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 ASSOCIATES LTD

13F Portfolio OverlapQ2 2026OAK ASSOCIATES LTD portfolio →

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Most similar hedge funds by 13F overlap

OAK ASSOCIATES LTD /OH/ is an institutional investor managing $1.8B across 139 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to OAK ASSOCIATES LTD are Jones Kertz & Associates, JGP Wealth, COLTON GROOME FINANCIAL ADVISORS, with shared positions in $KLAC, $AMGN, $APH, $MCK, $LOW, $NXPI. The full ranking of 25 similar funds is below.

#1Jones Kertz & Associates, Inc.Active

Notable overlap · 4 shared positions

$KLAC $AMGN $APH $MCK

$217M

66 positions

#2JGP Wealth Management, LLCActive

Notable overlap · 3 shared positions

$KLAC $AMGN $LOW

$1.1B

231 positions

#3COLTON GROOME FINANCIAL ADVISORS, LLCActive

Notable overlap · 7 shared positions

$KLAC $NXPI $AMGN $QCOM $SCHW $STT

$414M

164 positions

#4Lafayette Investments, Inc.Active

Notable overlap · 5 shared positions

$KLAC $SCHW $LOW $LMT $ASML

$542M

162 positions

#5Riverview Trust CoActive

Notable overlap · 4 shared positions

$KLAC $LOW $LMT $AMGN

$84M

166 positions

#6Chatterton & Associates Inc.Passive

Notable overlap · 3 shared positions

$KLAC $ROK $ASML

$170M

101 positions

#7Local Pensions Partnership Investment LtdActive

Notable overlap · 3 shared positions

$KLAC $APH $CDNS

$4.8B

32 positions

#8Cunning Capital Partners, LPActive

Notable overlap · 3 shared positions

$KLAC $CB $MCK

$248M

55 positions

#9FourThought Financial Partners, LLCPassive

Notable overlap · 7 shared positions

$KLAC $CB $LOW $ASML $AMGN $QCOM

$1.3B

393 positions

#10JLB & ASSOCIATES INCPassive

Notable overlap · 3 shared positions

$KLAC $AMGN $APH

$748M

68 positions

#11MARCO INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$KLAC $QCOM $NXPI $LOW $AMGN $CI

$1.5B

245 positions

#12CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$KLAC $APH $LOW $STT

$1.3B

99 positions

#13Castlefield Investment Partners LLPActive

Notable overlap · 3 shared positions

$KLAC $CB $LOW

$147M

35 positions

#14Bensler, LLCPassive

Notable overlap · 3 shared positions

$KLAC $LMT $ASML

$1.1B

198 positions

#15Ironwood Investment Counsel, LLCPassive

Notable overlap · 7 shared positions

$KLAC $SCHW $QCOM $AMGN $LOW $LH

$762M

267 positions

#16UHLMANN PRICE SECURITIES, LLCSmart money

Notable overlap · 3 shared positions

$KLAC $SCHW $LMT

$2.7B

291 positions

#17Carmel Capital Management L.L.C.Active

Notable overlap · 3 shared positions

$KLAC $NXPI $ASML

$456M

28 positions

#18UNIO CAPITAL LLCActive

Notable overlap · 3 shared positions

$KLAC $CB $ASML

$526M

19 positions

#19Railway Pension Investments LtdActive

Notable overlap · 7 shared positions

$KLAC $APH $QCOM $NTAP $GILD $CDNS

$8.0B

102 positions

#20CONTRAVISORY INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 5 shared positions

$KLAC $APH $ASML $ROK $LH

$566M

391 positions

#21Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$KLAC $LOW $STT $MCK

$489M

619 positions

#22Cypress Capital, LLCActive

Notable overlap · 6 shared positions

$AMGN $SCHW $NTAP $QCOM $LOW $LMT

$370M

113 positions

#23EVEXIA WEALTH LLCPassive

Notable overlap · 4 shared positions

$KLAC $CB $LOW $ASML

$369M

77 positions

#24Stonehage Fleming Financial Services Holdings LtdActive

Notable overlap · 4 shared positions

$KLAC $APH $CDNS $MCK

$2.9B

215 positions

#25NORTH STAR ASSET MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$SCHW $APH $SNPS $ADBE $ASML $LOW

$2.5B

372 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.