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Hedge Funds Similar to OARSMAN

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

OARSMAN CAPITAL, INC. is an institutional investor managing $945M across 244 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 OARSMAN are WealthShield Partners, Peloton Wealth Strategists, SHELTON WEALTH, with shared positions in $C, $HPE, $TJX, $APH, $JCI, $CMI. The full ranking of 25 similar funds is below.

#1WealthShield Partners, LLCPassive
Notable overlap · 8 shared positions
$C$HPE$TJX$APH$JCI$CMI
$654M
379 positions
#2Peloton Wealth StrategistsPassive
Some overlap · 6 shared positions
$APH$C$FCX$CMI$UBER$VRTX
$271M
91 positions
#3SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$APH$C$FCX$WFC$PH$UBER
$254M
141 positions
#4Catherine Avery Investment Management LLCPassive
Some overlap · 6 shared positions
$HPE$C$FCX$CMI$BMY$JCI
$116M
172 positions
#5BARROW HANLEY MEWHINNEY & STRAUSS LLCPassive
Some overlap · 5 shared positions
$HPE$JCI$FCX$WFC$UBER
$33.0B
369 positions
#6McKinley Carter Wealth Services, Inc.Active
Some overlap · 5 shared positions
$APH$TJX$C$GWW$ORLY
$2.0B
323 positions
#7MONTRUSCO BOLTON INVESTMENTS INC.Active
Some overlap · 4 shared positions
$APG$APH$UBER$AZN
$5.8B
85 positions
#8Oliver Luxxe Assets LLCPassive
Some overlap · 5 shared positions
$C$FCX$WFC$PH$AZN
$638M
194 positions
#9Asio Capital, LLCActive
Some overlap · 5 shared positions
$APH$C$PH$AZN$UBER
$816M
131 positions
#10SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$C$TJX$FCX$AZN$MDT
$145M
43 positions
#11BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$C$TJX$FCX$AZN$MDT
$171M
116 positions
#12Strategic Wealth Partners, Ltd.Passive
Some overlap · 5 shared positions
$C$TJX$FCX$AZN$MDT
$1.6B
1,462 positions
#13COMMUNITY TRUST & INVESTMENT COActive
Some overlap · 5 shared positions
$APH$TJX$PH$AZN$UBER
$2.0B
144 positions
#14CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$APH$TJX$PH$GWW$ORLY
$435M
70 positions
#15Curat Global, LLCPassive
Some overlap · 5 shared positions
$APH$JCI$CMI$TJX$KR
$117M
256 positions
#16Bellars Harris Wealth Management, LLCPassive
Some overlap · 5 shared positions
$TJX$JCI$CMI$PH$BMY
$491M
96 positions
#17Birch Hill Investment Advisors LLCPassive
Some overlap · 6 shared positions
$APH$TJX$GWW$VRTX$KR$UBER
$2.4B
219 positions
#18ANDERSON HOAGLAND & COActive
Some overlap · 5 shared positions
$C$FCX$CMI$UBER$VRTX
$1.3B
135 positions
#19Nippon Life Global Investors Americas, Inc.Active
Some overlap · 5 shared positions
$APH$C$TJX$MDT$VRTX
$2.5B
101 positions
#20VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 5 shared positions
$TJX$JCI$PH$GWW$ORLY
$248M
158 positions
#21VISTA INVESTMENT PARTNERS LLCPassive
Some overlap · 5 shared positions
$TJX$JCI$PH$GWW$ORLY
$384M
166 positions
#22FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Some overlap · 5 shared positions
$TJX$CMI$WFC$PH$FCX
$8.4B
431 positions
#23Pelham Capital Ltd.Active
Some overlap · 3 shared positions
$APG$APH$ORLY
$176M
12 positions
#24Aspire Private Capital, LLCPassive
Some overlap · 5 shared positions
$APH$WFC$PH$JCI$UBER
$484M
175 positions
#25ALBION FINANCIAL GROUP /UTPassive
Some overlap · 4 shared positions
$APH$C$TJX$UBER
$1.8B
792 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.