What hedge funds are most similar to OAK RIDGE INVESTMENTS LLC?

The funds with the most similar 13F portfolios to OAK RIDGE INVESTMENTS LLC are Winslow ,, Covenant Asset ,, Telligent Fund,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to OAK RIDGE INVESTMENTS

13F Portfolio OverlapQ1 2026OAK RIDGE INVESTMENTS portfolio →

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Most similar hedge funds by 13F overlap

OAK RIDGE INVESTMENTS LLC is an institutional investor managing $1.5B across 181 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to OAK RIDGE INVESTMENTS are Winslow ,, Covenant Asset ,, Telligent Fund,, with shared positions in $GEV, $KLAC, $PLTR, $PWR, $ORLY, $VRT. The full ranking of 25 similar funds is below.

#1Winslow Capital Management, LLCActive

Notable overlap · 12 shared positions

$GEV $KLAC $PLTR $PWR $ORLY $VRT

$25.6B

60 positions

#2Covenant Asset Management, LLCPassive

Some overlap · 8 shared positions

$KLAC $GEV $PLTR $PWR $HWM $AZN

$664M

165 positions

#3Telligent Fund, LPActive

Some overlap · 7 shared positions

$KLAC $GEV $CLS $PLTR $VRT $HWM

$94M

24 positions

#4Benchmark Investment Advisors LLCPassive

Some overlap · 8 shared positions

$KLAC $PLTR $VRT $UBER $CRWD $GEV

$172M

76 positions

#5Polar Capital Holdings PlcActive

Some overlap · 6 shared positions

$KLAC $GEV $CLS $NET $VRT $COHR

$28.2B

242 positions

#6NZS Capital, LLCActive

Some overlap · 7 shared positions

$KLAC $NET $PWR $SYK $UBER $ISRG

$3.0B

58 positions

#7JACKSON SQUARE CAPITAL, LLCPassive

Some overlap · 6 shared positions

$KLAC $GEV $NET $VRT $HWM $COHR

$477M

129 positions

#8Markin Volterra Fund LPActive

Some overlap · 6 shared positions

$KLAC $GEV $PLTR $VRT $COHR $VIAV

$65M

34 positions

#9Silvant Capital Management LLCActive

Some overlap · 9 shared positions

$GEV $PLTR $VRT $ISRG $NET $HWM

$2.9B

315 positions

#10McLaughlin Asset Management, Inc.Passive

Some overlap · 6 shared positions

$KLAC $GEV $VRT $HWM $COHR $ISRG

$105M

91 positions

#11Menard Financial Group LLCActive

Some overlap · 7 shared positions

$KLAC $PLTR $PWR $NET $UBER $CRWD

$143M

82 positions

#12PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 8 shared positions

$CLS $PLTR $VRT $CRWD $ISRG $APP

$128M

80 positions

#13Geneva Partners, LLCPassive

Some overlap · 6 shared positions

$KLAC $GEV $ORLY $VRT $HWM $PWR

$208M

63 positions

#14ITHAKA GROUP LLCActive

Some overlap · 9 shared positions

$PLTR $VRT $HWM $UBER $CRWD $ISRG

$482M

38 positions

#15ABN AMRO Bank N.V.Active

Some overlap · 7 shared positions

$GEV $PWR $ORLY $SYK $UBER $AZN

$9.3B

228 positions

#16Williams Jones Wealth Management, LLC.Active

Some overlap · 7 shared positions

$ECL $PWR $ORLY $VRT $UBER $ISRG

$8.1B

514 positions

#17Legacy Bridge, LLCPassive

Some overlap · 6 shared positions

$GEV $CLS $PLTR $PWR $VRT $ISRG

$262M

320 positions

#18NAVELLIER & ASSOCIATES INCPassive

Some overlap · 7 shared positions

$PLTR $PWR $GEV $VRT $HWM $COHR

$960M

326 positions

#19DEEPWATER ASSET MANAGEMENT, LLCPassive

Some overlap · 8 shared positions

$NET $VRT $UBER $COHR $ISRG $APP

$158M

39 positions

#20Teamwork Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$KLAC $GEV $PLTR $PWR $CRWD

$946M

216 positions

#21ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Some overlap · 8 shared positions

$PWR $VRT $UBER $CRWD $KLAC $APP

$3.5B

110 positions

#22DARA CAPITAL US, INC.Passive

Some overlap · 7 shared positions

$GEV $NET $VRT $CRWD $ISRG $APP

$105M

119 positions

#23KADENSA CAPITAL LtdActive

Some overlap · 6 shared positions

$GEV $NET $PLTR $PWR $HWM $APP

$718M

39 positions

#24SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Some overlap · 7 shared positions

$ECL $PLTR $SYK $UBER $ISRG $ADI

$1.3B

158 positions

#25Taylor Frigon Capital Management LLCPassive

Some overlap · 5 shared positions

$KLAC $GEV $NET $PLTR $PWR

$176M

93 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.