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Hedge Funds Similar to Bull Oak ,

13F Portfolio OverlapQ1 2026Bull Oak , portfolio →
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Most similar hedge funds by 13F overlap

Bull Oak Capital, LLC is an institutional investor managing $260M across 38 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 Bull Oak , are ACORN FINANCIAL ADVISORY SERVICES /ADV, TME FINANCIAL,, ACCREDITED INVESTOR SERVICES,, with shared positions in $IAU, $AMN, $IBIT, $SE, $ADBE, $SRE. The full ranking of 25 similar funds is below.

#1ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Notable overlap · 3 shared positions
$IAU$AMN$IBIT
$730M
215 positions
#2TME FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$IAU$SE$IBIT
$144M
65 positions
#3ACCREDITED INVESTOR SERVICES, LLCSmart money
Some overlap · 3 shared positions
$IAU$AMN$SE
$156M
77 positions
#4Pacific Asset Management, LLCActive
Some overlap · 3 shared positions
$IAU$AMN$IBIT
$179M
70 positions
#5CURIO WEALTH, LLCActive
Some overlap · 3 shared positions
$IAU$AMN$SE
$293M
1,255 positions
#6WESCAP Management Group, Inc.Active
Some overlap · 3 shared positions
$IAU$SE$IBIT
$508M
107 positions
#7Moisand Fitzgerald Tamayo, LLCActive
Some overlap · 3 shared positions
$IAU$AMN$SE
$931M
518 positions
#8Cauble & Harre Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$IAU$AMN$ADBE
$126M
74 positions
#9Quent Long Short Global Small Cap Fund, LP
Some overlap · 3 shared positions
$IAU$AMN$SE
$1.2B
299 positions
#10Upper Left Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$IBIT$SE
$169M
68 positions
#11Squire Investment Management Company, LLCActive
Some overlap · 3 shared positions
$IAU$AMN$SE
$360M
76 positions
#12Altiora Financial Group, LLCActive
Some overlap · 3 shared positions
$IAU$SE$IBIT
$607M
110 positions
#13Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$SE$IBIT
$779M
297 positions
#14Bedminster, LLCActive
Some overlap · 3 shared positions
$IAU$SE$SRE
$107M
53 positions
#15Apeiron RIA LLCPassive
Some overlap · 3 shared positions
$IAU$AMN$IBIT
$431M
204 positions
#16Regency Capital Management Inc.\DEPassive
Some overlap · 3 shared positions
$IAU$SE$ADBE
$224M
60 positions
#17RCS Financial Planning, LLCPassive
Some overlap · 3 shared positions
$IAU$AMN$SE
$193M
98 positions
#18Quent Capital, LLCPassive
Some overlap · 3 shared positions
$IAU$AMN$SE
$1.4B
1,534 positions
#19Integrity Wealth Solutions LLCPassive
Some overlap · 4 shared positions
$IAU$AMN$SE$INTU
$255M
130 positions
#20SEEDS INVESTOR LLCPassive
Some overlap · 4 shared positions
$IAU$IBIT$SE$AMN
$735M
350 positions
#21LIFELONG WEALTH ADVISORS, INC.Active
Some overlap · 4 shared positions
$IAU$AMN$SE$WFC
$376M
90 positions
#22STOLZ & ASSOCIATES, PSSmart money
Some overlap · 3 shared positions
$SE$AMN$IAU
$143M
30 positions
#23FINANCIAL MANAGEMENT NETWORK INCPassive
Some overlap · 3 shared positions
$AMN$SE$IAU
$653M
191 positions
#24ALTERNA WEALTH MANAGEMENT, INCPassive
Some overlap · 3 shared positions
$SE$IAU$IBIT
$132M
105 positions
#25Tillman Hartley LLCActive
Some overlap · 3 shared positions
$IAU$AMN$WFC
$398M
88 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.