6 shared positions

$NBIS $ALAB $ASML $LITE $CRWD $NOW

$462M

122 positions

#11Zweig-DiMenna Associates LLCActive

Some overlap · 5 shared positions

$COHR $CRWD $LITE $AAOI $VRT

$1.1B

70 positions

#12Genesis Financial Group, LLCPassive

Some overlap · 3 shared positions

$NBIS $ALAB $KMI

$154M

100 positions

#13Virtus Wealth Solutions LLCActive

Some overlap · 4 shared positions

$NBIS $ALAB $LITE $AAOI

$735M

53 positions

#14Clear Street Group Inc.Active

Some overlap · 5 shared positions

$NBIS $LITE $COHR $ALAB $AAOI

$39.5B

1,414 positions

#15PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 7 shared positions

$NBIS $CRWD $LITE $ALAB $VRT $CEG

$174M

92 positions

#16Kultura Capital Management LPActive

Some overlap · 6 shared positions

$CRWD $NBIS $EQT $AAOI $LITE $ASML

$553M

66 positions

#17Alden Global Capital LLCActive

Some overlap · 3 shared positions

$NBIS $VST $ET

$273M

19 positions

#18Yaupon Capital Management LPActive

Some overlap · 5 shared positions

$VST $NBIS $DUK $EQT $DVN

$5.1B

124 positions

#19Goldstream Capital Management LtdActive

Some overlap · 5 shared positions

$COHR $CRWD $LITE $VRT $ASML

$132M

45 positions

#20Telligent Fund, LPActive

Some overlap · 4 shared positions

$COHR $NBIS $LITE $VRT

$136M

23 positions

#21THAMES CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$NBIS $COHR $ALAB $VRT

$1.2B

56 positions

#22Himension FundSmart money

Some overlap · 5 shared positions

$NBIS $EQT $LITE $VRT $ASML

$1.6B

168 positions

#23Talos Eurisko Asset Management LPActive

Some overlap · 5 shared positions

$COHR $LITE $ALAB $VRT $ASML

$703M

25 positions

#24JACKSON SQUARE CAPITAL, LLCActive

Some overlap · 5 shared positions

$COHR $LITE $CRWD $VRT $ASML

$719M

138 positions

#25Capstone Capital Management LtdPassive

Some overlap · 5 shared positions

$NBIS $COHR $LITE $CEG $NOW

$224M

160 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.