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 SILVER OAK WEALTH ADVISORS SERVICES,

13F Portfolio OverlapQ1 2026SILVER OAK WEALTH ADVISORS SERVICES, portfolio →

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Most similar hedge funds by 13F overlap

SILVER OAK WEALTH ADVISORS SERVICES, LLC is an institutional investor managing $154M across 39 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 SILVER OAK WEALTH ADVISORS SERVICES, are Shotwell Rutter Baer, ACTION POINT FINANCIAL PLANNING,, Ballast Financial Advisors, with shared positions in $AMN, $COP, $USB, $MUFG, $NOW, $HUM. The full ranking of 25 similar funds is below.

#1Shotwell Rutter Baer IncActive

Notable overlap · 5 shared positions

$AMN $COP $USB $MUFG $NOW

$170M

38 positions

#2ACTION POINT FINANCIAL PLANNING, LLCActive

Notable overlap · 4 shared positions

$AMN $COP $USB $NOW

$112M

69 positions

#3Ballast Financial Advisors LLCActive

Notable overlap · 5 shared positions

$AMN $USB $COP $HUM $KKR

$98M

68 positions

#4Avant Financial Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $USB $COP

$142M

65 positions

#5Torren Management, LLCActive

Notable overlap · 3 shared positions

$AMN $NOW $MUFG

$201M

983 positions

#6RM Financial Services, LLCActive

Notable overlap · 4 shared positions

$SLV $COP $HUM $KKR

$116M

75 positions

#7Ariadne Wealth Management, LPPassive

Notable overlap · 3 shared positions

$SLV $AMN $COP

$223M

248 positions

#8Morton Brown Family Wealth, LLCActive

Notable overlap · 5 shared positions

$AMN $USB $COP $NOW $MUFG

$378M

292 positions

#9Grand Central Investment GroupActive

Notable overlap · 4 shared positions

$SLV $USB $COP $HUM

$135M

44 positions

#10FINANCIAL MANAGEMENT NETWORK INCPassive

Notable overlap · 5 shared positions

$AMN $USB $HUM $COP $KKR

$653M

191 positions

#11LFA - Lugano Financial Advisors SAActive

Notable overlap · 5 shared positions

$NOW $COP $USB $MUFG $KKR

$197M

223 positions

#12RW Investment Management LLCActive

Notable overlap · 4 shared positions

$AMN $COP $USB $KKR

$1.0B

113 positions

#13Greenspring Advisors, LLCActive

Notable overlap · 4 shared positions

$COP $USB $AMN $HUM

$1.6B

318 positions

#14Hurlow Wealth Management Group, Inc.Active

Notable overlap · 4 shared positions

$COP $USB $HUM $KKR

$420M

120 positions

#15Financial Plan, Inc.Active

Notable overlap · 4 shared positions

$COP $AMN $SLV $USB

$933M

94 positions

#16Stanich Group LLCSmart money

Notable overlap · 4 shared positions

$NOW $SLV $MUFG $HUM

$131M

47 positions

#17Farrell Financial LLCPassive

Notable overlap · 4 shared positions

$COP $USB $HUM $NOW

$167M

76 positions

#18Equita Financial Network, Inc.Active

Notable overlap · 5 shared positions

$USB $COP $AMN $MUFG $NOW

$318M

87 positions

#19Fort Vancouver Investment Management, LLCActive

Notable overlap · 3 shared positions

$AMN $COP $NOW

$197M

59 positions

#20American Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$COP $USB $HUM

$750M

159 positions

#21CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 3 shared positions

$COP $USB $HUM

$363M

102 positions

#22Tide Cove Capital Partners LLCSmart money

Notable overlap · 4 shared positions

$COP $USB $HUM $KKR

$147M

13 positions

#23Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 4 shared positions

$COP $SLV $HUM $KKR

$230M

21 positions

#24ISLAY CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$AMN $NOW $COP $KKR

$197M

204 positions

#25Integrity Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$COP $USB $HUM

$184M

74 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.