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 OakTrust Wealth Advisors

13F Portfolio OverlapQ2 2026OakTrust Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

OakTrust Wealth Advisors, LLC is an institutional investor managing $116M across 69 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 OakTrust Wealth Advisors are NavPoint Financial, Upper Left Wealth, Verde Servicos Internacionais S.A., with shared positions in $GLDM, $IBIT, $GBTC, $AXP, $TJX, $CME. The full ranking of 25 similar funds is below.

#1NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$GLDM $IBIT $GBTC $AXP

$270M

74 positions

#2Upper Left Wealth Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $GBTC $IBIT

$180M

73 positions

#3Verde Servicos Internacionais S.A.Active

Notable overlap · 3 shared positions

$GLDM $IBIT $TJX

$273M

49 positions

#4SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 4 shared positions

$GLDM $CME $TJX $AXP

$222M

100 positions

#5Austin Wealth Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $AXP $TJX

$473M

126 positions

#6Evernest Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$GLDM $TJX $AMGN

$478M

191 positions

#7Alliance Wealth Advisors, LLC /UTPassive

Notable overlap · 3 shared positions

$GLDM $IBIT $CME

$530M

235 positions

#8Quantum Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $AMGN $AXP

$1.0B

251 positions

#9Mission Creek Capital Partners, Inc.Passive

Notable overlap · 3 shared positions

$GLDM $CME $AMGN

$569M

231 positions

#10Copia Wealth ManagementPassive

Some overlap · 4 shared positions

$GLDM $GBTC $IBIT $AMGN

$166M

570 positions

#11Accretive Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$GLDM $CME $TJX

$412M

181 positions

#12Parcion Private Wealth LLCPassive

Some overlap · 4 shared positions

$GLDM $AMGN $TJX $CME

$1.8B

529 positions

#13CERTIOR FINANCIAL GROUP, LLCPassive

Some overlap · 3 shared positions

$GLDM $GBTC $BAH

$183M

146 positions

#14MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$GLDM $AXP $BAH

$162M

106 positions

#15FULTON BREAKEFIELD BROENNIMAN LLCPassive

Some overlap · 3 shared positions

$GLDM $AXP $TJX

$1.7B

208 positions

#16Compass Ion Advisors, LLCActive

Some overlap · 5 shared positions

$GLDM $IBIT $BAH $AMGN $GBTC

$1.2B

297 positions

#17Purus Wealth Management, LLCPassive

Some overlap · 3 shared positions

$GLDM $AMGN $AXP

$363M

171 positions

#18VISTA FINANCE, LLCActive

Some overlap · 3 shared positions

$GLDM $IBIT $GBTC

$179M

69 positions

#19Spectrum Planning & Advisory Services Inc.Active

Some overlap · 3 shared positions

$GLDM $GBTC $AXP

$223M

120 positions

#20HORIZON KINETICS ASSET MANAGEMENT LLCSmart money

Some overlap · 3 shared positions

$GBTC $CME $IBIT

$8.8B

351 positions

#21Financial Planning Hawaii, Inc.Passive

Some overlap · 3 shared positions

$GLDM $AXP $AMGN

$186M

134 positions

#22FORONJY FINANCIAL LLCActive

Some overlap · 4 shared positions

$GLDM $IBIT $AMGN $TJX

$272M

108 positions

#23Atlas Wealth Partners, LLCActive

Some overlap · 3 shared positions

$GBTC $CME $BAH

$92M

64 positions

#24EagleClaw Capital Managment, LLCPassive

Some overlap · 3 shared positions

$GBTC $CME $TJX

$745M

145 positions

#25Zhang Financial LLCActive

Some overlap · 4 shared positions

$GLDM $IBIT $AXP $AMGN

$3.4B

392 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.