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 OxenFree

13F Portfolio OverlapQ1 2026OxenFree portfolio →

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Most similar hedge funds by 13F overlap

OxenFree Capital LLC is an institutional investor managing $218M across 56 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 OxenFree are NORTHEAST PLANNING ASSOCIATES, / NH /, MAINSTAY /ADV, Bravias Group,, with shared positions in $SLV, $USB, $MDY, $WT, $MCK, $REGN. The full ranking of 25 similar funds is below.

#1NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active

Substantial overlap · 3 shared positions

$SLV $USB $MDY

$149M

55 positions

#2MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Substantial overlap · 4 shared positions

$SLV $USB $WT $MCK

$1.3B

143 positions

#3Bravias Capital Group, LLCActive

Notable overlap · 5 shared positions

$SLV $WT $REGN $GLDM $NEE

$153M

96 positions

#4Chicago Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$USB $SLV $REGN

$251M

59 positions

#5CMC Financial GroupActive

Notable overlap · 4 shared positions

$USB $WT $REGN $GLDM

$51M

38 positions

#6PETERSON WEALTH MANAGEMENTActive

Notable overlap · 3 shared positions

$USB $NEE $MDY

$172M

166 positions

#7Cornerstone Planning Group LLCPassive

Notable overlap · 4 shared positions

$SLV $WT $GLDM $REGN

$749M

1,818 positions

#8FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 3 shared positions

$USB $NEE $WT

$354M

66 positions

#9Summit Asset Management, LLCActive

Notable overlap · 4 shared positions

$USB $WT $SLV $NEE

$719M

172 positions

#10Davidson Capital Management Inc.Active

Notable overlap · 4 shared positions

$USB $MCK $NEE $DUK

$552M

93 positions

#11Marion Wealth ManagementPassive

Notable overlap · 4 shared positions

$USB $WT $MCK $NEE

$451M

146 positions

#12Powers Advisory Group, LLCActive

Notable overlap · 4 shared positions

$USB $WT $REGN $DUK

$284M

125 positions

#13Bridgewater Advisors Inc.Passive

Notable overlap · 3 shared positions

$USB $NEE $GLDM

$1.7B

456 positions

#14Causey Wealth LLCPassive

Notable overlap · 3 shared positions

$USB $WT $NTRB

$236M

81 positions

#15HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 3 shared positions

$USB $DUK $NEE

$280M

107 positions

#16WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$USB $WT $SLV

$508M

107 positions

#17Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 3 shared positions

$USB $WT $GLDM

$153M

344 positions

#18Premier Private Wealth Management LLCPassive

Notable overlap · 4 shared positions

$SLV $WT $MCK $DUK

$95M

53 positions

#19Guild Investment Management, Inc.Active

Notable overlap · 4 shared positions

$USB $NEE $SLV $MDY

$140M

47 positions

#20Strategic Financial Services, Inc.Smart money

Notable overlap · 4 shared positions

$USB $MCK $GLDM $NEE

$2.1B

152 positions

#21TAGStone Capital, Inc.Passive

Notable overlap · 3 shared positions

$USB $WT $REGN

$283M

137 positions

#22SpringVest Wealth Management LLCActive

Notable overlap · 6 shared positions

$USB $NTRB $WT $DUK $REGN $SLV

$146M

67 positions

#23David R. Rahn & Associates Inc.Passive

Notable overlap · 3 shared positions

$USB $SLV $WT

$354M

122 positions

#24BEAM WEALTH ADVISORS, INC.Active

Notable overlap · 3 shared positions

$SLV $ETHW $REGN

$402M

108 positions

#251 NORTH WEALTH SERVICES LLCPassive

Notable overlap · 3 shared positions

$USB $WT $REGN

$277M

270 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.