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Hedge Funds Similar to OPPENHEIMER

13F Portfolio OverlapQ3 2026OPPENHEIMER portfolio →
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Most similar hedge funds by 13F overlap

OPPENHEIMER & CO INC is an institutional investor managing $9.5B across 1,752 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to OPPENHEIMER are Aspen Investment, ADELL HARRIMAN & CARPENTER, PRINCETON, with shared positions in $MRVL, $PWR, $GLW, $AMGN, $C, $ETN. The full ranking of 25 similar funds is below.

#1Aspen Investment Management IncPassive
Some overlap · 4 shared positions
$MRVL$PWR$GLW$AMGN
$372M
187 positions
#2ADELL HARRIMAN & CARPENTER INCActive
Some overlap · 5 shared positions
$MRVL$PWR$C$ETN$CRWD
$2.0B
158 positions
#3PRINCETON CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$PWR$GLW$MRVL$C$CRWD
$443M
145 positions
#4HIGHLAND CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$MRVL$GLW$PWR$C$CRWD
$2.2B
415 positions
#5AGF MANAGEMENT LTDPassive
Some overlap · 4 shared positions
$MRVL$PWR$GLW$ETN
$25.8B
656 positions
#6KERR FINANCIAL PLANNING CorpPassive
Some overlap · 5 shared positions
$MRVL$GLW$C$AMGN$CRWD
$90M
545 positions
#7Connective Portfolio Management, LLCPassive
Some overlap · 4 shared positions
$MRVL$PWR$PL$C
$67M
39 positions
#8Zweig-DiMenna Associates LLCPassive
Some overlap · 4 shared positions
$MRVL$PWR$PL$CRWD
$1.1B
70 positions
#9Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$MRVL$GLW$PWR$CRWD
$147M
69 positions
#10Mission Creek Capital Partners, Inc.Passive
Some overlap · 4 shared positions
$MRVL$PWR$AMGN$ETN
$569M
231 positions
#11Malaga Cove Capital, LLCPassive
Some overlap · 4 shared positions
$MRVL$PWR$AMGN$CRWD
$311M
183 positions
#12Corient IA LLCPassive
Some overlap · 4 shared positions
$PWR$MRVL$GLW$CRWD
$108M
249 positions
#13Riggs Asset Managment Co. Inc.Passive
Some overlap · 5 shared positions
$MRVL$GLW$C$ETN$CRWD
$560M
132 positions
#14BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MRVL$PWR$C$ETN
$696M
113 positions
#15KRS Capital Management, LLCActive
Some overlap · 5 shared positions
$MRVL$AMGN$ETN$GLW$CRWD
$225M
122 positions
#16Bouvel Investment Partners, LLCPassive
Some overlap · 4 shared positions
$MRVL$PWR$ETN$CRWD
$433M
85 positions
#17Insight Inv LLCPassive
Some overlap · 4 shared positions
$MRVL$GLW$AMGN$C
$210M
108 positions
#18Prudent Man Advisors, LLCPassive
Some overlap · 4 shared positions
$MRVL$PWR$GLW$ETN
$438M
141 positions
#19Genus Capital Management Inc.Passive
Some overlap · 4 shared positions
$MRVL$GLW$AMGN$C
$1.0B
204 positions
#20HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 3 shared positions
$MRVL$PWR$GLW
$217M
352 positions
#21Robeco Schweiz AGActive
Some overlap · 3 shared positions
$MRVL$PWR$GLW
$5.5B
135 positions
#22Great Lakes Retirement, Inc.Passive
Some overlap · 3 shared positions
$MRVL$PWR$GLW
$1.1B
222 positions
#23Hilltop National BankPassive
Some overlap · 3 shared positions
$MRVL$PWR$GLW
$465M
786 positions
#24HARTLINE INVESTMENT CORP/Active
Some overlap · 4 shared positions
$MRVL$GLW$C$ETN
$1.1B
115 positions
#25GKV Capital Management Co., Inc.Passive
Some overlap · 4 shared positions
$PWR$GLW$AMGN$C
$310M
83 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.