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Hedge Funds Similar to Five Oceans Advisors

13F Portfolio OverlapQ1 2026Five Oceans Advisors portfolio →
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Most similar hedge funds by 13F overlap

Five Oceans Advisors is an institutional investor managing $311M across 204 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 Five Oceans Advisors are MASTER'S WEALTH, MAYPORT,, Level Financial Advisors, with shared positions in $UPST, $ASML, $LRCX, $DOV, $NSC, $NVS. The full ranking of 25 similar funds is below.

#1MASTER'S WEALTH MANAGEMENT INC.Active
Substantial overlap · 3 shared positions
$UPST$ASML$LRCX
$295M
82 positions
#2MAYPORT, LLCActive
Notable overlap · 3 shared positions
$UPST$DOV$LRCX
$538M
130 positions
#3Level Financial AdvisorsActive
Notable overlap · 3 shared positions
$UPST$NSC$LRCX
$392M
92 positions
#4PRESILIUM PRIVATE WEALTH, LLCActive
Notable overlap · 4 shared positions
$UPST$DOV$NVS$MUFG
$567M
75 positions
#5Financial Plan, Inc.Active
Notable overlap · 3 shared positions
$NSC$UPST$DOV
$933M
94 positions
#6Cornerstone Financial Management LLCPassive
Notable overlap · 3 shared positions
$UPST$MUFG$DOV
$109M
1,311 positions
#7Alta Advisers LtdActive
Notable overlap · 3 shared positions
$UPST$DOV$LRCX
$276M
206 positions
#8TrueWealth Financial PartnersActive
Notable overlap · 6 shared positions
$UPST$DOV$ASML$NVS$HSBC$RY
$251M
66 positions
#9OneAscent Investment Solutions LLCPassive
Notable overlap · 3 shared positions
$UPST$ASML$LRCX
$100M
128 positions
#10MASECO LLPActive
Notable overlap · 3 shared positions
$UPST$AZN$DOV
$3.2B
391 positions
#11McLean Asset Management CorpActive
Notable overlap · 3 shared positions
$UPST$LRCX$ASML
$572M
165 positions
#12PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 3 shared positions
$UPST$DOV$NVS
$2.7B
174 positions
#13Aventus Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$UPST$RY$AZN
$118M
148 positions
#14Laurion Capital Management LPPassive
Some overlap · 3 shared positions
$NSC$ASML$LRCX
$2.3B
349 positions
#15McCartney Wealth Management LLCActive
Some overlap · 3 shared positions
$NSC$MUFG$DOV
$119M
65 positions
#16MUIRFIELD WEALTH ADVISORS LLCPassive
Some overlap · 3 shared positions
$UPST$RY$SAN
$136M
80 positions
#17Beacon Financial Strategies CORPActive
Some overlap · 3 shared positions
$UPST$DOV$RY
$176M
177 positions
#18Impact Investors, IncPassive
Some overlap · 3 shared positions
$UPST$ASML$MUFG
$144M
106 positions
#19Ares Financial Consulting, LLCPassive
Some overlap · 3 shared positions
$NSC$UPST$ASML
$127M
1,066 positions
#20Westerkirk Capital Inc.Active
Some overlap · 3 shared positions
$UPST$AZN$LRCX
$929M
208 positions
#21Sollinda Capital Management LLCActive
Some overlap · 3 shared positions
$UPST$RY$NSC
$412M
76 positions
#22Cornerstone Financial Group, LLC /NE/Active
Some overlap · 3 shared positions
$UPST$DOV$LRCX
$156M
73 positions
#23ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$UPST$ASML$NVS$AZN
$723M
93 positions
#24Naviter Wealth, LLCPassive
Some overlap · 7 shared positions
$ASML$NVS$HSBC$AZN$TM$MUFG
$801M
271 positions
#25CINCINNATI FINANCIAL CORPActive
Some overlap · 3 shared positions
$NSC$DOV$LRCX
$5.0B
55 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.