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 Oregon Pacific Wealth

13F Portfolio OverlapQ3 2026Oregon Pacific Wealth portfolio →

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Most similar hedge funds by 13F overlap

Oregon Pacific Wealth Management, LLC is an institutional investor managing $108M across 114 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 Oregon Pacific Wealth are SPWM Advisors, CRUX WEALTH ADVISORS, Independence Wealth Advisors, with shared positions in $SCHW, $BKNG, $PM, $ELV, $IQV, $ICE. The full ranking of 25 similar funds is below.

#1SPWM Advisors LLCActive

Notable overlap · 17 shared positions

$SCHW $BKNG $PM $ELV $IQV $ICE

$108M

90 positions

#2CRUX WEALTH ADVISORSPassive

Notable overlap · 15 shared positions

$SCHW $BKNG $PM $ELV $IQV $MUFG

$289M

192 positions

#3Independence Wealth Advisors, LLCActive

Notable overlap · 13 shared positions

$BKNG $SCHW $PM $IQV $ELV $COR

$199M

85 positions

#4One Wealth Map LLCActive

Notable overlap · 14 shared positions

$IQV $SCHW $BKNG $ELV $AJG $DIS

$220M

106 positions

#5Keystone Financial ServicesActive

Notable overlap · 12 shared positions

$BKNG $SCHW $PM $ELV $ADI $GD

$388M

131 positions

#6Tranquilli Financial Advisor LLCPassive

Notable overlap · 12 shared positions

$BKNG $SCHW $PM $ELV $ADI $GD

$186M

135 positions

#7TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 10 shared positions

$BKNG $ELV $SCHW $PM $IQV $ICE

$143M

104 positions

#8Voya Financial Advisors, Inc.Smart money

Notable overlap · 14 shared positions

$SCHW $PM $BKNG $ELV $IQV $ADI

$1.1B

208 positions

#9FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Notable overlap · 10 shared positions

$BKNG $SCHW $PM $ADI $ELV $GD

$355M

257 positions

#10Trajan Wealth LLCActive

Notable overlap · 9 shared positions

$BKNG $ELV $IQV $PM $COR $GD

$2.6B

152 positions

#11ProVise Management Group, LLCPassive

Notable overlap · 10 shared positions

$SCHW $PM $BKNG $ADI $GD $ELV

$1.5B

282 positions

#12HARRIS ASSOCIATES L PActive

Notable overlap · 6 shared positions

$SCHW $IQV $ELV $ICE $ABNB $WFC

$75.4B

162 positions

#13Unique Wealth Strategies, LLCPassive

Notable overlap · 13 shared positions

$BKNG $GD $PM $ADI $BNY $ABNB

$273M

222 positions

#14PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 7 shared positions

$BKNG $ELV $SPGI $AJG $ADI $GD

$837M

90 positions

#15DODGE & COXActive

Notable overlap · 6 shared positions

$SCHW $BKNG $AJG $APD $WFC $BNY

$191.0B

222 positions

#16Meriwether Wealth & Planning, LLCActive

Notable overlap · 8 shared positions

$BKNG $SCHW $ELV $ADI $GD $BDX

$222M

872 positions

#17Giverny Capital Inc.Active

Notable overlap · 4 shared positions

$SCHW $BKNG $DIS $ADI

$3.0B

51 positions

#18Cape Investment Advisory, Inc.Passive

Notable overlap · 11 shared positions

$SCHW $BKNG $IQV $ELV $DIS $ICE

$388M

1,472 positions

#19CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 8 shared positions

$PM $SCHW $ADI $GD $BKNG $WFC

$857M

179 positions

#20FIDUCIARY MANAGEMENT INC /WI/Active

Notable overlap · 4 shared positions

$BKNG $SCHW $MAS $BDX

$7.0B

56 positions

#21Longview Partners (Guernsey) LTDActive

Notable overlap · 4 shared positions

$BKNG $IQV $SPGI $BDX

$6.2B

23 positions

#22FLOSSBACH VON STORCH SEActive

Notable overlap · 5 shared positions

$SCHW $ICE $SPGI $SYK $ADI

$22.1B

106 positions

#23First Eagle Investment Management, LLCActive

Notable overlap · 6 shared positions

$ELV $PM $BKNG $BDX $BNY $MDT

$59.9B

424 positions

#24Investment Research & Advisory Group, Inc.Active

Notable overlap · 5 shared positions

$SCHW $PM $IQV $BKNG $GD

$337M

333 positions

#25CORTLAND ASSOCIATES INC/MOActive

Notable overlap · 4 shared positions

$BKNG $ICE $PM $BDX

$692M

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.