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Hedge Funds Similar to Orca Investment ,

13F Portfolio OverlapQ1 2026Orca Investment , portfolio →
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Most similar hedge funds by 13F overlap

Orca Investment Management, LLC is an institutional investor managing $118M across 57 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 Orca Investment , are Cohen Investment Advisors, KEYNOTE FINANCIAL SERVICES, Measured Risk Portfolios,, with shared positions in $BHP, $UPS, $KMI, $VZ, $PFE, $SBUX. The full ranking of 25 similar funds is below.

#1Cohen Investment Advisors LLCPassive
Some overlap · 6 shared positions
$BHP$UPS$KMI$VZ$PFE$SBUX
$210M
79 positions
#2KEYNOTE FINANCIAL SERVICES LLCPassive
Some overlap · 6 shared positions
$INTC$CVS$COHR$VZ$PFE$MO
$188M
174 positions
#3Measured Risk Portfolios, Inc.Passive
Some overlap · 5 shared positions
$PFH$UPS$KMI$VZ$MO
$91M
66 positions
#4Kinloch Capital, LLCPassive
Some overlap · 4 shared positions
$ADM$CAH$MO$EMR
$245M
83 positions
#5SECTOR GAMMA ASActive
Some overlap · 3 shared positions
$CAH$CVS$PFE
$423M
42 positions
#6CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 5 shared positions
$CVS$UPS$PFH$PFE$EMR
$1.4B
178 positions
#7Principal Street Partners, LLCPassive
Some overlap · 6 shared positions
$CVS$SNA$KMI$VZ$MS$MO
$613M
247 positions
#8Capstone Capital Management LtdActive
Some overlap · 4 shared positions
$COHR$INTC$BROS$PFE
$99M
51 positions
#9Arrow Capital Pty LtdActive
Some overlap · 3 shared positions
$ADM$INTC$KMI
$100M
17 positions
#10Econ Financial Services CorpPassive
Some overlap · 4 shared positions
$CVS$UPS$PFH$PFE
$215M
74 positions
#11Disciplined Equity Management, Inc.Active
Some overlap · 5 shared positions
$PFH$KMI$VZ$PFE$MO
$199M
44 positions
#12Hillman Capital Management, Inc.Passive
Some overlap · 4 shared positions
$CVS$UPS$VZ$PFE
$144M
56 positions
#13Birch Capital Management, LLCActive
Some overlap · 3 shared positions
$CAH$UPS$SNA
$191M
78 positions
#14HOURGLASS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$BHP$UPS$KMI$MS$PFE
$480M
130 positions
#15Strategic Planning, Inc.Active
Some overlap · 4 shared positions
$CVS$UPS$VZ$MO
$199M
54 positions
#16MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$INTC$UPS$KMI$SBUX
$121M
61 positions
#17William B. Walkup & Associates, Inc.Active
Some overlap · 6 shared positions
$INTC$KMI$CVS$VZ$MS$EMR
$167M
163 positions
#18Verity & Verity, LLCActive
Some overlap · 5 shared positions
$PFH$UPS$VZ$PFE$MO
$1.3B
138 positions
#19MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$PFH$UPS$VZ$SBUX
$220M
148 positions
#20Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$CAH$VZ$UPS$MS$PFE
$277M
154 positions
#21Baugh & Associates, LLCActive
Some overlap · 5 shared positions
$INTC$VZ$MS$PFE$MO
$232M
44 positions
#22Townsend & Associates, IncActive
Some overlap · 3 shared positions
$BHP$UPS$SNA
$1.2B
115 positions
#23RNC CAPITAL MANAGEMENT LLC
Some overlap · 4 shared positions
$CVS$UPS$MO$EMR
$2.2B
173 positions
#24Center for Wealth Management AdvisoryActive
Some overlap · 6 shared positions
$UPS$VZ$MS$PFE$ADP$MO
$139M
62 positions
#25LMG Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$CAH$PFH$ADM$EMR
$549M
154 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.