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 SILVER OAK SECURITIES

13F Portfolio OverlapQ2 2026SILVER OAK SECURITIES portfolio →

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Most similar hedge funds by 13F overlap

SILVER OAK SECURITIES, Inc is an institutional investor managing $1.6B across 830 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 SECURITIES are PETRA FINANCIAL ADVISORS, Guild Investment, Faithward Advisors, with shared positions in $OUNZ, $FIX, $IBKR, $HWM, $SLV, $KLAC. The full ranking of 25 similar funds is below.

#1PETRA FINANCIAL ADVISORS INCPassive

Some overlap · 4 shared positions

$OUNZ $FIX $IBKR $HWM

$216M

168 positions

#2Guild Investment Management, Inc.Passive

Some overlap · 5 shared positions

$OUNZ $SLV $KLAC $CRWD $HWM

$146M

59 positions

#3Faithward Advisors, LLCPassive

Some overlap · 5 shared positions

$OUNZ $KLAC $SLV $IBKR $CRWD

$819M

339 positions

#4Mezzasalma Advisors, LLCPassive

Some overlap · 6 shared positions

$FIX $SLV $HWM $SPCX $CRWD $KLAC

$498M

171 positions

#5Western Financial Corp/CAActive

Some overlap · 5 shared positions

$KLAC $APH $IBKR $HWM $CRWD

$341M

132 positions

#6KANE INVESTMENT MANAGEMENT, INC.Active

Slight overlap · 4 shared positions

$KLAC $FIX $APH $HWM

$235M

100 positions

#7Consolidated Planning CorpActive

Slight overlap · 4 shared positions

$KLAC $FIX $APH $SPCX

$742M

159 positions

#8Markin Volterra Fund LPActive

Slight overlap · 4 shared positions

$KLAC $FIX $APH $CRWD

$147M

69 positions

#9Benchmark Investment Advisors LLCPassive

Slight overlap · 4 shared positions

$KLAC $FIX $APH $CRWD

$228M

70 positions

#10JACOBS LEVY EQUITY MANAGEMENT, INCPassive

Slight overlap · 4 shared positions

$KLAC $FIX $IBKR $CRWD

$27.8B

934 positions

#11ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Slight overlap · 4 shared positions

$KLAC $FIX $APH $CRWD

$4.4B

109 positions

#12PATTON FUND MANAGEMENT, INC.Passive

Slight overlap · 4 shared positions

$KLAC $FIX $HWM $CRWD

$462M

86 positions

#13Bristol Gate Capital Partners Inc.Active

Slight overlap · 4 shared positions

$KLAC $APH $IBKR $HWM

$1.4B

33 positions

#14BAM Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$KLAC $APH $IBKR $HWM

$160M

166 positions

#15KADENSA CAPITAL LtdActive

Slight overlap · 4 shared positions

$KLAC $FIX $HWM $SPCX

$469M

28 positions

#16Linden Thomas Advisory Services, LLCPassive

Slight overlap · 4 shared positions

$KLAC $FIX $APH $CRWD

$1.2B

542 positions

#17MPWM ADVISORY SOLUTIONS, LLCPassive

Slight overlap · 3 shared positions

$OUNZ $APH $SPCX

$218M

571 positions

#18Jupiter Topco LLCPassive

Slight overlap · 4 shared positions

$KLAC $APH $HWM $SPCX

$245.4B

2,461 positions

#19FORTEM FINANCIAL GROUP, LLCPassive

Slight overlap · 4 shared positions

$KLAC $APH $HWM $CRWD

$490M

188 positions

#20Axecap Investments, LLCPassive

Slight overlap · 4 shared positions

$KLAC $IBKR $HWM $CRWD

$181M

73 positions

#21Turner Financial Group, Inc.Passive

Slight overlap · 4 shared positions

$KLAC $FIX $SPCX $CRWD

$101M

112 positions

#22Dorsey Wright & AssociatesPassive

Slight overlap · 4 shared positions

$FIX $APH $IBKR $HWM

$590M

131 positions

#23Fortress Financial Solutions, LLC

Slight overlap · 4 shared positions

$FIX $APH $SLV $CRWD

$96M

56 positions

#24JENNISON ASSOCIATES LLCActive

Slight overlap · 4 shared positions

$KLAC $APH $SPCX $CRWD

$166.7B

567 positions

#25RENAISSANCE GROUP LLCPassive

Slight overlap · 3 shared positions

$KLAC $FIX $APH

$2.5B

234 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.