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Hedge Funds Similar to Oxinas Partners Wealth

13F Portfolio OverlapQ1 2026Oxinas Partners Wealth portfolio →
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Most similar hedge funds by 13F overlap

Oxinas Partners Wealth Management LLC is an institutional investor managing $254M across 149 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 Oxinas Partners Wealth are FFG RETIREMENT ADVISORS, Wealthcare Partners,, MOULTON WEALTH ,, with shared positions in $WT, $KKR, $SE, $AGQ, $OKTA, $USB. The full ranking of 25 similar funds is below.

#1FFG RETIREMENT ADVISORS LLCPassive
Substantial overlap · 3 shared positions
$WT$KKR$SE
$172M
43 positions
#2Wealthcare Capital Partners, LLCActive
Substantial overlap · 4 shared positions
$WT$KKR$SE$AGQ
$213M
153 positions
#3MOULTON WEALTH MANAGEMENT, INCActive
Substantial overlap · 4 shared positions
$WT$OKTA$AGQ$USB
$147M
52 positions
#4Lauer Wealth, LLCActive
Substantial overlap · 6 shared positions
$WT$MAR$AGQ$PLTR$USB$MU
$126M
67 positions
#5IAM Advisory, LLCActive
Substantial overlap · 4 shared positions
$WT$AGQ$PLTR$USB
$446M
95 positions
#6Global View Capital Management LLCActive
Substantial overlap · 5 shared positions
$WT$AGQ$USB$SE$PLTR
$377M
140 positions
#7Reyes Financial Architecture, Inc.Passive
Substantial overlap · 3 shared positions
$WT$AGQ$OKTA
$122M
348 positions
#8Halbert, Hargrove/Russell LLCSmart money
Substantial overlap · 3 shared positions
$WT$SE$USB
$2.1B
372 positions
#9INVENIO WEALTH PARTNERS LLCActive
Substantial overlap · 3 shared positions
$WT$OKTA$MU
$252M
89 positions
#10Morton Capital Management LLC/CASmart money
Substantial overlap · 4 shared positions
$WT$DIA$USB$KKR
$672M
139 positions
#11RESOLUTE CAPITAL, LLCActive
Substantial overlap · 3 shared positions
$WT$KKR$MAR
$247M
57 positions
#12Melone Private Wealth, LLCPassive
Substantial overlap · 3 shared positions
$WT$DIA$AGQ
$245M
60 positions
#13Lunt Capital Management, Inc.Active
Substantial overlap · 3 shared positions
$WT$MAR$USB
$260M
97 positions
#14Fiduciary Planning LLCActive
Substantial overlap · 3 shared positions
$WT$PLTR$MU
$331M
76 positions
#15Team Financial Group, LLCActive
Substantial overlap · 4 shared positions
$WT$KKR$PLTR$DIA
$220M
273 positions
#16tru Independence LLCPassive
Substantial overlap · 3 shared positions
$WT$MAR$AGQ
$202M
102 positions
#17Nvest Wealth Strategies, Inc.Active
Substantial overlap · 3 shared positions
$WT$BP$PLTR
$143M
395 positions
#18Fortune Financial Group, Inc.Active
Substantial overlap · 3 shared positions
$WT$AGQ$USB
$111M
84 positions
#19Vericrest Private WealthActive
Substantial overlap · 3 shared positions
$WT$OKTA$KKR
$111M
39 positions
#20Bonfire FinancialActive
Substantial overlap · 4 shared positions
$WT$OKTA$MAR$PLTR
$133M
57 positions
#21Key FInancial IncPassive
Notable overlap · 5 shared positions
$WT$SE$AGQ$MAR$PLTR
$562M
1,394 positions
#22SYM FINANCIAL CorpActive
Notable overlap · 3 shared positions
$WT$SE$MU
$1.0B
415 positions
#23Avant Capital LLCPassive
Notable overlap · 3 shared positions
$WT$AGQ$PLTR
$142M
76 positions
#24Systelligence, LLCPassive
Notable overlap · 3 shared positions
$WT$MAR$USB
$514M
56 positions
#25Leibman Financial Services, Inc.Passive
Notable overlap · 4 shared positions
$WT$SE$FCX$STRL
$136M
49 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.