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 HERITAGE OAK WEALTH ADVISORS

13F Portfolio OverlapQ2 2026HERITAGE OAK WEALTH ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

HERITAGE OAK WEALTH ADVISORS LLC is an institutional investor managing $340M across 101 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 HERITAGE OAK WEALTH ADVISORS are Lake Hills Wealth, Marex Group plc, Decker Retirement Planning, with shared positions in $HUM, $YMM, $NBIS, $MRNA, $ARM, $IBIT. The full ranking of 25 similar funds is below.

#1Lake Hills Wealth Management, LLCActive

Slight overlap · 4 shared positions

$HUM $YMM $NBIS $MRNA

$220M

62 positions

#2Marex Group plcPassive

Slight overlap · 5 shared positions

$NBIS $ARM $IBIT $MRVL $VRT

$23.6B

1,117 positions

#3Decker Retirement Planning Inc.Active

Slight overlap · 3 shared positions

$ABCL $ARM $MRVL

$294M

441 positions

#4Sound Financial Strategies Group, LLCActive

Slight overlap · 3 shared positions

$PEP $YMM $IBIT

$157M

121 positions

#5Krane Funds Advisors LLCActive

Slight overlap · 4 shared positions

$NBIS $YMM $ARM $ALAB

$2.8B

185 positions

#6Defiance ETFs, LLCPassive

Slight overlap · 5 shared positions

$NBIS $ARM $MRVL $ALAB $VRT

$7.4B

388 positions

#7Maytree Asset Management LtdActive

Slight overlap · 5 shared positions

$NBIS $ARM $MRVL $ALAB $VRT

$154M

44 positions

#8Counterpoint Mutual Funds LLCActive

Slight overlap · 3 shared positions

$ABCL $MRVL $ALAB

$1.0B

295 positions

#9PDT Partners, LLCPassive

Slight overlap · 3 shared positions

$HUM $NBIS $MRVL

$1.9B

489 positions

#10BERKSHIRE CAPITAL HOLDINGS INCActive

Slight overlap · 4 shared positions

$NBIS $ARM $MRVL $ALAB

$462M

122 positions

#11Clear Street Group Inc.Active

Slight overlap · 4 shared positions

$NBIS $ARM $MRVL $ALAB

$39.5B

1,414 positions

#12WBI INVESTMENTS, LLCPassive

Slight overlap · 4 shared positions

$NBIS $ARM $MRVL $ALAB

$403M

286 positions

#13Penserra Capital Management LLCPassive

Slight overlap · 4 shared positions

$NBIS $ARM $MRVL $ALAB

$13.0B

1,127 positions

#14Addison Capital CoActive

Slight overlap · 3 shared positions

$PEP $IBIT $MRVL

$610M

184 positions

#15Gunderson Capital Management Inc.Active

Slight overlap · 3 shared positions

$NBIS $ARM $MRVL

$370M

52 positions

#16GROUP ONE TRADING, L.P.Passive

Slight overlap · 3 shared positions

$NBIS $ARM $MRVL

$71.1B

7,824 positions

#17GK Wealth Management LLCPassive

Slight overlap · 3 shared positions

$YMM $NBIS $IBIT

$190M

234 positions

#18Newbridge Financial Services Group, Inc.Passive

Slight overlap · 3 shared positions

$NBIS $ARM $MRVL

$808M

1,245 positions

#19Franchise GP LtdActive

Slight overlap · 3 shared positions

$NBIS $IBIT $ARM

$215M

39 positions

#20SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$NBIS $ARM $VRT

$5.7B

155 positions

#21SBI Securities Co., Ltd.Passive

Slight overlap · 3 shared positions

$NBIS $ARM $MRVL

$4.4B

4,072 positions

#22Prospect Financial Services LLCPassive

Slight overlap · 4 shared positions

$NBIS $IBIT $MRVL $VRT

$197M

115 positions

#23PRAKASH INVESTMENT ADVISORS LLCPassive

Slight overlap · 4 shared positions

$NBIS $MRVL $ALAB $VRT

$174M

92 positions

#24StoneCrest Wealth Management, Inc.Passive

Slight overlap · 4 shared positions

$NBIS $MRVL $ALAB $VRT

$313M

73 positions

#25Greenline Wealth Management LLCPassive

Slight overlap · 4 shared positions

$NBIS $MRVL $ALAB $VRT

$122M

131 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.