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Hedge Funds Similar to HERITAGE OAK WEALTH ADVISORS

13F Portfolio OverlapQ1 2026HERITAGE OAK WEALTH ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

HERITAGE OAK WEALTH ADVISORS LLC is an institutional investor managing $315M across 73 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 HERITAGE OAK WEALTH ADVISORS are Benson Wealth, Mason & Associates, Yahav Achim Ve Achayot - Provident Funds Ltd., with shared positions in $SHW, $YMM, $AMD, $IBIT, $BTC, $WT. The full ranking of 25 similar funds is below.

#1Benson Wealth Management INCPassive
Slight overlap · 5 shared positions
$SHW$YMM$AMD$IBIT$BTC
$73M
354 positions
#2Mason & Associates IncActive
Slight overlap · 5 shared positions
$SHW$YMM$AMD$WT$NLY
$516M
160 positions
#3Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.Active
Slight overlap · 4 shared positions
$SHW$PWR$AMD$WT
$54M
26 positions
#4Harbour Wealth Management Group, Inc.Passive
Slight overlap · 4 shared positions
$SHW$YMM$AMD$WT
$133M
89 positions
#5LYELL WEALTH MANAGEMENT, LPPassive
Slight overlap · 4 shared positions
$SHW$PWR$AMD$TMO
$1.4B
216 positions
#6Ridge Creek Global, IncActive
Slight overlap · 4 shared positions
$SHW$PWR$HUM$WT
$118M
85 positions
#7Howard Capital Management Inc.Active
Slight overlap · 6 shared positions
$SHW$HUM$WT$PWR$AMD$TMO
$6.1B
332 positions
#8Joseph P. Lucia & Associates, LLCPassive
Slight overlap · 5 shared positions
$SHW$UL$HUM$WT$BTC
$280M
169 positions
#9Fiduciary Planning LLCActive
Slight overlap · 4 shared positions
$SHW$YMM$WT$IBIT
$331M
76 positions
#10SIMPLEX TRADING, LLCActive
Slight overlap · 3 shared positions
$SHW$YMM$AMD
$149.1B
8,927 positions
#11Centennial Bank/AR/Passive
Slight overlap · 5 shared positions
$SHW$YMM$IBIT$WT$TMO
$279M
323 positions
#12Owen LaRue, LLCPassive
Slight overlap · 5 shared positions
$SHW$YMM$AMD$IBIT$TMO
$261M
128 positions
#13Madrona Financial Services, LLCActive
Slight overlap · 4 shared positions
$SHW$YMM$AMD$HUM
$457M
123 positions
#14MARIPAU WEALTH MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$SHW$PWR$IBIT$MSTR
$227M
166 positions
#15PBCay One RSC LtdSmart money
Slight overlap · 4 shared positions
$SHW$AMD$IBIT$TMO
$1.3B
18 positions
#16Titiun YejielPassive
Slight overlap · 4 shared positions
$SHW$AMD$IBIT$TMO
$99M
57 positions
#17Spear Holdings RSC LtdActive
Slight overlap · 4 shared positions
$SHW$AMD$IBIT$TMO
$1.0B
18 positions
#18PW Nova Financial Services LLCPassive
Slight overlap · 3 shared positions
$SHW$PWR$HUM
$399M
193 positions
#19KANE INVESTMENT MANAGEMENT, INC.Active
Slight overlap · 3 shared positions
$SHW$PWR$HUM
$194M
99 positions
#20URS Advisory LLCActive
Slight overlap · 4 shared positions
$SHW$YMM$HUM$TMO
$137M
51 positions
#21Peregrine Asset Advisers, Inc.Passive
Slight overlap · 3 shared positions
$SHW$PWR$WT
$371M
189 positions
#22Freedom Day Solutions, LLCActive
Slight overlap · 3 shared positions
$SHW$PWR$WT
$373M
96 positions
#23Alchemi Wealth, LLCPassive
Slight overlap · 5 shared positions
$SHW$AMD$HUM$WT$MSTR
$180M
155 positions
#24Clarus Wealth AdvisorsPassive
Slight overlap · 3 shared positions
$SHW$PWR$AMD
$235M
88 positions
#25Garden State Investment Advisory Services LLCPassive
Slight overlap · 4 shared positions
$SHW$AMD$HUM$TMO
$455M
339 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.