Hedge Funds Similar to OPPENHEIMER &

13F Portfolio OverlapQ1 2026OPPENHEIMER & portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

OPPENHEIMER & CO INC is an institutional investor managing $8.2B across 1,683 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 OPPENHEIMER & are Fiduciary Alliance, Whitaker-Myers Wealth Managers, LTD., ORG Partners, with shared positions in $PWR, $MS, $AMGN, $PLTR, $REGN, $GILD. The full ranking of 25 similar funds is below.

#1Fiduciary Alliance LLCPassive

Slight overlap · 5 shared positions

$PWR $MS $AMGN $PLTR $REGN

$1.7B

547 positions

#2Whitaker-Myers Wealth Managers, LTD.Active

Slight overlap · 5 shared positions

$PWR $AMGN $GILD $WT $REGN

$502M

108 positions

#3ORG Partners LLC

Slight overlap · 5 shared positions

$MS $GILD $PLTR $WT $AMGN

$568M

1,708 positions

#4IAM Advisory, LLCActive

Slight overlap · 5 shared positions

$AMGN $GILD $PLTR $REGN $WT

$446M

95 positions

#5Counterweight Ventures, LLCPassive

Slight overlap · 4 shared positions

$PWR $MS $AMGN $PLTR

$178M

80 positions

#6Bouvel Investment Partners, LLCPassive

Slight overlap · 4 shared positions

$PWR $MS $PLTR $MRVL

$345M

78 positions

#7Nicholas Wealth, LLC.Passive

Slight overlap · 4 shared positions

$MS $AMGN $GILD $PLTR

$145M

111 positions

#8LEUTHOLD GROUP, LLCPassive

Slight overlap · 4 shared positions

$MS $AMGN $GILD $REGN

$939M

211 positions

#9BEACON INVESTMENT ADVISORY SERVICES, INC.Passive

Slight overlap · 4 shared positions

$MS $AMGN $GILD $REGN

$2.4B

787 positions

#10Capital Investment Counsel, LLCPassive

Slight overlap · 4 shared positions

$MS $AMGN $GILD $WT

$730M

147 positions

#11JPL Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$MS $AMGN $GILD $WT

$435M

1,554 positions

#12Occidental Asset Management, LLCPassive

Slight overlap · 4 shared positions

$MS $AMGN $GILD $WT

$844M

284 positions

#13Strait & Sound Wealth Management LLCPassive

Slight overlap · 4 shared positions

$MS $AMGN $PLTR $WT

$269M

172 positions

#14GILPIN WEALTH MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$MS $AMGN $PLTR $WT

$126M

999 positions

#15McGuire Investment Group, LLCActive

Slight overlap · 4 shared positions

$MS $AMGN $PLTR $WT

$885M

121 positions

#16Dynamic Advisor Solutions LLCPassive

Slight overlap · 4 shared positions

$MS $ASTS $PLTR $WT

$3.2B

963 positions

#17XML Financial, LLCPassive

Slight overlap · 4 shared positions

$MS $AMGN $REGN $WT

$1.2B

421 positions

#18WealthPLAN Partners, LLCPassive

Slight overlap · 4 shared positions

$MS $AMGN $REGN $WT

$518M

221 positions

#19Virtus Investment Advisers, LLCPassive

Slight overlap · 4 shared positions

$PWR $AMGN $GILD $REGN

$363M

450 positions

#20WealthPlan Investment Management, LLCPassive

Slight overlap · 4 shared positions

$MS $PLTR $REGN $WT

$1.8B

458 positions

#21J.W. COLE ADVISORS, INC.Passive

Slight overlap · 4 shared positions

$MS $PLTR $REGN $WT

$3.0B

785 positions

#22Lionshead Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$PWR $PLTR $WT $ASTS

$136M

108 positions

#23Palacios Wealth Management, LLCActive

Slight overlap · 4 shared positions

$MS $AMGN $PLTR $ASTS

$160M

75 positions

#24MBE Wealth Management, LLCActive

Slight overlap · 4 shared positions

$ASTS $MS $WT $REGN

$241M

141 positions

#25Clarus Wealth AdvisorsPassive

Slight overlap · 4 shared positions

$PWR $PLTR $REGN $MS

$235M

88 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.