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 Oak Harvest Investment Services

13F Portfolio OverlapQ1 2026Oak Harvest Investment Services portfolio →

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Most similar hedge funds by 13F overlap

Oak Harvest Investment Services is an institutional investor managing $958M across 176 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 Oak Harvest Investment Services are Wolff Financial, Cornerstone Financial, Wealth Dimensions Group, Ltd., with shared positions in $UPST, $KKR, $MS, $MAR, $COP, $MCD. The full ranking of 25 similar funds is below.

#1Wolff Financial Management LLCActive

Notable overlap · 7 shared positions

$UPST $KKR $MS $MAR $COP $MCD

$453M

103 positions

#2Cornerstone Financial Management LLCPassive

Notable overlap · 5 shared positions

$UPST $KKR $HUM $MS $COP

$109M

1,311 positions

#3Wealth Dimensions Group, Ltd.Active

Notable overlap · 7 shared positions

$UPST $KKR $DUK $MCD $AMGN $HUM

$508M

170 positions

#4ORSER CAPITAL MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$UPST $HUM $UNP $MAR $SCHW $COP

$153M

46 positions

#5WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$UPST $HUM $SCHW $COP $DUK $MCD

$350M

95 positions

#6MOKAN Wealth Management Inc.Passive

Notable overlap · 7 shared positions

$UPST $HUM $MCD $DE $COP $KKR

$226M

109 positions

#7Arlington Trust Co LLCActive

Notable overlap · 3 shared positions

$UPST $KKR $HUM

$1.1B

844 positions

#8Berkshire BankPassive

Notable overlap · 4 shared positions

$UPST $KKR $UNP $HUM

$488M

157 positions

#9Wright Wealth LLCActive

Notable overlap · 6 shared positions

$UPST $MS $HUM $RIO $AEM $DUK

$149M

51 positions

#10AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 5 shared positions

$UPST $UNP $SCHW $MAR $COP

$445M

77 positions

#11Causey Wealth LLCPassive

Notable overlap · 6 shared positions

$UPST $KKR $SCHW $COP $AMGN $HUM

$236M

81 positions

#12American Money Management, LLCActive

Notable overlap · 5 shared positions

$UPST $UNP $MCD $MAR $COP

$632M

168 positions

#13Calder Financial LLCActive

Notable overlap · 5 shared positions

$UPST $HUM $MAR $KKR $DIA

$101M

40 positions

#14Concord Asset Management, LLC/VAActive

Notable overlap · 6 shared positions

$UPST $MS $COP $UNP $ETN $AMGN

$592M

117 positions

#15Cascade Wealth Advisors, IncActive

Notable overlap · 5 shared positions

$UPST $HUM $COP $KKR $ETN

$228M

60 positions

#16MASTER'S WEALTH MANAGEMENT INC.Active

Notable overlap · 5 shared positions

$UPST $UNP $CME $COP $KMI

$295M

82 positions

#17TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive

Notable overlap · 4 shared positions

$UPST $KKR $COP $AMGN

$1.6B

271 positions

#18Global Wealth Management Investment Advisory, Inc.Passive

Notable overlap · 6 shared positions

$UPST $KKR $MS $DUK $AMGN $MCD

$638M

158 positions

#19PRESILIUM PRIVATE WEALTH, LLCActive

Notable overlap · 4 shared positions

$UPST $SCHW $COP $HUM

$567M

75 positions

#20Bear Mountain Capital, Inc.Active

Notable overlap · 3 shared positions

$UPST $SCHW $COP

$333M

198 positions

#21E&R Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$UPST $SCHW $COP

$100M

12 positions

#22BluePrint Investing LLCActive

Notable overlap · 3 shared positions

$UPST $SCHW $COP

$126M

26 positions

#23Cordant, Inc.Active

Notable overlap · 3 shared positions

$UPST $SCHW $COP

$246M

75 positions

#24Kure Advisory, LLCActive

Notable overlap · 3 shared positions

$UPST $SCHW $COP

$184M

56 positions

#25GOULD ASSET MANAGEMENT LLC /CA/Active

Notable overlap · 5 shared positions

$UPST $SCHW $COP $KKR $ALPS

$576M

171 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.