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 Harvest Investment Services

13F Portfolio OverlapQ2 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 168 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 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.Active

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

$358M

74 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

$217M

1,027 positions

#10BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 8 shared positions

$DUK $PM $CME $MCD $AMGN $KMI

$515M

142 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

$665M

122 positions

#13Cypress Capital, LLCActive

Notable overlap · 6 shared positions

$ETN $UNP $SBUX $MCD $AMGN $SCHW

$370M

113 positions

#14Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$MS $DUK $SBUX $MCD $AMGN $KLAC

$297M

103 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

$159M

62 positions

#22MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 4 shared positions

$MS $SBUX $TXN $AMGN

$1.2B

106 positions

#23First County Bank /CT/Passive

Some overlap · 7 shared positions

$KLAC $ETN $PM $UNP $AMGN $MCD

$213M

169 positions

#24ARBOR CAPITAL MANAGEMENT INC /ADVPassive

Some overlap · 5 shared positions

$SCCO $KMI $PM $CME $MCD

$102M

87 positions

#25Davis Capital ManagementPassive

Some overlap · 5 shared positions

$ETN $RIO $UNP $KMI $AMGN

$169M

1,270 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.