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 Bull Oak

13F Portfolio OverlapQ2 2026Bull Oak portfolio →

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Most similar hedge funds by 13F overlap

Bull Oak Capital, LLC is an institutional investor managing $300M across 40 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 Bull Oak are Kure Advisory, Ariston Services Group, Cranbrook Wealth, with shared positions in $IAU, $WFC, $TRV, $QCOM, $IBIT, $PEP. The full ranking of 25 similar funds is below.

#1Kure Advisory, LLCActive

Notable overlap · 3 shared positions

$IAU $WFC $TRV

$211M

62 positions

#2Ariston Services GroupActive

Notable overlap · 3 shared positions

$IAU $QCOM $TRV

$181M

70 positions

#3Cranbrook Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $PEP

$534M

406 positions

#4Financial Alternatives, IncActive

Notable overlap · 3 shared positions

$IAU $QCOM $SRE

$203M

84 positions

#5TENET WEALTH PARTNERS, LLCActive

Notable overlap · 4 shared positions

$IAU $IBIT $WFC $PEP

$134M

101 positions

#6Town Capital LLCActive

Notable overlap · 3 shared positions

$IBIT $IAU $TRV

$158M

75 positions

#7BCWM, LLCPassive

Some overlap · 3 shared positions

$IAU $SRE $PEP

$342M

57 positions

#8Roehl & Yi Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $TRV $PEP

$304M

194 positions

#9AlTi Global, Inc.Active

Some overlap · 3 shared positions

$IAU $IBIT $PEP

$4.8B

505 positions

#10Towerpoint Wealth, LLCActive

Some overlap · 3 shared positions

$IAU $WFC $QCOM

$289M

115 positions

#11Pilgrim Partners Asia Pte LtdActive

Some overlap · 3 shared positions

$IBIT $IAU $QCOM

$234M

108 positions

#12JMAC ENTERPRISES LLCActive

Some overlap · 3 shared positions

$IAU $QCOM $PEP

$593M

122 positions

#13New Capital Management LPSmart money

Some overlap · 3 shared positions

$IBIT $IAU $PEP

$439M

60 positions

#14Synergy Investment Management, LLCPassive

Some overlap · 3 shared positions

$IAU $QCOM $IBIT

$413M

1,086 positions

#15SWP FINANCIAL LLCActive

Some overlap · 4 shared positions

$IAU $QCOM $WFC $SRE

$216M

78 positions

#16Skyline Advisors, Inc.Active

Some overlap · 3 shared positions

$IAU $WFC $PEP

$319M

123 positions

#17Landing Point Financial Group, LLCActive

Some overlap · 4 shared positions

$IAU $QCOM $IBIT $WFC

$294M

99 positions

#18True Vision MN LLC

Some overlap · 3 shared positions

$IAU $WFC $TRV

$194M

98 positions

#19Robinson Value Management, Ltd.Passive

Some overlap · 3 shared positions

$IAU $QCOM $WFC

$187M

75 positions

#20Lifeworks Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $IBIT $QCOM

$955M

337 positions

#21Fermata Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $WFC $IBIT

$495M

275 positions

#22PANORAMIC INVESTMENT ADVISORS, LLCPassive

Some overlap · 3 shared positions

$IBIT $IAU $PEP

$209M

141 positions

#23JNBA Financial AdvisorsActive

Some overlap · 3 shared positions

$IAU $QCOM $TRV

$1.3B

830 positions

#24Blossom Wealth ManagementActive

Some overlap · 3 shared positions

$IAU $QCOM $PEP

$71M

72 positions

#25Braun-Bostich & Associates Inc.Passive

Some overlap · 3 shared positions

$IAU $QCOM $PEP

$179M

135 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.