Hedge Funds Similar to OSAIC

13F Portfolio OverlapQ2 2026OSAIC portfolio →

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Most similar hedge funds by 13F overlap

OSAIC HOLDINGS, INC. is an institutional investor managing $85.1B across 8,003 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 OSAIC are Ausdal Financial Partners, Keystone Financial Group, SARD WEALTH GROUP, with shared positions in $PLTR, $BAH, $IAU, $CRWD. The full ranking of 25 similar funds is below.

#1Ausdal Financial Partners, Inc.Passive

Slight overlap · 4 shared positions

$PLTR $BAH $IAU $CRWD

$2.6B

1,043 positions

#2Keystone Financial GroupPassive

Slight overlap · 4 shared positions

$PLTR $BAH $IAU $CRWD

$1.7B

567 positions

#3SARD WEALTH MANAGEMENT GROUP, LLCActive

Slight overlap · 3 shared positions

$PLTR $BAH $IAU

$209M

61 positions

#4LIBERTY WEALTH MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$PLTR $BAH $IAU

$800M

268 positions

#5Onyx Bridge Wealth Group LLCPassive

Slight overlap · 3 shared positions

$PLTR $BAH $CRWD

$1.1B

389 positions

#6Comprehensive Financial Planning, Inc./PAPassive

Slight overlap · 3 shared positions

$PLTR $BAH $CRWD

$188M

427 positions

#7Cambridge Investment Research Advisors, Inc.Passive

Slight overlap · 3 shared positions

$PLTR $BAH $CRWD

$44.6B

4,046 positions

#8Garden State Investment Advisory Services LLCPassive

Slight overlap · 3 shared positions

$PLTR $BAH $CRWD

$553M

365 positions

#9QUANTUM FINANCIAL PARTNERS LLCPassive

Slight overlap · 3 shared positions

$PLTR $BAH $CRWD

$196M

153 positions

#10Paragon Advisors, LLCActive

Slight overlap · 3 shared positions

$PLTR $BAH $CRWD

$476M

77 positions

#11Financial Connections Group, Inc.

Slight overlap · 3 shared positions

$PLTR $BAH $CRWD

$288M

251 positions

#12Private Advisor Group, LLCPassive

Slight overlap · 3 shared positions

$PLTR $BAH $CRWD

$21.8B

2,512 positions

#13Capital Advisors Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$PLTR $IAU $CRWD

$851M

231 positions

#14Crown Wealth Group, LLCActive

Slight overlap · 3 shared positions

$PLTR $IAU $CRWD

$393M

150 positions

#15Ameritas Advisory Services, LLCPassive

Slight overlap · 3 shared positions

$PLTR $IAU $CRWD

$5.0B

1,942 positions

#16True Vision MN LLC

Slight overlap · 3 shared positions

$PLTR $IAU $CRWD

$194M

98 positions

#17MERIDIAN INVESTMENT COUNSEL INC.Passive

Slight overlap · 3 shared positions

$PLTR $IAU $CRWD

$466M

250 positions

#18Sigma Planning CorpPassive

Slight overlap · 3 shared positions

$PLTR $IAU $CRWD

$4.0B

1,404 positions

#19Stratos Wealth Partners, LTD.Passive

Slight overlap · 3 shared positions

$PLTR $IAU $CRWD

$9.9B

1,690 positions

#20WESPAC Advisors SoCal, LLCPassive

Slight overlap · 3 shared positions

$PLTR $IAU $CRWD

$560M

122 positions

#21Faithward Advisors, LLCPassive

Slight overlap · 3 shared positions

$PLTR $IAU $CRWD

$819M

339 positions

#22Summit Trail Advisors, LLCActive

Slight overlap · 3 shared positions

$PLTR $IAU $CRWD

$7.9B

1,474 positions

#23EverSource Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$PLTR $IAU $CRWD

$3.0B

4,392 positions

#24Summit Financial, LLCPassive

Slight overlap · 3 shared positions

$PLTR $IAU $CRWD

$9.1B

1,580 positions

#25Sanctuary Advisors, LLCPassive

Slight overlap · 3 shared positions

$PLTR $IAU $CRWD

$21.6B

2,843 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.