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 Octavia Wealth Advisors,

13F Portfolio OverlapQ1 2026Octavia Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Octavia Wealth Advisors, LLC is an institutional investor managing $1.2B across 231 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 Octavia Wealth Advisors, are Salomon & Ludwin,, Stony Point Wealth, SBI Securities , Ltd., with shared positions in $KKR, $MO, $UPST, $PM, $WT, $AMAT. The full ranking of 25 similar funds is below.

#1Salomon & Ludwin, LLCPassive

Some overlap · 6 shared positions

$KKR $MO $UPST $PM $WT $AMAT

$1.1B

2,097 positions

#2Stony Point Wealth Management Inc.Passive

Some overlap · 5 shared positions

$KKR $MO $PM $BAC $KR

$252M

96 positions

#3SBI Securities Co., Ltd.Passive

Some overlap · 6 shared positions

$KKR $MU $MO $PLTR $VZ $WT

$3.6B

4,018 positions

#4Kapstone Financial Advisors LLCActive

Some overlap · 5 shared positions

$KKR $MO $MU $PM $PLTR

$204M

154 positions

#5Glass Jacobson Investment Advisors llcPassive

Some overlap · 5 shared positions

$KKR $BPRE $UPST $PLTR $OKTA

$290M

607 positions

#6RHS Financial, LLCPassive

Some overlap · 5 shared positions

$KKR $BPRE $KR $SHEL $WT

$211M

146 positions

#7SPRENG CAPITAL MANAGEMENT, INC.Active

Some overlap · 5 shared positions

$KKR $MO $MU $VZ $KR

$212M

66 positions

#8Capital Squared Financial LLCPassive

Slight overlap · 5 shared positions

$KKR $MO $PM $BAC $AMAT

$131M

85 positions

#9KDT Advisors, LLCPassive

Slight overlap · 4 shared positions

$KKR $UPST $PM $PLTR

$63M

69 positions

#10Investmark Advisory Group LLCPassive

Slight overlap · 3 shared positions

$KKR $MO $PM

$234M

142 positions

#11Raab & Moskowitz Asset Management LLCPassive

Slight overlap · 5 shared positions

$KKR $WM $PM $BAC $VZ

$450M

187 positions

#12Axis Wealth Partners, LLCPassive

Slight overlap · 5 shared positions

$KKR $MO $BAC $VZ $WT

$188M

174 positions

#13O'Domhnaill Enterprises, Inc.Passive

Slight overlap · 5 shared positions

$MO $UPST $WM $PM $VZ

$124M

55 positions

#14Kaizen Financial StrategiesPassive

Slight overlap · 4 shared positions

$KKR $UPST $PLTR $AMAT

$236M

174 positions

#15NEW YORK LIFE INVESTMENT MANAGEMENT LLCPassive

Slight overlap · 7 shared positions

$UPST $MU $PM $PLTR $BAC $AMAT

$11.8B

781 positions

#16Keudell/Morrison Wealth ManagementPassive

Slight overlap · 4 shared positions

$KKR $MO $PM $VZ

$489M

245 positions

#17Blake Schutter Theil Wealth Advisors, LLCPassive

Slight overlap · 5 shared positions

$KKR $PM $BAC $CINF $WT

$123M

111 positions

#18INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADVPassive

Slight overlap · 4 shared positions

$KKR $MO $PM $BAC

$244M

182 positions

#19PARAGON FINANCIAL PARTNERS, INC.Active

Slight overlap · 4 shared positions

$KKR $MO $PM $BAC

$177M

77 positions

#20Berkshire BankPassive

Slight overlap · 4 shared positions

$KKR $UPST $BAC $VZ

$488M

157 positions

#21Global Wealth Management Investment Advisory, Inc.Passive

Slight overlap · 4 shared positions

$KKR $UPST $BAC $VZ

$638M

158 positions

#22BBR PARTNERS, LLCActive

Slight overlap · 5 shared positions

$KKR $MO $PM $AMAT $SHEL

$1.8B

253 positions

#23Wealth Management Partners, LLCPassive

Slight overlap · 4 shared positions

$KKR $MU $PLTR $AMAT

$350M

147 positions

#24TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive

Slight overlap · 4 shared positions

$KKR $UPST $BAC $OKTA

$1.6B

271 positions

#25Wolff Financial Management LLCActive

Slight overlap · 4 shared positions

$KKR $UPST $MO $VZ

$453M

103 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.