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Hedge Funds Similar to OPPENHEIMER ASSET

13F Portfolio OverlapQ1 2026OPPENHEIMER ASSET portfolio →
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Most similar hedge funds by 13F overlap

OPPENHEIMER ASSET MANAGEMENT INC. is an institutional investor managing $8.8B across 1,113 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 OPPENHEIMER ASSET are Tevis Investment, ACR Alpine Research,, HOTCHKIS & WILEY, with shared positions in $VOD, $C, $ARW, $FDX, $THO, $MGA. The full ranking of 25 similar funds is below.

#1Tevis Investment ManagementPassive
Some overlap · 10 shared positions
$VOD$C$ARW$FDX$THO$MGA
$176M
99 positions
#2ACR Alpine Capital Research, LLCSmart money
Some overlap · 9 shared positions
$C$VOD$ARW$FDX$THO$MGA
$6.7B
36 positions
#3HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$C$FDX$MGA$MDT$GM
$32.4B
465 positions
#4Brandywine Global Investment Management, LLC
Some overlap · 5 shared positions
$C$FDX$MS$MDT$GM
$14.9B
601 positions
#5Insight Inv LLCPassive
Some overlap · 5 shared positions
$C$GLW$MS$GD$TJX
$183M
104 positions
#6Balanced Rock Investment Advisors LLCPassive
Some overlap · 5 shared positions
$C$MS$NOW$MDT$GM
$143M
96 positions
#7LEUTHOLD GROUP, LLCPassive
Some overlap · 4 shared positions
$C$FDX$MGA$MS
$939M
211 positions
#8IRONWOOD INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$C$ARW$ASML$GM
$240M
179 positions
#9Xcel Wealth Management, LLCPassive
Some overlap · 5 shared positions
$FDX$GLW$MS$NOW$TJX
$362M
133 positions
#10GERMAN AMERICAN BANCORP, INC.Active
Slight overlap · 5 shared positions
$FDX$LEN$MS$GM$TJX
$1.2B
148 positions
#11Foundations Investment Advisors, LLCPassive
Slight overlap · 4 shared positions
$C$LEN$MS$ASML
$8.1B
1,160 positions
#12Nexus Investment Management ULCActive
Slight overlap · 4 shared positions
$C$GLW$MS$MDT
$715M
70 positions
#13HARTLINE INVESTMENT CORP/Active
Slight overlap · 4 shared positions
$C$GLW$MS$NOW
$909M
112 positions
#14Hedeker Wealth, LLCPassive
Slight overlap · 4 shared positions
$C$MS$ASML$MDT
$474M
87 positions
#15Caldwell Investment Management Ltd.Active
Slight overlap · 4 shared positions
$C$KLAC$MS$TJX
$255M
57 positions
#16Axecap Investments, LLCPassive
Slight overlap · 4 shared positions
$C$KLAC$MS$TJX
$145M
69 positions
#17Junto Capital Management LPPassive
Slight overlap · 5 shared positions
$FDX$MS$GM$GD$TJX
$4.7B
87 positions
#18Bluebird Wealth Management LLCPassive
Slight overlap · 4 shared positions
$C$GLW$NOW$TJX
$98M
77 positions
#19Qsemble Capital Management, LPPassive
Slight overlap · 4 shared positions
$C$FDX$NOW$GM
$1.3B
430 positions
#20ProVise Management Group, LLCPassive
Slight overlap · 4 shared positions
$C$MS$MDT$GD
$1.4B
261 positions
#21Cullen Capital Management, LLCActive
Slight overlap · 4 shared positions
$C$MS$MDT$GD
$9.8B
213 positions
#22CITIZENS & NORTHERN CORPPassive
Slight overlap · 5 shared positions
$GLW$C$MDT$GD$TJX
$401M
119 positions
#23NIXON PEABODY TRUST COActive
Slight overlap · 5 shared positions
$MS$ASML$NOW$GD$TJX
$1.3B
161 positions
#24TOWER TRUST & INVESTMENT CoPassive
Slight overlap · 4 shared positions
$C$KLAC$MDT$TJX
$152M
208 positions
#25LETKO, BROSSEAU & ASSOCIATES INCActive
Slight overlap · 3 shared positions
$C$FDX$MGA
$6.2B
101 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.