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Hedge Funds Similar to Oasis Advisors,

13F Portfolio OverlapQ1 2026Oasis Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Oasis Advisors, LLC is an institutional investor managing $509M across 210 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 Oasis Advisors, are WESPAC Advisors SoCal,, Ridge Creek Global,, Beacon Harbor Wealth Advisors,, with shared positions in $SHW, $ETN, $IAU, $KO, $NEE, $PM. The full ranking of 25 similar funds is below.

#1WESPAC Advisors SoCal, LLCPassive
Some overlap · 4 shared positions
$SHW$ETN$IAU$KO
$470M
119 positions
#2Ridge Creek Global, IncActive
Some overlap · 4 shared positions
$IAU$ETN$SHW$NEE
$118M
85 positions
#3Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$IAU$PM$KO$NEE$TXN
$477M
70 positions
#4Perkins Coie Trust CoPassive
Some overlap · 5 shared positions
$SHW$ETN$IAU$UPS$WFC
$520M
257 positions
#5MFA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$IAU$SHW$KO
$508M
88 positions
#6FAYEZ SAROFIM & COActive
Some overlap · 4 shared positions
$PM$ETN$KO$TXN
$39.1B
294 positions
#7Wealth Quarterback LLCPassive
Some overlap · 3 shared positions
$IAU$SHW$KO
$254M
163 positions
#8Harbour Wealth Management Group, Inc.Passive
Some overlap · 4 shared positions
$IAU$SHW$ETN$KO
$133M
89 positions
#9FORBES J M & CO LLPActive
Some overlap · 4 shared positions
$IAU$ETN$KO$NEE
$1.2B
150 positions
#10SHUTTLEWORTH & CoPassive
Some overlap · 3 shared positions
$ETN$SHW$AMAT
$111M
52 positions
#11Guinness Asset Management LTDActive
Some overlap · 4 shared positions
$ETN$KO$AMAT$TXN
$5.8B
143 positions
#12First Financial Group CorpActive
Some overlap · 3 shared positions
$IAU$SHW$NEE
$122M
80 positions
#13PICTET BANK & TRUST LtdActive
Some overlap · 4 shared positions
$ETN$PM$WFC$TXN
$76M
33 positions
#14Game Plan Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$ETN$SHW$PM
$222M
348 positions
#15CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 4 shared positions
$ETN$PM$AMAT$WFC
$758M
179 positions
#16Vision Capital Management, Inc.Active
Some overlap · 5 shared positions
$IAU$SHW$UPS$AMAT$NEE
$792M
150 positions
#17Citizens National Bank Trust DepartmentPassive
Some overlap · 5 shared positions
$PM$ETN$KO$AMAT$NEE
$601M
382 positions
#18Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$IAU$KO$ETN$NEE
$218M
69 positions
#19Haverford Financial Services, Inc.Active
Some overlap · 4 shared positions
$ETN$KO$NEE$TXN
$336M
46 positions
#205T Wealth, LLCPassive
Some overlap · 5 shared positions
$SHW$IAU$KKR$WFC$ETN
$253M
129 positions
#21Urban Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SHW$MSTR$IAU$WFC
$98M
93 positions
#22CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$PM$KO$UPS$TXN
$140M
72 positions
#23Parker Investment Management, LLCActive
Some overlap · 3 shared positions
$IAU$SHW$AMAT
$659M
40 positions
#24TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$PM$KO$AMAT$WFC
$132M
96 positions
#25HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$PM$KO$SHW$WFC
$243M
44 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.