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 Oakmont Advisory Group,

13F Portfolio OverlapQ1 2026Oakmont Advisory Group, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Oakmont Advisory Group, LLC is an institutional investor managing $98M across 119 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 Oakmont Advisory Group, are Brindle & Bay Financial Advisors,, Cornerstone Financial, Graetz Wealth, with shared positions in $USB, $HUM, $VLTO, $SNOW, $SCHW, $GLDM. The full ranking of 25 similar funds is below.

#1Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 9 shared positions

$USB $HUM $VLTO $SNOW $SCHW $GLDM

$163M

67 positions

#2Cornerstone Financial Management LLCPassive

Notable overlap · 8 shared positions

$USB $HUM $VLTO $SNOW $KKR $COP

$109M

1,311 positions

#3Graetz Wealth LLCPassive

Notable overlap · 10 shared positions

$USB $HUM $VLTO $SNOW $SCHW $GLDM

$112M

80 positions

#4WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 7 shared positions

$USB $HUM $VLTO $SCHW $COP $UPST

$350M

95 positions

#5Capital Advantage, Inc.Active

Notable overlap · 5 shared positions

$RELX $USB $HUM $KKR $SCHW

$765M

145 positions

#6White Lighthouse Investment Management Inc.Active

Notable overlap · 8 shared positions

$USB $HUM $KKR $COP $SCHW $UPST

$721M

145 positions

#7Tide Cove Capital Partners LLCSmart money

Notable overlap · 6 shared positions

$USB $HUM $KKR $SCHW $COP $DHR

$147M

13 positions

#8Hurlow Wealth Management Group, Inc.Active

Notable overlap · 6 shared positions

$USB $HUM $SNOW $SCHW $COP $KKR

$420M

120 positions

#9Capital Advisors Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$USB $HUM $SNOW $KKR $SCHW

$745M

219 positions

#10Fortis Advisors, LLCPassive

Notable overlap · 7 shared positions

$USB $HUM $SNOW $GLDM $MS $COP

$200M

119 positions

#11Ballast Financial Advisors LLCActive

Notable overlap · 6 shared positions

$USB $HUM $KKR $COP $DHR $MS

$98M

68 positions

#12Cascade Wealth Advisors, IncActive

Notable overlap · 7 shared positions

$USB $HUM $COP $UPST $OKTA $KKR

$228M

60 positions

#13CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 6 shared positions

$USB $HUM $SCHW $COP $MS $APP

$363M

102 positions

#14American Financial Advisors, LLCActive

Notable overlap · 6 shared positions

$USB $HUM $SNOW $COP $APP $SCHW

$750M

159 positions

#15Diversified Portfolios, Inc.Active

Notable overlap · 8 shared positions

$RELX $OKTA $SCHW $VLTO $SNOW $USB

$1.2B

174 positions

#16Family CFO IncActive

Notable overlap · 5 shared positions

$USB $HUM $VLTO $SCHW $GLDM

$223M

41 positions

#17Crews Bank & TrustPassive

Notable overlap · 6 shared positions

$USB $HUM $KKR $OKTA $MS $DHR

$690M

673 positions

#18Windward Private Wealth Management Inc.Smart money

Notable overlap · 6 shared positions

$HUM $VLTO $SNOW $COP $UPST $DHR

$289M

44 positions

#19FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 5 shared positions

$USB $HUM $SCHW $OKTA $MS

$354M

66 positions

#20Piedmont Capital Management, LLCActive

Notable overlap · 7 shared positions

$USB $KKR $GLDM $HUM $OKTA $SCHW

$197M

50 positions

#21Bay Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$RELX $SNOW $KKR $MS $HUM

$162M

107 positions

#22PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active

Notable overlap · 6 shared positions

$USB $KKR $SCHW $HUM $COP $UPST

$1.6B

236 positions

#23SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$USB $HUM $KKR $SCHW

$272M

554 positions

#24TD PRIVATE CLIENT WEALTH LLCPassive

Notable overlap · 8 shared positions

$HUM $VLTO $COP $USB $UPST $MS

$4.8B

1,649 positions

#25FC Advisory LLCActive

Notable overlap · 9 shared positions

$VLTO $SNOW $SCHW $HUM $OKTA $DHR

$342M

115 positions

Compare Oakmont Advisory Group,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Oakmont Advisory Group,’s holdings

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.