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Hedge Funds Similar to Oasis Advisors

13F Portfolio OverlapQ2 2026Oasis Advisors portfolio →
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Most similar hedge funds by 13F overlap

Oasis Advisors, LLC is an institutional investor managing $154M across 54 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 Oasis Advisors are Advance, Discipline Wealth Solutions, Sharp Financial Services, with shared positions in $GLTR, $UPS, $IAU, $ETN, $ABAT. The full ranking of 6 similar funds is below.

#1Advance Capital Management, Inc.Smart money
Some overlap · 3 shared positions
$GLTR$UPS$IAU
$3.1B
197 positions
#2Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$IAU$GLTR$UPS
$1.1B
197 positions
#3Sharp Financial Services, LLCActive
Some overlap · 3 shared positions
$IAU$ETN$UPS
$216M
127 positions
#4Northstar Financial Companies, Inc.Passive
Some overlap · 3 shared positions
$IAU$ETN$UPS
$148M
117 positions
#5DOPKINS WEALTH MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$GLTR$IAU$ABAT
$275M
90 positions
#6Endowment Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$IAU$GLTR$ETN
$259M
181 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.