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Hedge Funds Similar to Oakwell Private Wealth

13F Portfolio OverlapQ2 2026Oakwell Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

Oakwell Private Wealth Management, LLC is an institutional investor managing $603M across 83 U.S. equity positions as of Q2 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 Robbins Farley, Beck Bode, Hixon Zuercher, with shared positions in $ANET, $NEE, $DELL, $MLM, $UNP, $KMI. The full ranking of 25 similar funds is below.

#1Robbins FarleyPassive
Some overlap · 4 shared positions
$ANET$NEE$DELL$MLM
$260M
157 positions
#2Beck Bode, LLCPassive
Some overlap · 3 shared positions
$ANET$NEE$DELL
$660M
108 positions
#3Hixon Zuercher, LLCPassive
Some overlap · 4 shared positions
$NEE$ANET$UNP$DELL
$341M
88 positions
#4CAPITAL CITY TRUST CO/FLPassive
Some overlap · 3 shared positions
$ANET$NEE$UNP
$482M
129 positions
#5Alaethes Wealth, LLCPassive
Some overlap · 4 shared positions
$ANET$NEE$KMI$ASML
$345M
111 positions
#6NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ANET$NEE$UNP$KMI
$381M
144 positions
#7Smith, Salley & AssociatesPassive
Some overlap · 4 shared positions
$ANET$NEE$UNP$ASML
$2.3B
275 positions
#8BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$NEE$ANET$UNP
$499M
73 positions
#9FORBES J M & CO LLPActive
Some overlap · 3 shared positions
$NEE$ANET$UNP
$1.3B
159 positions
#10Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$NEE$ANET$ASML
$135M
57 positions
#11Godfrey Financial Associates, Inc.Passive
Some overlap · 3 shared positions
$ANET$DELL$ASML
$131M
1,090 positions
#12Impact Investors, IncPassive
Some overlap · 3 shared positions
$ANET$IESC$ASML
$137M
88 positions
#13Baugh & Associates, LLCActive
Some overlap · 3 shared positions
$NEE$ANET$ASML
$226M
42 positions
#14Gunderson Capital Management Inc.Active
Some overlap · 3 shared positions
$ANET$DELL$ASML
$370M
52 positions
#15Putney Financial Group LLCActive
Some overlap · 4 shared positions
$ANET$DELL$UNP$NEE
$111M
78 positions
#16BARNES PETTEY FINANCIAL ADVISORS, LLCPassive
Some overlap · 4 shared positions
$NEE$UNP$DELL$ASML
$319M
175 positions
#17DSM CAPITAL PARTNERS LLCActive
Some overlap · 3 shared positions
$ANET$DELL$ASML
$5.8B
70 positions
#18Fire Capital Management LLCPassive
Some overlap · 4 shared positions
$ANET$UNP$NEE$DELL
$246M
122 positions
#19Pacific Point Advisors, LLCPassive
Some overlap · 3 shared positions
$NEE$ANET$ASML
$219M
129 positions
#20TrueMark Investments, LLCPassive
Some overlap · 4 shared positions
$NEE$UNP$KMI$ASML
$798M
187 positions
#21VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$NEE$ANET$ASML
$142M
108 positions
#22Fjell Capital, LLCPassive
Some overlap · 4 shared positions
$NEE$UNP$KMI$ASML
$147M
66 positions
#23Boomfish Wealth Group, LLCPassive
Some overlap · 3 shared positions
$ANET$UNP$ASML
$220M
95 positions
#24Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 3 shared positions
$ANET$ASML$NEE
$2.7B
206 positions
#25DJE Kapital AGActive
Some overlap · 3 shared positions
$NEE$ANET$ASML
$5.3B
124 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.