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 /OH/

13F Portfolio OverlapQ1 2026OAK ASSOCIATES LTD /OH/ portfolio →

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Most similar hedge funds by 13F overlap

OAK ASSOCIATES LTD /OH/ is an institutional investor managing $1.5B across 140 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 OAK ASSOCIATES LTD /OH/ are Lafayette Investments,, Jones Kertz & Associates,, Ironwood Investment Counsel,, with shared positions in $KLAC, $SCHW, $LOW, $LMT, $ADBE, $ACN. The full ranking of 25 similar funds is below.

#1Lafayette Investments, Inc.Active

Notable overlap · 6 shared positions

$KLAC $SCHW $LOW $LMT $ADBE $ACN

$494M

158 positions

#2Jones Kertz & Associates, Inc.Passive

Notable overlap · 4 shared positions

$KLAC $AMGN $APH $CRM

$188M

66 positions

#3Ironwood Investment Counsel, LLCPassive

Notable overlap · 9 shared positions

$SCHW $LMT $KLAC $AMGN $LOW $LH

$694M

263 positions

#4PRIMECAP MANAGEMENT CO/CA/Active

Notable overlap · 7 shared positions

$KLAC $AMGN $SCHW $NVS $ADBE $NTAP

$127.0B

320 positions

#5RENAISSANCE GROUP LLCPassive

Notable overlap · 8 shared positions

$KLAC $APH $AMGN $SCHW $LOW $ROK

$2.4B

234 positions

#6EVEXIA WEALTH LLCActive

Notable overlap · 3 shared positions

$KLAC $LOW $CB

$364M

84 positions

#7Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 7 shared positions

$AMGN $SCHW $LOW $LMT $CI $GILD

$105M

62 positions

#8Gs Investments, Inc.Passive

Notable overlap · 6 shared positions

$KLAC $AMGN $SCHW $ADBE $ACN $CRM

$175M

134 positions

#9JGP Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$KLAC $AMGN $LOW

$961M

223 positions

#10Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$AMGN $SNPS $LOW $LMT $MCK $__PARK_1390777

$353M

78 positions

#11JLB & ASSOCIATES INCPassive

Notable overlap · 4 shared positions

$KLAC $AMGN $APH $ACN

$696M

70 positions

#12FCF Advisors LLCPassive

Notable overlap · 7 shared positions

$KLAC $NTAP $LMT $GILD $MCK $LRCX

$444M

52 positions

#13Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$AMGN $SNPS $LOW $LMT $MCK $__PARK_1390777

$272M

95 positions

#14Smith Group Asset Management, LLCActive

Notable overlap · 4 shared positions

$KLAC $SCHW $AMD $MCK

$2.0B

162 positions

#15CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 3 shared positions

$KLAC $LOW $APH

$1.2B

103 positions

#16MARCO INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$KLAC $LOW $NXPI $AMGN $CI $LRCX

$1.3B

232 positions

#17Talbot Financial, LLCActive

Some overlap · 6 shared positions

$SCHW $AMGN $CB $SNPS $ROK $CRM

$1.2B

66 positions

#18Heron Bay Capital ManagementActive

Some overlap · 7 shared positions

$SCHW $ADBE $LH $ROK $MCK $LRCX

$1.1B

78 positions

#19Ayrshire Capital Management LLCPassive

Some overlap · 4 shared positions

$KLAC $SCHW $APH $GILD

$193M

50 positions

#20American Trust Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$SCHW $NXPI $LMT $ACN $LRCX $CB

$181M

76 positions

#21NatWest Group plcActive

Some overlap · 4 shared positions

$KLAC $AMGN $GILD $LRCX

$462M

44 positions

#22Guinness Atkinson Asset Management IncPassive

Some overlap · 5 shared positions

$KLAC $ADBE $APH $LRCX $CRM

$200M

123 positions

#23Axecap Investments, LLCPassive

Some overlap · 5 shared positions

$KLAC $AMD $MCK $LRCX $__PARK_1390777

$145M

69 positions

#24ALKEON CAPITAL MANAGEMENT LLCSmart money

Some overlap · 4 shared positions

$KLAC $SNPS $APH $LRCX

$59.5B

102 positions

#25Castlefield Investment Partners LLPActive

Some overlap · 4 shared positions

$KLAC $LOW $CB $CRM

$131M

35 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.