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Hedge Funds Similar to Oak Barrel Wealth Advisory

13F Portfolio OverlapQ2 2026Oak Barrel Wealth Advisory portfolio →
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Most similar hedge funds by 13F overlap

Oak Barrel Wealth Advisory LLC is an institutional investor managing $226M across 86 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 Barrel Wealth Advisory are ACORN FINANCIAL ADVISORY SERVICES, PENNINGTON PARTNERS, A4 Wealth Advisors, with shared positions in $IBIT, $MAR, $ETN, $IAU, $PLTR, $CACI. The full ranking of 25 similar funds is below.

#1ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 6 shared positions
$IBIT$MAR$ETN$IAU$PLTR$CACI
$753M
223 positions
#2PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 4 shared positions
$MAR$IBIT$PLTR$IAU
$312M
131 positions
#3A4 Wealth Advisors LLCActive
Some overlap · 4 shared positions
$MAR$IBIT$ETN$IAU
$151M
92 positions
#4OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$MAR$TFC$PLTR$ETN$BX
$329M
323 positions
#5Taylor Financial Group, Inc.Active
Some overlap · 4 shared positions
$MAR$TFC$PLTR$BX
$182M
103 positions
#6Forefront Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$IBIT$TFC$PLTR$ETN
$323M
177 positions
#7TOEWS CORP /ADVActive
Some overlap · 5 shared positions
$MAR$MO$PLTR$ETN$BX
$686M
151 positions
#8Cobblestone Asset Management LLCActive
Some overlap · 4 shared positions
$IBIT$TFC$MO$IAU
$240M
74 positions
#9Sterling Investment Advisors, Ltd.Passive
Some overlap · 5 shared positions
$TFC$PLTR$ETN$BX$KKR
$599M
225 positions
#10Philadelphia Investment Partners, LLCPassive
Some overlap · 5 shared positions
$MAR$PLTR$BX$IAU$MO
$161M
189 positions
#11Graetz Wealth LLCActive
Some overlap · 4 shared positions
$IBIT$MO$PLTR$IAU
$125M
84 positions
#12TENET WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$IBIT$MO$ETN$IAU
$134M
101 positions
#13Bulltick Wealth Management, LLCPassive
Some overlap · 4 shared positions
$IBIT$PLTR$BX$IAU
$490M
134 positions
#14Modus Advisors, LLCPassive
Some overlap · 4 shared positions
$IBIT$PLTR$BX$IAU
$405M
118 positions
#15MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 4 shared positions
$IBIT$MAR$BX$PLTR
$230M
143 positions
#16Estuary Capital Management LPActive
Some overlap · 3 shared positions
$CACI$BX$KKR
$589M
21 positions
#17Papamarkou Wellner Asset Management inc.Passive
Some overlap · 4 shared positions
$MAR$ETN$BX$MO
$159M
75 positions
#18Stony Point Wealth Management Inc.Passive
Some overlap · 3 shared positions
$MAR$MO$BX
$283M
103 positions
#19AlphaStar Capital Management, LLCActive
Slight overlap · 4 shared positions
$IBIT$PLTR$ETN$MO
$1.6B
280 positions
#20BALDWIN WEALTH PARTNERS LLC/MAPassive
Slight overlap · 4 shared positions
$MAR$BX$IAU$CHD
$1.5B
234 positions
#21NEW VERNON INVESTMENT MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$MAR$ETN$BX
$82M
37 positions
#22FSA Advisors, Inc.Passive
Slight overlap · 3 shared positions
$MAR$PLTR$ETN
$218M
261 positions
#23EagleClaw Capital Managment, LLCPassive
Slight overlap · 3 shared positions
$CACI$MAR$ETN
$745M
145 positions
#24NORTH DALLAS BANK & TRUST COPassive
Slight overlap · 3 shared positions
$MAR$ETN$IAU
$169M
113 positions
#25ATX Financial Planning, LLCActive
Slight overlap · 4 shared positions
$IBIT$BX$IAU$KKR
$151M
83 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.