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Hedge Funds Similar to Oak Thistle

13F Portfolio OverlapQ2 2026Oak Thistle portfolio →
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Most similar hedge funds by 13F overlap

Oak Thistle LLC is an institutional investor managing $1.0B across 466 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 Thistle are Qsemble, Newport Company, Palouse, with shared positions in $COF, $HLT, $MCK, $CME, $WFC, $PPL. The full ranking of 25 similar funds is below.

#1Qsemble Capital Management, LPPassive
Some overlap · 8 shared positions
$COF$HLT$MCK$CME$WFC$PPL
$781M
371 positions
#2Newport Trust Company, LLCActive
Some overlap · 6 shared positions
$BA$COF$ELV$T$WWD$MMM
$41.5B
63 positions
#3Palouse Capital Management, Inc.Passive
Some overlap · 6 shared positions
$BA$ELV$TXN$T$SJM$DVN
$160M
124 positions
#4AIGEN INVESTMENT MANAGEMENT, LPPassive
Some overlap · 7 shared positions
$COF$TXN$SJM$WFC$PPL$DVN
$366M
517 positions
#5Entropy Technologies, LPPassive
Some overlap · 7 shared positions
$COF$MCK$CME$OXY$WFC$DVN
$2.5B
929 positions
#6SSI INVESTMENT MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$SNOW$BA$ON$WDC$WFC$PPL
$1.7B
248 positions
#7ADVENT CAPITAL MANAGEMENT /DE/Passive
Some overlap · 6 shared positions
$SNOW$BA$WDC$MSTR$WFC$PPL
$4.5B
236 positions
#8ENGLISH CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$COF$ELV$TXN$SNX$ARW
$217M
36 positions
#9RATIONAL ADVISORS, INC.Active
Some overlap · 6 shared positions
$BA$ON$WDC$WFC$ITT$PPL
$1.1B
195 positions
#10PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 6 shared positions
$BA$ON$WDC$WFC$ITT$PPL
$421M
110 positions
#11Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$BA$COF$FDX$OXY$WFC
$330M
73 positions
#12CAMBIAR INVESTORS LLCActive
Some overlap · 5 shared positions
$ELV$FDX$TXN$ON$CME
$2.3B
150 positions
#13Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 5 shared positions
$BA$ELV$T$MCK$WFC
$1.0B
765 positions
#14Calamos Advisors LLCPassive
Some overlap · 5 shared positions
$BA$SNOW$ON$WDC$MSTR
$30.1B
980 positions
#15Point72 Asset Management, L.P.Passive
Some overlap · 6 shared positions
$SNOW$COF$TXN$CPNG$PPL$OXY
$90.7B
3,923 positions
#16Virtus Fixed Income Advisers, LLCActive
Some overlap · 5 shared positions
$SNOW$BA$WDC$MSTR$WFC
$158M
85 positions
#17TWINBEECH CAPITAL LPPassive
Some overlap · 5 shared positions
$EL$HLT$ON$MCK$CME
$553M
352 positions
#18Unison Advisors LLCActive
Some overlap · 5 shared positions
$COF$ELV$ON$OXY$DVN
$1.4B
173 positions
#19CSS LLC/ILPassive
Some overlap · 5 shared positions
$SNOW$BA$WDC$ON$PPL
$2.6B
1,001 positions
#20OXFORD ASSET MANAGEMENT LLPPassive
Some overlap · 5 shared positions
$BA$HLT$COF$WFC$MMM
$203M
364 positions
#21Engineers Gate Manager LPPassive
Some overlap · 6 shared positions
$BA$SNOW$ITT$COF$MMM$WFC
$7.7B
2,192 positions
#22William B. Walkup & Associates, Inc.Passive
Some overlap · 5 shared positions
$COF$FDX$MCK$WFC$DVN
$208M
258 positions
#23ClearAlpha Technologies LPPassive
Some overlap · 5 shared positions
$COF$ON$CME$WDC$LECO
$58M
79 positions
#24Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$BA$TXN$MCK$WFC$SNPS
$258M
228 positions
#25Heritage Family Offices, LLPPassive
Some overlap · 5 shared positions
$BA$TXN$MCK$WFC$SNPS
$259M
233 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.