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Hedge Funds Similar to Oakworth

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

Oakworth Capital, Inc. is an institutional investor managing $2.1B across 940 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 Oakworth are Belleair Asset, EDGAR LOMAX, MORGAN DEMPSEY, with shared positions in $FITB, $GD, $SO, $NEE, $UNP, $SYK. The full ranking of 25 similar funds is below.

#1Belleair Asset Management, LLCActive
Some overlap · 4 shared positions
$FITB$GD$SO$NEE
$119M
84 positions
#2EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$GD$SO$UNP$NEE
$1.3B
58 positions
#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$GD$SO$UNP
$233M
122 positions
#4Gladwyn Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$GD$NEE$UNP
$160M
82 positions
#5Paradiem, LLCPassive
Some overlap · 3 shared positions
$GD$NEE$SYK
$464M
68 positions
#6CROBANPassive
Some overlap · 3 shared positions
$GD$UNP$NEE
$227M
81 positions
#7THOMAS STORY & SON LLCActive
Some overlap · 3 shared positions
$GD$UNP$SO
$283M
53 positions
#8OUTFITTERS FINANCIAL LLCPassive
Some overlap · 4 shared positions
$FITB$GD$SO$ETN
$143M
80 positions
#9STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$GD$UNP$NEE
$592M
181 positions
#10SMITH CHAS P & ASSOCIATES PA CPAS
Some overlap · 4 shared positions
$GD$UNP$NEE$SO
$1.8B
176 positions
#11Renasant BankPassive
Some overlap · 3 shared positions
$FITB$GD$ETN
$156M
141 positions
#12CAPITAL CITY TRUST CO/FLPassive
Some overlap · 4 shared positions
$GD$UNP$NEE$ETN
$482M
129 positions
#13Fairvoy Private Wealth, LLCPassive
Some overlap · 4 shared positions
$GD$GL$SO$NEE
$495M
200 positions
#14LVZ, Inc.Smart money
Some overlap · 4 shared positions
$GD$SO$SYK$ETN
$984M
177 positions
#15Lakeshore Financial Planning, Inc.Active
Slight overlap · 3 shared positions
$FITB$SO$NEE
$311M
92 positions
#16Glassy Mountain Advisors, Inc.Passive
Slight overlap · 3 shared positions
$GD$NEE$SO
$366M
76 positions
#17NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$GD$UNP$NEE$ETN
$381M
144 positions
#18SPIREPOINT PRIVATE CLIENT, LLCPassive
Slight overlap · 3 shared positions
$GD$SO$NEE
$1.2B
332 positions
#19SOUTHERN MICHIGAN BANK & TRUSTActive
Slight overlap · 5 shared positions
$GD$SO$UNP$SYK$ETN
$281M
422 positions
#20Orion Investment CoActive
Slight overlap · 3 shared positions
$GD$UNP$NEE
$343M
73 positions
#21TriCert Investment Counsel Inc.Active
Slight overlap · 3 shared positions
$GD$UNP$ETN
$1.1B
88 positions
#22Kesler, Norman & Wride, LLCPassive
Slight overlap · 4 shared positions
$GD$UNP$NEE$SYK
$631M
271 positions
#23Second Half Financial Partners, LLCActive
Slight overlap · 3 shared positions
$GD$SO$NEE
$244M
109 positions
#24Hunter Perkins Capital Management, LLCPassive
Slight overlap · 3 shared positions
$GD$NEE$SYK
$446M
149 positions
#25Community Bank & Trust, Waco, TexasActive
Slight overlap · 3 shared positions
$GD$SO$UNP
$555M
168 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.