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 TigerOak , L.L.C.

13F Portfolio OverlapQ1 2026TigerOak , L.L.C. portfolio →

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Most similar hedge funds by 13F overlap

TigerOak Management, L.L.C. is an institutional investor managing $317M across 126 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 TigerOak , L.L.C. are Reyes Financial Architecture,, BlackDiamond Wealth ,, Systelligence,, with shared positions in $WT, $MCD, $TJX, $CME, $KO, $SAN. The full ranking of 25 similar funds is below.

#1Reyes Financial Architecture, Inc.Passive

Notable overlap · 5 shared positions

$WT $MCD $TJX $CME $KO

$122M

348 positions

#2BlackDiamond Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$WT $SAN $MCD

$208M

203 positions

#3Systelligence, LLCPassive

Notable overlap · 3 shared positions

$WT $SAN $MS

$514M

56 positions

#4REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$WT $CME $UBER $TMO

$697M

218 positions

#5Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 3 shared positions

$WT $SAN $TMO

$153M

344 positions

#6Quattro Advisors LLCActive

Notable overlap · 4 shared positions

$WT $TJX $MCD $KO

$115M

51 positions

#7Stenger Family Office, LLCPassive

Notable overlap · 4 shared positions

$WT $MCD $URI $MS

$566M

117 positions

#8Vantage Point Financial LLCPassive

Notable overlap · 4 shared positions

$WT $MCD $CB $NEE

$285M

176 positions

#9FLYNN ZITO CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$WT $MU $MS $KO

$313M

158 positions

#10Exit Wealth Advisors, LLC.Active

Notable overlap · 4 shared positions

$WT $GBTC $BTC $MO

$195M

131 positions

#11Stonebridge Financial Group, LLCPassive

Notable overlap · 7 shared positions

$WT $LIN $MCD $MS $CB $NEE

$1.2B

262 positions

#12SYKON CAPITAL LLCActive

Notable overlap · 4 shared positions

$WT $SAN $UBER $MCD

$300M

88 positions

#13Carmel Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$WT $UBER $ICE $NEE

$277M

118 positions

#14Powers Advisory Group, LLCActive

Notable overlap · 4 shared positions

$WT $MCD $MS $KO

$284M

125 positions

#15CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 3 shared positions

$WT $SAN $NEE

$149M

96 positions

#16Glen Eagle Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $TJX $MS $NEE

$714M

1,021 positions

#17Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$WT $MS $KO $DHR

$90M

65 positions

#18Professional Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $MS $GBTC $AMT

$491M

137 positions

#19Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 3 shared positions

$WT $MCD $MS

$365M

111 positions

#20Freedom Investment Management, Inc.Active

Notable overlap · 3 shared positions

$WT $GBTC $NEE

$337M

106 positions

#21Legacy Financial Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $MU $MS

$715M

404 positions

#22Catalina Capital Group, LLCPassive

Notable overlap · 3 shared positions

$WT $TJX $KO

$168M

176 positions

#23COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $MU $MCD

$157M

92 positions

#24CPWA, LLCPassive

Notable overlap · 3 shared positions

$WT $MCD $MU

$84M

90 positions

#25Value Investment Professionals, LLCPassive

Notable overlap · 3 shared positions

$WT $MCD $MO

$89M

81 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.