How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Oxler Private Wealth

13F Portfolio OverlapQ1 2026Oxler Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Oxler Private Wealth LLC is an institutional investor managing $319M across 92 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 Oxler Private Wealth are Longitude (Cayman) Ltd., Belvedere Trading, NORTHSTAR ASSET, with shared positions in $IBIT, $GRWG, $CMG, $ETHA, $WT, $KKR. The full ranking of 25 similar funds is below.

#1Longitude (Cayman) Ltd.Passive

Some overlap · 3 shared positions

$IBIT $GRWG $CMG

$244M

51 positions

#2Belvedere Trading LLCActive

Some overlap · 3 shared positions

$IBIT $ETHA $WT

$84.4B

731 positions

#3NORTHSTAR ASSET MANAGEMENT CoActive

Some overlap · 6 shared positions

$KKR $TMO $HUM $ANET $SYK $UNP

$445M

138 positions

#4BURNS J W & CO INC/NYActive

Some overlap · 7 shared positions

$HUM $KKR $AMGN $PANW $TMO $MCD

$873M

183 positions

#5High Net Worth Advisory Group LLCPassive

Some overlap · 5 shared positions

$KKR $HUM $TMO $AMGN $ABT

$429M

244 positions

#6Westside Investment Management, Inc.Passive

Some overlap · 5 shared positions

$KKR $HUM $NOC $AMGN $WT

$653M

1,477 positions

#7Perennial Advisors, LLCPassive

Some overlap · 5 shared positions

$KKR $TMO $AMGN $MCD $UNP

$587M

122 positions

#8LightSquare Wealth Management, LLCPassive

Some overlap · 5 shared positions

$KKR $TMO $HUM $ANET $UNP

$133M

92 positions

#9TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive

Some overlap · 3 shared positions

$IBIT $TMO $ETHA

$671M

59 positions

#10Raab & Moskowitz Asset Management LLCPassive

Some overlap · 4 shared positions

$KKR $OKE $HUM $MCD

$450M

187 positions

#11CDM FINANCIAL COUNSELING SERVICES, INC.Active

Some overlap · 6 shared positions

$KKR $HUM $MCD $TMO $WT $UNP

$105M

80 positions

#12Oak Harvest Investment ServicesPassive

Some overlap · 5 shared positions

$KKR $HUM $AMGN $MCD $UNP

$958M

176 positions

#13CROBANPassive

Some overlap · 5 shared positions

$KKR $NOC $AMGN $WT $UNP

$213M

73 positions

#14Cornell Pochily Investment Advisors, Inc.Passive

Some overlap · 6 shared positions

$KKR $TMO $AMGN $PANW $MCD $ABT

$340M

174 positions

#15Curran Financial Partners, LLCActive

Some overlap · 4 shared positions

$KKR $OKE $HUM $WT

$559M

127 positions

#16Vienna Asset Management LLCPassive

Some overlap · 3 shared positions

$IBIT $GRWG $ETHA

$129M

60 positions

#17Talbot Financial, LLCActive

Some overlap · 5 shared positions

$NOC $TMO $AMGN $PANW $SYK

$1.2B

66 positions

#18Vivid Wealth Management, LLCPassive

Some overlap · 6 shared positions

$OKE $NOC $AMGN $ANET $GRWG $UNP

$247M

66 positions

#19Howard Capital Management Inc.Active

Some overlap · 5 shared positions

$KKR $HUM $TMO $GRWG $WT

$6.1B

332 positions

#20StrongBox Wealth, LLCPassive

Some overlap · 5 shared positions

$KKR $HUM $AMGN $ABT $NOC

$313M

95 positions

#21Financial Planning Hawaii, Inc.Passive

Some overlap · 4 shared positions

$KKR $HUM $AMGN $NOC

$170M

123 positions

#22Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$NOC $HUM $MCD $ABT $SYK $UNP

$446M

104 positions

#23Corecam Pte. Ltd.Active

Some overlap · 3 shared positions

$IBIT $ETHA $NOC

$231M

65 positions

#24CHELSEA COUNSEL COPassive

Some overlap · 4 shared positions

$KKR $TMO $AMGN $ABT

$233M

238 positions

#25Centurion Wealth Management LLCPassive

Some overlap · 5 shared positions

$TMO $HUM $IBIT $KKR $WT

$444M

316 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.