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Hedge Funds Similar to ORSER ,

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

ORSER CAPITAL MANAGEMENT, LLC is an institutional investor managing $202M across 65 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 ORSER , are AMI INVESTMENT, Calder Financial, GEN Financial ,, with shared positions in $UPST, $MAR, $UNP, $SCHW, $COP, $HUM. The full ranking of 25 similar funds is below.

#1AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 5 shared positions
$UPST$MAR$UNP$SCHW$COP
$445M
77 positions
#2Calder Financial LLCActive
Notable overlap · 4 shared positions
$UPST$HUM$MAR$HON
$101M
40 positions
#3GEN Financial Management, INC.Active
Notable overlap · 4 shared positions
$UPST$HUM$HON$SCHW
$162M
51 positions
#4MASTER'S WEALTH MANAGEMENT INC.Active
Notable overlap · 6 shared positions
$UPST$WM$UNP$KO$GE$COP
$295M
82 positions
#5Arlington Trust Co LLCActive
Notable overlap · 3 shared positions
$UPST$HUM$DHR
$1.1B
844 positions
#6GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money
Notable overlap · 5 shared positions
$UPST$HUM$DHR$MAR$AFRM
$128M
42 positions
#7O'Domhnaill Enterprises, Inc.Passive
Notable overlap · 3 shared positions
$UPST$WM$KO
$124M
55 positions
#8Strata Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$UPST$ADI$SCHW$KO
$365M
87 positions
#9Drum Hill Capital, LLCActive
Notable overlap · 5 shared positions
$UPST$UNP$GE$KO$TXN
$109M
46 positions
#10MAYPORT, LLCActive
Notable overlap · 5 shared positions
$UPST$AFRM$HUM$DHR$SCHW
$538M
130 positions
#11ARK & TLK INVESTMENTS, LLCActive
Notable overlap · 4 shared positions
$UPST$SCHW$UNP$COP
$370M
119 positions
#12Wealth Dimensions Group, Ltd.Active
Notable overlap · 4 shared positions
$UPST$GE$HUM$SCHW
$508M
170 positions
#13PRESILIUM PRIVATE WEALTH, LLCActive
Notable overlap · 5 shared positions
$UPST$SCHW$COP$GE$HUM
$567M
75 positions
#14E&R Wealth Management, LLCSmart money
Notable overlap · 4 shared positions
$UPST$SCHW$COP$KO
$100M
12 positions
#15Cravens & Co Advisors, LLCActive
Notable overlap · 3 shared positions
$UPST$GE$AFRM
$154M
64 positions
#16Arlington Partners LLCActive
Notable overlap · 3 shared positions
$UPST$KO$ZTS
$50M
62 positions
#17Cordant, Inc.Active
Notable overlap · 3 shared positions
$UPST$SCHW$COP
$246M
75 positions
#18Kure Advisory, LLCActive
Notable overlap · 3 shared positions
$UPST$SCHW$COP
$184M
56 positions
#19BluePrint Investing LLCActive
Notable overlap · 3 shared positions
$UPST$SCHW$COP
$126M
26 positions
#20Chemistry Wealth Management LLCPassive
Notable overlap · 3 shared positions
$UPST$SCHW$COP
$569M
204 positions
#21Bear Mountain Capital, Inc.Active
Notable overlap · 4 shared positions
$UPST$AFRM$SCHW$COP
$333M
198 positions
#22Morling Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$UPST$HUM$SCHW
$325M
108 positions
#23Level Financial AdvisorsActive
Notable overlap · 6 shared positions
$UPST$COP$AFRM$HUM$SCHW$GE
$392M
92 positions
#24Orgel Wealth Management, LLCActive
Notable overlap · 3 shared positions
$UPST$AFRM$HUM
$4.6B
95 positions
#25Cornerstone Financial Management LLCPassive
Notable overlap · 4 shared positions
$UPST$HUM$KO$COP
$109M
1,311 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.