How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Oceanside Advisors

13F Portfolio OverlapQ1 2026Oceanside Advisors portfolio →

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Most similar hedge funds by 13F overlap

Oceanside Advisors LLC is an institutional investor managing $175M across 53 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 Oceanside Advisors are GREAT OAK PARTNERS,, Planning Center,, DiNuzzo Private Wealth,, with shared positions in $NEE, $NKE, $IAU, $NSC, $KO, $SLV. The full ranking of 25 similar funds is below.

#1GREAT OAK CAPITAL PARTNERS, LLCSmart money

Highly similar · 3 shared positions

$NEE $NKE $IAU

$430M

47 positions

#2Planning Center, Inc.Smart money

Highly similar · 4 shared positions

$NEE $NKE $NSC $KO

$987M

78 positions

#3DiNuzzo Private Wealth, Inc.Active

Substantial overlap · 3 shared positions

$NEE $NKE $IAU

$928M

1,345 positions

#4Premier Financial GroupSmart money

Substantial overlap · 3 shared positions

$NEE $NKE $SLV

$587M

44 positions

#5PINNEY & SCOFIELD, INC.Active

Substantial overlap · 5 shared positions

$NKE $IAU $NEE $NSC $SCHW

$185M

243 positions

#6Timonier Family Office, LTD.

Substantial overlap · 3 shared positions

$NEE $IAU $NKE

$315M

56 positions

#7ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money

Substantial overlap · 4 shared positions

$NKE $IAU $NEE $AMN

$167M

35 positions

#8CLARIS ADVISORS, LLC / MO /Active

Substantial overlap · 4 shared positions

$NKE $NEE $AMN $MU

$334M

70 positions

#9Three Arch Wealth Management LLCActive

Substantial overlap · 3 shared positions

$NKE $NEE $AMN

$556M

61 positions

#10Ruedi Wealth Management, Inc.Smart money

Substantial overlap · 3 shared positions

$NKE $IAU $SCHW

$388M

58 positions

#11Meritas Wealth Management, LLCActive

Substantial overlap · 4 shared positions

$NKE $NEE $AMN $NSC

$221M

60 positions

#12Trailhead Planners LLCActive

Substantial overlap · 4 shared positions

$NEE $IAU $NKE $AMN

$104M

49 positions

#13JACKSON THORNTON WEALTH MANAGEMENT, LLCActive

Substantial overlap · 6 shared positions

$NKE $IAU $AMN $NEE $MU $KO

$1.1B

286 positions

#14Broadhurst Jeffrey BActive

Substantial overlap · 3 shared positions

$NKE $IAU $NSC

$98M

41 positions

#15DOPKINS WEALTH MANAGEMENT, LLCActive

Substantial overlap · 6 shared positions

$NKE $NEE $AMN $SCHW $SLV $IAU

$249M

92 positions

#16Parkwoods Wealth Partners, LLCActive

Substantial overlap · 5 shared positions

$NKE $NEE $AMN $IAU $SCHW

$408M

111 positions

#17Petersen Hastings Wealth Advisors Inc.Smart money

Substantial overlap · 4 shared positions

$NKE $NEE $AMN $IAU

$1.1B

81 positions

#18Porter White Investment Advisors, Inc.Smart money

Substantial overlap · 4 shared positions

$NKE $IAU $AMN $NSC

$250M

40 positions

#19Mills Wealth Advisors LLCActive

Substantial overlap · 4 shared positions

$NEE $NKE $GLDM $SLV

$286M

80 positions

#20Vistica Wealth Advisors, LLCActive

Substantial overlap · 4 shared positions

$NKE $NEE $AMN $MU

$100M

49 positions

#21COGENT STRATEGIC WEALTH LLCActive

Substantial overlap · 4 shared positions

$NKE $NEE $AMN $MU

$97M

56 positions

#22Forum Financial Management, LPSmart money

Substantial overlap · 4 shared positions

$NEE $NKE $IAU $NSC

$7.1B

331 positions

#23Rather & Kittrell, Inc.Active

Substantial overlap · 4 shared positions

$IAU $NKE $NSC $NEE

$648M

113 positions

#24VESTIA PERSONAL WEALTH ADVISORSActive

Substantial overlap · 4 shared positions

$NKE $IAU $KO $NSC

$213M

99 positions

#25Squire Investment Management Company, LLCActive

Substantial overlap · 3 shared positions

$NKE $IAU $AMN

$360M

76 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.