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Hedge Funds Similar to Oak Asset ,

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

Oak Asset Management, LLC is an institutional investor managing $311M across 115 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 Asset , are Wealth Planning,, MATRIX ASSET ADVISORS /NY, Greystone Financial Group,, with shared positions in $AMGN, $FDX, $MCD, $MDT, $NSC, $VZ. The full ranking of 25 similar funds is below.

#1Capital Wealth Planning, LLCActive
Notable overlap · 7 shared positions
$AMGN$FDX$MCD$MDT$NSC$VZ
$18.1B
151 positions
#2MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 6 shared positions
$AMGN$MS$FDX$LOW$MDT$TGT
$1.1B
105 positions
#3Greystone Financial Group, LLCPassive
Notable overlap · 5 shared positions
$AMGN$MS$MCD$LOW$WM
$353M
78 positions
#4Vertrix Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$AMGN$MS$LOW$MCD$MDT$WM
$272M
95 positions
#5Stillwater Wealth Management GroupPassive
Notable overlap · 6 shared positions
$MS$MCD$SYK$AMGN$WM$VZ
$162M
77 positions
#6Round Hill Asset ManagementPassive
Notable overlap · 3 shared positions
$AMGN$MDT$ICE
$153M
62 positions
#7Birch Capital Management, LLCActive
Notable overlap · 3 shared positions
$AMGN$FDX$ICE
$191M
78 positions
#8GODSEY & GIBB, INCPassive
Notable overlap · 5 shared positions
$FAST$AMGN$SYK$MDT$MCHP
$1.1B
389 positions
#9Focused Investors LLCActive
Notable overlap · 4 shared positions
$FDX$MS$MCD$LOW
$3.1B
22 positions
#10ABSHER WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$AMGN$FAST$MCD$LOW
$853M
70 positions
#11COMPASS CAPITAL MANAGEMENT, INCActive
Notable overlap · 6 shared positions
$FAST$SYK$ICE$EXPD$CHD$ISRG
$1.7B
87 positions
#12EDGAR LOMAX CO/VAActive
Notable overlap · 6 shared positions
$FDX$MS$AMGN$CVS$TGT$AMT
$1.4B
56 positions
#13Somerset Trust CoPassive
Notable overlap · 5 shared positions
$AMGN$MCD$LOW$MDT$NSC
$326M
174 positions
#14Mizuho Markets Cayman LPActive
Notable overlap · 3 shared positions
$AMGN$MCHP$VZ
$1.9B
86 positions
#15DLK Investment Management, LLCPassive
Notable overlap · 5 shared positions
$AMGN$MCD$ICE$MDT$WM
$253M
92 positions
#16TOTH FINANCIAL ADVISORY CORPPassive
Notable overlap · 7 shared positions
$SYK$LOW$AMGN$MCD$FAST$CVS
$911M
918 positions
#17BURNS J W & CO INC/NYActive
Some overlap · 8 shared positions
$MCD$MS$SYK$AMGN$ISRG$WM
$873M
183 positions
#18Kampmann Melissa S.Passive
Some overlap · 5 shared positions
$FAST$SYK$ICE$ISRG$WM
$125M
43 positions
#19JMAC ENTERPRISES LLCPassive
Some overlap · 4 shared positions
$AMGN$MS$MCD$MDT
$522M
117 positions
#20Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$AMGN$MCD$NSC
$184M
32 positions
#21VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 6 shared positions
$AMGN$MCD$MDT$TGT$VZ$LOW
$187M
55 positions
#22Kelsey Financial, LLCActive
Some overlap · 3 shared positions
$AMGN$VZ$WM
$114M
63 positions
#23BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$SYK$AMGN$LOW$MCD$MDT
$321M
110 positions
#24Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$AMGN$MCD$CVS$TGT$WM$VZ
$245M
98 positions
#25BONTEMPO OHLY CAPITAL MGMT LLCActive
Some overlap · 5 shared positions
$FAST$LOW$AMGN$TGT$VZ
$222M
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.