13F Pro

Hedge Funds Similar to SilverOak Wealth

13F Portfolio OverlapQ2 2026SilverOak Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SilverOak Wealth Management LLC is an institutional investor managing $777M across 126 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 SilverOak Wealth are Leverty Financial Group, HFM Investment Advisors, RETIREMENT STRATEGIES, with shared positions in $MMM, $ECL, $SOLV, $DOV, $ROK, $WFC. The full ranking of 25 similar funds is below.

#1Leverty Financial Group, LLCSmart money
Notable overlap · 3 shared positions
$MMM$ECL$SOLV
$514M
49 positions
#2HFM Investment Advisors, LLCActive
Notable overlap · 4 shared positions
$DOV$MMM$ROK$SOLV
$285M
1,293 positions
#3RETIREMENT CAPITAL STRATEGIESActive
Notable overlap · 3 shared positions
$MMM$DOV$SOLV
$288M
68 positions
#4Somerset Group LLCActive
Notable overlap · 4 shared positions
$MMM$ECL$WFC$TGT
$142M
58 positions
#5Affiance Financial, LLCSmart money
Notable overlap · 5 shared positions
$DOV$MMM$TGT$NU$ECL
$695M
111 positions
#6Silver Oak Advisory Group, Inc.Active
Notable overlap · 3 shared positions
$DOV$NU$WFC
$254M
86 positions
#7OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 3 shared positions
$DOV$ECL$TGT
$560M
145 positions
#8SELDON CAPITAL LPPassive
Some overlap · 3 shared positions
$DOV$NU$TGT
$320M
74 positions
#9Foresight Group Ltd Liability PartnershipPassive
Some overlap · 3 shared positions
$ECL$ROK$TT
$556M
62 positions
#10NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$DOV$TGT$MMM
$270M
74 positions
#11Great Waters Wealth ManagementSmart money
Some overlap · 4 shared positions
$MMM$ECL$TT$DAL
$1.1B
127 positions
#12Addison Capital CoActive
Some overlap · 3 shared positions
$DOV$MRVL$ROK
$610M
184 positions
#13First Pacific FinancialPassive
Some overlap · 3 shared positions
$NU$ROK$MRVL
$839M
510 positions
#14Foster Group, Inc.Active
Some overlap · 4 shared positions
$DOV$WFC$DAL$TT
$3.8B
318 positions
#15USAdvisors Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MMM$ECL$MRVL$SOLV$DOV
$349M
144 positions
#16Birch Hill Investment Advisors LLCActive
Some overlap · 3 shared positions
$ECL$ROK$TT
$2.5B
211 positions
#17Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$ECL$MMM
$212M
171 positions
#18Coordinated Financial Services, Inc.
Some overlap · 3 shared positions
$DOV$SLV$WFC
$174M
176 positions
#19Vantage Point Financial LLCPassive
Some overlap · 3 shared positions
$DOV$SLV$ROK
$328M
188 positions
#20MAIRS & POWER INCActive
Some overlap · 5 shared positions
$ECL$FUL$ROK$HRL$WFC
$10.9B
254 positions
#21Luminist Capital LLCActive
Some overlap · 3 shared positions
$DOV$SLV$MMM
$89M
418 positions
#22WHITE PINE CAPITAL LLCPassive
Some overlap · 3 shared positions
$MMM$ECL$WFC
$423M
240 positions
#23Bernardo Wealth Planning LLCActive
Some overlap · 3 shared positions
$DOV$WFC$MRVL
$585M
139 positions
#24Freedom Financial Partners LLCActive
Some overlap · 3 shared positions
$ECL$MMM$DAL
$307M
89 positions
#25Bernicke Wealth Management, Ltd.Smart money
Some overlap · 3 shared positions
$DOV$ECL$WFC
$861M
111 positions

Compare SilverOak Wealth’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 SilverOak Wealth’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.