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Hedge Funds Similar to OAK FAMILY ADVISORS,

13F Portfolio OverlapQ1 2026OAK FAMILY ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

OAK FAMILY ADVISORS, LLC is an institutional investor managing $355M across 116 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 FAMILY ADVISORS, are Minneapolis Portfolio Group,, Cox Mgt, NatWest Group plc, with shared positions in $BA, $GNRC, $UBER, $NEM, $BWXT, $AZN. The full ranking of 25 similar funds is below.

#1Minneapolis Portfolio Management Group, LLCActive
Notable overlap · 5 shared positions
$BA$GNRC$UBER$NEM$BWXT
$942M
33 positions
#2Cox Capital Mgt LLCPassive
Notable overlap · 6 shared positions
$UBER$AZN$APH$NVO$NEM$EOG
$151M
73 positions
#3NatWest Group plcActive
Notable overlap · 4 shared positions
$AZN$MS$NEM$UBER
$462M
44 positions
#4Warther Private Wealth, LLCPassive
Notable overlap · 3 shared positions
$NVO$UBER$FISV
$427M
40 positions
#5Foresight Global Investors, Inc.Smart money
Notable overlap · 4 shared positions
$AZN$NVO$BA$UBER
$154M
29 positions
#6Kampmann Melissa S.Passive
Notable overlap · 4 shared positions
$UBER$SYK$GNRC$BA
$125M
43 positions
#7Financial Sense Advisors, Inc.Passive
Notable overlap · 5 shared positions
$BA$NEM$ALPS$IAU$BWXT
$493M
142 positions
#8ABN AMRO Bank N.V.Active
Notable overlap · 4 shared positions
$AZN$SYK$UBER$MS
$9.3B
228 positions
#9NORTH POINT PORTFOLIO MANAGERS CORP/OHActive
Notable overlap · 4 shared positions
$UBER$APH$BA$FISV
$561M
76 positions
#10Oxbow Advisors, LLCActive
Some overlap · 5 shared positions
$EPD$ALPS$BA$IAU$AZN
$1.2B
245 positions
#11Evelyn Partners Investment Management Services LtdPassive
Some overlap · 3 shared positions
$AZN$SYK$APH
$850M
281 positions
#12Sandhill Capital Partners LLCActive
Some overlap · 3 shared positions
$UBER$SYK$APH
$1.2B
95 positions
#13Oak Harvest Investment ServicesPassive
Some overlap · 4 shared positions
$UPST$MS$ALPS$EXE
$958M
176 positions
#14CONTINENTAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$UBER$FISV$ALPS
$196M
50 positions
#15Wright Wealth LLCActive
Some overlap · 4 shared positions
$UPST$MS$UTG$EPD
$149M
51 positions
#16Orca Wealth Management, LLCActive
Some overlap · 3 shared positions
$AZN$EXE$EOG
$141M
67 positions
#17Birch Capital Management, LLCActive
Some overlap · 4 shared positions
$NVO$EPD$FISV$GSAT
$191M
78 positions
#18ZWJ INVESTMENT COUNSEL INCPassive
Some overlap · 4 shared positions
$AZN$BA$BWXT$UBER
$2.8B
241 positions
#19WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$AZN$SYK$EOG
$2.1B
122 positions
#20Watchman Group, Inc.Active
Some overlap · 3 shared positions
$UBER$SYK$APH
$413M
73 positions
#21Pictet North America Advisors SAActive
Some overlap · 3 shared positions
$AZN$AMRZ$IAU
$1.0B
154 positions
#22Southpoint Capital Advisors LPActive
Some overlap · 3 shared positions
$UBER$BA$BATRA
$4.9B
41 positions
#23Coppell Advisory Solutions LLCActive
Some overlap · 3 shared positions
$AZN$BWXT$APH
$170M
39 positions
#24Evercore Wealth Management, LLCActive
Some overlap · 5 shared positions
$MS$UBER$GNRC$IAU$EOG
$6.4B
418 positions
#25Westbourne Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$UBER$MS$DOCU
$343M
115 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.