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Hedge Funds Similar to Live Oak Investment Partners

13F Portfolio OverlapQ2 2026Live Oak Investment Partners portfolio →
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Most similar hedge funds by 13F overlap

Live Oak Investment Partners is an institutional investor managing $186M across 93 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Live Oak Investment Partners are Networth Advisors, Hudson Portfolio, Davis, with shared positions in $BNY, $ALL, $HWM, $DIS, $MDT, $STRL. The full ranking of 25 similar funds is below.

#1Networth Advisors, LLCActive
Some overlap · 4 shared positions
$BNY$ALL$HWM$DIS
$172M
383 positions
#2Hudson Portfolio Management LLCPassive
Some overlap · 3 shared positions
$ALL$BNY$MDT
$132M
117 positions
#3Davis Capital ManagementPassive
Some overlap · 3 shared positions
$BNY$ALL$MDT
$169M
1,270 positions
#4COOKSON PEIRCE & CO INCPassive
Some overlap · 4 shared positions
$STRL$APH$HWM$B
$3.0B
317 positions
#5GQG Partners LLCActive
Some overlap · 5 shared positions
$ALL$AEP$T$CI$DUK
$53.8B
102 positions
#6SEAVIEW INVESTMENT MANAGERS LLCPassive
Some overlap · 3 shared positions
$B$APH$DIS
$335M
93 positions
#7Richard C. Young & CO., LTD.Passive
Some overlap · 3 shared positions
$STRL$APH$T
$1.4B
101 positions
#8Scheer, Rowlett & Associates Investment Management Ltd.Active
Some overlap · 3 shared positions
$B$SU$RY
$1.4B
30 positions
#9Dorsey Wright & AssociatesPassive
Some overlap · 3 shared positions
$BNY$APH$HWM
$590M
131 positions
#10ANTIPODES PARTNERS LtdActive
Some overlap · 4 shared positions
$B$DIS$AEP$DUK
$5.5B
130 positions
#11Alliance Private Wealth, LLCActive
Some overlap · 3 shared positions
$B$DIS$TMUS
$288M
82 positions
#12Tudor Financial Inc.Passive
Some overlap · 3 shared positions
$ALL$APH$MPC
$222M
152 positions
#13Wakefield Asset Management LLLPPassive
Some overlap · 5 shared positions
$APH$AEP$THC$MPC$ALL
$444M
225 positions
#14Orographic Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$HWM$AEP$DIS$T
$151M
105 positions
#15MUFG SECURITIES (CANADA), LTD.Active
Some overlap · 3 shared positions
$B$SU$RY
$3.7B
43 positions
#16F&V Capital Management, LLCPassive
Some overlap · 3 shared positions
$ALL$AEP$MDT
$542M
63 positions
#17Greenfield Seitz Capital Management, LLCPassive
Some overlap · 3 shared positions
$B$SU$IDXX
$336M
107 positions
#18Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$STRL$MPC$HWM
$375M
75 positions
#19GODSEY & GIBB, INCPassive
Some overlap · 5 shared positions
$AEP$RY$T$MDT$DUK
$1.2B
383 positions
#20MATTERS CAPITAL LLCPassive
Some overlap · 4 shared positions
$B$TMUS$ALL$MPC
$143M
75 positions
#21Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$BNY$MDT$CI$DUK
$159M
62 positions
#22Bruce & Co., Inc.Active
Some overlap · 3 shared positions
$ALL$T$DUK
$369M
41 positions
#23Millington Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$BNY$TMUS$MDT
$254M
128 positions
#24Farmers National BankPassive
Some overlap · 5 shared positions
$ALL$DIS$MDT$DUK$T
$479M
180 positions
#25First Pacific FinancialPassive
Some overlap · 3 shared positions
$BNY$AEP$MDT
$839M
510 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.