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Hedge Funds Similar to Oxford Wealth Group,

13F Portfolio OverlapQ1 2026Oxford Wealth Group, portfolio →
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Most similar hedge funds by 13F overlap

Oxford Wealth Group, LLC is an institutional investor managing $183M across 88 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 Oxford Wealth Group, are Owen LaRue,, Clarus Wealth Advisors, Plan Group Financial,, with shared positions in $REGN, $NTRB, $C, $PLTR, $HOOD, $MS. The full ranking of 25 similar funds is below.

#1Owen LaRue, LLCPassive
Some overlap · 4 shared positions
$REGN$NTRB$C$PLTR
$261M
128 positions
#2Clarus Wealth AdvisorsPassive
Some overlap · 6 shared positions
$REGN$NTRB$C$PLTR$HOOD$MS
$235M
88 positions
#3Plan Group Financial, LLCPassive
Some overlap · 4 shared positions
$REGN$NTRB$FITB$PFE
$426M
229 positions
#4Clay Northam Wealth Management, LLCPassive
Some overlap · 4 shared positions
$REGN$PLTR$AMAT$VRT
$178M
101 positions
#5PSI Advisors, LLCPassive
Some overlap · 3 shared positions
$REGN$CIEN$MS
$418M
156 positions
#6Prota Financial, LLCActive
Some overlap · 4 shared positions
$REGN$AMAT$MS$CRM
$138M
67 positions
#7Copley Financial Group, Inc.Active
Some overlap · 3 shared positions
$REGN$C$MS
$166M
115 positions
#8OakTrust Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$REGN$FITB$CRM
$110M
68 positions
#9Orion Investment CoActive
Some overlap · 3 shared positions
$REGN$ASML$PLTR
$315M
69 positions
#10Presidio Capital Management, LLCActive
Some overlap · 3 shared positions
$REGN$VRT$MS
$344M
79 positions
#11Mainsail Financial Group, LLCActive
Some overlap · 3 shared positions
$REGN$PFE$CRM
$240M
62 positions
#12Provident Wealth Management, LLCActive
Some overlap · 3 shared positions
$REGN$MS$NTRB
$331M
134 positions
#13Wealth Group LtdSmart money
Some overlap · 3 shared positions
$REGN$MS$NTRB
$439M
94 positions
#14ATWOOD & PALMER INCPassive
Some overlap · 3 shared positions
$FITB$REGN$PLTR
$1.8B
531 positions
#15Endowment Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$REGN$PLTR$MS
$226M
165 positions
#16Longview Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$REGN$PFE$MS
$164M
163 positions
#17ODonnell Financial Services, LLCActive
Some overlap · 4 shared positions
$REGN$NTRB$AMAT$PFE
$290M
64 positions
#18Next Level Private LLCPassive
Some overlap · 5 shared positions
$FITB$REGN$PFE$AMAT$MS
$443M
175 positions
#19ELLERSON GROUP INC /ADVPassive
Some overlap · 4 shared positions
$REGN$ASML$PFE$PLTR
$153M
61 positions
#20Echo Wealth Management, LLCActive
Some overlap · 3 shared positions
$REGN$NTRB$MS
$174M
47 positions
#21NORTHBRIDGE FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$REGN$NTRB$PLTR$CRM
$232M
168 positions
#22BlueChip Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$FITB$REGN$C
$228M
147 positions
#23WIN ADVISORS, INCPassive
Some overlap · 5 shared positions
$FITB$ODFL$CIEN$VRT$AMAT
$219M
78 positions
#24SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$REGN$C$PFE
$3.0B
40 positions
#25Aprio Wealth Management, LLCPassive
Some overlap · 3 shared positions
$REGN$MS$CRM
$1.8B
613 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.