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Hedge Funds Similar to OAK HARBOR WEALTH PARTNERS,

13F Portfolio OverlapQ1 2026OAK HARBOR WEALTH PARTNERS, portfolio →
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Most similar hedge funds by 13F overlap

OAK HARBOR WEALTH PARTNERS, LLC is an institutional investor managing $427M across 277 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 HARBOR WEALTH PARTNERS, are LIBERTY ONE INVESTMENT ,, KANAWHA, Wealth Planning,, with shared positions in $MSI, $MCD, $KO, $SO, $VZ, $DUK. The full ranking of 25 similar funds is below.

#1LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$MSI$MCD$KO$SO$VZ$DUK
$970M
154 positions
#2KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$MCD$NSC$KO$ABT$VZ$SO
$1.4B
221 positions
#3Capital Wealth Planning, LLCActive
Some overlap · 6 shared positions
$MCD$NSC$KO$VZ$FDX$DUK
$18.1B
151 positions
#4William B. Walkup & Associates, Inc.Active
Some overlap · 7 shared positions
$ABT$VZ$DE$MCD$FDX$KO
$167M
163 positions
#5BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$KO$ABT$NSC$VZ$SO$DUK
$199M
110 positions
#6Bank & Trust CoPassive
Some overlap · 6 shared positions
$MCD$KO$VZ$SO$DUK$TFC
$148M
304 positions
#7Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$DE$MCD$ABT$VZ$KO
$170M
82 positions
#8Loudon Investment Management, LLCPassive
Some overlap · 4 shared positions
$LNC$DE$ABT$TFC
$186M
95 positions
#9WHITENER CAPITAL MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$MCD$DE$KO$ABT$DUK$TFC
$438M
174 positions
#10Welch Group, LLCPassive
Some overlap · 6 shared positions
$MCD$VZ$KO$SO$TFC$DE
$2.7B
310 positions
#11NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$DE$KO$ABT$MCD$DUK
$367M
141 positions
#12BROADWATER CAPITAL MANAGEMENT LLC
Some overlap · 5 shared positions
$MCD$KO$ABT$SO$VZ
$134M
211 positions
#13Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$MCD$KO$ABT$SO$DUK
$583M
140 positions
#14Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 6 shared positions
$VZ$KO$MCD$SO$DUK$TFC
$638M
158 positions
#15TRUST CO OF TOLEDO NA /OH/Passive
Some overlap · 5 shared positions
$DE$MCD$NSC$KO$ABT
$1.1B
858 positions
#16Widmann Financial Services, Inc.Passive
Some overlap · 5 shared positions
$MCD$KO$VZ$SO$DUK
$168M
121 positions
#17MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$MCD$KO$VZ$SO$DUK
$220M
148 positions
#18FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 5 shared positions
$MCD$KO$VZ$SO$DUK
$1.5B
235 positions
#19HBK INVESTMENTS L PActive
Some overlap · 3 shared positions
$PEN$NSC$DUK
$9.9B
346 positions
#20DEARBORN PARTNERS LLCActive
Some overlap · 4 shared positions
$MSI$MCD$ABT$VZ
$1.8B
269 positions
#21BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 4 shared positions
$DE$MCD$NSC$ABT
$2.3B
264 positions
#22Papamarkou Wellner Asset Management inc.Passive
Some overlap · 4 shared positions
$DE$MCD$KO$ABT
$164M
86 positions
#23ROWLANDMILLER & PARTNERS.ADVPassive
Some overlap · 5 shared positions
$MCD$KO$VZ$DUK$TFC
$493M
189 positions
#24United BankPassive
Some overlap · 5 shared positions
$KO$ABT$MCD$SO$TFC
$301M
124 positions
#25Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$KO$ABT$VZ$FDX$DUK
$139M
62 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.