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 Orin Green Financial,

13F Portfolio OverlapQ1 2026Orin Green Financial, portfolio →

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Most similar hedge funds by 13F overlap

Orin Green Financial, LLC is an institutional investor managing $271M across 83 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 Orin Green Financial, are DAVIDSON INVESTMENT ADVISORS, RED REEF ADVISORS, AXS Investments, with shared positions in $SRE, $CRM, $SCHW, $NOW, $IBIT, $AMD. The full ranking of 25 similar funds is below.

#1DAVIDSON INVESTMENT ADVISORSActive

Slight overlap · 3 shared positions

$SRE $CRM $SCHW

$2.0B

120 positions

#2RED REEF ADVISORS LLCPassive

Slight overlap · 5 shared positions

$CRM $NOW $IBIT $AMD $SCHW

$96M

179 positions

#3AXS Investments LLCActive

Slight overlap · 4 shared positions

$CRM $NOW $COP $AMD

$248M

189 positions

#4Generali Powszechne Towarzystwo EmerytalneActive

Slight overlap · 4 shared positions

$CRM $NOW $COP $AMD

$566M

28 positions

#5Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna InsuranActive

Slight overlap · 4 shared positions

$CRM $NOW $COP $AMD

$262M

28 positions

#6CCG WEALTH MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$SRE $CRM $AMD

$369M

136 positions

#7Advisory Resource GroupPassive

Slight overlap · 4 shared positions

$CRM $GMM $COP $SCHW

$581M

172 positions

#8Forefront Wealth Partners, LLCPassive

Slight overlap · 5 shared positions

$GMM $CRM $NOW $IBIT $AMD

$239M

162 positions

#9Cambridge Financial Group, LLCPassive

Slight overlap · 4 shared positions

$NOW $GMM $COP $IBIT

$295M

168 positions

#10Employees Provident Fund BoardActive

Slight overlap · 4 shared positions

$CRM $NOW $RMD $DXCM

$13.2B

70 positions

#11BIRCHBROOK, INC.Active

Slight overlap · 3 shared positions

$CRM $NOW $COP

$204M

291 positions

#12Riverview Capital Advisers, LLCPassive

Slight overlap · 3 shared positions

$CRM $NOW $COP

$300M

86 positions

#13Fortis Capital Management LLCActive

Slight overlap · 4 shared positions

$CRM $NOW $RMD $AMD

$977M

211 positions

#14FLAGSHIP HARBOR ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$CRM $GMM $COP

$2.3B

732 positions

#15Integrity Advisory Solutions, LLCActive

Slight overlap · 3 shared positions

$CRM $GMM $COP

$757M

293 positions

#16Motley Fool Asset Management LLCActive

Slight overlap · 4 shared positions

$CRM $NOW $DXCM $AMD

$2.3B

237 positions

#17Bulltick Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$CRM $NOW $IBIT

$453M

137 positions

#18Vision Capital Management, Inc.Active

Slight overlap · 3 shared positions

$CRM $GMM $NOW

$792M

150 positions

#19CWM, LLCPassive

Slight overlap · 4 shared positions

$NOW $GMM $COP $CRM

$38.1B

5,671 positions

#20Farrell Financial LLCPassive

Slight overlap · 4 shared positions

$CRM $NOW $COP $SCHW

$167M

76 positions

#21Oak Grove Capital LLCSmart money

Slight overlap · 3 shared positions

$SRE $NOW $AMD

$1.2B

92 positions

#22QUATTRO FINANCIAL ADVISORS LLCPassive

Slight overlap · 3 shared positions

$CRM $COP $IBIT

$331M

91 positions

#23Capitolis Liquid Global Markets LLC

Slight overlap · 4 shared positions

$CRM $NOW $AMD $SCHW

$16.8B

317 positions

#24Arrowroot Family Office, LLCPassive

Slight overlap · 3 shared positions

$CRM $NOW $COP

$275M

140 positions

#25Hobart Private Capital, LLCPassive

Slight overlap · 4 shared positions

$NOW $GMM $COP $AMD

$509M

132 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.