How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to OPPENHEIMER

13F Portfolio OverlapQ2 2026OPPENHEIMER portfolio →

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Most similar hedge funds by 13F overlap

OPPENHEIMER & CO INC is an institutional investor managing $9.4B across 1,759 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 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

411 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

$60M

39 positions

#8Zweig-DiMenna Associates LLCActive

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

$314M

185 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

$679M

104 positions

#15KRS Capital Management, LLCActive

Some overlap · 5 shared positions

$MRVL $AMGN $ETN $GLW $CRWD

$215M

124 positions

#16Bouvel Investment Partners, LLCPassive

Some overlap · 4 shared positions

$MRVL $PWR $ETN $CRWD

$442M

84 positions

#17Insight Inv LLCPassive

Some overlap · 4 shared positions

$MRVL $GLW $AMGN $C

$212M

109 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

$6.2B

126 positions

#22Great Lakes Retirement, Inc.Passive

Some overlap · 3 shared positions

$MRVL $PWR $GLW

$1.1B

216 positions

#23Hilltop National BankPassive

Some overlap · 3 shared positions

$MRVL $PWR $GLW

$468M

805 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.