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Hedge Funds Similar to OPPENHEIMER ASSET

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

OPPENHEIMER ASSET MANAGEMENT INC. is an institutional investor managing $9.5B across 1,124 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 ASSET are ACR Alpine Research, Copley Financial Group, Tevis Investment, with shared positions in $C, $MGA, $VOD, $LEN, $THO, $FDX. The full ranking of 25 similar funds is below.

#1ACR Alpine Capital Research, LLCActive
Some overlap · 9 shared positions
$C$MGA$VOD$LEN$THO$FDX
$7.0B
38 positions
#2Copley Financial Group, Inc.Active
Some overlap · 8 shared positions
$C$KLAC$VOD$LEN$ASML$THO
$165M
118 positions
#3Tevis Investment ManagementPassive
Some overlap · 8 shared positions
$MGA$ASML$VOD$LEN$THO$FDX
$183M
104 positions
#4CITIZENS & NORTHERN CORPActive
Some overlap · 5 shared positions
$KLAC$C$GLW$CVS$MDT
$438M
117 positions
#5HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$C$MGA$FDX$MDT$GM$ELV
$34.3B
462 positions
#6Genus Capital Management Inc.Passive
Some overlap · 4 shared positions
$KLAC$C$GLW$MGA
$1.0B
204 positions
#7Teza Capital Management LLCPassive
Some overlap · 4 shared positions
$KLAC$C$GLW$MS
$112M
261 positions
#8AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$C$GLW$CVS$MDT$ELV
$745M
184 positions
#9Legacy Capital Group California, Inc.Passive
Some overlap · 5 shared positions
$C$ASML$GLW$CVS$GM
$332M
299 positions
#10Myriad Asset Management US LPActive
Some overlap · 4 shared positions
$C$GLW$ASML$MS
$72M
52 positions
#11Myriad Asset Management Advisors LLCActive
Some overlap · 4 shared positions
$C$GLW$ASML$MS
$424M
49 positions
#12Kovitz Investment Group Partners, LLCPassive
Some overlap · 5 shared positions
$C$MS$FDX$CVS$GM
$4.5B
478 positions
#13GLOBALT Investments LLC / GAActive
Some overlap · 4 shared positions
$C$GLW$KLAC$MS
$2.9B
212 positions
#14Michels Family Financial, LLCPassive
Some overlap · 5 shared positions
$C$VOD$CVS$MDT$ELV
$156M
148 positions
#15ACADIAN ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$KLAC$C$ASML$ELV
$84.2B
1,987 positions
#16JACKSON SQUARE CAPITAL, LLCActive
Some overlap · 4 shared positions
$KLAC$GLW$ASML$CVS
$667M
144 positions
#17BDF-GESTIONActive
Some overlap · 4 shared positions
$KLAC$GLW$MS$GM
$738M
145 positions
#18Hobbs Group Advisors, LLCActive
Some overlap · 4 shared positions
$C$GLW$MS$CVS
$380M
164 positions
#19Parkside Investments, LLCActive
Some overlap · 4 shared positions
$C$GLW$FDX$CVS
$879M
95 positions
#20Mystic Asset Management, Inc.Passive
Some overlap · 4 shared positions
$C$GLW$MS$CVS
$451M
214 positions
#21ROMANO BROTHERS AND COMPANYPassive
Some overlap · 4 shared positions
$GLW$C$FDX$CVS
$985M
331 positions
#22KBC Group NVActive
Some overlap · 4 shared positions
$C$GLW$MS$KLAC
$47.9B
1,827 positions
#23KKM Financial LLCPassive
Some overlap · 4 shared positions
$KLAC$ASML$FDX$CVS
$730M
169 positions
#24Hosking Partners LLPActive
Some overlap · 4 shared positions
$C$GLW$MS$ELV
$2.8B
102 positions
#25CULBERTSON A N & CO INCActive
Some overlap · 4 shared positions
$GLW$C$MS$FDX
$861M
137 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.