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 OakTrust Wealth Advisors,

13F Portfolio OverlapQ1 2026OakTrust Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

OakTrust Wealth Advisors, LLC is an institutional investor managing $110M across 68 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 OakTrust Wealth Advisors, are STAPP WEALTH , PLLC, Team Financial Group,, New Perspectives,, with shared positions in $GLDM, $WT, $REGN, $AMN, $HUM, $IBIT. The full ranking of 25 similar funds is below.

#1STAPP WEALTH MANAGEMENT, PLLCActive

Notable overlap · 3 shared positions

$GLDM $WT $REGN

$78M

30 positions

#2Team Financial Group, LLCActive

Notable overlap · 7 shared positions

$WT $GLDM $REGN $AMN $HUM $IBIT

$220M

273 positions

#3New Perspectives, IncSmart money

Notable overlap · 4 shared positions

$GLDM $WT $HUM $AMGN

$289M

44 positions

#4Capital Planning Advisors, LLCPassive

Notable overlap · 4 shared positions

$GLDM $WT $AMN $IBM

$692M

146 positions

#5CMC Financial GroupActive

Notable overlap · 5 shared positions

$REGN $BAH $WT $GLDM $IBM

$51M

38 positions

#6Argo Wealth Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $REGN $HUM $AMGN

$170M

48 positions

#7Roan Capital PartnersPassive

Notable overlap · 3 shared positions

$GLDM $WT $REGN

$108M

77 positions

#8Avid Wealth Partners LLCActive

Notable overlap · 3 shared positions

$GLDM $WT $IBIT

$212M

71 positions

#9Evernest Financial Advisors, LLCPassive

Notable overlap · 7 shared positions

$GLDM $WT $HUM $TJX $MCD $TXN

$481M

180 positions

#10CORA CAPITAL ADVISORS LLCActive

Notable overlap · 5 shared positions

$BAH $REGN $HUM $IBIT $TXN

$302M

134 positions

#11GREAT VALLEY ADVISOR GROUP, INC.Passive

Notable overlap · 7 shared positions

$WT $BAH $GLDM $REGN $CRM $HUM

$5.5B

999 positions

#12Copley Financial Group, Inc.Active

Notable overlap · 3 shared positions

$GLDM $REGN $MCD

$166M

115 positions

#13LWM Advisory Services, LLCPassive

Notable overlap · 4 shared positions

$WT $GLDM $IBIT $IBM

$94M

76 positions

#14Provident Wealth Management, LLCActive

Notable overlap · 5 shared positions

$WT $REGN $AMN $HUM $MCD

$331M

134 positions

#15Consolidated Planning CorpActive

Notable overlap · 3 shared positions

$BAH $WT $CME

$617M

144 positions

#16Fermata Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $REGN $GLDM $TXN

$444M

232 positions

#17CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 3 shared positions

$WT $REGN $IBIT

$149M

96 positions

#18SNS Financial Group, LLCActive

Notable overlap · 5 shared positions

$WT $GLDM $AMN $FITB $HUM

$1.2B

208 positions

#19Magnolia Private Wealth, LLCPassive

Notable overlap · 4 shared positions

$WT $GLDM $AMN $TXN

$150M

134 positions

#20Warren Street Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $GLDM $AMGN

$393M

129 positions

#21Encompass More Asset ManagementPassive

Notable overlap · 3 shared positions

$WT $GLDM $IBIT

$597M

251 positions

#22Per Stirling Capital Management, LLC.Passive

Notable overlap · 5 shared positions

$WT $BAH $HUM $REGN $AMN

$905M

310 positions

#23Centerpoint Advisory GroupPassive

Notable overlap · 6 shared positions

$WT $BAH $HUM $AMN $REGN $AXP

$133M

108 positions

#24Winter & Associates, Inc.Passive

Notable overlap · 3 shared positions

$REGN $WT $IBM

$114M

84 positions

#25AIFG Consultants Ltd.

Notable overlap · 3 shared positions

$GLDM $WT $FITB

$58M

54 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.