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Hedge Funds Similar to Oak Harvest Investment Services

13F Portfolio OverlapQ3 2026Oak Harvest Investment Services portfolio →
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Most similar hedge funds by 13F overlap

Oak Harvest Investment Services is an institutional investor managing $1.1B across 166 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Oak Harvest Investment Services are Alley Investment Company, MORGAN DEMPSEY, PRING TURNER GROUP, with shared positions in $ETN, $MS, $UNP, $SBUX, $DUK, $PM. The full ranking of 25 similar funds is below.

#1Alley Investment Management Company, LLCActive
Notable overlap · 8 shared positions
$ETN$MS$UNP$SBUX$DUK$PM
$856M
89 positions
#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 8 shared positions
$RIO$UNP$DUK$SBUX$TXN$PM
$233M
122 positions
#3PRING TURNER CAPITAL GROUP INCPassive
Notable overlap · 6 shared positions
$ETN$SCCO$KMI$UNP$TXN$SCHW
$175M
73 positions
#4TriCert Investment Counsel Inc.Passive
Notable overlap · 6 shared positions
$ETN$MS$UNP$SBUX$AMGN$DUK
$1.1B
88 positions
#5EDGAR LOMAX CO/VAActive
Notable overlap · 7 shared positions
$MS$UNP$DUK$SBUX$TXN$AMGN
$1.3B
58 positions
#6Greystone Financial Group, LLCPassive
Notable overlap · 6 shared positions
$MS$DUK$SBUX$TXN$MCD$AMGN
$360M
73 positions
#7Robinhood Asset Management, LLCActive
Notable overlap · 7 shared positions
$ETN$KLAC$MRVL$SBUX$FANG$COHR
$1.9B
83 positions
#8Nordwand Advisors, LLCPassive
Notable overlap · 5 shared positions
$ETN$MS$UNP$MRVL$AMGN
$652M
146 positions
#9WOLFF WIESE MAGANA LLCPassive
Notable overlap · 7 shared positions
$MS$UNP$DUK$KLAC$AMGN$SCHW
$218M
1,038 positions
#10BENEDICT FINANCIAL ADVISORS INCPassive
Notable overlap · 8 shared positions
$DUK$PM$CME$MCD$AMGN$KMI
$504M
136 positions
#11TrueMark Investments, LLCPassive
Notable overlap · 7 shared positions
$CI$UNP$PM$CME$RIO$TXN
$798M
187 positions
#12ADVOCATE GROUP LLCPassive
Notable overlap · 6 shared positions
$MS$UNP$DUK$TXN$MCD$SCHW
$646M
122 positions
#13Cypress Capital, LLCActive
Notable overlap · 6 shared positions
$ETN$UNP$SBUX$MCD$AMGN$SCHW
$377M
117 positions
#14Vertrix Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$MS$DUK$SBUX$MCD$AMGN$KLAC
$292M
99 positions
#15Banco de Sabadell, S.APassive
Notable overlap · 6 shared positions
$ETN$TXN$UNP$MCD$AMGN$CME
$170M
61 positions
#16Pathway Financial Advisers, LLCPassive
Notable overlap · 7 shared positions
$DUK$KLAC$MRVL$PM$AMGN$UNP
$397M
167 positions
#17Phillips Wealth Planners LLCPassive
Notable overlap · 8 shared positions
$TXN$PM$DUK$MCD$AMGN$CME
$136M
217 positions
#18MRWM Advisors, LLCActive
Notable overlap · 6 shared positions
$ETN$UNP$SBUX$MCD$AMGN$SCHW
$243M
80 positions
#19Nan Shan Life Insurance Co., Ltd.Active
Notable overlap · 5 shared positions
$ETN$KMI$TXN$CME$MRVL
$3.2B
82 positions
#20United Asset Strategies, Inc.Passive
Notable overlap · 7 shared positions
$KMI$SBUX$DUK$ETN$PM$SCHW
$1.4B
259 positions
#21Center for Wealth Management AdvisoryActive
Notable overlap · 4 shared positions
$MS$CI$DUK$CME
$161M
62 positions
#22MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$MS$SBUX$TXN$AMGN
$1.2B
100 positions
#23First County Bank /CT/Passive
Some overlap · 7 shared positions
$KLAC$ETN$PM$UNP$AMGN$MCD
$216M
170 positions
#24ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 5 shared positions
$SCCO$KMI$PM$CME$MCD
1 positions
#25Davis Capital ManagementPassive
Some overlap · 5 shared positions
$ETN$RIO$UNP$KMI$AMGN
$167M
1,175 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.