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Hedge Funds Similar to Oldfather Financial Services,

13F Portfolio OverlapQ4 2025Oldfather Financial Services, portfolio →
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Most similar hedge funds by 13F overlap

Oldfather Financial Services, LLC is an institutional investor managing $336M across 98 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Oldfather Financial Services, are OFS Enterprise, CUMBERLAND ADVISORS, Tandem Wealth Advisors, with shared positions in $MDY, $SNOW, $CTVA, $WFC, $AXP, $BKE. The full ranking of 25 similar funds is below.

#1OFS Enterprise LLCActive
Substantial overlap · 17 shared positions
$MDY$SNOW$CTVA$WFC$AXP$BKE
$340M
94 positions
#2CUMBERLAND ADVISORS INCActive
Notable overlap · 4 shared positions
$MDY$WFC$LEN$BAC
$255M
48 positions
#3Tandem Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$MDY$ETN$BAC
$224M
47 positions
#4InvesTrustPassive
Some overlap · 7 shared positions
$SNOW$CTVA$WFC$IBM$USB$MCD
$238M
91 positions
#5Corsicana & Co.Passive
Some overlap · 3 shared positions
$MDY$UNP$VZ
$158M
276 positions
#6IFG Advisors, LLCActive
Some overlap · 4 shared positions
$MDY$SNOW$AXP$UNIT
$611M
149 positions
#7Paladin Advisory Group, LLCPassive
Some overlap · 6 shared positions
$MDY$SNOW$IBM$USB$ETN$BAC
$131M
241 positions
#8SONATA CAPITAL GROUP INCPassive
Some overlap · 8 shared positions
$CTVA$MDY$SNOW$IBM$ETN$USB
$271M
123 positions
#9Lionsbridge Wealth Management LLCPassive
Some overlap · 4 shared positions
$MDY$SNOW$LEN$USB
$99M
59 positions
#10HANOVER ADVISORS INCActive
Some overlap · 3 shared positions
$MDY$SNOW$BAC
$246M
118 positions
#11Hopwood Financial Services, Inc.Active
Some overlap · 3 shared positions
$MDY$LEN$IBM
$148M
83 positions
#12FELL CAPITAL MANAGEMENT /ADVPassive
Some overlap · 4 shared positions
$SNOW$CTVA$AXP$VZ
$105M
91 positions
#13Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$MDY$ETN$IBM
$938M
146 positions
#14Corundum Group, Inc.Active
Some overlap · 5 shared positions
$SNOW$CTVA$USB$MCD$BAC
$299M
108 positions
#15Galvin, Gaustad & Stein, LLCPassive
Some overlap · 5 shared positions
$SNOW$WFC$AXP$UNP$USB
$1.2B
252 positions
#16Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 5 shared positions
$MDY$CTVA$SNOW$IBM$BAC
$216M
133 positions
#17Powell Investment Advisors, LLCActive
Some overlap · 3 shared positions
$SNOW$CTVA$IBM
$290M
174 positions
#18DROMS STRAUSS ADVISORS INC /MO/ /ADVActive
Some overlap · 4 shared positions
$SNOW$CTVA$UNIT$IBM
$383M
77 positions
#19Cassaday & Co Wealth Management LLCActive
Some overlap · 4 shared positions
$SNOW$CTVA$MCD$IBM
$4.7B
1,361 positions
#20STEPHENS GROUP ASSET MANAGEMENT, LLCSmart money
Some overlap · 4 shared positions
$SNOW$CTVA$UNIT$USB
$1.6B
26 positions
#21Hillcrest Wealth Advisors - NY, LLCActive
Some overlap · 3 shared positions
$SNOW$CTVA$USB
$247M
51 positions
#22LWM ADVISORS INCSmart money
Some overlap · 3 shared positions
$SNOW$CTVA$UNIT
$115M
31 positions
#23WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$SNOW$AXP$WFC$MCD$UNIT$VZ
$156M
139 positions
#24SMITH, MOORE & CO.Passive
Some overlap · 3 shared positions
$MDY$SNOW$USB
$1.4B
558 positions
#25Kelsey Financial, LLCActive
Some overlap · 6 shared positions
$CTVA$SNOW$WFC$UNP$LEN$VZ
$114M
63 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.