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 Asset

13F Portfolio OverlapQ2 2026Oak Asset portfolio →

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Most similar hedge funds by 13F overlap

Oak Asset Management, LLC is an institutional investor managing $311M across 115 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 Oak Asset are MATRIX ASSET ADVISORS, DLK Investment, VIRGINIA WEALTH GROUP, with shared positions in $QCOM, $AMGN, $LOW, $MS, $MDT, $TGT. The full ranking of 25 similar funds is below.

#1MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$QCOM $AMGN $LOW $MS $MDT $TGT

$1.2B

106 positions

#2DLK Investment Management, LLCPassive

Notable overlap · 8 shared positions

$AMGN $QCOM $MCD $MDT $ICE $TGT

$235M

96 positions

#3VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$QCOM $AMGN $MCD $MDT $TGT $PEP

$201M

57 positions

#4JMAC ENTERPRISES LLCActive

Notable overlap · 6 shared positions

$AMGN $MS $QCOM $MCD $PEP $MDT

$593M

122 positions

#5Bellevue Group AGActive

Notable overlap · 4 shared positions

$AMGN $SYK $MDT $ISRG

$4.8B

148 positions

#6DELTA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$QCOM $MCD $AMGN $FDX $NSC $MDT

$217M

108 positions

#7Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$AMGN $CVS $MCD $LOW $MS $WM

$297M

103 positions

#8COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 5 shared positions

$QCOM $FAST $SYK $ICE $CHD

$1.7B

91 positions

#9TOTH FINANCIAL ADVISORY CORPPassive

Notable overlap · 7 shared positions

$SYK $CVS $AMGN $LOW $FAST $MCD

$1.0B

880 positions

#10Somerset Trust CoPassive

Notable overlap · 7 shared positions

$AMGN $MCD $LOW $MS $NSC $MDT

$354M

186 positions

#11GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 4 shared positions

$QCOM $AMGN $LOW $CVS

$906M

153 positions

#12Capital Wealth Planning, LLCActive

Notable overlap · 5 shared positions

$AMGN $FDX $MCD $NSC $FAST

$20.0B

154 positions

#13Loudon Investment Management, LLCPassive

Notable overlap · 5 shared positions

$QCOM $FAST $LOW $AMGN $AMT

$204M

95 positions

#14GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

$FAST $AMGN $SYK $MDT $MCHP $PEP

$1.2B

383 positions

#15BURNS J W & CO INC/NYActive

Notable overlap · 9 shared positions

$MCD $MS $SYK $AMGN $NSC $WM

$959M

189 positions

#16Cambridge Advisors Inc.Active

Notable overlap · 3 shared positions

$AMGN $LOW $PEP

$582M

183 positions

#17Round Hill Asset ManagementActive

Notable overlap · 3 shared positions

$AMGN $MDT $ICE

$159M

62 positions

#18ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$AMGN $FAST $MCD $PEP $LOW

$878M

73 positions

#19First Long Island Investors, LLCActive

Notable overlap · 6 shared positions

$AMGN $QCOM $FAST $LOW $MCD $PEP

$1.4B

73 positions

#20EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$FDX $CVS $AMGN $MS $TGT $PEP

$1.3B

58 positions

#21Paradiem, LLCPassive

Notable overlap · 5 shared positions

$QCOM $FAST $SYK $GPC $CHD

$464M

68 positions

#22Hofer & Associates. IncActive

Notable overlap · 4 shared positions

$AMGN $PEP $MS $MCD

$207M

70 positions

#23Mendel Capital Management LLCActive

Notable overlap · 4 shared positions

$AMGN $FDX $QCOM $SYK

$222M

99 positions

#24Birch Capital Management, LLCPassive

Notable overlap · 4 shared positions

$AMGN $FDX $ICE $GPC

$205M

79 positions

#25BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 4 shared positions

$AMGN $FAST $LOW $TGT

$235M

33 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.