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Hedge Funds Similar to TigerOak , L.L.C.

13F Portfolio OverlapQ3 2026TigerOak , L.L.C. portfolio →
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Most similar hedge funds by 13F overlap

TigerOak Management, L.L.C. is an institutional investor managing $382M across 136 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to TigerOak , L.L.C. are Brentview Investment, Baldwin Investment, LEDERER & ASSOCIATES INVESTMENT COUNSEL, with shared positions in $LIN, $CME, $TJX, $MS, $BLK, $NEE. The full ranking of 25 similar funds is below.

#1Brentview Investment Management LLCActive
Some overlap · 6 shared positions
$LIN$CME$TJX$MS$BLK$NEE
$253M
63 positions
#2Baldwin Investment Management, LLCActive
Some overlap · 8 shared positions
$LIN$BLK$TJX$MS$VRT$DELL
$1.0B
231 positions
#3LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 7 shared positions
$LIN$BLK$MCD$CB$UBER$VRT
$155M
88 positions
#4FIRST NATIONAL TRUST COPassive
Some overlap · 6 shared positions
$LIN$TJX$MS$BLK$MCD$NEE
$2.9B
382 positions
#5WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$LIN$CME$TJX$BLK$NEE$TMO
$1.3B
73 positions
#6UMB Bank, n.a.Passive
Some overlap · 6 shared positions
$LIN$TJX$MS$BLK$MCD$NEE
$7.9B
2,303 positions
#7Schear Investment Advisers, LLCPassive
Some overlap · 6 shared positions
$LIN$TJX$MRVL$MS$CB$VRT
$821M
245 positions
#8Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$LIN$TJX$MS$MCD$CB$NEE
$455M
118 positions
#9GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 6 shared positions
$CME$TJX$MRVL$MS$MCD$NEE
$1.0B
284 positions
#10RWA WEALTH PARTNERS, LLCActive
Some overlap · 6 shared positions
$LIN$TJX$BLK$MCD$CB$NEE
$10.4B
645 positions
#11GROUPAMA ASSET MANAGMENTActive
Some overlap · 6 shared positions
$URI$CME$TJX$MS$NEE$TMO
$7.9B
408 positions
#12Somerset Trust CoPassive
Some overlap · 6 shared positions
$LIN$MS$BLK$MCD$CB$NEE
$354M
186 positions
#13BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$LIN$TJX$MS$BLK$NEE$TMO
$529M
72 positions
#14Core Alternative CapitalPassive
Some overlap · 6 shared positions
$CME$TJX$MS$MCD$CB$NEE
$334M
201 positions
#15ARROW FINANCIAL CORPActive
Some overlap · 6 shared positions
$TJX$MRVL$MS$BLK$MCD$TMO
$1.1B
162 positions
#16Cyndeo Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$LIN$TJX$MS$CB$MO$NEE
$2.2B
562 positions
#17PLIMOTH TRUST CO LLCPassive
Some overlap · 6 shared positions
$LIN$TJX$MCD$CB$DELL$NEE
$537M
178 positions
#18DAVIS R M INCActive
Some overlap · 6 shared positions
$LIN$TJX$MRVL$CB$NEE$TMO
$6.3B
280 positions
#19NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$URI$TJX$BLK$MCD$NEE$TMO
$2.7B
200 positions
#20LIGHTHOUSE FINANCIAL SERVICES INC /ADVActive
Some overlap · 6 shared positions
$URI$MS$BLK$MCD$UBER$DELL
$476M
102 positions
#21CAMDEN NATIONAL BANKPassive
Some overlap · 6 shared positions
$LIN$TJX$MCD$CB$NEE$TMO
$767M
184 positions
#22RICHARDSON FINANCIAL SERVICES INC.Passive
Some overlap · 6 shared positions
$LIN$TJX$MCD$CB$NEE$TMO
$176M
607 positions
#23Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$CME$TJX$BLK$MCD$NEE$TMO
$170M
61 positions
#24JAMES INVESTMENT RESEARCH, INC.Passive
Some overlap · 5 shared positions
$URI$LIN$TJX$BLK$MCD
$936M
373 positions
#25Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$LIN$BLK$MCD$CB$VRT$NEE
$1.4B
275 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.