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Hedge Funds Similar to Omega Financial Group

13F Portfolio OverlapQ2 2026Omega Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Omega Financial Group, LLC is an institutional investor managing $329M across 91 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 Omega Financial Group are NOESIS MANGEMENT, JLB & ASSOCIATES, FOSTER DYKEMA CABOT & PARTNERS, with shared positions in $APH, $ECL, $AXP, $QCOM, $LIN, $NOC. The full ranking of 25 similar funds is below.

#1NOESIS CAPITAL MANGEMENT CORPActive
Notable overlap · 5 shared positions
$APH$ECL$AXP$QCOM$LIN
$832M
124 positions
#2JLB & ASSOCIATES INCPassive
Notable overlap · 4 shared positions
$APH$AXP$NOC$ROST
$748M
68 positions
#3FOSTER DYKEMA CABOT & PARTNERS, LLCActive
Some overlap · 3 shared positions
$APH$AXP$NOC
$1.7B
324 positions
#4Dundas Partners LLPActive
Some overlap · 3 shared positions
$APH$AXP$ROST
$1.4B
31 positions
#5Stone Summit Wealth LLCPassive
Some overlap · 6 shared positions
$APH$ECL$AXP$QCOM$LIN$MDY
$394M
144 positions
#6Sandhill Capital Partners LLCActive
Some overlap · 4 shared positions
$APH$AXP$LIN$QCOM
$1.2B
98 positions
#7HENDLEY & CO INCActive
Some overlap · 3 shared positions
$APH$AXP$LIN
$283M
47 positions
#8Bear Mountain Capital, Inc.Active
Some overlap · 3 shared positions
$MUFG$MDY$PLTR
$345M
214 positions
#9Port Capital LLCActive
Some overlap · 3 shared positions
$APH$AXP$LIN
$2.5B
108 positions
#10Ayrshire Capital Management LLCPassive
Some overlap · 3 shared positions
$APH$ECL$LIN
$214M
50 positions
#11Perennial Advisors, LLCPassive
Some overlap · 3 shared positions
$APH$AXP$LIN
$649M
136 positions
#12COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$APH$QCOM$LIN
$1.7B
91 positions
#13Maren Capital LLCActive
Some overlap · 3 shared positions
$APH$LIN$MDY
$2.2B
17 positions
#14Reliant Investment Management, LLCPassive
Some overlap · 3 shared positions
$APH$AXP$LIN
$281M
55 positions
#15MAR VISTA INVESTMENT PARTNERS LLCActive
Some overlap · 3 shared positions
$APH$ECL$LIN
$1.0B
33 positions
#16J. Stern & Co. LLPActive
Some overlap · 3 shared positions
$APH$LIN$NOC
$1.1B
51 positions
#17Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$MUFG$APH$AXP
$829M
163 positions
#18COUNTRY TRUST BANKActive
Some overlap · 4 shared positions
$APH$AXP$NOC$LIN
$5.7B
628 positions
#19Ducere Wealth Management LLCPassive
Some overlap · 3 shared positions
$APH$PLTR$QCOM
$333M
135 positions
#20North Berkeley Wealth Management, LLCActive
Some overlap · 4 shared positions
$MUFG$AXP$QCOM$APH
$247M
77 positions
#21Centennial Bank/AR/Passive
Some overlap · 3 shared positions
$MUFG$AXP$LIN
$311M
341 positions
#22LaFleur & Godfrey LLCPassive
Some overlap · 4 shared positions
$APH$PLTR$ECL$AXP
$842M
149 positions
#23INVESCO, LLCActive
Some overlap · 3 shared positions
$APH$AXP$NOC
$323M
133 positions
#24N10 ASSETS, LLC
Some overlap · 3 shared positions
$APH$PLTR$AXP
$231M
34 positions
#25Fortune Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$APH$AFRM$NOC
$234M
163 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.