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Hedge Funds Similar to OXFORD FINANCIAL GROUP, LTD.

13F Portfolio OverlapQ1 2026OXFORD FINANCIAL GROUP, LTD. portfolio →
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Most similar hedge funds by 13F overlap

OXFORD FINANCIAL GROUP, LTD. LLC is an institutional investor managing $1.9B across 302 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to OXFORD FINANCIAL GROUP, LTD. are Arlington Financial Advisors,, Orion, Sachetta,, with shared positions in $DKNG, $AMN, $ISRG, $ETN, $KKR, $MS. The full ranking of 25 similar funds is below.

#1Arlington Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$DKNG$AMN$ISRG
$702M
95 positions
#2Orion Capital Management LLCPassive
Notable overlap · 6 shared positions
$DKNG$AMN$ISRG$ETN$KKR$MS
$290M
485 positions
#3Sachetta, LLCPassive
Notable overlap · 3 shared positions
$API$AMN$MS
$184M
1,074 positions
#4SATOVSKY ASSET MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$AMN$API$MCD
$566M
73 positions
#5Widmann Financial Services, Inc.Passive
Some overlap · 4 shared positions
$AMN$MCD$CTVA$GLW
$168M
121 positions
#6Collaborative Wealth Managment Inc.Passive
Some overlap · 5 shared positions
$AMN$MCD$KKR$EPAM$MS
$218M
162 positions
#7Abacus Planning Group, Inc.Active
Some overlap · 3 shared positions
$DKNG$AMN$DOV
$743M
264 positions
#8Andrews Advisory Associates, LLCActive
Some overlap · 4 shared positions
$AMN$MCD$DOV$KKR
$190M
82 positions
#9CoreFirst Bank & TrustPassive
Some overlap · 4 shared positions
$AMN$MCD$ETN$KKR
$189M
290 positions
#10McCartney Wealth Management LLCActive
Some overlap · 3 shared positions
$AMN$DOV$MUFG
$119M
65 positions
#11Centerpoint Advisory GroupPassive
Some overlap · 3 shared positions
$DKNG$AMN$MS
$133M
108 positions
#12Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$API$DOV$KKR$MS
$90M
65 positions
#13Longview Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$API$AMN$MCD$MS
$164M
163 positions
#14Financial Plan, Inc.Active
Some overlap · 4 shared positions
$AMN$DOV$MCD$GLW
$933M
94 positions
#15Ballast Financial Advisors LLCActive
Some overlap · 4 shared positions
$AMN$DOV$KKR$MS
$98M
68 positions
#16Pine Harbor Wealth Management, LLCActive
Some overlap · 3 shared positions
$AMN$DOV$MS
$334M
102 positions
#17Private Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$AMN$MUFG$ETN$EPAM
$381M
1,426 positions
#18Tillman Hartley LLCActive
Some overlap · 3 shared positions
$AMN$DOV$CTVA
$398M
88 positions
#19SAGE RHINO CAPITAL LLCPassive
Some overlap · 3 shared positions
$AMN$API$KKR
$535M
330 positions
#20Prosperity Planning, Inc.Active
Some overlap · 4 shared positions
$AMN$CTVA$DOV$EPAM
$395M
110 positions
#21CORRECT CAPITAL WEALTH MANAGEMENTActive
Some overlap · 4 shared positions
$AMN$ETN$DPZ$MS
$536M
109 positions
#22Approach Retirement Advisors, LLCActive
Some overlap · 3 shared positions
$AMN$DOV$KKR
$120M
79 positions
#23Vawter Financial, Ltd.Passive
Some overlap · 4 shared positions
$AMN$CTVA$KKR$EPAM
$238M
122 positions
#24SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money
Some overlap · 3 shared positions
$AMN$MUFG$KKR
$154M
39 positions
#25Plum Street Advisors, LLCActive
Some overlap · 3 shared positions
$AMN$CTVA$MUFG
$289M
98 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.