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Hedge Funds Similar to GREAT OAK PARTNERS,

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

GREAT OAK CAPITAL PARTNERS, LLC is an institutional investor managing $463M across 45 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 GREAT OAK PARTNERS, are Oceanside Advisors, DiNuzzo Private Wealth,, Timonier Family Office, LTD., with shared positions in $NEE, $NKE, $IAU, $MAR, $ADBE. The full ranking of 25 similar funds is below.

#1Oceanside Advisors LLCActive
Highly similar · 3 shared positions
$NEE$NKE$IAU
$175M
53 positions
#2DiNuzzo Private Wealth, Inc.Active
Substantial overlap · 3 shared positions
$NEE$NKE$IAU
$928M
1,345 positions
#3Timonier Family Office, LTD.
Substantial overlap · 4 shared positions
$NEE$IAU$NKE$MAR
$315M
56 positions
#4PINNEY & SCOFIELD, INC.Active
Substantial overlap · 3 shared positions
$NKE$IAU$NEE
$185M
243 positions
#5ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money
Substantial overlap · 3 shared positions
$NKE$IAU$NEE
$167M
35 positions
#6Trailhead Planners LLCActive
Substantial overlap · 3 shared positions
$NEE$IAU$NKE
$104M
49 positions
#7Rather & Kittrell, Inc.Active
Substantial overlap · 3 shared positions
$IAU$NKE$NEE
$648M
113 positions
#8Mills Wealth Advisors LLCActive
Substantial overlap · 3 shared positions
$NEE$NKE$MAR
$286M
80 positions
#9JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$NKE$IAU$NEE
$1.1B
286 positions
#10Forum Financial Management, LPSmart money
Substantial overlap · 4 shared positions
$NEE$NKE$IAU$MAR
$7.1B
331 positions
#11Petersen Hastings Wealth Advisors Inc.Smart money
Substantial overlap · 3 shared positions
$NKE$NEE$IAU
$1.1B
81 positions
#12DOPKINS WEALTH MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$NKE$NEE$IAU
$249M
92 positions
#13Squire Investment Management Company, LLCActive
Substantial overlap · 3 shared positions
$NKE$IAU$MAR
$360M
76 positions
#14Parkwoods Wealth Partners, LLCActive
Substantial overlap · 3 shared positions
$NKE$NEE$IAU
$408M
111 positions
#15KEB ASSET MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$NKE$NEE$MAR
$522M
97 positions
#16Lauterbach Financial Advisors, LLCActive
Substantial overlap · 3 shared positions
$NKE$NEE$MAR
$205M
79 positions
#17Shearwater Capital LLCSmart money
Substantial overlap · 4 shared positions
$NKE$NEE$ADBE$MAR
$191M
71 positions
#18Index Fund Advisors, Inc.Smart money
Substantial overlap · 3 shared positions
$NKE$NEE$MAR
$2.2B
127 positions
#19Meredith Wealth PlanningActive
Notable overlap · 3 shared positions
$NEE$NKE$MAR
$369M
70 positions
#20EnRich Financial Partners LLCActive
Notable overlap · 3 shared positions
$NKE$IAU$NEE
$377M
64 positions
#21SATOVSKY ASSET MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$NEE$IAU$MAR
$566M
73 positions
#22Wealth Advisors Northwest LLCSmart money
Notable overlap · 3 shared positions
$NEE$IAU$MAR
$238M
57 positions
#23FMB WEALTH MANAGEMENTActive
Notable overlap · 4 shared positions
$NKE$IAU$NEE$MAR
$242M
73 positions
#24CURIO WEALTH, LLCActive
Notable overlap · 3 shared positions
$IAU$NKE$NEE
$293M
1,255 positions
#25Wealth Management NebraskaSmart money
Notable overlap · 3 shared positions
$NKE$NEE$IAU
$987M
100 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.