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 Ocean

13F Portfolio OverlapQ2 2026Ocean portfolio →

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Most similar hedge funds by 13F overlap

Ocean Capital Management, LLC is an institutional investor managing $540M across 134 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 Ocean are Richwood Investment Advisors, Generali Investments, Vident Advisory, with shared positions in $NOC, $LMT, $C, $GD, $AMGN, $ETN. The full ranking of 25 similar funds is below.

#1Richwood Investment Advisors, LLCActive

Some overlap · 7 shared positions

$NOC $LMT $C $GD $AMGN $ETN

$142M

106 positions

#2Generali Investments, Management Co LLCActive

Some overlap · 6 shared positions

$PLTR $SYK $C $NET $AMGN $MCD

$460M

164 positions

#3Vident Advisory, LLCPassive

Some overlap · 5 shared positions

$PLTR $NOC $LMT $GD $LHX

$13.9B

1,919 positions

#4MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.Passive

Some overlap · 5 shared positions

$PLTR $NOC $LMT $GD $ETN

$83.9B

3,165 positions

#5HMV Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$PLTR $NOC $LMT $SYK

$257M

89 positions

#6Themes Management Co LLCPassive

Some overlap · 5 shared positions

$NOC $LMT $PLTR $GD $LHX

$151M

120 positions

#7InTrack Investment Management IncPassive

Some overlap · 5 shared positions

$PLTR $SYK $C $ETN $MCD

$202M

110 positions

#8ICW Investment Advisors LLCPassive

Some overlap · 6 shared positions

$NOC $LMT $GD $AMGN $ITW $MCD

$286M

144 positions

#9BRADY FAMILY WEALTH, LLCPassive

Some overlap · 7 shared positions

$SYK $SBUX $GD $AMGN $ETN $ITW

$346M

113 positions

#10DB Fitzpatrick & Co, IncActive

Some overlap · 6 shared positions

$LMT $SYK $SBUX $CRM $AMGN $ETN

$124M

100 positions

#11IAM Advisory, LLCActive

Some overlap · 5 shared positions

$NOC $LMT $PLTR $LHX $AMGN

$513M

107 positions

#12Rockbridge Investment Management, LCCSmart money

Some overlap · 5 shared positions

$PLTR $LMT $SYK $NET $MCD

$1.2B

146 positions

#13Aster Capital Management (DIFC) LtdPassive

Some overlap · 5 shared positions

$PLTR $SYK $SBUX $GD $CRM

$427M

936 positions

#14Talon Private Wealth, LLC

Some overlap · 5 shared positions

$NOC $LMT $C $GD $LHX

$753M

187 positions

#15McGuire Investment Group, LLCActive

Slight overlap · 5 shared positions

$PLTR $SYK $LMT $AMGN $ITW

$1.1B

137 positions

#16UNITED BANKActive

Slight overlap · 6 shared positions

$LMT $SYK $GD $AMGN $ITW $MCD

$853M

130 positions

#17Campion Asset ManagementActive

Slight overlap · 5 shared positions

$NOC $LMT $SYK $AMGN $MCD

$164M

83 positions

#18Trifecta Capital Advisors, LLCPassive

Slight overlap · 5 shared positions

$PLTR $LMT $LHX $AMGN $ETN

$776M

493 positions

#19Pachira Investments Inc.Active

Slight overlap · 4 shared positions

$PLTR $NOC $LMT $MCD

$265M

78 positions

#20PW Nova Financial Services LLCPassive

Slight overlap · 5 shared positions

$PLTR $LMT $AMGN $ETN $MCD

$466M

208 positions

#21FIRST FINANCIAL BANKSHARES INCActive

Slight overlap · 6 shared positions

$LMT $C $LHX $AMGN $ETN $MCD

$5.3B

210 positions

#22Stillwater Wealth Management Group

Slight overlap · 5 shared positions

$LMT $SYK $NOC $AMGN $MCD

$162M

77 positions

#23Sterling Investment Advisors, Ltd.Passive

Slight overlap · 5 shared positions

$PLTR $LMT $AMGN $ETN $ITW

$599M

225 positions

#24Glass Wealth Management Co LLCPassive

Slight overlap · 5 shared positions

$NOC $LMT $GD $LHX $ETN

$299M

69 positions

#25St. Clair Advisors, LLCSmart money

Slight overlap · 6 shared positions

$SYK $SBUX $GD $CRM $AMGN $ETN

$389M

78 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.