What hedge funds are most similar to Oakwell Private Wealth Management, LLC?

The funds with the most similar 13F portfolios to Oakwell Private Wealth Management, LLC are Shotwell Rutter Baer, BetterWealth,, Morton Brown Family Wealth,, based on overlapping conviction holdings in the latest SEC filings.

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 Oakwell Private Wealth ,

13F Portfolio OverlapQ1 2026Oakwell Private Wealth , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Oakwell Private Wealth Management, LLC is an institutional investor managing $560M across 79 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 Oakwell Private Wealth , are Shotwell Rutter Baer, BetterWealth,, Morton Brown Family Wealth,, with shared positions in $AMN, $COP, $USB, $TXN, $SNOW, $AMD. The full ranking of 25 similar funds is below.

#1Shotwell Rutter Baer IncActive

Notable overlap · 4 shared positions

$AMN $COP $USB $TXN

$170M

38 positions

#2BetterWealth, LLCSmart money

Notable overlap · 4 shared positions

$AMN $SNOW $USB $AMD

$510M

85 positions

#3Morton Brown Family Wealth, LLCActive

Notable overlap · 4 shared positions

$AMN $COP $USB $TXN

$378M

292 positions

#4ACTION POINT FINANCIAL PLANNING, LLCActive

Notable overlap · 3 shared positions

$AMN $COP $USB

$112M

69 positions

#5Ballast Financial Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $COP $USB

$98M

68 positions

#6Financial Futures Ltd Liability Co.Active

Notable overlap · 3 shared positions

$AMN $SNOW $USB

$228M

72 positions

#7SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money

Notable overlap · 3 shared positions

$AMN $COP $USB

$154M

39 positions

#8Avant Financial Advisors LLCActive

Notable overlap · 5 shared positions

$AMN $COP $USB $SNOW $TXN

$142M

65 positions

#9Tillman Hartley LLCActive

Notable overlap · 3 shared positions

$AMN $SNOW $COP

$398M

88 positions

#10MFA WEALTH ADVISORS, LLCActive

Notable overlap · 5 shared positions

$AMN $SNOW $USB $AMD $SHW

$508M

88 positions

#11RW Investment Management LLCActive

Notable overlap · 3 shared positions

$AMN $COP $USB

$1.0B

113 positions

#12CURIO WEALTH, LLCActive

Notable overlap · 5 shared positions

$AMN $COP $AMD $PLTR $UNP

$293M

1,255 positions

#13WealthCollab, LLCPassive

Notable overlap · 4 shared positions

$AMN $SNOW $COP $USB

$243M

977 positions

#14ORRSTOWN FINANCIAL SERVICES INCActive

Notable overlap · 5 shared positions

$AMN $SNOW $COP $AMD $UNP

$597M

117 positions

#15Unison Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $COP $AMD

$1.3B

175 positions

#16BWM Planning, LLCActive

Notable overlap · 3 shared positions

$AMN $SNOW $COP

$379M

87 positions

#17Physician Wealth Solutions Inc.Active

Notable overlap · 3 shared positions

$AMN $SNOW $AMD

$242M

45 positions

#18Burk Holdings LLCPassive

Notable overlap · 3 shared positions

$AMN $SNOW $AMD

$233M

676 positions

#19Bare Financial Services, IncPassive

Notable overlap · 4 shared positions

$AMN $SNOW $COP $AMD

$378M

1,730 positions

#20Team Hewins, LLCSmart money

Notable overlap · 3 shared positions

$AMN $SNOW $TXN

$337M

41 positions

#21Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 3 shared positions

$AMN $SNOW $TXN

$931M

518 positions

#22FINANCIAL MANAGEMENT NETWORK INCPassive

Notable overlap · 3 shared positions

$AMN $USB $COP

$653M

191 positions

#23Fonville Wealth Management LLCPassive

Notable overlap · 3 shared positions

$AMN $SNOW $PLTR

$525M

138 positions

#24Fort Vancouver Investment Management, LLCActive

Notable overlap · 3 shared positions

$AMN $COP $SNOW

$197M

59 positions

#25ISLAY CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$AMN $SNOW $COP $PLTR

$197M

204 positions

Compare Oakwell Private Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Oakwell Private Wealth ,’s holdings

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.