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Hedge Funds Similar to OXFORD FINANCIAL GROUP, LTD.

13F Portfolio OverlapQ2 2026OXFORD FINANCIAL GROUP, LTD. portfolio →
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Most similar hedge funds by 13F overlap

OXFORD FINANCIAL GROUP, LTD. LLC is an institutional investor managing $2.0B across 296 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 OXFORD FINANCIAL GROUP, LTD. are Nova R Wealth, Powerhouse Assets, VALICENTI ADVISORY SERVICES, with shared positions in $ISRG, $ETN, $MCD, $NEE, $DOV, $MDY. The full ranking of 25 similar funds is below.

#1Nova R Wealth, Inc.Active
Notable overlap · 4 shared positions
$ISRG$ETN$MCD$NEE
$341M
90 positions
#2Powerhouse Assets LLCSmart money
Some overlap · 3 shared positions
$MCD$DOV$MDY
$125M
54 positions
#3VALICENTI ADVISORY SERVICES INCActive
Some overlap · 3 shared positions
$ISRG$MCD$GLW
$531M
81 positions
#4Newton One Investments LLCActive
Some overlap · 4 shared positions
$MCD$DOV$NI$MDY
$392M
150 positions
#5MCDANIEL TERRY & COActive
Some overlap · 3 shared positions
$DOV$ISRG$ETN
$1.3B
81 positions
#6Affiance Financial, LLCSmart money
Some overlap · 3 shared positions
$DOV$MCD$MUFG
$701M
111 positions
#7Mayflower Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$MCD$DOV$NEE$MDY
$1.2B
499 positions
#8River Street Advisors LLCPassive
Some overlap · 5 shared positions
$DOV$GLW$ETN$MCD$NEE
$324M
176 positions
#9Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$MCD$GLW$ETN
$214M
33 positions
#10Fingerlakes Wealth Management, Inc.Active
Some overlap · 5 shared positions
$DOV$MCD$GLW$MUFG$NEE
$186M
101 positions
#11Coston, McIsaac & PartnersPassive
Some overlap · 3 shared positions
$MCD$DOV$NEE
$497M
948 positions
#12Capstone Financial Advisors, Inc.Smart money
Some overlap · 3 shared positions
$MCD$ETN$MDY
$2.1B
192 positions
#13Financial Harvest, LLCSmart money
Some overlap · 3 shared positions
$ISRG$MCD$DOV
$213M
63 positions
#14Papamarkou Wellner Asset Management inc.Passive
Some overlap · 3 shared positions
$ISRG$MCD$ETN
$159M
75 positions
#15SWP FINANCIAL LLCActive
Some overlap · 3 shared positions
$DOV$ISRG$GLW
$216M
77 positions
#16Weil Company, Inc.Passive
Some overlap · 4 shared positions
$DOV$MCD$MUFG$MDY
$580M
134 positions
#17Patrick Mauro Investment Advisor, INC.Active
Some overlap · 3 shared positions
$MCD$DOV$GLW
$199M
38 positions
#18Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$MCD$ETN$NEE
$108M
52 positions
#19Schrum Private Wealth Management LLCPassive
Some overlap · 4 shared positions
$DOV$MCD$ISRG$NEE
$97M
109 positions
#20UNITED BANKActive
Some overlap · 3 shared positions
$DOV$MCD$GLW
$853M
130 positions
#21Wealth Advisory Team LLCActive
Some overlap · 3 shared positions
$MCD$MUFG$NEE
$123M
39 positions
#22Andrews Advisory Associates, LLCActive
Some overlap · 3 shared positions
$DOV$MCD$NEE
$215M
84 positions
#23Myriad Asset Management Advisors LLCActive
Some overlap · 4 shared positions
$MUFG$ISRG$GLW$ETN
$424M
49 positions
#24Front Row Advisors LLCPassive
Some overlap · 4 shared positions
$DOV$GLW$ISRG$ETN
$345M
576 positions
#25OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 4 shared positions
$DOV$GLW$ETN$NEE
$501M
276 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.