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 SilverOak Wealth

13F Portfolio OverlapQ1 2026SilverOak Wealth portfolio →

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Most similar hedge funds by 13F overlap

SilverOak Wealth Management LLC is an institutional investor managing $632M across 121 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 SilverOak Wealth are RETIREMENT STRATEGIES, HFM Investment Advisors,, Corundum Group,, with shared positions in $MMM, $DOV, $SLV, $SNOW, $SOLV, $INTC. The full ranking of 25 similar funds is below.

#1RETIREMENT CAPITAL STRATEGIESActive

Some overlap · 6 shared positions

$MMM $DOV $SLV $SNOW $SOLV $INTC

$265M

62 positions

#2HFM Investment Advisors, LLCActive

Some overlap · 5 shared positions

$MMM $DOV $ROK $SOLV $AMD

$260M

1,210 positions

#3Corundum Group, Inc.Active

Some overlap · 5 shared positions

$MMM $ECL $SNOW $CTVA $INTC

$299M

108 positions

#4Regents Gate Capital LLPActive

Some overlap · 3 shared positions

$MMM $DOV $ROK

$469M

36 positions

#5Somerset Group LLCActive

Some overlap · 4 shared positions

$MMM $ECL $SNOW $WFC

$135M

59 positions

#6MAIRS & POWER INCActive

Some overlap · 7 shared positions

$FUL $ECL $MMM $ROK $UNH $HRL

$9.8B

245 positions

#7WHITE PINE CAPITAL LLCPassive

Some overlap · 4 shared positions

$MMM $ECL $AMD $WFC

$355M

228 positions

#8Great Waters Wealth ManagementSmart money

Some overlap · 5 shared positions

$MMM $SNOW $UNH $MU $AMD

$945M

121 positions

#9Strong Tower Advisory ServicesPassive

Some overlap · 5 shared positions

$MMM $ECL $CTVA $UNH $SOLV

$531M

92 positions

#10BAYBANPassive

Slight overlap · 6 shared positions

$MMM $BRZE $SNOW $TGT $UNH $WFC

$115M

671 positions

#11Birchwood Financial Partners, Inc.Passive

Slight overlap · 4 shared positions

$MMM $SNOW $UNH $WFC

$104M

348 positions

#12Clark & Stuart, IncActive

Slight overlap · 3 shared positions

$MMM $ECL $INTC

$148M

49 positions

#13DMKC Advisory Services, LLCPassive

Slight overlap · 3 shared positions

$MMM $TGT $WFC

$240M

84 positions

#14Victrix Investment AdvisorsPassive

Slight overlap · 4 shared positions

$MMM $TGT $UNH $INTC

$275M

107 positions

#15Palisade Asset Management, LLCActive

Slight overlap · 4 shared positions

$MMM $ECL $TGT $UNH

$996M

195 positions

#16Aegis Wealth Management LLCPassive

Slight overlap · 3 shared positions

$MMM $SNOW $DHR

$175M

118 positions

#17Allied Investment Advisors, LLCActive

Slight overlap · 3 shared positions

$MMM $TGT $WFC

$697M

100 positions

#18Neumann Capital Management, LLCActive

Slight overlap · 6 shared positions

$DOV $NU $SLV $SNOW $TGT $WFC

$340M

102 positions

#19XY Planning Network, Inc.Passive

Slight overlap · 5 shared positions

$DOV $NU $BRZE $SNOW $EPAM

$626M

273 positions

#20InvesTrustPassive

Slight overlap · 6 shared positions

$MMM $SNOW $CTVA $TGT $INTC $WFC

$238M

91 positions

#21MWA Asset ManagementPassive

Slight overlap · 3 shared positions

$MMM $SNOW $CTVA

$182M

154 positions

#22Zhang Financial LLCActive

Slight overlap · 6 shared positions

$DOV $BRZE $SNOW $CTVA $MU $DHR

$2.9B

367 positions

#23Lombard Odier Asset Management (Europe) LtdPassive

Slight overlap · 4 shared positions

$CMS $ECL $SNOW $AMD

$1.8B

190 positions

#24St. Louis Trust CoActive

Slight overlap · 6 shared positions

$DOV $BRZE $SNOW $EPAM $CTVA $DHR

$856M

145 positions

#25NavPoint Financial, Inc.Active

Slight overlap · 5 shared positions

$DOV $MMM $SNOW $TGT $UNH

$247M

71 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.