13F Pro

Hedge Funds Similar to Silver Oak Advisory Group

13F Portfolio OverlapQ2 2026Silver Oak Advisory Group portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Silver Oak Advisory Group, Inc. is an institutional investor managing $254M across 86 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 Silver Oak Advisory Group are Weil Company, SilverOak Wealth, Neumann, with shared positions in $DOV, $SBUX, $CSX, $MDY, $NU, $WFC. The full ranking of 25 similar funds is below.

#1Weil Company, Inc.Passive
Notable overlap · 4 shared positions
$DOV$SBUX$CSX$MDY
$568M
133 positions
#2SilverOak Wealth Management LLCActive
Notable overlap · 3 shared positions
$DOV$NU$WFC
$777M
126 positions
#3Neumann Capital Management, LLCActive
Notable overlap · 3 shared positions
$DOV$WFC$UNP
$151M
58 positions
#4HRC WEALTH MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$DOV$WFC$SBUX
$244M
65 positions
#5Wealth Management NebraskaSmart money
Notable overlap · 4 shared positions
$DOV$UNP$TXN$CSX
$1.1B
106 positions
#6Affiance Financial, LLCSmart money
Some overlap · 3 shared positions
$DOV$NU$UNP
$695M
111 positions
#7Coordinated Financial Services, Inc.
Some overlap · 3 shared positions
$DOV$WFC$MDY
$174M
176 positions
#8Heritage Investment Group, Inc.Active
Some overlap · 3 shared positions
$DOV$WFC$UNP
$744M
135 positions
#9DC Investments Management, LLCActive
Some overlap · 3 shared positions
$DOV$AEP$MDY
$293M
55 positions
#10Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DOV$MDY$TXN
$418M
232 positions
#11Inscription Capital, LLCPassive
Some overlap · 3 shared positions
$DOV$UNP$NKE
$1.1B
791 positions
#12American National Bank of TexasActive
Some overlap · 3 shared positions
$DOV$MDY$UNP
$110M
56 positions
#13Wilson & Boucher Capital Management, LLCPassive
Some overlap · 4 shared positions
$DOV$WFC$SBUX$UNP
$170M
121 positions
#14Intelligent Financial StrategiesSmart money
Some overlap · 3 shared positions
$DOV$MDY$UNP
$208M
60 positions
#15Breakwater Investment ManagementPassive
Some overlap · 3 shared positions
$DOV$MDY$SBUX
$294M
600 positions
#16Junk Investment Group, LLCActive
Some overlap · 4 shared positions
$DOV$MDY$TXN$WFC
$226M
97 positions
#17Rakuten Investment Management, Inc.Smart money
Some overlap · 3 shared positions
$DOV$TXN$WFC
$34.6B
467 positions
#18Creekside PartnersPassive
Some overlap · 5 shared positions
$DOV$WFC$MDY$SBUX$TXN
$276M
193 positions
#19New England Professional Planning Group Inc.Smart money
Some overlap · 3 shared positions
$DOV$UNP$TXN
$268M
50 positions
#20Colter Lewis Investment Partners LLCActive
Some overlap · 3 shared positions
$DOV$NU$MDY
$225M
114 positions
#21St. Louis Trust CoActive
Some overlap · 3 shared positions
$DOV$NKE$TXN
$875M
125 positions
#22Selby Wealth Management, LLCActive
Some overlap · 3 shared positions
$DOV$WFC$MDY
$282M
83 positions
#23Evolution Advisers, Inc.Active
Some overlap · 4 shared positions
$NU$DOV$WFC$UNP
$272M
943 positions
#24Partners Group Holding AGActive
Some overlap · 3 shared positions
$NU$CSX$UNP
$1.5B
52 positions
#25CGC Financial Services, LLCActive
Some overlap · 4 shared positions
$NU$CSX$SBUX$NKE
$445M
337 positions

Compare Silver Oak Advisory Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Silver Oak Advisory Group’s holdings

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.