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Hedge Funds Similar to SIERRA OCEAN,

13F Portfolio OverlapQ1 2026SIERRA OCEAN, portfolio →
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Most similar hedge funds by 13F overlap

SIERRA OCEAN, LLC is an institutional investor managing $122M across 60 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 SIERRA OCEAN, are Forefront Wealth Partners,, GROUPAMA ASSET MANAGMENT, Western Financial /CA, with shared positions in $TECK, $MU, $GE, $SRE, $RCL, $GD. The full ranking of 25 similar funds is below.

#1Forefront Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$TECK$MU$GE
$239M
162 positions
#2GROUPAMA ASSET MANAGMENTActive
Slight overlap · 3 shared positions
$TECK$SRE$MU
$6.8B
395 positions
#3Western Financial Corp/CAActive
Slight overlap · 3 shared positions
$RCL$MU$GE
$255M
127 positions
#4Capital International InvestorsActive
Slight overlap · 3 shared positions
$RCL$MU$GE
$426.5B
438 positions
#5Capital International SarlActive
Slight overlap · 3 shared positions
$RCL$MU$GE
$6.1B
287 positions
#6CAPITAL INTERNATIONAL LTD /CA/Active
Slight overlap · 3 shared positions
$RCL$MU$GE
$2.7B
146 positions
#7Capital Group Private Client Services, Inc.Active
Slight overlap · 3 shared positions
$RCL$MU$GE
$5.9B
240 positions
#8Capital International, Inc./CA/Active
Slight overlap · 3 shared positions
$RCL$MU$GE
$13.0B
303 positions
#9ATALANTA SOSNOFF CAPITAL, LLCActive
Slight overlap · 3 shared positions
$RCL$MU$GE
$4.7B
104 positions
#10Capital Group Investment Management Pte. Ltd.Passive
Slight overlap · 3 shared positions
$RCL$MU$GE
$585M
140 positions
#11Meiji Yasuda America IncActive
Slight overlap · 3 shared positions
$RCL$MU$GE
$404M
57 positions
#12Dougherty & Associates, LLCActive
Slight overlap · 3 shared positions
$RCL$GD$GE
$109M
52 positions
#13CLOUGH CAPITAL PARTNERS L PActive
Slight overlap · 3 shared positions
$RCL$GD$GE
$1.0B
96 positions
#14Parsonex Advisory Services, Inc.Passive
Slight overlap · 3 shared positions
$RCL$MU$GE
$102M
56 positions
#15KENNEDY INVESTMENT GROUPPassive
Slight overlap · 3 shared positions
$RVT$NVO$MU
$255M
135 positions
#16Werlinich Asset Management, LLCActive
Slight overlap · 3 shared positions
$SRE$MU$GD
$206M
56 positions
#17MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.Passive
Slight overlap · 3 shared positions
$SRE$MU$GD
$73.7B
3,122 positions
#18Newport Trust Company, LLCSmart money
Slight overlap · 3 shared positions
$SRE$GD$GE
$40.7B
64 positions
#19NATIXISActive
Slight overlap · 3 shared positions
$NVO$MU$GD
$28.0B
1,091 positions
#20Gunderson Capital Management Inc.Passive
Slight overlap · 3 shared positions
$NVO$MU$GE
$239M
46 positions
#21RAELIPSKIE PARTNERSHIPActive
Slight overlap · 3 shared positions
$NVO$MU$GE
$236M
119 positions
#22Caerus Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$MU$GD$GE
$240M
281 positions
#23WESPAC Advisors SoCal, LLCPassive
Slight overlap · 3 shared positions
$MU$GD$GE
$470M
119 positions
#24Vident Advisory, LLCPassive
Slight overlap · 3 shared positions
$MU$GD$GE
$11.7B
1,835 positions
#25Elite Life Management LLCActive
Slight overlap · 3 shared positions
$MU$GD$GE
$80M
57 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.