What hedge funds are most similar to Oregon Pacific Wealth Management, LLC?

The funds with the most similar 13F portfolios to Oregon Pacific Wealth Management, LLC are CRUX WEALTH ADVISORS, Van Diest ,, SPWM Advisors, based on overlapping conviction holdings in the latest SEC filings.

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 OverlapQ1 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 $96M across 105 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 Oregon Pacific Wealth , are CRUX WEALTH ADVISORS, Van Diest ,, SPWM Advisors, with shared positions in $WT, $SCHW, $BKNG, $AMAT, $PM, $IQV. The full ranking of 25 similar funds is below.

#1CRUX WEALTH ADVISORSPassive

Notable overlap · 9 shared positions

$WT $SCHW $BKNG $AMAT $PM $IQV

$261M

181 positions

#2Van Diest Capital, LLCPassive

Notable overlap · 11 shared positions

$SCHW $AMAT $BKNG $PM $ELV $DIS

$127M

190 positions

#3SPWM Advisors LLCPassive

Notable overlap · 9 shared positions

$SCHW $BKNG $AMAT $IQV $PM $ELV

$115M

93 positions

#4TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 8 shared positions

$SCHW $BKNG $AMAT $IQV $PM $ELV

$132M

96 positions

#5Trajan Wealth LLCActive

Notable overlap · 9 shared positions

$BKNG $WT $IQV $PM $ELV $COR

$2.5B

150 positions

#6One Wealth Map LLCPassive

Some overlap · 13 shared positions

$WT $SCHW $AMAT $IQV $BKNG $SBUX

$213M

103 positions

#7McGuire Investment Group, LLCActive

Some overlap · 5 shared positions

$WT $TMO $AMAT $SCHW $IQV

$885M

121 positions

#8Investment Research & Advisory Group, Inc.Active

Some overlap · 9 shared positions

$SCHW $IQV $BKNG $PM $SBUX $TMO

$286M

279 positions

#9HF Advisory Group, LLCPassive

Some overlap · 6 shared positions

$WT $SCHW $BKNG $AMAT $PM $COP

$293M

166 positions

#10Ballast Rock Private Wealth LLCPassive

Some overlap · 7 shared positions

$SCHW $AMAT $WT $BRZE $ALPS $KKR

$181M

177 positions

#11RIVERPARK CAPITAL MANAGEMENT LLC

Some overlap · 6 shared positions

$SCHW $BKNG $AMAT $DIS $SBUX $KKR

$52M

36 positions

#12HARRIS ASSOCIATES L PActive

Some overlap · 7 shared positions

$SCHW $ABNB $IQV $ELV $COP $CRM

$75.0B

158 positions

#13Coronation Fund Managers Ltd.Active

Some overlap · 7 shared positions

$SCHW $BKNG $ELV $IQV $SE $DIS

$2.2B

53 positions

#14Intrinsic Value Partners, LLCActive

Some overlap · 6 shared positions

$SCHW $AMAT $ABNB $BRZE $BKNG $ICE

$130M

69 positions

#15ProVise Management Group, LLCPassive

Some overlap · 6 shared positions

$SCHW $AMAT $BKNG $PM $ELV $COP

$1.4B

261 positions

#16Voya Financial Advisors, Inc.Active

Some overlap · 9 shared positions

$SCHW $PM $AMAT $KKR $BKNG $SBUX

$1.0B

209 positions

#17United Asset Strategies, Inc.Passive

Some overlap · 5 shared positions

$WT $SCHW $TMO $PM $SBUX

$1.3B

257 positions

#18Independence Wealth Advisors, LLCActive

Some overlap · 13 shared positions

$TMO $BKNG $SCHW $AMAT $PM $IQV

$188M

90 positions

#19Tranquilli Financial Advisor LLCPassive

Some overlap · 6 shared positions

$SCHW $BKNG $AMAT $PM $ELV $COP

$171M

132 positions

#20FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$SCHW $AMAT $BKNG $PM $COP

$319M

251 positions

#21Scott & Selber, Inc.Active

Some overlap · 6 shared positions

$AMAT $SCHW $BRZE $TMO $ABNB $COP

$387M

91 positions

#22Carmel Capital Partners, LLCPassive

Some overlap · 5 shared positions

$WT $SCHW $AMAT $IQV $ICE

$277M

118 positions

#23Meriwether Wealth & Planning, LLCActive

Some overlap · 6 shared positions

$BKNG $SCHW $AMAT $BRZE $ELV $COP

$183M

126 positions

#24Cornerstone Investment Partners, LLCActive

Some overlap · 5 shared positions

$TMO $AMAT $IQV $ELV $COR

$2.4B

291 positions

#25Evergreen Private Wealth LLCPassive

Some overlap · 5 shared positions

$WT $TMO $AMAT $CHKP $CRM

$247M

86 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.