Hedge Funds Similar to Orin Green Financial

13F Portfolio OverlapQ3 2026Orin Green Financial portfolio →

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Most similar hedge funds by 13F overlap

Orin Green Financial, LLC is an institutional investor managing $267M across 82 U.S. equity positions as of Q3 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 Nishkama, RBA Wealth, Bulltick Wealth, with shared positions in $CRM, $QCOM, $ASML, $STX, $IBIT, $RMD. The full ranking of 25 similar funds is below.

#1Nishkama Capital, LLCActive

Some overlap · 4 shared positions

$CRM $QCOM $ASML $STX

$3.2B

61 positions

#2RBA Wealth Management, LLCPassive

Some overlap · 3 shared positions

$QCOM $CRM $ASML

$273M

80 positions

#3Bulltick Wealth Management, LLCPassive

Some overlap · 3 shared positions

$CRM $IBIT $ASML

$490M

134 positions

#4Ardmore Road Asset Management LPPassive

Some overlap · 3 shared positions

$QCOM $IBIT $ASML

$1.7B

70 positions

#5Virtus Family Office LLCPassive

Some overlap · 3 shared positions

$QCOM $RMD $CRM

$126M

62 positions

#6SIG BROKERAGE, LPPassive

Some overlap · 3 shared positions

$CRM $QCOM $ASML

$5.1B

905 positions

#7MERIDIAN MANAGEMENT COActive

Some overlap · 3 shared positions

$CRM $RMD $ASML

$446M

84 positions

#8Bull Oak Capital, LLCActive

Some overlap · 3 shared positions

$QCOM $IBIT $SRE

$306M

39 positions

#9Petix & Botte CoActive

Some overlap · 3 shared positions

$QCOM $SRE $ASML

$497M

144 positions

#10Cambridge Financial Group, LLCActive

Some overlap · 3 shared positions

$QCOM $IBIT $MUFG

$317M

153 positions

#11Financial Alternatives, IncActive

Some overlap · 3 shared positions

$SRE $QCOM $MUFG

$203M

84 positions

#12QUATTRO FINANCIAL ADVISORS LLCPassive

Some overlap · 3 shared positions

$CRM $IBIT $QCOM

$483M

92 positions

#13Rheos Capital Works Inc.Passive

Some overlap · 3 shared positions

$QCOM $ASML $STX

$1.8B

82 positions

#14CMT Capital Markets Trading GmbHActive

Some overlap · 3 shared positions

$CRM $QCOM $ASML

$11.8B

385 positions

#15Granite Group Advisors, LLCActive

Slight overlap · 3 shared positions

$QCOM $ASML $STX

$158M

78 positions

#16WINDWARD CAPITAL MANAGEMENT CO /CAActive

Slight overlap · 3 shared positions

$CRM $ASML $STX

$1.3B

73 positions

#17Sovran Advisors, LLCPassive

Slight overlap · 3 shared positions

$QCOM $IBIT $ASML

$1.3B

615 positions

#18Lifeworks Advisors, LLCPassive

Slight overlap · 3 shared positions

$QCOM $IBIT $STX

$955M

337 positions

#19Forefront Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$IBIT $CRM $ASML

$323M

177 positions

#20Nautilus Advisors LLCPassive

Slight overlap · 3 shared positions

$QCOM $CRM $ASML

$165M

172 positions

#21RED REEF ADVISORS LLCPassive

Slight overlap · 3 shared positions

$IBIT $CRM $MUFG

$108M

183 positions

#22GRIMES & Co WEALTH MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$QCOM $CRM $ASML

$4.6B

449 positions

#23Shum Financial Group, Inc.Passive

Slight overlap · 3 shared positions

$QCOM $CRM $ASML

$174M

110 positions

#24Investors Towarzystwo Funduszy Inwestycyjnych Spolka AkcyjnaPassive

Slight overlap · 3 shared positions

$CRM $DXCM $STX

$291M

208 positions

#25Arlington Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$CRM $ASML $STX

$796M

112 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.