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 Oak Wealth Advisors

13F Portfolio OverlapQ1 2026Oak Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Oak Wealth Advisors LLC is an institutional investor managing $182M across 57 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 Oak Wealth Advisors are Beaird Harris Wealth ,, Golden Bell Financial Planning, Kane Wealth ,, with shared positions in $AMN, $DDOG, $MKL, $NKE, $SCHW, $CNS. The full ranking of 25 similar funds is below.

#1Beaird Harris Wealth Management, LLCActive

Substantial overlap · 5 shared positions

$AMN $DDOG $MKL $NKE $SCHW

$1.5B

686 positions

#2Golden Bell Financial Planning LLCActive

Substantial overlap · 3 shared positions

$AMN $DDOG $NKE

$125M

37 positions

#3Kane Co Wealth Management, Inc.Active

Substantial overlap · 3 shared positions

$AMN $DDOG $NKE

$119M

51 positions

#4Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 3 shared positions

$AMN $DDOG $NKE

$1.1B

81 positions

#5DEFINE FINANCIAL, LLCSmart money

Notable overlap · 3 shared positions

$AMN $MKL $SCHW

$184M

41 positions

#6New England Capital Financial Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $CNS $MCD

$365M

425 positions

#7Porter White Investment Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$AMN $MKL $NKE

$250M

40 positions

#8Meredith Wealth PlanningActive

Notable overlap · 5 shared positions

$AMN $DDOG $BRZE $NKE $MCD

$369M

70 positions

#9TCI Wealth Advisors, Inc.Active

Notable overlap · 5 shared positions

$AMN $NKE $MCD $SCHW $DDOG

$1.9B

251 positions

#10HMV Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $SCHW $TXN

$213M

81 positions

#11Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 5 shared positions

$AMN $NKE $MKL $SCHW $TXN

$931M

518 positions

#12BAYSHORE ASSET MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$AMN $NKE $SCHW

$251M

40 positions

#13Burk Holdings LLCPassive

Notable overlap · 4 shared positions

$AMN $NKE $SCHW $DDOG

$233M

676 positions

#14BWM Planning, LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $MKL $BRZE

$379M

87 positions

#15QUARRY HILL ADVISORS, LLCSmart money

Notable overlap · 4 shared positions

$AMN $NKE $BRZE $MKL

$243M

51 positions

#16MB Generational Wealth, LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $MKL $DDOG

$181M

66 positions

#17Capstone Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $NKE $BRZE

$143M

50 positions

#18KEB ASSET MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$AMN $NKE $MKL

$522M

97 positions

#19Team Hewins, LLCSmart money

Notable overlap · 3 shared positions

$AMN $NKE $TXN

$337M

41 positions

#20RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $TXN $SCHW

$296M

80 positions

#21Pacific Asset Management, LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $MCD $BRZE

$179M

70 positions

#22Valued Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $NKE $SCHW

$247M

751 positions

#23Burton Enright WelchActive

Notable overlap · 3 shared positions

$AMN $SCHW $BRZE

$736M

134 positions

#24Shotwell Rutter Baer IncActive

Notable overlap · 3 shared positions

$AMN $TXN $NKE

$170M

38 positions

#25Flagstone Financial ManagementSmart money

Notable overlap · 5 shared positions

$AMN $TXN $SCHW $MKL $NKE

$403M

71 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.