What hedge funds are most similar to Running Oak Capital LLC?

The funds with the most similar 13F portfolios to Running Oak Capital LLC are Marks Group Wealth ,, CARDEROCK, Port, 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 Running Oak

13F Portfolio OverlapQ1 2026Running Oak portfolio →

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Most similar hedge funds by 13F overlap

Running Oak Capital LLC is an institutional investor managing $741M across 55 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 Running Oak are Marks Group Wealth ,, CARDEROCK, Port, with shared positions in $RSG, $ICE, $SYK, $HON, $TJX, $NVT. The full ranking of 25 similar funds is below.

#1Marks Group Wealth Management, IncPassive

Notable overlap · 21 shared positions

$RSG $ICE $SYK $HON $TJX $NVT

$1.0B

337 positions

#2CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$AME $PH $APD $STE $INTU $SYK

$405M

73 positions

#3Port Capital LLCActive

Notable overlap · 7 shared positions

$ICE $TDY $AME $PH $CACI $GGG

$2.2B

82 positions

#4Two Point Capital Management, Inc.Active

Notable overlap · 7 shared positions

$APD $ETN $PH $HON $J $SYK

$229M

28 positions

#5Ayrshire Capital Management LLCPassive

Notable overlap · 6 shared positions

$TJX $ETN $ICE $RSG $AME $AJG

$193M

50 positions

#6Tandem Investment Advisors, Inc.Active

Notable overlap · 6 shared positions

$ROP $ICE $RSG $INTU $SYK $RMD

$2.0B

83 positions

#7Dundas Partners LLPActive

Notable overlap · 8 shared positions

$AME $SYK $RMD $GWW $INTU $ALC

$1.3B

49 positions

#8ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 7 shared positions

$HON $SYK $GD $AME $TJX $ICE

$1.7B

86 positions

#9Suncoast Equity ManagementActive

Notable overlap · 8 shared positions

$TJX $GWW $ETN $INTU $SYK $MRSH

$833M

101 positions

#10RE ADVISERS CORPActive

Notable overlap · 6 shared positions

$TJX $ETN $PH $HON $CACI $CI

$3.7B

111 positions

#11MCDANIEL TERRY & COActive

Notable overlap · 7 shared positions

$HON $SYK $APD $ALC $ETN $INTU

$1.2B

81 positions

#12FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$AJG $GGG $SYK $AME $STE $RSG

$4.5B

92 positions

#13EagleClaw Capital Managment, LLCActive

Notable overlap · 6 shared positions

$ETN $PH $APD $CACI $ICE $TJX

$714M

145 positions

#14Raub Brock Capital Management LPActive

Notable overlap · 6 shared positions

$TJX $ETN $AME $PH $INTU $ROP

$395M

43 positions

#15Capital Investment Services of America, Inc.Active

Notable overlap · 6 shared positions

$TJX $ROP $SYK $RMD $SSNC $AME

$958M

80 positions

#16WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 6 shared positions

$ICE $HON $DRI $AJG $SYK $GD

$2.1B

122 positions

#17Howard Capital Management Group, LLCActive

Notable overlap · 5 shared positions

$TJX $ICE $AME $PH $IQV

$1.5B

143 positions

#18Guinness Atkinson Asset Management IncPassive

Notable overlap · 6 shared positions

$ROP $ICE $AME $INTU $ETN $AJG

$200M

123 positions

#19Walter Public Investments Inc.Passive

Notable overlap · 5 shared positions

$ICE $TDY $MRSH $IQV $ALC

$418M

48 positions

#20Findlay Park Partners LLPActive

Notable overlap · 5 shared positions

$ITT $TDY $INTU $STE $ICE

$7.2B

56 positions

#21Aristotle Capital Management, LLCActive

Notable overlap · 5 shared positions

$TDY $PH $GD $APD $ALC

$47.8B

191 positions

#22MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 5 shared positions

$ROP $AME $AJG $GGG $NVT

$584M

141 positions

#23EVEXIA WEALTH LLCActive

Notable overlap · 5 shared positions

$RSG $PH $INTU $SYK $EME

$364M

84 positions

#24KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$TDY $PRI $FCN $EME $GGG $SAIA

$34.0B

957 positions

#25TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 6 shared positions

$EME $FCN $SYK $AJG $ETN $INTU

$182M

115 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.