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Hedge Funds Similar to Occidental Asset ,

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

Occidental Asset Management, LLC is an institutional investor managing $844M across 284 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 Occidental Asset , are Virtus Family Office, Grey Ledge Advisors,, TriaGen Wealth, with shared positions in $OKTA, $WT, $CMI, $NTAP, $GILD, $AMGN. The full ranking of 25 similar funds is below.

#1Virtus Family Office LLCPassive
Notable overlap · 5 shared positions
$OKTA$WT$CMI$NTAP$GILD
$117M
73 positions
#2Grey Ledge Advisors, LLCPassive
Some overlap · 6 shared positions
$WT$OKTA$CMI$AMGN$SNOW$AMD
$443M
239 positions
#3TriaGen Wealth Management LLCPassive
Some overlap · 5 shared positions
$OKTA$MS$COR$T$DGX
$366M
171 positions
#4Powers Advisory Group, LLCActive
Some overlap · 5 shared positions
$WT$OKTA$MS$DUK$SNOW
$284M
125 positions
#5HARTLINE INVESTMENT CORP/Active
Some overlap · 4 shared positions
$OKTA$MS$DELL$AMD
$909M
112 positions
#6WNY Asset Management, LLCPassive
Some overlap · 5 shared positions
$OKTA$MS$SNOW$T$CRM
$967M
249 positions
#7FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 3 shared positions
$OKTA$WT$MS
$354M
66 positions
#8NewSquare Capital LLCPassive
Some overlap · 6 shared positions
$WT$SNOW$CMI$AMGN$DUK$GILD
$1.2B
211 positions
#9ETF Store, Inc.Active
Some overlap · 4 shared positions
$OKTA$WT$SNOW$AMGN
$103M
100 positions
#10Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$WT$MS$SNOW$CMI$AMGN
$1.2B
262 positions
#11One Wealth Map LLCPassive
Some overlap · 4 shared positions
$OKTA$WT$CRM$COR
$213M
103 positions
#12Meridian Financial Partners LLCActive
Some overlap · 5 shared positions
$WT$MS$SNOW$DUK$AMD
$263M
121 positions
#13Capital Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$WT$MS$AMGN$DUK$GILD
$730M
147 positions
#14McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$WT$MS$CMI$AMD$AMGN
$885M
121 positions
#15MidAtlantic Capital Management, Inc.Passive
Some overlap · 5 shared positions
$WT$MS$SNOW$HUBB$D
$145M
84 positions
#16Ranch Capital Advisors Inc.Passive
Some overlap · 7 shared positions
$MS$CMI$AMGN$CAH$T$DUK
$277M
154 positions
#17Towercrest Capital ManagementActive
Some overlap · 4 shared positions
$OKTA$MS$SNOW$T
$642M
103 positions
#18Bonfire FinancialActive
Some overlap · 3 shared positions
$WT$OKTA$MS
$133M
57 positions
#19Hardworking Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$OKTA$AMGN$DGX
$107M
83 positions
#20FC Advisory LLCActive
Some overlap · 3 shared positions
$OKTA$MS$SNOW
$342M
115 positions
#21Elmwood Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$WT$OKTA$CRM$COR
$362M
178 positions
#22Eagle Strategies LLCPassive
Some overlap · 4 shared positions
$WT$MS$SNOW$AMD
$837M
258 positions
#23Forbes Financial Planning, Inc.Active
Some overlap · 3 shared positions
$OKTA$MS$AMGN
$173M
38 positions
#24Riverbend Wealth Management, LLCPassive
Some overlap · 4 shared positions
$WT$MS$DELL$AMGN
$175M
152 positions
#25Sylvest Advisors, LLCActive
Some overlap · 5 shared positions
$WT$AMGN$NTAP$HSY$MRSH
$188M
70 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.