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Hedge Funds Similar to SkyOak Wealth

13F Portfolio OverlapQ2 2026SkyOak Wealth portfolio →
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Most similar hedge funds by 13F overlap

SkyOak Wealth, LLC is an institutional investor managing $612M across 252 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 SkyOak Wealth are ADVOCATE GROUP, Baugh & Associates, White Pine Investment, with shared positions in $MS, $EMR, $UL, $MCD, $VZ, $CMI. The full ranking of 25 similar funds is below.

#1ADVOCATE GROUP LLCPassive
Some overlap · 6 shared positions
$MS$EMR$UL$MCD$VZ$CMI
$665M
122 positions
#2Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$MS$NEE$VZ$QCOM
$226M
42 positions
#3White Pine Investment COPassive
Some overlap · 4 shared positions
$MS$NEE$VZ$NOW
$469M
72 positions
#4Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$MS$EMR$MCD$NOW
$358M
74 positions
#5Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$MS$NEE$UL$QCOM
$10.2B
208 positions
#6Pinnacle Wealth Management Group, Inc.Passive
Some overlap · 4 shared positions
$MS$NEE$VZ$TMUS
$214M
128 positions
#7MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$MS$NEE$QCOM
$1.2B
106 positions
#8ABNER HERRMAN & BROCK LLCActive
Some overlap · 4 shared positions
$MS$EMR$MCD$VZ
$1.1B
111 positions
#9Tradewinds, LLC.Passive
Some overlap · 3 shared positions
$MS$CIEN$MCD
$444M
215 positions
#10DCM Advisors, LLCActive
Some overlap · 3 shared positions
$MS$MCD$VZ
$253M
38 positions
#11Hamlin Capital Management, LLCActive
Some overlap · 3 shared positions
$MS$UL$CMI
$4.4B
30 positions
#12Hurley Capital, LLCPassive
Some overlap · 3 shared positions
$MS$UL$IBIT
$193M
678 positions
#13OmniStar Financial Group, Inc.Passive
Some overlap · 3 shared positions
$MS$STWD$NEE
$217M
118 positions
#14CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 3 shared positions
$MS$MCD$QCOM
$413M
109 positions
#15Telos Capital Management, Inc.Passive
Some overlap · 4 shared positions
$MS$NEE$NOW$QCOM
$1.1B
201 positions
#16Welch Group, LLCPassive
Some overlap · 5 shared positions
$EMR$NEE$MCD$VZ$QCOM
$2.9B
326 positions
#17Westwind CapitalPassive
Some overlap · 4 shared positions
$MS$NEE$NOW$CIEN
$422M
77 positions
#18VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 4 shared positions
$MS$STWD$VZ$TMUS
$1.7B
345 positions
#19River Street Advisors LLCPassive
Some overlap · 5 shared positions
$MS$NEE$MCD$CMI$QCOM
$340M
177 positions
#20Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MS$EMR$MCD
$297M
103 positions
#21Brentview Investment Management LLCActive
Some overlap · 3 shared positions
$MS$NEE$TMUS
$253M
63 positions
#22Iowa State BankPassive
Some overlap · 3 shared positions
$MS$EMR$VZ
$598M
118 positions
#23New Republic Capital, LLCPassive
Some overlap · 3 shared positions
$MS$EMR$NEE
$434M
352 positions
#24Sculati Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MS$VZ$NOW
$300M
123 positions
#25BDF-GESTIONActive
Some overlap · 3 shared positions
$MS$CMI$TMUS
$747M
143 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.