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Hedge Funds Similar to Five Oceans Advisors

13F Portfolio OverlapQ3 2026Five Oceans Advisors portfolio →
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Most similar hedge funds by 13F overlap

Five Oceans Advisors is an institutional investor managing $262M across 184 U.S. equity positions as of Q3 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 CogentBlue Wealth Advisors, Henry James International, Naviter Wealth, with shared positions in $ASML, $RY, $KLAC, $SAN, $WDC, $BBVA. The full ranking of 25 similar funds is below.

#1CogentBlue Wealth Advisors, LLCActive
Some overlap · 6 shared positions
$ASML$RY$KLAC$SAN$WDC$BBVA
$108M
52 positions
#2Henry James International Management Inc.Passive
Some overlap · 6 shared positions
$ASML$NVS$MUFG$AZN$SONY$HSBC
$330M
90 positions
#3Naviter Wealth, LLCPassive
Some overlap · 6 shared positions
$ASML$NVS$HSBC$MUFG$SAN$AZN
$1.1B
305 positions
#4Promethos Capital, LLCActive
Some overlap · 4 shared positions
$ASML$NVS$KLAC$HSBC
$368M
54 positions
#5PARADIGM ASSET MANAGEMENT CO LLCPassive
Some overlap · 5 shared positions
$ASML$NVS$SAN$WDC$AZN
$468M
419 positions
#6Madson Wealth Advisors IncActive
Some overlap · 4 shared positions
$ASML$NVS$KLAC$AZN
$144M
93 positions
#7HARDING LOEVNER LPActive
Some overlap · 5 shared positions
$ASML$NVS$AZN$SONY$BBVA
$10.6B
82 positions
#8Ativo Capital Management LLCPassive
Some overlap · 3 shared positions
$ASML$RY$NVS
$129M
55 positions
#9Prospect Financial Group LLCActive
Some overlap · 5 shared positions
$ASML$NVS$KLAC$HSBC$WDC
$124M
70 positions
#10FAIRFIELD, BUSH & CO.Passive
Some overlap · 3 shared positions
$ASML$RY$NVS
$203M
126 positions
#11FDx Advisors, Inc.Passive
Some overlap · 4 shared positions
$ASML$NVS$WDC$AZN
$332M
179 positions
#12Burkett Asset Management LtdPassive
Some overlap · 3 shared positions
$ASML$RY$SAN
$106M
59 positions
#13PALLADIEM, LLCActive
Some overlap · 5 shared positions
$ASML$KLAC$NVS$MUFG$AZN
$103M
136 positions
#14OneAscent Investment Solutions LLCPassive
Some overlap · 4 shared positions
$ASML$KLAC$HSBC$WDC
$106M
144 positions
#15BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ASML$NVS$SONY$KLAC
$247M
74 positions
#16Main Street Research LLCActive
Some overlap · 3 shared positions
$ASML$RY$AZN
$2.1B
140 positions
#17Timber Creek Capital Management LLCPassive
Some overlap · 4 shared positions
$ASML$NVS$AZN$SONY
$490M
80 positions
#18Armor Investment Advisors, LLCActive
Some overlap · 3 shared positions
$ASML$RY$NVS
$307M
152 positions
#19Financial Gravity Companies, Inc. (FGCO)Passive
Some overlap · 3 shared positions
$ASML$NVS$AZN
$616M
1,040 positions
#20ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$ASML$NVS$AZN
$713M
97 positions
#21South Shore Capital AdvisorsPassive
Some overlap · 4 shared positions
$ASML$KLAC$DOV$HSBC
$146M
157 positions
#22Covenant Asset Management, LLCPassive
Some overlap · 3 shared positions
$ASML$KLAC$AZN
$746M
169 positions
#23FourThought Financial Partners, LLCPassive
Some overlap · 3 shared positions
$ASML$KLAC$AZN
$1.3B
393 positions
#24GF FUND MANAGEMENT CO. LTD.Active
Some overlap · 3 shared positions
$ASML$KLAC$WDC
$7.7B
616 positions
#25Sunstone Asset Management, L.P.Active
Some overlap · 3 shared positions
$ASML$KLAC$SONY
$92M
57 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.