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 Live Oak Private Wealth

13F Portfolio OverlapQ1 2026Live Oak Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Live Oak Private Wealth LLC is an institutional investor managing $717M across 207 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 Live Oak Private Wealth are Minot DeBlois Advisors, Ironvine Partners,, SCHARF INVESTMENTS,, with shared positions in $MKL, $ADI, $DHR, $TJX, $ABT, $NVS. The full ranking of 25 similar funds is below.

#1Minot DeBlois Advisors LLCPassive

Notable overlap · 9 shared positions

$MKL $ADI $DHR $TJX $ABT $NVS

$110M

226 positions

#2Ironvine Capital Partners, LLCActive

Notable overlap · 10 shared positions

$LOW $ADI $DHR $UNH $AON $DLTR

$910M

56 positions

#3SCHARF INVESTMENTS, LLCActive

Notable overlap · 8 shared positions

$BN $MKL $NVS $DIS $UNH $AON

$3.2B

70 positions

#4RE ADVISERS CORPActive

Notable overlap · 7 shared positions

$BAC $TJX $HON $DIS $UNH $ABT

$3.7B

111 positions

#5BCV Asset Management Inc.Active

Notable overlap · 7 shared positions

$BN $HCA $BAC $RY $UNH $DHR

$2.9B

120 positions

#6Glassy Mountain Advisors, Inc.Active

Notable overlap · 6 shared positions

$LOW $HCA $NVS $BAC $DIS $UNH

$322M

77 positions

#7PIONEER TRUST BANK N A/ORActive

Notable overlap · 7 shared positions

$LOW $TJX $HON $DHR $UNH $DIS

$412M

83 positions

#8BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 6 shared positions

$BAC $SCHW $LOW $HON $ABT $MKL

$2.3B

264 positions

#9Cetera Trust Company, N.APassive

Notable overlap · 8 shared positions

$BAC $SCHW $HON $NEM $MET $HCA

$177M

351 positions

#10Salvus Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$SCHW $BN $MKL $ADI $AON

$172M

126 positions

#11Borer Denton & Associates, Inc.Active

Notable overlap · 6 shared positions

$BAC $HON $ADI $ABT $AON $UPS

$280M

66 positions

#12GARRISON BRADFORD & ASSOCIATES INCActive

Notable overlap · 5 shared positions

$SCHW $LOW $TJX $UNH $AON

$88M

38 positions

#13SOMERVILLE KURT FActive

Notable overlap · 8 shared positions

$TJX $ADI $SCHW $DHR $ABT $UNH

$379M

91 positions

#14Elefante Mark BPassive

Notable overlap · 7 shared positions

$SCHW $TJX $ADI $DHR $ABT $HON

$182M

58 positions

#15Delaney Dennis RActive

Notable overlap · 7 shared positions

$SCHW $TJX $ADI $DHR $ABT $HON

$282M

60 positions

#16Mondrian Investment Partners LTDActive

Notable overlap · 5 shared positions

$SCHW $DLTR $BAC $SONY $UNH

$6.7B

103 positions

#17Dempze Nancy EPassive

Notable overlap · 6 shared positions

$TJX $ADI $SCHW $DHR $UNH $ABT

$182M

92 positions

#18Cullen Capital Management, LLCActive

Notable overlap · 5 shared positions

$BAC $NVS $LOW $UNH $UPS

$9.8B

213 positions

#19MARKEL GROUP INC.Active

Notable overlap · 6 shared positions

$BN $ADI $LOW $DIS $SCHW $DEO

$11.9B

129 positions

#20DUDLEY & SHANLEY, INC.Active

Notable overlap · 5 shared positions

$SCHW $ADI $DHR $AON $A

$611M

37 positions

#21Norway Savings BankPassive

Notable overlap · 7 shared positions

$ADI $ABT $LOW $HON $BA $HCA

$211M

103 positions

#22Providence Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$BAC $SLB $BN $TJX $ABT $DIS

$613M

200 positions

#23BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$SCHW $TJX $HON $DHR $SLB

$506M

75 positions

#24DODGE & COXActive

Notable overlap · 5 shared positions

$SCHW $BN $UNH $MET $AON

$182.0B

222 positions

#25Kimelman & Baird, LLCActive

Notable overlap · 5 shared positions

$BAC $TJX $HON $BA $DIS

$1.2B

263 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.