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Hedge Funds Similar to OKABENA INVESTMENT SERVICES

13F Portfolio OverlapQ2 2026OKABENA INVESTMENT SERVICES portfolio →
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Most similar hedge funds by 13F overlap

OKABENA INVESTMENT SERVICES INC is an institutional investor managing $560M across 145 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 OKABENA INVESTMENT SERVICES are NavPoint Financial, MCDANIEL TERRY, PARTNERS INVESTMENT GROUP, LLP, with shared positions in $DOV, $TGT, $IAU, $MELI, $APH, $ECL. The full ranking of 25 similar funds is below.

#1NavPoint Financial, Inc.Active
Notable overlap · 4 shared positions
$DOV$TGT$IAU$MELI
$270M
74 positions
#2MCDANIEL TERRY & COActive
Notable overlap · 6 shared positions
$DOV$APH$ECL$TMO$ADP$TXN
$1.3B
81 positions
#3PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 4 shared positions
$DOV$IAU$SPGI$CRM
$2.8B
186 positions
#4Novak & Powell Financial Services, Inc.Passive
Notable overlap · 4 shared positions
$DOV$IAU$ECL$TXN
$212M
171 positions
#5Pictet North America Advisors SAActive
Notable overlap · 8 shared positions
$DOV$IAU$SPGI$MELI$FAST$YUMC
$1.1B
154 positions
#6Evelyn Partners Asset Management Ltd
Notable overlap · 4 shared positions
$DOV$IAU$ADP$AZO
$406M
308 positions
#7REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$IAU$DOV$APH$TMO
$760M
229 positions
#8NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Notable overlap · 4 shared positions
$APH$DOV$ABT$BLK
$606M
79 positions
#9HOWLAND CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$APH$ECL$SPGI$TMO$ADP$MELI
$2.8B
278 positions
#10HFR Wealth Management, LLCActive
Some overlap · 4 shared positions
$DOV$APH$ADP$WM
$410M
53 positions
#11Regency Capital Management Inc.\DEPassive
Some overlap · 4 shared positions
$IAU$APH$OTIS$FAST
$251M
64 positions
#12SilverOak Wealth Management LLCActive
Some overlap · 3 shared positions
$DOV$ECL$TGT
$777M
126 positions
#13St. Louis Trust CoActive
Some overlap · 4 shared positions
$DOV$ABT$BLK$TXN
$875M
125 positions
#14Weil Company, Inc.Passive
Some overlap · 3 shared positions
$DOV$IAU$BLK
$568M
133 positions
#15EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$TGT$ABT$TXN
$1.3B
58 positions
#16ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 7 shared positions
$APH$SPGI$TMO$MELI$TXN$AZO
$1.3B
109 positions
#17Sharkey, Howes & JaverActive
Some overlap · 4 shared positions
$IAU$APH$DOV$TMO
$829M
163 positions
#18Affiance Financial, LLCSmart money
Some overlap · 3 shared positions
$DOV$TGT$ECL
$695M
111 positions
#19Advocacy Wealth Management, LLCActive
Some overlap · 4 shared positions
$IAU$APH$ABT$SPGI
$2.8B
151 positions
#20Financial Symmetry IncSmart money
Some overlap · 3 shared positions
$DOV$ABT$TMO
$300M
68 positions
#21Blossom Wealth ManagementActive
Some overlap · 5 shared positions
$IAU$APH$ECL$TXN$WM
$71M
72 positions
#22Palisade Asset Management, LLCPassive
Some overlap · 6 shared positions
$TGT$ECL$ABT$BLK$ADP$TXN
$1.1B
204 positions
#23Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DOV$BLK$TXN
$418M
232 positions
#24MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Some overlap · 5 shared positions
$APH$ECL$TMO$SPGI$FAST
$635M
146 positions
#25CINCINNATI CASUALTY COSmart money
Some overlap · 3 shared positions
$DOV$TMO$ADP
$188M
24 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.