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Hedge Funds Similar to OFS Enterprise

13F Portfolio OverlapQ2 2026OFS Enterprise portfolio →
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Most similar hedge funds by 13F overlap

OFS Enterprise LLC is an institutional investor managing $392M across 106 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 OFS Enterprise are Conservest Advisors, CUMBERLAND ADVISORS, YOUNGS ADVISORY GROUP, with shared positions in $MDY, $PNC, $DE, $WFC, $CMI, $MCD. The full ranking of 25 similar funds is below.

#1Conservest Capital Advisors, Inc.Active
Substantial overlap · 3 shared positions
$MDY$PNC$DE
$1.3B
132 positions
#2CUMBERLAND ADVISORS INCActive
Notable overlap · 3 shared positions
$MDY$WFC$CMI
$284M
49 positions
#3YOUNGS ADVISORY GROUP, INC.Smart money
Notable overlap · 3 shared positions
$MDY$PNC$MCD
$319M
69 positions
#4Arvest Bank Trust DivisionActive
Notable overlap · 4 shared positions
$MDY$AXP$ETN$LOW
$2.1B
240 positions
#5Junk Investment Group, LLCActive
Notable overlap · 5 shared positions
$PNC$MDY$AXP$WFC$VZ
$226M
97 positions
#6Hopwood Financial Services, Inc.Active
Notable overlap · 3 shared positions
$MDY$AXP$LOW
$173M
92 positions
#7Corsicana & Co.Passive
Notable overlap · 4 shared positions
$MDY$UNP$VZ$CMI
$206M
309 positions
#8Tandem Investment Partners LLCPassive
Notable overlap · 4 shared positions
$MDY$AXP$VZ$LOW
$130M
76 positions
#9STEPHENSON NATIONAL BANK & TRUSTActive
Notable overlap · 6 shared positions
$MDY$WFC$PNC$UNP$USB$VZ
$395M
283 positions
#10IFG Advisors, LLCActive
Notable overlap · 4 shared positions
$MDY$AXP$USB$UNP
$725M
165 positions
#11Atlantic Edge Private Wealth Management, LLCPassive
Notable overlap · 7 shared positions
$MDY$ETN$UNP$VZ$LOW$CMI
$489M
619 positions
#12Hills Bank & Trust CoActive
Notable overlap · 3 shared positions
$MDY$MCD$DE
$2.3B
383 positions
#13SMITH, MOORE & CO.Passive
Notable overlap · 3 shared positions
$MDY$UNP$ETN
$1.5B
586 positions
#14Paulson Wealth Management Inc.Active
Notable overlap · 3 shared positions
$MDY$MCD$USB
$471M
146 positions
#15SONATA CAPITAL GROUP INCActive
Notable overlap · 4 shared positions
$MDY$ETN$MCD$WFC
$310M
128 positions
#16MASTER'S WEALTH MANAGEMENT INC.Smart money
Some overlap · 3 shared positions
$PNC$UNP$VZ
$332M
91 positions
#17Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$MDY$ETN$CMI
$102M
68 positions
#18Diversified Portfolios, Inc.Active
Some overlap · 3 shared positions
$MDY$DE$ETN
$1.4B
201 positions
#19Prudent Man Investment Management, Inc.Smart money
Some overlap · 5 shared positions
$PNC$AXP$WFC$MCD$LOW
$293M
169 positions
#20DMKC Advisory Services, LLCActive
Some overlap · 7 shared positions
$WFC$ETN$USB$DE$LOW$CMI
$530M
92 positions
#21Elevate Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$PNC$MCD$NBIS
$182M
77 positions
#22Pacific Center for Financial ServicesActive
Some overlap · 4 shared positions
$MDY$WFC$ETN$VZ
$448M
500 positions
#23MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$PNC$WFC$USB$MDY$LOW
$1.2B
106 positions
#24Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$PNC$ETN$WFC$UNP$MCD$LOW
$108M
52 positions
#25ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$MDY$AXP$MCD$LOW$CMI
$248M
96 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.