What hedge funds are most similar to Running Oak Capital LLC?

The funds with the most similar 13F portfolios to Running Oak Capital LLC are Marks Group Wealth, FENIMORE ASSET, CARDEROCK, based on overlapping conviction holdings in the latest SEC filings.

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 Running Oak

13F Portfolio OverlapQ2 2026Running Oak portfolio →

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Most similar hedge funds by 13F overlap

Running Oak Capital LLC is an institutional investor managing $587M across 59 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 Running Oak are Marks Group Wealth, FENIMORE ASSET, CARDEROCK, with shared positions in $RSG, $NVT, $SYK, $GWW, $CW, $ETN. The full ranking of 25 similar funds is below.

#1Marks Group Wealth Management, IncPassive

Notable overlap · 22 shared positions

$RSG $NVT $SYK $GWW $CW $ETN

$1.1B

350 positions

#2FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 8 shared positions

$ZBRA $AJG $BRO $SYK $AME $STE

$4.8B

92 positions

#3CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$GWW $AME $STE $APD $SYK $IR

$456M

67 positions

#4Dundas Partners LLPActive

Notable overlap · 7 shared positions

$GWW $AME $BRO $SYK $ADP $ALC

$1.4B

31 positions

#5BOSTON FAMILY OFFICE LLCPassive

Notable overlap · 9 shared positions

$SYK $IQV $APD $ETN $MRSH $ADP

$1.6B

314 positions

#6DEARBORN PARTNERS LLCPassive

Notable overlap · 7 shared positions

$RSG $ADP $WSO $AJG $SYK $STE

$1.8B

269 positions

#7TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 6 shared positions

$CSL $EME $SYK $AJG $TSCO $ETN

$211M

127 positions

#8MCDANIEL TERRY & COActive

Notable overlap · 8 shared positions

$ADP $ETN $SYK $APD $ALC $ZBRA

$1.3B

81 positions

#9Suncoast Equity ManagementActive

Notable overlap · 8 shared positions

$GWW $ETN $TJX $SYK $NOW $MRSH

$798M

63 positions

#10Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 7 shared positions

$ETN $TJX $EME $ADP $AJG $ROP

$710M

193 positions

#11Capital Investment Services of America, Inc.Active

Notable overlap · 7 shared positions

$ZBRA $TJX $SYK $NOW $ROP $AME

$1.0B

83 positions

#12EULAV Asset ManagementPassive

Notable overlap · 7 shared positions

$TDY $CACI $RSG $ITT $NOW $BRO

$3.1B

152 positions

#13Hendershot Investments Inc.Active

Notable overlap · 7 shared positions

$GD $TXRH $TJX $ADP $SYK $TSCO

$766M

134 positions

#14SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$GWW $ETN $BRO $ADP $APD $TSCO

$205M

55 positions

#15Ayrshire Capital Management LLCPassive

Notable overlap · 5 shared positions

$ETN $AME $AJG $TJX $RSG

$214M

50 positions

#16Bey-Douglas LLC

Notable overlap · 6 shared positions

$GWW $ETN $SYK $ADP $NOW $TSCO

$115M

56 positions

#17PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 5 shared positions

$AJG $GD $TJX $SYK $J

$836M

93 positions

#18ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$SYK $ADP $AME $GD $TJX $APD

$1.9B

88 positions

#19NIXON PEABODY TRUST COActive

Notable overlap · 7 shared positions

$TJX $IQV $NOW $SYK $ETN $MRSH

$1.4B

177 positions

#20KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$TDY $PRI $EME $WSO $SAIA $AME

$32.2B

967 positions

#21HFR Wealth Management, LLCActive

Notable overlap · 6 shared positions

$TJX $ADP $APD $STE $TSCO $ETN

$410M

53 positions

#22Select Equity Group, L.P.Active

Notable overlap · 5 shared positions

$ITT $EME $STE $ALC $BRO

$20.2B

157 positions

#23BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 6 shared positions

$SYK $TJX $GD $APD $ADP $ETN

$346M

113 positions

#24NICHOLS & PRATT ADVISERS LLP /MAActive

Notable overlap · 6 shared positions

$TJX $ADP $IQV $APD $SYK $ALC

$1.6B

109 positions

#25Regents Gate Capital LLPActive

Notable overlap · 5 shared positions

$ETN $NVT $WSO $APD $EME

$75M

37 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.