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Hedge Funds Similar to SkyOak Wealth,

13F Portfolio OverlapQ1 2026SkyOak Wealth, portfolio →
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Most similar hedge funds by 13F overlap

SkyOak Wealth, LLC is an institutional investor managing $546M across 255 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 SkyOak Wealth, are Compass Ion Advisors,, Friday Financial, Ballast Financial Advisors, with shared positions in $AMN, $MS, $HUM, $UNIT, $MSTR, $IBIT. The full ranking of 25 similar funds is below.

#1Compass Ion Advisors, LLCActive
Some overlap · 8 shared positions
$AMN$MS$HUM$UNIT$MSTR$IBIT
$1.0B
279 positions
#2Friday FinancialActive
Some overlap · 8 shared positions
$AMN$HUM$UNIT$NEE$SNOW$IBIT
$290M
93 positions
#3Ballast Financial Advisors LLCActive
Some overlap · 4 shared positions
$AMN$HUM$UNIT$MS
$98M
68 positions
#4Tranquility Partners, LLCPassive
Some overlap · 6 shared positions
$MS$HUM$AMN$UNIT$SNOW$NEE
$265M
226 positions
#5Pearl Planning LLCActive
Some overlap · 5 shared positions
$SNOW$AMN$MS$IBM$UNIT
$187M
52 positions
#6Andrews Advisory Associates, LLCActive
Some overlap · 4 shared positions
$SNOW$AMN$HUM$NEE
$190M
82 positions
#7DOPKINS WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$SNOW$AMN$UNIT$NEE$HUM
$249M
92 positions
#8Cauble & Harre Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$SNOW$AMN$MS$HUM
$126M
74 positions
#9Forza Wealth Management, LLCPassive
Some overlap · 6 shared positions
$UNIT$HUM$IBM$MS$EMR$VZ
$287M
188 positions
#10Discipline Wealth Solutions, LLCActive
Some overlap · 5 shared positions
$SNOW$UNIT$MSTR$NEE$HUM
$950M
192 positions
#11San Luis Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$SNOW$UNIT$HUM$IBIT$VZ
$604M
175 positions
#12Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$SNOW$MS$HUM$NEE$CTVA
$123M
111 positions
#13Noble Family Wealth, LLCActive
Some overlap · 6 shared positions
$SNOW$HUM$UNIT$CTVA$MS$NEE
$484M
76 positions
#14Wealth Architects, LLCPassive
Some overlap · 5 shared positions
$AMN$HUM$UNIT$NEE$CTVA
$1.1B
244 positions
#15Grove Street Fiduciary, LLCActive
Some overlap · 4 shared positions
$SNOW$HUM$UNIT$IBM
$227M
74 positions
#16Journey Advisory Group, LLCPassive
Some overlap · 4 shared positions
$SNOW$HUM$MS$NEE
$1.2B
244 positions
#17Capital Advisors Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SNOW$AMN$HUM$UNIT
$745M
219 positions
#18Asset Management Group, Inc.Passive
Some overlap · 4 shared positions
$SNOW$HUM$UNIT$CTVA
$619M
138 positions
#19Fonville Wealth Management LLCPassive
Some overlap · 5 shared positions
$SNOW$AMN$HUM$IBIT$UNIT
$525M
138 positions
#20Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$SNOW$HUM$UNIT$VZ
$163M
67 positions
#21Burk Holdings LLCPassive
Some overlap · 4 shared positions
$SNOW$AMN$HUM$IBM
$233M
676 positions
#22Post Resch Tallon Group Inc.Passive
Some overlap · 4 shared positions
$HUM$MS$ARKO$IBM
$124M
120 positions
#23Cambridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$MS$UNIT$HUM$AMN$CTVA$IBIT
$295M
168 positions
#24Red Tortoise LLCPassive
Some overlap · 4 shared positions
$SNOW$MS$UNIT$HUM
$240M
591 positions
#25Confluence Wealth Services, Inc.Active
Some overlap · 4 shared positions
$SNOW$HUM$MS$NEE
$2.6B
365 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.