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 Investment Partners

13F Portfolio OverlapQ1 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 $169M across 93 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 Investment Partners are Alliance Wealth Advisors,, Investment Advisors,, Caldwell Investment Ltd., with shared positions in $MS, $DIS, $__PARK_1390777, $OKE, $KO, $T. The full ranking of 25 similar funds is below.

#1Alliance Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $DIS $__PARK_1390777 $OKE

$228M

158 positions

#2Capital Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $KO $OKE $T

$6.2B

693 positions

#3Caldwell Investment Management Ltd.Active

Notable overlap · 3 shared positions

$MS $RY $HWM

$255M

57 positions

#4Ledyard National BankPassive

Notable overlap · 4 shared positions

$MS $MDT $T $AEP

$1.2B

236 positions

#5ProVise Management Group, LLCPassive

Notable overlap · 3 shared positions

$MS $__PARK_1390777 $MDT

$1.4B

261 positions

#6WESPAC Advisors, LLCPassive

Notable overlap · 4 shared positions

$OKE $HWM $APH $T

$183M

178 positions

#7Sterling Manor Financial, LLCActive

Notable overlap · 3 shared positions

$MS $OKE $KO

$160M

39 positions

#8Gratus Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $TMUS $HWM

$691M

138 positions

#9Objectivity Squared, LLCActive

Notable overlap · 3 shared positions

$MS $T $APH

$159M

55 positions

#10Wright Wealth LLCActive

Notable overlap · 3 shared positions

$MS $RIO $T

$149M

51 positions

#11Pine Harbor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$OKE $MS $KO

$334M

102 positions

#12Vickerman Investment Advisors, Inc.Active

Notable overlap · 3 shared positions

$OKE $TMUS $DIS

$476M

94 positions

#13AXIOM INVESTORS LLC /DEActive

Notable overlap · 5 shared positions

$MS $HWM $HSY $APH $FCFS

$9.0B

121 positions

#14Clark Wealth PartnersActive

Notable overlap · 3 shared positions

$OKE $MDT $KO

$149M

604 positions

#15COFG Advisors, LLCPassive

Notable overlap · 3 shared positions

$MS $OKE $MDT

$404M

241 positions

#16Stonebridge Financial Group, LLCPassive

Notable overlap · 3 shared positions

$MS $OKE $KO

$1.2B

262 positions

#17Gaddis Premier Wealth Advisors LLCPassive

Notable overlap · 3 shared positions

$FCFS $T $OKE

$136M

85 positions

#18MBM WEALTH CONSULTANTS, LLCPassive

Notable overlap · 3 shared positions

$OKE $TMUS $FCFS

$436M

387 positions

#19AFG FIDUCIARY SERVICES LIMITED PARTNERSHIPActive

Notable overlap · 3 shared positions

$OKE $ALL $T

$171M

92 positions

#20Blue Water Asset ManagementActive

Notable overlap · 3 shared positions

$OKE $MS $KO

$289M

103 positions

#21LeClair Wealth Partners LLCPassive

Notable overlap · 3 shared positions

$OKE $MS $KO

$289M

103 positions

#22Wagner Wealth Management, LLCActive

Notable overlap · 3 shared positions

$FCFS $T $RY

$495M

279 positions

#23Socorro Asset Management LPPassive

Notable overlap · 4 shared positions

$MS $OKE $DIS $KO

$221M

32 positions

#24Recurrent Investment Advisors LLCActive

Notable overlap · 3 shared positions

$OKE $SU $RIO

$1.7B

67 positions

#25CORRECT CAPITAL WEALTH MANAGEMENTActive

Some overlap · 3 shared positions

$MS $OKE $KO

$536M

109 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.