What hedge funds are most similar to Ocean Capital Management, LLC?

The funds with the most similar 13F portfolios to Ocean Capital Management, LLC are Vident Advisory,, CapWealth Advisors,, IAM Advisory,, based on overlapping conviction holdings in the latest SEC filings.

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 Ocean ,

13F Portfolio OverlapQ1 2026Ocean , portfolio →

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Most similar hedge funds by 13F overlap

Ocean Capital Management, LLC is an institutional investor managing $487M across 131 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 Ocean , are Vident Advisory,, CapWealth Advisors,, IAM Advisory,, with shared positions in $PLTR, $NOC, $LMT, $PANW, $LHX, $AMD. The full ranking of 25 similar funds is below.

#1Vident Advisory, LLCPassive

Some overlap · 9 shared positions

$PLTR $NOC $LMT $PANW $LHX $AMD

$11.7B

1,835 positions

#2CapWealth Advisors, LLCActive

Some overlap · 9 shared positions

$PLTR $SYK $GEV $UNH $BAC $AMGN

$1.3B

118 positions

#3IAM Advisory, LLCActive

Some overlap · 8 shared positions

$NOC $LMT $GEV $PLTR $PANW $LHX

$446M

95 positions

#4Trifecta Capital Advisors, LLCPassive

Some overlap · 8 shared positions

$PLTR $LMT $PANW $CRM $LHX $AMD

$646M

274 positions

#5DB Fitzpatrick & Co, IncActive

Some overlap · 9 shared positions

$LMT $SYK $PANW $UNH $CRM $SBUX

$117M

106 positions

#6Themes Management Co LLCPassive

Some overlap · 8 shared positions

$NOC $LMT $PLTR $LHX $AMD $GD

$162M

151 positions

#7MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.Passive

Some overlap · 7 shared positions

$PLTR $LMT $NOC $LHX $AMD $GD

$73.7B

3,122 positions

#8Talbot Financial, LLCActive

Some overlap · 7 shared positions

$NOC $SYK $GEV $PANW $CRM $AMGN

$1.2B

66 positions

#9Generali Investments, Management Co LLCActive

Some overlap · 7 shared positions

$PLTR $SYK $PANW $AMD $MCD $AMGN

$430M

162 positions

#10Tuttle Capital Management, LLCPassive

Some overlap · 5 shared positions

$PLTR $NOC $LMT $CRM $NET

$61M

124 positions

#11OMC Financial Services LTDActive

Some overlap · 8 shared positions

$LMT $GEV $PANW $CRM $AMD $MCD

$258M

64 positions

#12Sun Group Wealth PartnersPassive

Some overlap · 6 shared positions

$PLTR $NOC $PANW $LMT $AMD $MCD

$127M

73 positions

#13HARTLINE INVESTMENT CORP/Active

Some overlap · 8 shared positions

$PLTR $GEV $C $NET $AMD $PANW

$909M

112 positions

#14Owen LaRue, LLCPassive

Some overlap · 8 shared positions

$PLTR $GEV $C $AMGN $AMD $GE

$261M

128 positions

#15NS Partners LtdActive

Some overlap · 7 shared positions

$NOC $SYK $GEV $UNH $MCD $BAC

$2.2B

71 positions

#16Teamwork Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$PLTR $NOC $GEV $AMD $GE $ETN

$946M

216 positions

#17Richwood Investment Advisors, LLCActive

Some overlap · 7 shared positions

$NOC $LMT $UNH $GD $MCD $AMGN

$130M

98 positions

#18Bosman Wealth Management, LLCPassive

Some overlap · 6 shared positions

$PLTR $DECK $GEV $AMD $IBIT $CEG

$114M

52 positions

#19Vivid Wealth Management, LLCPassive

Some overlap · 7 shared positions

$PLTR $NOC $GEV $AMD $AMGN $GE

$247M

66 positions

#20Kovitz Investment Group Partners, LLCPassive

Some overlap · 8 shared positions

$SYK $UNH $CRM $C $AMD $GD

$4.3B

484 positions

#21ICW Investment Advisors LLCPassive

Some overlap · 7 shared positions

$NOC $LMT $LHX $GD $MCD $AMGN

$277M

147 positions

#22Legacy Wealth Management, LLC / MSActive

Some overlap · 6 shared positions

$PLTR $SYK $PANW $LHX $MCD $BAC

$351M

106 positions

#23RHODES INVESTMENT ADVISORS INC /ADVPassive

Some overlap · 6 shared positions

$PLTR $GEV $PANW $UNH $SBUX $GE

$116M

116 positions

#24InTrack Investment Management IncPassive

Some overlap · 6 shared positions

$PLTR $SYK $PANW $C $MCD $ETN

$175M

108 positions

#25NCP Inc.Active

Some overlap · 6 shared positions

$PLTR $GEV $PANW $UNH $BAC $GE

$60M

76 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.