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 LAUREL OAK WEALTH ,

13F Portfolio OverlapQ1 2026LAUREL OAK WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

LAUREL OAK WEALTH MANAGEMENT, LLC is an institutional investor managing $595M across 360 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 LAUREL OAK WEALTH , are HOWARD WEALTH ,, Midwestern Financial, /IA, Catalyst Investment, with shared positions in $DOV, $HUM, $KKR, $WT, $BRZE, $MAR. The full ranking of 25 similar funds is below.

#1HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$DOV $HUM $KKR $WT $BRZE $MAR

$238M

142 positions

#2Midwestern Financial, LLC /IAActive

Notable overlap · 6 shared positions

$DOV $HUM $LEN $DDOG $MAR $UNIT

$127M

54 positions

#3Catalyst Investment Management LLCActive

Notable overlap · 6 shared positions

$DOV $WT $KKR $HUM $BAC $IAU

$90M

65 positions

#4Breakwater Investment ManagementPassive

Notable overlap · 8 shared positions

$DOV $HUM $KKR $BRZE $DDOG $WT

$269M

506 positions

#5THEORY FINANCIAL LLCActive

Notable overlap · 7 shared positions

$WT $MAR $LEN $DDOG $BRZE $GRWG

$285M

94 positions

#6New England Private Wealth Advisors LLCActive

Notable overlap · 7 shared positions

$DOV $HUM $BRZE $KKR $MAR $WT

$866M

194 positions

#7Long Island Wealth Management, Inc.Active

Notable overlap · 5 shared positions

$DOV $MAR $LEN $HUM $DDOG

$216M

89 positions

#8Capital Advisors Wealth Management, LLCActive

Notable overlap · 7 shared positions

$HUM $KKR $MAR $DDOG $UNIT $PLTR

$745M

219 positions

#9Evanson Asset Management, LLCActive

Notable overlap · 7 shared positions

$DOV $WT $DDOG $KKR $BRZE $UNIT

$1.9B

321 positions

#10Vermillion Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$HUM $KKR $MAR $DDOG $BRZE

$255M

1,563 positions

#11White Lighthouse Investment Management Inc.Active

Some overlap · 7 shared positions

$HUM $KKR $MAR $BRZE $UNIT $IAU

$721M

145 positions

#12SBI Securities Co., Ltd.Passive

Some overlap · 6 shared positions

$DOV $KKR $MAR $HUM $WT $PLTR

$3.6B

4,018 positions

#13Zhang Financial LLCActive

Some overlap · 5 shared positions

$DOV $KKR $BRZE $UNIT $IAU

$2.9B

367 positions

#14Pinnacle Financial Group, LLC / ILActive

Some overlap · 7 shared positions

$WT $HUM $KKR $BRZE $UNIT $IAU

$365M

111 positions

#15Merited Wealth, LLCPassive

Some overlap · 5 shared positions

$DOV $LEN $KKR $SHW $UNIT

$121M

79 positions

#16Orcam Financial GroupSmart money

Some overlap · 5 shared positions

$DOV $DDOG $MAR $BRZE $IAU

$141M

62 positions

#17BIP Wealth, LLCActive

Some overlap · 6 shared positions

$DOV $WT $BRZE $HUM $UNIT $KKR

$2.5B

453 positions

#18HRC WEALTH MANAGEMENT, LLCSmart money

Some overlap · 4 shared positions

$DOV $MAR $BRZE $KKR

$212M

59 positions

#19Junk Investment Group, LLCPassive

Some overlap · 5 shared positions

$HUM $MAR $DOV $KKR $UNIT

$191M

88 positions

#20Compass Advisory Group LLCActive

Some overlap · 5 shared positions

$DOV $LEN $DDOG $MAR $HUM

$374M

86 positions

#21Axis Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$WT $HUM $KKR $BRZE $UNIT $BAC

$188M

174 positions

#22Systelligence, LLCPassive

Some overlap · 4 shared positions

$DOV $WT $MAR $IAU

$514M

56 positions

#23Hegarty Advisors, LLCActive

Some overlap · 4 shared positions

$DOV $KKR $HUM $UNIT

$127M

57 positions

#24Reality Financial Planning Services, LLCSmart money

Some overlap · 4 shared positions

$WT $HUM $KKR $BRZE

$104M

20 positions

#25Sageworth Trust CoActive

Some overlap · 8 shared positions

$DOV $LEN $BRZE $UNIT $KKR $PLTR

$2.3B

172 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.