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Hedge Funds Similar to O'Connor Financial Group

13F Portfolio OverlapQ1 2026O'Connor Financial Group portfolio →
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Most similar hedge funds by 13F overlap

O'Connor Financial Group LLC is an institutional investor managing $283M across 69 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 O'Connor Financial Group are WJ Interests,, Bare Financial Services,, Unison Advisors, with shared positions in $AMN, $MSTR, $WT, $IBM, $UNIT, $LEN. The full ranking of 25 similar funds is below.

#1WJ Interests, LLCSmart money
Substantial overlap · 4 shared positions
$AMN$MSTR$WT$IBM
$260M
20 positions
#2Bare Financial Services, IncPassive
Notable overlap · 3 shared positions
$AMN$MSTR$UNIT
$378M
1,730 positions
#3Unison Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$WT$LEN
$1.3B
175 positions
#4Mason Investment Advisory Services, Inc.Smart money
Notable overlap · 3 shared positions
$AMN$UNIT$WT
$2.2B
79 positions
#5Burk Holdings LLCPassive
Notable overlap · 3 shared positions
$AMN$WT$IBM
$233M
676 positions
#6Beaird Harris Wealth Management, LLCActive
Notable overlap · 4 shared positions
$AMN$MSTR$UNIT$WT
$1.5B
686 positions
#7Meritas Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$UNIT$IBM
$221M
60 positions
#8Wright Wealth LLCActive
Notable overlap · 3 shared positions
$AMN$WT$IBM
$149M
51 positions
#9Torren Management, LLCActive
Notable overlap · 3 shared positions
$AMN$WT$UNIT
$201M
983 positions
#10COWA, LLCActive
Notable overlap · 3 shared positions
$AMN$WT$IBM
$371M
158 positions
#11BFI Wealth Solutions, LLCPassive
Notable overlap · 3 shared positions
$AMN$WT$LEN
$104M
75 positions
#12REGIMEN WEALTH, LLCActive
Notable overlap · 3 shared positions
$AMN$WT$LEN
$342M
70 positions
#13KEB ASSET MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$AMN$UNIT$IBM
$522M
97 positions
#14Team Hewins, LLCSmart money
Notable overlap · 3 shared positions
$AMN$WT$UNIT
$337M
41 positions
#15Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 3 shared positions
$AMN$UNIT$WT
$931M
518 positions
#16RETIREMENT FINANCIAL SOLUTIONS, LLCActive
Notable overlap · 4 shared positions
$AMN$UNIT$IBM$WT
$350M
53 positions
#17Del-Sette Capital Management, LLCActive
Notable overlap · 3 shared positions
$WT$AMN$IBM
$167M
44 positions
#18Collaborative Wealth Managment Inc.Passive
Notable overlap · 3 shared positions
$AMN$WT$UNIT
$218M
162 positions
#19FAMILY WEALTH PARTNERS, LLCActive
Notable overlap · 3 shared positions
$AMN$WT$UNIT
$293M
105 positions
#20Bucket List Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$WT$IBM
$166M
57 positions
#21Provident Wealth Management, LLCActive
Notable overlap · 3 shared positions
$WT$AMN$UNIT
$331M
134 positions
#22Team Financial Group, LLCActive
Notable overlap · 3 shared positions
$WT$AMN$IBM
$220M
273 positions
#23LIBRA WEALTH LLCSmart money
Notable overlap · 3 shared positions
$AMN$UNIT$IBM
$355M
66 positions
#24SNS Financial Group, LLCActive
Notable overlap · 3 shared positions
$WT$AMN$UNIT
$1.2B
208 positions
#25Mraz, Amerine & Associates, Inc.Active
Notable overlap · 3 shared positions
$WT$AMN$LEN
$678M
190 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.