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Hedge Funds Similar to Oxler Private Wealth

13F Portfolio OverlapQ3 2026Oxler Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

Oxler Private Wealth LLC is an institutional investor managing $372M across 89 U.S. equity positions as of Q3 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 Simplify Asset, Cobblestone Asset, PROATHLETE WEALTH, with shared positions in $IBIT, $TMO, $AMGN, $VRTX, $ETHA, $BMY. The full ranking of 25 similar funds is below.

#1Simplify Asset Management Inc.Smart money
Notable overlap · 4 shared positions
$IBIT$TMO$AMGN$VRTX
$7.2B
141 positions
#2Cobblestone Asset Management LLCActive
Notable overlap · 3 shared positions
$IBIT$ETHA$BMY
$248M
77 positions
#3PROATHLETE WEALTH MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$IBIT$CMG$SYK
$457M
1,237 positions
#4Cranbrook Wealth Management, LLCActive
Some overlap · 5 shared positions
$IBIT$TMO$ABT$NOC$SYK
$534M
406 positions
#5Avenir Tech LtdActive
Some overlap · 3 shared positions
$IBIT$ETHA$MSTR
$671M
32 positions
#6Farringdon Capital, Ltd.Passive
Some overlap · 3 shared positions
$IBIT$ETHA$MSTR
$202M
184 positions
#7Encompass More Asset ManagementPassive
Some overlap · 3 shared positions
$IBIT$BMY$CCZ
$712M
277 positions
#8Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$IBIT$TMO$UNP
$830M
159 positions
#9ABOUND FINANCIAL, LLCActive
Some overlap · 4 shared positions
$IBIT$ETHA$CHD$MSTR
$251M
297 positions
#10Longitude (Cayman) Ltd.Active
Some overlap · 3 shared positions
$IBIT$CMG$MSTR
$314M
46 positions
#11A4 Wealth Advisors LLCActive
Some overlap · 3 shared positions
$IBIT$AMGN$VRTX
$153M
76 positions
#12TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Some overlap · 3 shared positions
$IBIT$TMO$ETHA
$785M
68 positions
#13R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$OKE$TMO$AMGN$HSY$CCZ
$142M
39 positions
#14Hudson Value Partners, LLCPassive
Some overlap · 4 shared positions
$OKE$TMO$AMGN$MCD
$399M
113 positions
#15Lipe & DaltonPassive
Some overlap · 5 shared positions
$OKE$TMO$AMGN$HSY$VRTX
$216M
94 positions
#16Lauer Wealth, LLCActive
Some overlap · 3 shared positions
$IBIT$ETHA$MSTR
$160M
94 positions
#17Vivid Wealth Management, LLCPassive
Some overlap · 4 shared positions
$OKE$NOC$ANET$UNP
$280M
73 positions
#18Boomfish Wealth Group, LLCPassive
Some overlap · 5 shared positions
$TMO$ANET$AMGN$UNP$VRTX
$231M
102 positions
#19Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$NOC$OKE$MCD$ABT$UNP$SYK
$455M
118 positions
#20Estate Planners Group, LLCActive
Some overlap · 3 shared positions
$IBIT$BMY$ETHA
$221M
70 positions
#21HORAN Wealth, LLCActive
Some overlap · 4 shared positions
$TMO$NOC$AMGN$ABT
$1.2B
217 positions
#22Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$IBIT$ETHA$AMGN
$166M
570 positions
#23Corecam AGActive
Some overlap · 3 shared positions
$IBIT$ETHA$BMY
$117M
50 positions
#24GROESBECK INVESTMENT MANAGEMENT CORP /NJ/Active
Some overlap · 5 shared positions
$TMO$ANET$AMGN$ABT$VRTX
$60M
94 positions
#25Harvest Portfolios Group Inc.Active
Some overlap · 7 shared positions
$AMGN$TMO$ABT$SYK$BMY$VRTX
$7.1B
267 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.