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 FAMILY ADVISORS

13F Portfolio OverlapQ2 2026OAK FAMILY ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

OAK FAMILY ADVISORS, LLC is an institutional investor managing $391M across 111 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 FAMILY ADVISORS are Minneapolis Portfolio Group, Foresight Global Investors, PROFESSIONAL ADVISORY SERVICES, with shared positions in $GNRC, $BA, $QCOM, $UBER, $BWXT, $NEM. The full ranking of 25 similar funds is below.

#1Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 7 shared positions

$GNRC $BA $QCOM $UBER $BWXT $NEM

$1.1B

34 positions

#2Foresight Global Investors, Inc.Active

Notable overlap · 4 shared positions

$NVO $AZN $BA $UBER

$165M

32 positions

#3PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 3 shared positions

$AZN $SYK $APH

$836M

93 positions

#4Kampmann Melissa S.Active

Notable overlap · 4 shared positions

$GNRC $SYK $UBER $BA

$132M

44 positions

#5Cox Capital Mgt LLCPassive

Notable overlap · 5 shared positions

$APH $AZN $UBER $EOG $NEM

$180M

81 positions

#6COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$SYK $APH $QCOM $BA

$1.7B

91 positions

#7Keeler Thomas Management LLCPassive

Notable overlap · 4 shared positions

$GNRC $UBER $QCOM $KMI

$282M

135 positions

#8NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 5 shared positions

$APH $UBER $BA $FISV $TPL

$606M

79 positions

#9Watchman Group, Inc.Active

Notable overlap · 4 shared positions

$SYK $APH $UBER $TPL

$447M

73 positions

#10Evelyn Partners Investment Management Services Ltd

Notable overlap · 3 shared positions

$AZN $SYK $APH

$850M

281 positions

#11Sender Co & Partners, Inc.Passive

Notable overlap · 4 shared positions

$BA $KVUE $UBER $QCOM

$345M

120 positions

#12NOESIS CAPITAL MANGEMENT CORPActive

Notable overlap · 3 shared positions

$SYK $APH $QCOM

$832M

124 positions

#13Financial Sense Advisors, Inc.Passive

Notable overlap · 6 shared positions

$BA $QCOM $IAU $BWXT $EOG $GLW

$508M

137 positions

#14Sandhill Capital Partners LLCActive

Notable overlap · 4 shared positions

$SYK $APH $UBER $QCOM

$1.2B

98 positions

#15HENDLEY & CO INCActive

Notable overlap · 5 shared positions

$APH $AZN $SYK $GNRC $EOG

$283M

47 positions

#16Advocacy Wealth Management, LLCActive

Notable overlap · 4 shared positions

$SYK $APH $UBER $IAU

$2.8B

151 positions

#17Martin Investment Management, LLCActive

Notable overlap · 3 shared positions

$AZN $SYK $NEM

$300M

47 positions

#18Resolute Capital Asset Partners LLCActive

Notable overlap · 5 shared positions

$QCOM $BA $AMRZ $BWXT $TPL

$234M

48 positions

#19Objectivity Squared, LLCActive

Notable overlap · 4 shared positions

$BA $EPD $UBER $APH

$178M

56 positions

#20Warther Private Wealth, LLCActive

Notable overlap · 3 shared positions

$NVO $UBER $FISV

$456M

50 positions

#21Orca Wealth Management, LLCPassive

Some overlap · 3 shared positions

$AZN $QCOM $EOG

$167M

83 positions

#22MASTERS CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$BA $UBER $NEM

$3.9B

80 positions

#23NatWest Group plcActive

Some overlap · 3 shared positions

$AZN $UBER $NEM

$560M

48 positions

#24WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 3 shared positions

$AZN $SYK $EOG

$2.1B

131 positions

#25Birch Capital Management, LLCPassive

Some overlap · 3 shared positions

$NVO $EPD $FISV

$205M

79 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.