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Hedge Funds Similar to Oakmont Advisory Group

13F Portfolio OverlapQ2 2026Oakmont Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Oakmont Advisory Group, LLC is an institutional investor managing $119M across 526 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 Oakmont Advisory Group are Peak Retirement Planning, WINNOW WEALTH, Thrive, with shared positions in $STT, $FLEX, $NBIX, $APP, $EXEL, $RL. The full ranking of 25 similar funds is below.

#1Peak Retirement Planning, Inc.Passive
Substantial overlap · 21 shared positions
$STT$FLEX$NBIX$APP$EXEL$RL
$632M
194 positions
#2WINNOW WEALTH LLCPassive
Notable overlap · 16 shared positions
$FLEX$GLDI$NBIX$EXEL$RL$MPWR
$147M
137 positions
#3Thrive Capital Management, LLCPassive
Notable overlap · 16 shared positions
$FLEX$NBIX$EXEL$RL$THC$MMSI
$530M
170 positions
#4Graetz Wealth LLCActive
Notable overlap · 15 shared positions
$GLDM$STT$THC$FLEX$HALO$MMSI
$125M
84 positions
#5Brindle & Bay Financial Advisors, LLCActive
Notable overlap · 8 shared positions
$KMB$SNA$ITW$PGR$TROW$MO
$200M
86 positions
#6COOKSON PEIRCE & CO INCPassive
Some overlap · 4 shared positions
$FLEX$STT$RL$MPWR
$3.0B
317 positions
#7Econ Financial Services CorpPassive
Some overlap · 4 shared positions
$STT$HALO$KMB$CL
$214M
72 positions
#8Carolina Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$KMB$ITW$TROW$MO$CL
$255M
278 positions
#9Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$GLDM$STT$MO
$251M
74 positions
#10BAM Wealth Management, LLCPassive
Some overlap · 6 shared positions
$MO$FLEX$HALO$TROW$MMSI$THC
$160M
166 positions
#11American National Bank of TexasActive
Some overlap · 3 shared positions
$GLDM$STT$CL
$110M
56 positions
#12Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$GLDM$STT$MPWR
$1.8B
529 positions
#13Centennial Wealth Advisory LLCPassive
Some overlap · 4 shared positions
$STT$KMB$TROW$MO
$463M
181 positions
#14PFM Health Sciences, LPActive
Some overlap · 4 shared positions
$NBIX$THC$MMSI$UTHR
$1.2B
98 positions
#15RENAISSANCE GROUP LLCPassive
Some overlap · 4 shared positions
$NBIX$APP$HALO$ITW
$2.5B
234 positions
#16SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$GLDM$STT$APP
$5.6B
669 positions
#17SEIZERT CAPITAL PARTNERS, LLCPassive
Some overlap · 4 shared positions
$NBIX$UTHR$SNA$ZM
$2.4B
181 positions
#18Talon Private Wealth, LLC
Some overlap · 3 shared positions
$STT$THC$UTHR
$753M
187 positions
#19Transamerica Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$FLEX$STT$ELAN
$1.2B
2,188 positions
#20CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$SNA$PGR$TROW$CL
$6.4B
290 positions
#21McKinney Capital Management, LLCActive
Some overlap · 4 shared positions
$SNA$PGR$TROW$MO
$254M
87 positions
#22Medallion Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$STT$GLDM$ITW
$317M
1,220 positions
#23Aurdan Capital Management, LLCActive
Some overlap · 3 shared positions
$STT$ITW$MO
$394M
99 positions
#24BRANT POINT INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$FLEX$THC$ELAN
$813M
120 positions
#25JNBA Financial AdvisorsActive
Some overlap · 3 shared positions
$STT$GLDM$FLEX
$1.3B
830 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.