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Hedge Funds Similar to OxenFree

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

OxenFree Capital LLC is an institutional investor managing $218M across 56 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 OxenFree are VIRTUE ASSET, InTrack Investment, Strategic Financial Services, with shared positions in $MCK, $NEE, $MDY, $GLDM, $FSCO, $ARKB. The full ranking of 18 similar funds is below.

#1VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MCK$NEE$MDY
$142M
108 positions
#2InTrack Investment Management IncPassive
Some overlap · 3 shared positions
$MCK$NEE$GLDM
$202M
110 positions
#3Strategic Financial Services, Inc.Smart money
Some overlap · 3 shared positions
$MCK$GLDM$NEE
$2.3B
157 positions
#4Henderson Brothers Financial Partners, LLCActive
Some overlap · 4 shared positions
$MDY$GLDM$MCK$NEE
$211M
77 positions
#5Eldridge Investment Advisors, Inc.Active
Some overlap · 4 shared positions
$MDY$MCK$GLDM$NEE
$505M
163 positions
#6ARWA LLCPassive
Some overlap · 3 shared positions
$NEE$MCK$GLDM
$241M
139 positions
#7Apeiron RIA LLCActive
Some overlap · 3 shared positions
$MDY$GLDM$FSCO
$390M
162 positions
#8CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$ARKB$GLDM$FSCO
$183M
146 positions
#9ENTRUST FINANCIAL LLCActive
Some overlap · 3 shared positions
$GLDM$MDY$NEE
$154M
445 positions
#10RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 3 shared positions
$MDY$GLDM$NEE
$581M
172 positions
#11Acorn Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$NEE$GLDM
$410M
303 positions
#12Clear Point Advisors Inc.Passive
Some overlap · 3 shared positions
$MDY$GLDM$MCK
$113M
93 positions
#13Integrity Wealth Solutions LLCActive
Slight overlap · 3 shared positions
$GLDM$NEE$MDY
$271M
129 positions
#14Vertex Planning Partners, LLCActive
Slight overlap · 4 shared positions
$GLDM$MDY$MCK$NEE
$673M
158 positions
#15COMMERCE BANKActive
Slight overlap · 3 shared positions
$NEE$MCK$MDY
$22.8B
1,332 positions
#16WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Slight overlap · 3 shared positions
$GLDM$MDY$ETHW
$1.1B
105 positions
#17Connecticut Wealth Management, LLCActive
Slight overlap · 3 shared positions
$NEE$MCK$MDY
$2.7B
340 positions
#18DV Trading LLCPassive
Slight overlap · 3 shared positions
$NEE$GLDM$MDY
$3.1B
514 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.