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Hedge Funds Similar to Oxford Wealth Group

13F Portfolio OverlapQ2 2026Oxford Wealth Group portfolio →
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Most similar hedge funds by 13F overlap

Oxford Wealth Group, LLC is an institutional investor managing $224M across 89 U.S. equity positions as of Q2 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 Foundations Investment Advisors, LightSquare Wealth, SIGNATURE ESTATE & INVESTMENT ADVISORS, with shared positions in $CIEN, $VRT, $C, $ASML, $HOOD, $MS. The full ranking of 25 similar funds is below.

#1Foundations Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$CIEN$VRT$C$ASML$HOOD$MS
$9.7B
1,202 positions
#2LightSquare Wealth Management, LLCActive
Some overlap · 4 shared positions
$ODFL$VRT$CIEN$NEE
$145M
104 positions
#3SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive
Some overlap · 4 shared positions
$ODFL$VRT$C$HOOD
$5.7B
668 positions
#4SMART Wealth LLCPassive
Some overlap · 4 shared positions
$CIEN$VRT$C$MS
$464M
222 positions
#5Williamson Legacy Group, LLCPassive
Some overlap · 3 shared positions
$CIEN$VRT$C
$201M
75 positions
#6Teza Capital Management LLCPassive
Some overlap · 5 shared positions
$CIEN$C$MS$HPE$FITB
$112M
261 positions
#7Walser Wealth Management Company, A Ltd Liability CoPassive
Some overlap · 5 shared positions
$VRT$CIEN$C$ASML$MS
$250M
217 positions
#8Clarus Wealth AdvisorsActive
Some overlap · 5 shared positions
$VRT$C$HOOD$NEE$PLTR
$275M
86 positions
#9Miller Capital Partners, Inc.Active
Some overlap · 3 shared positions
$CIEN$ODFL$ASML
$257M
258 positions
#10HARTLINE INVESTMENT CORP/Active
Some overlap · 5 shared positions
$VRT$C$MS$NEE$PLTR
$1.1B
115 positions
#11Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$VRT$C$ASML$HOOD
$115M
89 positions
#12Goldstream Capital Management LtdActive
Some overlap · 3 shared positions
$CIEN$VRT$ASML
$132M
45 positions
#13M & L Capital Management LtdActive
Some overlap · 3 shared positions
$CIEN$VRT$HOOD
$482M
24 positions
#14SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$VRT$C$ASML$HALO
$254M
141 positions
#15DigitalBridge Group, Inc.Passive
Some overlap · 3 shared positions
$CIEN$VRT$HPE
$1.7B
61 positions
#16Finivi Inc.Passive
Some overlap · 4 shared positions
$VRT$C$HOOD$NEE
$210M
112 positions
#17Investment Research Partners LLCPassive
Some overlap · 3 shared positions
$CIEN$VRT$ASML
$295M
280 positions
#18Matrix Trust CoActive
Some overlap · 5 shared positions
$C$VRT$ASML$MS$IBKR
$688M
102 positions
#19Kingsman Wealth Management, Inc.Active
Some overlap · 5 shared positions
$VRT$C$PLTR$MS$NEE
$224M
82 positions
#20Westwind CapitalPassive
Some overlap · 5 shared positions
$VRT$MS$CIEN$NEE$PLTR
$426M
87 positions
#21Bensler, LLCPassive
Some overlap · 3 shared positions
$ODFL$VRT$ASML
$1.1B
198 positions
#22JOHNSTON ASSET MANAGEMENT CORPActive
Some overlap · 3 shared positions
$VRT$C$ASML
$2.9B
77 positions
#23TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$CIEN$C$HPE
$288M
94 positions
#24BankChampaign, National AssociationPassive
Some overlap · 4 shared positions
$VRT$ASML$HOOD$PLTR
$120M
202 positions
#25FIRST BUSINESS FINANCIAL SERVICES, INC.Smart money
Some overlap · 3 shared positions
$CIEN$C$NEE
$1.3B
201 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.