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Hedge Funds Similar to Live Oak Private Wealth

13F Portfolio OverlapQ2 2026Live Oak Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

Live Oak Private Wealth LLC is an institutional investor managing $800M across 211 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 Live Oak Private Wealth are LATHROP INVESTMENT, SCHARF INVESTMENTS, DUDLEY & SHANLEY, with shared positions in $SCHW, $ADI, $MKL, $SLB, $SONY, $DIS. The full ranking of 25 similar funds is below.

#1LATHROP INVESTMENT MANAGEMENT COActive
Notable overlap · 7 shared positions
$SCHW$ADI$MKL$SLB$SONY$DIS
$565M
89 positions
#2SCHARF INVESTMENTS, LLCActive
Notable overlap · 7 shared positions
$BN$NVS$MKL$DIS$A$AON
$3.0B
79 positions
#3DUDLEY & SHANLEY, INC.Active
Notable overlap · 5 shared positions
$SCHW$ADI$A$DHR$AON
$662M
37 positions
#4Minot DeBlois Advisors LLCPassive
Notable overlap · 6 shared positions
$ADI$NVS$DIS$DHR$TJX$SLB
$116M
240 positions
#5MARKEL GROUP INC.Active
Notable overlap · 6 shared positions
$BN$ADI$DIS$LOW$SCHW$DEO
$13.1B
130 positions
#6INKWELL CAPITAL LLCActive
Some overlap · 4 shared positions
$SCHW$HCA$MKL$DIS
$96M
31 positions
#7Salvus Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SCHW$BN$MKL$ADI$AON
$178M
125 positions
#8Buttonwood Financial Advisors Inc.Active
Some overlap · 6 shared positions
$SCHW$MKL$BN$CPRT$DIS$LOW
$329M
110 positions
#9First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$LOW$NVS$DIS$SLB$DHR
$529M
75 positions
#10Ironvine Capital Partners, LLCActive
Some overlap · 6 shared positions
$LOW$ADI$DHR$AON$DLTR$DIS
$1.1B
57 positions
#11Poehling Capital Management, INC.Passive
Some overlap · 5 shared positions
$SCHW$MKL$DEO$DIS$DHR
$466M
166 positions
#12GODSEY & GIBB, INCPassive
Some overlap · 5 shared positions
$NVS$RY$SLB$A$UPS
$1.2B
383 positions
#13McGinn Penninger Investment Management, Inc.Active
Some overlap · 5 shared positions
$DLTR$SLB$DIS$BA$DEO
$164M
38 positions
#14BARR E S & COActive
Some overlap · 4 shared positions
$SCHW$BN$MKL$FCNCA
$1.8B
112 positions
#15Koa Wealth Management, LLCActive
Some overlap · 5 shared positions
$BN$NEM$LOW$DHR$CPRT
$147M
54 positions
#16Giverny Capital Inc.Active
Some overlap · 4 shared positions
$SCHW$MKL$DIS$ADI
$3.0B
51 positions
#17Madison Asset Management, LLCPassive
Some overlap · 6 shared positions
$ADI$DHR$A$CPRT$SCHW$LOW
$8.4B
347 positions
#18Maj Invest Holding A/SActive
Some overlap · 5 shared positions
$LOW$HCA$NEM$UPS$SONY
$2.2B
40 positions
#19Keystone Financial ServicesActive
Some overlap · 4 shared positions
$SCHW$ADI$NVS$AON
$388M
131 positions
#20Glassy Mountain Advisors, Inc.Passive
Some overlap · 4 shared positions
$LOW$HCA$NVS$DIS
$366M
76 positions
#21WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 5 shared positions
$NVS$NEM$SLB$UPS$CPRT
$742M
119 positions
#22Lincoln Capital LLCActive
Some overlap · 6 shared positions
$MKL$DIS$DHR$UPS$SCHW$CPRT
$562M
137 positions
#23GARRISON BRADFORD & ASSOCIATES INCActive
Some overlap · 4 shared positions
$SCHW$LOW$TJX$AON
$92M
35 positions
#24Providence Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$BN$LOW$SLB$TJX$DIS
$660M
385 positions
#25Juno Financial Group LLCActive
Some overlap · 4 shared positions
$SCHW$LOW$DHR$BA
$282M
73 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.