Hedge Funds Similar to SBI Okasan Asset Ltd.

13F Portfolio OverlapQ2 2026SBI Okasan Asset Ltd. portfolio →

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Most similar hedge funds by 13F overlap

SBI Okasan Asset Management Co.Ltd. is an institutional investor managing $3.0B across 320 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 SBI Okasan Asset Ltd. are My Portfolio Guide, Strategic Financial Services, SAGE PRIVATE WEALTH GROUP, with shared positions in $GLDM, $QCOM, $F, $NXPI, $ADI, $ETN. The full ranking of 25 similar funds is below.

#1My Portfolio Guide, LLC

Highly similar · 3 shared positions

$181M

166 positions

#2Strategic Financial Services, Inc.Smart money

Substantial overlap · 3 shared positions

$GLDM $QCOM $NXPI

$2.3B

157 positions

#3SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 4 shared positions

$GLDM $ADI $QCOM $ETN

$298M

135 positions

#4Copley Financial Group, Inc.Active

Notable overlap · 3 shared positions

$GLDM $ETN $MGA

$165M

118 positions

#5PALLADIEM, LLCActive

Notable overlap · 3 shared positions

$GLDM $ADI $BWXT

$103M

136 positions

#6Kraft, Davis & Associates, LLCActive

Notable overlap · 3 shared positions

$GLDM $NXPI $MP

$474M

148 positions

#7MAI Capital ManagementPassive

Some overlap · 3 shared positions

$GLDM $ETN $QCOM

$26.6B

2,108 positions

#8Hudson Capital Management LLCPassive

Some overlap · 3 shared positions

$GLDM $QCOM $GM

$405M

78 positions

#9Pacific Excel Wealth Advisors, Inc.Passive

Some overlap · 3 shared positions

$GLDM $ADI $ETN

$258M

228 positions

#10Heritage Family Offices, LLPPassive

Some overlap · 3 shared positions

$GLDM $ADI $ETN

$259M

233 positions

#11Fullerton Fund Management Co Ltd.Active

Some overlap · 3 shared positions

$GLDM $ETN $ADI

$1.6B

119 positions

#12Pitcairn Wealth Advisors LLCActive

Some overlap · 3 shared positions

$GLDM $UBER $CDNS

$913M

281 positions

#13Joseph Group Capital ManagementPassive

Slight overlap · 3 shared positions

$GLDM $ETN $FITB

$476M

387 positions

#14Rafferty Asset Management, LLCActive

Slight overlap · 6 shared positions

$ADI $QCOM $NXPI $ON $CRDO $ARM

$43.9B

1,133 positions

#15Evergreen Quality Fund GP, Ltd.Active

Slight overlap · 3 shared positions

$GLDM $QCOM $ARM

$6.2B

43 positions

#16Advisor Resource CouncilPassive

Slight overlap · 5 shared positions

$QCOM $ADI $ETN $GLDM $NXPI

$355M

276 positions

#17Encompass More Asset ManagementPassive

Slight overlap · 3 shared positions

$GLDM $CRDO $RCL

$712M

277 positions

#18Paradiem, LLCPassive

Slight overlap · 5 shared positions

$ADI $QCOM $NXPI $TEL $CRDO

$464M

68 positions

#19BOURGEON CAPITAL MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$ADI $QCOM $ETN $NXPI

$696M

113 positions

#20Slow Capital, Inc.Active

Slight overlap · 6 shared positions

$ADI $UBER $ON $DDOG $ARM $ROST

$890M

110 positions

#21VAN ECK ASSOCIATES CORPActive

Slight overlap · 5 shared positions

$ADI $QCOM $NXPI $ARM $CDNS

$164.1B

1,337 positions

#22BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$ADI $QCOM $ETN $UBER

$8.0B

1,334 positions

#23ABSOLUTE CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 5 shared positions

$ADI $QCOM $GLDM $NXPI $CDNS

$431M

168 positions

#244WEALTH ADVISORS, INC.Passive

Slight overlap · 3 shared positions

$GLDM $QCOM $FITB

$145M

144 positions

#25HOWARD BAILEY SECURITIES, LLCActive

Slight overlap · 4 shared positions

$ADI $QCOM $ETN $NTRA

$267M

121 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.