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Hedge Funds Similar to Oakmont Investment Advisors

13F Portfolio OverlapQ3 2026Oakmont Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Oakmont Investment Advisors, Inc. is an institutional investor managing $148M across 114 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 Oakmont Investment Advisors are CORDA Investment, Insight Inv, Wilson & Boucher, with shared positions in $GLW, $SCHW, $PEP, $MDT, $NVO, $HON. The full ranking of 25 similar funds is below.

#1CORDA Investment Management, LLC.Active
Notable overlap · 6 shared positions
$GLW$SCHW$PEP$MDT$NVO$HON
$1.5B
78 positions
#2Insight Inv LLCPassive
Notable overlap · 5 shared positions
$GLW$PEP$EMR$QCOM$MS
$210M
108 positions
#3Wilson & Boucher Capital Management, LLCPassive
Notable overlap · 7 shared positions
$SCHW$PEP$SYK$QCOM$EMR$NVO
$170M
121 positions
#4VIKING FUND MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$GLW$PEP$QCOM$PSX$NVO$MS
$1.1B
141 positions
#5PARTHENON LLCActive
Notable overlap · 5 shared positions
$GLW$PEP$SCHW$SYK$MDT
$967M
129 positions
#6GODSEY & GIBB, INCPassive
Notable overlap · 4 shared positions
$GLW$PEP$SYK$MDT
$1.2B
611 positions
#7SMITHBRIDGE ASSET MANAGEMENT INC/DEPassive
Notable overlap · 8 shared positions
$VRT$QCOM$SYK$MDT$URI$NVO
$741M
187 positions
#8Werlinich Asset Management, LLCActive
Notable overlap · 6 shared positions
$GLW$VRT$MS$WM$J$HON
$258M
57 positions
#9NovaPoint Capital, LLCPassive
Some overlap · 5 shared positions
$GLW$PEP$MDT$VRT$HON
$464M
162 positions
#10Cornerstone Capital, Inc.Active
Some overlap · 4 shared positions
$GLW$VRT$SCHW$PEP
$1.1B
120 positions
#11CHEMUNG CANAL TRUST COActive
Some overlap · 4 shared positions
$GLW$PEP$EMR$WM
$541M
111 positions
#12Rodgers Brothers Inc.Active
Some overlap · 5 shared positions
$GLW$COHR$EMR$OKE$PSX
$1.0B
247 positions
#13UNITED BANKActive
Some overlap · 5 shared positions
$GLW$PEP$SYK$WM$HON
$853M
130 positions
#14FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 5 shared positions
$SCHW$PEP$SYK$MDT$MS
$377M
75 positions
#15Stack Financial Management, IncActive
Some overlap · 6 shared positions
$EMR$SYK$PEP$MDT$PSX$WM
$1.3B
54 positions
#16First Financial Bank - Trust DivisionActive
Some overlap · 5 shared positions
$GLW$SYK$PEP$QCOM$HON
$1.4B
205 positions
#17VMS Asset Management LimitedActive
Some overlap · 3 shared positions
$GLW$COHR$VRT
$264M
32 positions
#18Hanson & Doremus Investment ManagementActive
Some overlap · 4 shared positions
$GLW$SCHW$MDT$WM
$982M
493 positions
#19Williamson Legacy Group, LLCPassive
Some overlap · 4 shared positions
$GLW$COHR$VRT$ATI
$201M
75 positions
#20SHUFRO ROSE & CO LLCActive
Some overlap · 4 shared positions
$GLW$COHR$QCOM$PEP
$1.7B
315 positions
#21Tufton Capital ManagementPassive
Some overlap · 4 shared positions
$GLW$EMR$QCOM$MDT
$583M
131 positions
#22Retireful, LLCPassive
Some overlap · 3 shared positions
$GLW$VRT$COHR
$116M
86 positions
#23MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive
Some overlap · 4 shared positions
$GLW$PEP$MDT$OXY
$167M
84 positions
#24BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$GLW$MDT$QCOM$EMR
$504M
136 positions
#25Telligent Fund, LPActive
Some overlap · 3 shared positions
$GLW$COHR$VRT
$136M
23 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.