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Hedge Funds Similar to OAKTOP II

13F Portfolio OverlapQ2 2026OAKTOP II portfolio →
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Most similar hedge funds by 13F overlap

OAKTOP CAPITAL MANAGEMENT II, L.P. is an institutional investor managing $2.4B across 14 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 OAKTOP II are McKinney, FORTEM FINANCIAL GROUP, Axecap Investments, with shared positions in $KLAC, $DELL, $BMY, $ADI, $ARM, $GRMN. The full ranking of 25 similar funds is below.

#1McKinney Capital Management, LLCActive
Notable overlap · 3 shared positions
$KLAC$DELL$BMY
$254M
87 positions
#2FORTEM FINANCIAL GROUP, LLCPassive
Notable overlap · 3 shared positions
$KLAC$DELL$ADI
$490M
188 positions
#3Axecap Investments, LLCPassive
Notable overlap · 3 shared positions
$KLAC$ADI$DELL
$181M
73 positions
#4Gunderson Capital Management Inc.Active
Notable overlap · 4 shared positions
$KLAC$DELL$ADI$ARM
$370M
52 positions
#5Kendall Capital ManagementPassive
Some overlap · 3 shared positions
$KLAC$DELL$BMY
$600M
236 positions
#6BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 3 shared positions
$KLAC$ADI$GRMN
$1.5B
234 positions
#7Global X Japan Co., Ltd.Active
Some overlap · 3 shared positions
$KLAC$ADI$ARM
$2.7B
390 positions
#8Proem Advisors LLCActive
Some overlap · 4 shared positions
$KLAC$DELL$ADI$ARM
$1.9B
56 positions
#9ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 3 shared positions
$ADI$KLAC$DELL
$130M
106 positions
#10Dakota Wealth ManagementPassive
Some overlap · 3 shared positions
$KLAC$ADI$DELL
$5.2B
776 positions
#11WASHINGTON TRUST CoPassive
Some overlap · 3 shared positions
$KLAC$DELL$ADI
$3.2B
296 positions
#12Rafferty Asset Management, LLCActive
Some overlap · 3 shared positions
$KLAC$ADI$ARM
$43.9B
1,133 positions
#13Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 3 shared positions
$ADI$BMY$GRMN
$327M
94 positions
#14ALKEON CAPITAL MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$KLAC$ADI$ARM
$74.1B
109 positions
#15VAN ECK ASSOCIATES CORPActive
Some overlap · 3 shared positions
$KLAC$ADI$ARM
$164.1B
1,337 positions
#16PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 3 shared positions
$KLAC$BMY$ADI
$169.1B
324 positions
#17Gibraltar Capital Management, Inc.Active
Some overlap · 3 shared positions
$KLAC$BMY$GRMN
$650M
125 positions
#18Optimist Retirement Group LLCActive
Some overlap · 3 shared positions
$KLAC$BMY$DELL
$259M
118 positions
#19Railway Pension Investments LtdActive
Some overlap · 3 shared positions
$KLAC$BMY$ADI
$8.0B
102 positions
#20TEALWOOD ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$DELL$KLAC$GRMN
$261M
121 positions
#21PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$KLAC$ADI$DELL
$462M
86 positions
#22STONEHAVEN WEALTH & TAX SOLUTIONS, LLCActive
Some overlap · 3 shared positions
$KLAC$DELL$BMY
$125M
93 positions
#23Miller Capital Partners, Inc.Active
Some overlap · 3 shared positions
$KLAC$DELL$ADI
$257M
258 positions
#24JACKSON SQUARE CAPITAL, LLCActive
Some overlap · 3 shared positions
$KLAC$DELL$ARM
$719M
138 positions
#25Genus Capital Management Inc.Passive
Some overlap · 3 shared positions
$KLAC$ADI$DELL
$1.0B
204 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.