Hedge Funds Similar to LAUREL OAK WEALTH

13F Portfolio OverlapQ2 2026LAUREL OAK WEALTH portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

LAUREL OAK WEALTH MANAGEMENT, LLC is an institutional investor managing $687M across 383 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 LAUREL OAK WEALTH are Vantage Point Financial, Zhang Financial, AA Financial Advisors, with shared positions in $DOV, $PLTR, $CB, $IAU, $AMP, $KLAC. The full ranking of 25 similar funds is below.

#1Vantage Point Financial LLCPassive

Notable overlap · 4 shared positions

$DOV $PLTR $CB $IAU

$328M

188 positions

#2Zhang Financial LLCActive

Notable overlap · 4 shared positions

$DOV $AMP $IAU $KLAC

$3.4B

392 positions

#3AA Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$DOV $CB $SPCX $KLAC

$832M

230 positions

#4Sageworth Trust CoActive

Notable overlap · 4 shared positions

$DOV $PLTR $IAU $SPCX

$2.5B

127 positions

#5Breakwater Investment ManagementPassive

Notable overlap · 4 shared positions

$DOV $PLTR $AMP $IAU

$294M

600 positions

#6NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$DOV $PLTR $IAU

$270M

74 positions

#7Downshift Financial, LLCActive

Notable overlap · 3 shared positions

$DOV $PLTR $IAU

$223M

668 positions

#8Weil Company, Inc.Passive

Notable overlap · 3 shared positions

$568M

133 positions

#9Rakuten Investment Management, Inc.

Notable overlap · 3 shared positions

$DOV $PLTR $KLAC

$34.6B

467 positions

#10Orcam Financial GroupActive

Notable overlap · 3 shared positions

$DOV $IAU $KLAC

$205M

105 positions

#11Inscription Capital, LLCPassive

Notable overlap · 3 shared positions

$DOV $IAU $KLAC

$1.1B

791 positions

#12Cogent Private Wealth, Inc.Passive

Notable overlap · 3 shared positions

$DOV $IAU $KLAC

$160M

117 positions

#13Wealth Architects, LLCPassive

Notable overlap · 3 shared positions

$DOV $PLTR $KLAC

$1.3B

248 positions

#14Evelyn Partners Asset Management Ltd

Notable overlap · 3 shared positions

$406M

308 positions

#15Basecamp Wealth Advisors LLCActive

Some overlap · 3 shared positions

$DOV $IAU $KLAC

$537M

1,822 positions

#16OKABENA INVESTMENT SERVICES INCPassive

Some overlap · 3 shared positions

$560M

145 positions

#17HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$DOV $PEG $PLTR

$270M

156 positions

#18New England Professional Planning Group Inc.Smart money

Some overlap · 3 shared positions

$268M

50 positions

#19Endowment Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$DOV $PLTR $IAU

$259M

181 positions

#20Colter Lewis Investment Partners LLCActive

Some overlap · 4 shared positions

$DOV $AMP $IAU $SPCX

$225M

114 positions

#21SBI Securities Co., Ltd.Passive

Some overlap · 3 shared positions

$DOV $PLTR $SPCX

$4.4B

4,072 positions

#22Asset Advisors Investment Management, LLCActive

Some overlap · 4 shared positions

$DOV $AMP $CB $WM

$1.1B

102 positions

#23THOMPSON DAVIS & CO., INC.Active

Some overlap · 3 shared positions

$167M

168 positions

#24Christensen, King & Associates Investment Services, Inc.Active

Some overlap · 3 shared positions

$DOV $PLTR $IAU

$252M

108 positions

#25Allie Family Office LLCActive

Some overlap · 4 shared positions

$DOV $IAU $SPCX $WPC

$269M

107 positions

Compare LAUREL OAK WEALTH’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 LAUREL OAK WEALTH’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.