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 Orion

13F Portfolio OverlapQ1 2026Orion portfolio →

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Most similar hedge funds by 13F overlap

Orion Capital Management LLC is an institutional investor managing $290M across 485 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 Orion are MJP ASSOCIATES /ADV, Bridgewealth Advisory Group,, Flaharty Asset ,, with shared positions in $JHG, $HUM, $AMN, $KKR, $IBM, $BAC. The full ranking of 25 similar funds is below.

#1MJP ASSOCIATES INC /ADVPassive

Notable overlap · 6 shared positions

$JHG $HUM $AMN $KKR $IBM $BAC

$824M

231 positions

#2Bridgewealth Advisory Group, LLCActive

Notable overlap · 5 shared positions

$JHG $AMN $KKR $HUM $BAC

$482M

135 positions

#3Flaharty Asset Management, LLCActive

Notable overlap · 4 shared positions

$JHG $AMN $SCHW $BE

$806M

133 positions

#4Seed Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$JHG $AMN $PLTR

$145M

98 positions

#5Guardian Financial Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $KKR $ISRG

$237M

67 positions

#6Lionshead Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $PLTR $AMD

$136M

108 positions

#7INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$JHG $KKR $HUM

$803M

181 positions

#8Destiny Wealth Partners, LLCPassive

Notable overlap · 6 shared positions

$JHG $HUM $KKR $PLTR $MS $AMD

$914M

1,148 positions

#9WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $KKR $HUM

$156M

139 positions

#10Tower Wealth Partners, Inc.Active

Notable overlap · 3 shared positions

$JHG $AMN $IBM

$181M

87 positions

#11First Financial Group CorpActive

Notable overlap · 4 shared positions

$JHG $HUM $COF $IBM

$122M

80 positions

#12Rise Advisors, LLCActive

Notable overlap · 5 shared positions

$JHG $HUM $BAC $ETN $IBM

$284M

94 positions

#13HIGHLINE WEALTH PARTNERS LLCPassive

Notable overlap · 3 shared positions

$JHG $AMD $ETN

$392M

1,298 positions

#14EPIQ PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$JHG $SCHW $BAC

$214M

83 positions

#15Split Rock Private Trading & Wealth Management, LLCActive

Notable overlap · 3 shared positions

$JHG $MS $AMN

$129M

46 positions

#16PFS Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $MS $IBM

$218M

590 positions

#17Crumly & Associates Inc.Passive

Notable overlap · 4 shared positions

$JHG $DKNG $MS $SCHW

$476M

200 positions

#18DAHRING {-} CUSMANO LLCActive

Notable overlap · 4 shared positions

$JHG $HUM $KKR $PLTR

$163M

58 positions

#19MARS JEWETT FINANCIAL GROUP, INC.Smart money

Notable overlap · 3 shared positions

$JHG $KKR $HUM

$316M

37 positions

#20Bulwark Capital CorpActive

Notable overlap · 4 shared positions

$JHG $HUM $KKR $MS

$162M

100 positions

#21TRAPHAGEN INVESTMENT ADVISORS LLCActive

Notable overlap · 3 shared positions

$JHG $HUM $AMN

$1.2B

207 positions

#22Accel Wealth ManagementPassive

Notable overlap · 6 shared positions

$JHG $KKR $HUM $PLTR $MS $IBM

$383M

290 positions

#23Medallion Wealth Advisors, LLCPassive

Notable overlap · 4 shared positions

$JHG $KKR $SCHW $HUM

$306M

1,121 positions

#24New England Private Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$JHG $HUM $KKR $AMN

$866M

194 positions

#25NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$JHG $AMN $MS

$777M

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.