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 D'Orazio & Associates,

13F Portfolio OverlapQ1 2026D'Orazio & Associates, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

D'Orazio & Associates, Inc. is an institutional investor managing $772M across 299 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 D'Orazio & Associates, are Clarity Asset ,, LifeGoal Investments,, McCarthy Asset ,, with shared positions in $BAH, $SNOW, $MS, $LOW, $HUM, $MAR. The full ranking of 25 similar funds is below.

#1Clarity Asset Management, Inc.Passive

Notable overlap · 4 shared positions

$BAH $SNOW $MS $LOW

$198M

290 positions

#2LifeGoal Investments, LLCPassive

Notable overlap · 4 shared positions

$SNOW $BAH $MS $HUM

$175M

112 positions

#3McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$BAH $SNOW $HUM

$192M

27 positions

#4Keystone Financial Services, LLCActive

Notable overlap · 3 shared positions

$SNOW $BAH $MAR

$149M

58 positions

#5BNB Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$BAH $SNOW $MAR

$156M

90 positions

#6Echo Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $MS $UNH

$174M

47 positions

#7Scott Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$SNOW $MS $BAH $HUM

$493M

58 positions

#8Silver Coast Investments LLCActive

Notable overlap · 4 shared positions

$SNOW $MS $LMT $LOW

$313M

119 positions

#9Vigil Wealth Management, LLCActive

Notable overlap · 4 shared positions

$BAH $MS $HUM $PM

$124M

75 positions

#10FC Advisory LLCActive

Notable overlap · 3 shared positions

$SNOW $MS $HUM

$342M

115 positions

#11Madrid Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$MS $SNOW $SOLV

$133M

70 positions

#124J Wealth Management LLCActive

Notable overlap · 3 shared positions

$BAH $MS $MAR

$176M

101 positions

#13Advocate Investing Services LLCPassive

Notable overlap · 4 shared positions

$BAH $UNH $MAR $HUM

$118M

448 positions

#14Red Tortoise LLCPassive

Notable overlap · 3 shared positions

$SNOW $MS $HUM

$240M

591 positions

#15Leo H. Evart, Inc.Passive

Notable overlap · 5 shared positions

$SNOW $BAH $MAR $HUM $UNH

$117M

298 positions

#16Consolidated Planning CorpActive

Notable overlap · 3 shared positions

$BAH $MS $PM

$617M

144 positions

#17CORA CAPITAL ADVISORS LLCActive

Notable overlap · 3 shared positions

$BAH $MAR $HUM

$302M

134 positions

#18Tandem Financial, LLCPassive

Notable overlap · 4 shared positions

$SNOW $SOLV $MS $PM

$314M

98 positions

#19Systelligence, LLCPassive

Notable overlap · 3 shared positions

$MS $SNOW $MAR

$514M

56 positions

#20Souders Financial AdvisorsPassive

Notable overlap · 3 shared positions

$BAH $HUM $PM

$876M

216 positions

#21Centerpoint Advisory GroupPassive

Notable overlap · 4 shared positions

$BAH $MS $SOLV $HUM

$133M

108 positions

#22Confluence Wealth Services, Inc.Active

Notable overlap · 4 shared positions

$MS $SNOW $HUM $BAH

$2.6B

365 positions

#23JPL Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$SNOW $MS $UNH

$435M

1,554 positions

#24Greystone Financial Group, LLCPassive

Notable overlap · 4 shared positions

$SNOW $MS $LMT $LOW

$353M

78 positions

#25Beckerman Institutional, LLCPassive

Notable overlap · 5 shared positions

$SNOW $MS $HUM $MAR $PM

$188M

121 positions

Compare D'Orazio & Associates,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View D'Orazio & Associates,’s holdings

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.