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 HARBOR WEALTH PARTNERS

13F Portfolio OverlapQ2 2026OAK HARBOR WEALTH PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

OAK HARBOR WEALTH PARTNERS, LLC is an institutional investor managing $268M across 225 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 HARBOR WEALTH PARTNERS are BIRMINGHAM, Eliot Finkel Investment Counsel, BERKSHIRE ASSET, with shared positions in $DE, $MCD, $FDX, $SO, $DUK, $PFE. The full ranking of 25 similar funds is below.

#1BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Notable overlap · 9 shared positions

$DE $MCD $FDX $SO $DUK $PFE

$263M

90 positions

#2Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$NSC $DE $MCD $UPS $DUK $GLW

$214M

33 positions

#3BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 4 shared positions

$NSC $DE $MCD $ABT

$2.5B

270 positions

#4Alliance Private Wealth, LLCActive

Some overlap · 6 shared positions

$DE $UPS $FDX $VZ $TFC $PFE

$269M

85 positions

#5Capital Wealth Planning, LLCActive

Some overlap · 5 shared positions

$NSC $MCD $FDX $DUK $VZ

$20.0B

154 positions

#6Wolff Financial Management LLCActive

Some overlap · 7 shared positions

$MCD $UPS $VZ $PFE $SYK $TFC

$494M

102 positions

#7LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$MSI $MCD $SO $DUK $DE

$1.0B

154 positions

#8Mayfair Advisory Group, LLCPassive

Some overlap · 6 shared positions

$NSC $SO $TFC $MCD $RY $DUK

$345M

186 positions

#9ADVOCATE GROUP LLCPassive

Some overlap · 6 shared positions

$MCD $UPS $SO $DUK $VZ $PFE

$646M

122 positions

#10Aull & Monroe Investment Management CorpPassive

Some overlap · 6 shared positions

$DE $SO $DUK $VZ $RY $GLW

$231M

125 positions

#11Palisade Asset Management, LLCPassive

Some overlap · 5 shared positions

$DE $ABT $MCD $RY $SYK

$1.1B

204 positions

#12Partnership Wealth Management, LLCActive

Some overlap · 6 shared positions

$NSC $ABT $MCD $PFE $GLW $FDX

$140M

67 positions

#13Powers Advisory Group, LLCActive

Some overlap · 6 shared positions

$MCD $DE $SO $DUK $VZ $GLW

$330M

128 positions

#14MILLER VALUE PARTNERS, LLCActive

Some overlap · 3 shared positions

$LNC $UPS $VZ

$423M

56 positions

#15Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$DE $UPS $MCD $ABT $VZ $PFE

$181M

81 positions

#16SOUTHERN MICHIGAN BANK & TRUSTActive

Some overlap · 6 shared positions

$NSC $DE $MCD $SO $ABT $SYK

$280M

422 positions

#17CULBERTSON A N & CO INCActive

Some overlap · 5 shared positions

$DE $MCD $FDX $ABT $GLW

$861M

137 positions

#18Widmann Financial Services, Inc.Passive

Some overlap · 6 shared positions

$MCD $SO $DUK $VZ $PFE $GLW

$186M

123 positions

#19BOSTON RESEARCH & MANAGEMENT INCPassive

Some overlap · 5 shared positions

$MCD $ABT $UPS $DUK $VZ

$453M

121 positions

#20JENSEN INVESTMENT MANAGEMENT INCActive

Some overlap · 4 shared positions

$MSI $MCD $ABT $SYK

$4.1B

83 positions

#21BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$ABT $SO $NSC $VZ $DUK $TFC

$223M

114 positions

#22DELTA CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$DE $NSC $MCD $FDX

$206M

105 positions

#23Welch Group, LLCPassive

Some overlap · 6 shared positions

$MCD $SO $VZ $TFC $PFE $DE

$2.9B

326 positions

#24DEARBORN PARTNERS LLCPassive

Some overlap · 5 shared positions

$MCD $MSI $ABT $VZ $SYK

$1.8B

269 positions

#25CORDA Investment Management, LLC.Active

Some overlap · 5 shared positions

$DE $MCD $VZ $PFE $GLW

$1.5B

78 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.