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Hedge Funds Similar to OFS Enterprise

13F Portfolio OverlapQ1 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 Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to OFS Enterprise are Oldfather Financial Services,, CUMBERLAND ADVISORS, Tandem Wealth Advisors, with shared positions in $MDY, $SNOW, $CTVA, $WFC, $AXP, $BKE. The full ranking of 25 similar funds is below.

#1Oldfather Financial Services, LLC
Substantial overlap · 17 shared positions
$MDY$SNOW$CTVA$WFC$AXP$BKE
$336M
98 positions
#2CUMBERLAND ADVISORS INCActive
Notable overlap · 4 shared positions
$MDY$LEN$WFC$BAC
$255M
48 positions
#3Tandem Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$MDY$ETN$BAC
$224M
47 positions
#4YOUNGS ADVISORY GROUP, INC.Active
Notable overlap · 3 shared positions
$MDY$PNC$MCD
$281M
66 positions
#5InvesTrustPassive
Some overlap · 8 shared positions
$SNOW$CTVA$WFC$IBM$USB$MCD
$238M
91 positions
#6Corsicana & Co.Passive
Some overlap · 3 shared positions
$MDY$UNP$VZ
$158M
276 positions
#7SONATA CAPITAL GROUP INCPassive
Some overlap · 9 shared positions
$CTVA$MDY$SNOW$IBM$ETN$USB
$271M
123 positions
#8IFG Advisors, LLCActive
Some overlap · 4 shared positions
$MDY$SNOW$AXP$UNIT
$611M
149 positions
#9Aristotle Capital Management, LLCActive
Some overlap · 6 shared positions
$CTVA$PNC$WFC$LEN$USB$VZ
$47.8B
191 positions
#10Paladin Advisory Group, LLCPassive
Some overlap · 6 shared positions
$MDY$SNOW$IBM$USB$ETN$BAC
$131M
241 positions
#11Hopwood Financial Services, Inc.Active
Some overlap · 3 shared positions
$MDY$LEN$IBM
$148M
83 positions
#12Lionsbridge Wealth Management LLCPassive
Some overlap · 4 shared positions
$MDY$SNOW$LEN$USB
$99M
59 positions
#13HANOVER ADVISORS INCActive
Some overlap · 3 shared positions
$MDY$SNOW$BAC
$246M
118 positions
#14FELL CAPITAL MANAGEMENT /ADVPassive
Some overlap · 4 shared positions
$SNOW$CTVA$AXP$VZ
$105M
91 positions
#15Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$MDY$ETN$IBM
$938M
146 positions
#16Corundum Group, Inc.Active
Some overlap · 5 shared positions
$SNOW$CTVA$USB$MCD$BAC
$299M
108 positions
#17WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$SNOW$WFC$AXP$PNC$MCD$UNIT
$156M
139 positions
#18Estabrook Capital ManagementPassive
Some overlap · 8 shared positions
$PNC$WFC$CTVA$ETN$IBM$UNP
$685M
380 positions
#19Canopy Partners, LLCPassive
Some overlap · 5 shared positions
$MDY$AXP$PNC$ETN$BAC
$291M
245 positions
#20Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 5 shared positions
$MDY$CTVA$SNOW$IBM$BAC
$216M
133 positions
#21Foundation Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$SNOW$CTVA$HLT$IBM
$148M
44 positions
#22DROMS STRAUSS ADVISORS INC /MO/ /ADVActive
Some overlap · 5 shared positions
$SNOW$CTVA$UNIT$HLT$IBM
$383M
77 positions
#23Galvin, Gaustad & Stein, LLCPassive
Some overlap · 5 shared positions
$SNOW$WFC$AXP$UNP$USB
$1.2B
252 positions
#24Powell Investment Advisors, LLCActive
Some overlap · 3 shared positions
$SNOW$CTVA$IBM
$290M
174 positions
#25Kelsey Financial, LLCActive
Some overlap · 6 shared positions
$CTVA$SNOW$WFC$UNP$LEN$VZ
$114M
63 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.