Hedge Funds Similar to Oath Planning

13F Portfolio OverlapQ3 2026Oath Planning portfolio →

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Most similar hedge funds by 13F overlap

Oath Planning, LLC is an institutional investor managing $154M across 74 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 Oath Planning are Walsky Investment, Powerhouse Assets, American National Bank of Texas, with shared positions in $PNC, $STT, $MCD, $DOV, $OKE, $ELV. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive

Some overlap · 3 shared positions

$108M

52 positions

#2Powerhouse Assets LLCSmart money

Some overlap · 3 shared positions

$125M

54 positions

#3American National Bank of TexasActive

Some overlap · 3 shared positions

$109M

52 positions

#4Luminist Capital LLCActive

Some overlap · 3 shared positions

$89M

418 positions

#5ARCADIA INVESTMENT ADVISORS LLCActive

Some overlap · 3 shared positions

$241M

87 positions

#6Prudent Man Investment Management, Inc.Smart money

Some overlap · 3 shared positions

$293M

169 positions

#7apricus wealth, LLCPassive

Some overlap · 3 shared positions

$222M

128 positions

#8Cordatus Wealth Management LLCPassive

Some overlap · 3 shared positions

$451M

160 positions

#9Creekside PartnersPassive

Some overlap · 3 shared positions

$276M

193 positions

#10CUTLER INVESTMENT COUNSEL LLCActive

Some overlap · 3 shared positions

$1.1B

157 positions

#11GenTrust, LLCActive

Some overlap · 3 shared positions

$2.6B

201 positions

#12Financial Network Wealth Advisors LLCPassive

Some overlap · 3 shared positions

$99M

858 positions

#13Intergy Private Wealth, LLCActive

Some overlap · 3 shared positions

$445M

141 positions

#14PINKERTON WEALTH, LLCActive

Some overlap · 3 shared positions

$1.2B

103 positions

#15SHERMAN PORFOLIOS, LLCSmart money

Some overlap · 3 shared positions

$1.3B

97 positions

#16WBH ADVISORY INCPassive

Some overlap · 3 shared positions

$1.5B

363 positions

#17Goldstone Financial Group, LLCPassive

Some overlap · 3 shared positions

$1.1B

243 positions

#18Peoples Bank/KSPassive

Some overlap · 3 shared positions

$103M

97 positions

#19WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$155M

148 positions

#20JFS WEALTH ADVISORS, LLCPassive

Some overlap · 4 shared positions

$STT $PNC $MCD $DOV

$2.0B

2,253 positions

#21Salomon & Ludwin, LLCPassive

Slight overlap · 3 shared positions

$1.2B

2,116 positions

#22PKS Advisory Services, LLCPassive

Slight overlap · 3 shared positions

$624M

377 positions

#23Evelyn Partners Investment Management Services Ltd

Slight overlap · 3 shared positions

$850M

281 positions

#24First Eagle Investment Management, LLCActive

Slight overlap · 3 shared positions

$59.9B

424 positions

#25Charter Oak Capital Management, LLC

Slight overlap · 3 shared positions

$1.3B

208 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.