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Hedge Funds Similar to Orion Porfolio Solutions,

13F Portfolio OverlapQ1 2026Orion Porfolio Solutions, portfolio →
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Most similar hedge funds by 13F overlap

Orion Porfolio Solutions, LLC is an institutional investor managing $11.7B across 2,002 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 Orion Porfolio Solutions, are NZS ,, Manchester Global (UK) Ltd, MIROVA, with shared positions in $CDNS, $DHR, $SNOW, $VLTO, $IAU, $REGN. The full ranking of 25 similar funds is below.

#1NZS Capital, LLCActive
Some overlap · 3 shared positions
$CDNS$DHR$SNOW
$3.0B
58 positions
#2Manchester Global Management (UK) LtdActive
Some overlap · 3 shared positions
$CDNS$DHR$SNOW
$749M
23 positions
#3MIROVAPassive
Some overlap · 4 shared positions
$CDNS$DHR$SNOW$VLTO
$2.5B
179 positions
#4San Luis Wealth Advisors LLCActive
Some overlap · 3 shared positions
$CDNS$DHR$SNOW
$604M
175 positions
#5Saranac Partners LtdPassive
Some overlap · 3 shared positions
$CDNS$DHR$VLTO
$234M
103 positions
#6DF DENT & CO INCPassive
Some overlap · 3 shared positions
$CDNS$DHR$VLTO
$5.2B
262 positions
#7PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Slight overlap · 4 shared positions
$DHR$SNOW$VLTO$IAU
$1.4B
283 positions
#8Nolet Wealth Management, LLCActive
Slight overlap · 4 shared positions
$DHR$SNOW$VLTO$IAU
$176M
92 positions
#9Sequoia Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$DHR$REGN$SNOW
$17.9B
1,921 positions
#10GREENWOOD CAPITAL ASSOCIATES LLCPassive
Slight overlap · 3 shared positions
$DHR$REGN$VLTO
$908M
286 positions
#11R.P. Boggs & Co.Active
Slight overlap · 3 shared positions
$DHR$REGN$IAU
$208M
24 positions
#12FC Advisory LLCActive
Slight overlap · 3 shared positions
$DHR$SNOW$VLTO
$342M
115 positions
#13Windward Private Wealth Management Inc.Smart money
Slight overlap · 3 shared positions
$DHR$SNOW$VLTO
$289M
44 positions
#14Geneos Wealth Management Inc.Passive
Slight overlap · 3 shared positions
$DHR$REGN$SNOW
$4.3B
2,465 positions
#15Verus Financial Partners, Inc.Smart money
Slight overlap · 3 shared positions
$DHR$SNOW$IAU
$1.1B
121 positions
#16White Lighthouse Investment Management Inc.Active
Slight overlap · 3 shared positions
$DHR$SNOW$IAU
$721M
145 positions
#17Dentgroup LLC
Slight overlap · 3 shared positions
$DHR$SNOW$IAU
$146M
93 positions
#18Burk Holdings LLCPassive
Slight overlap · 3 shared positions
$DHR$SNOW$IAU
$233M
676 positions
#19Pacific Park Financial, Inc.Active
Slight overlap · 3 shared positions
$DHR$SNOW$IAU
$153M
73 positions
#20WealthCollab, LLCPassive
Slight overlap · 3 shared positions
$DHR$SNOW$IAU
$243M
977 positions
#21AMG National Trust BankActive
Slight overlap · 3 shared positions
$DHR$SNOW$IAU
$4.6B
476 positions
#22Perissos Private Wealth Management, LLCActive
Slight overlap · 3 shared positions
$DHR$SNOW$REGN
$115M
71 positions
#23Firestone Capital ManagementActive
Slight overlap · 3 shared positions
$DHR$REGN$IAU
$480M
160 positions
#24Alpha Financial Partners, LLCSmart money
Slight overlap · 3 shared positions
$DHR$IAU$SNOW
$169M
103 positions
#25Strategic Blueprint, LLCPassive
Slight overlap · 4 shared positions
$DHR$REGN$VLTO$IAU
$1.7B
639 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.