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Hedge Funds Similar to Orcam Financial Group

13F Portfolio OverlapQ2 2026Orcam Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Orcam Financial Group is an institutional investor managing $205M across 105 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Orcam Financial Group are Highland Investment Advisors, Sageworth, PARTNERS INVESTMENT GROUP, LLP, with shared positions in $DOV, $DE, $IAU, $MDY, $TJX, $COF. The full ranking of 25 similar funds is below.

#1Highland Investment Advisors LLCActive
Substantial overlap · 3 shared positions
$DOV$DE$IAU
$229M
734 positions
#2Sageworth Trust CoActive
Substantial overlap · 4 shared positions
$DOV$MDY$IAU$TJX
$2.5B
127 positions
#3PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Substantial overlap · 4 shared positions
$DOV$IAU$DE$COF
$2.8B
186 positions
#43EDGE Asset Management, LPActive
Substantial overlap · 3 shared positions
$DOV$MDY$IAU
$2.2B
94 positions
#5Catalyst Investment Management LLCActive
Notable overlap · 3 shared positions
$DOV$IAU$DE
$113M
74 positions
#6Breakwater Investment ManagementActive
Notable overlap · 4 shared positions
$DOV$MDY$IAU$TJX
$302M
774 positions
#7Zhang Financial LLCActive
Notable overlap · 3 shared positions
$DOV$IAU$KLAC
$3.4B
392 positions
#8Weil Company, Inc.Passive
Notable overlap · 3 shared positions
$DOV$IAU$MDY
$580M
134 positions
#9Silver Coast Investments LLCActive
Notable overlap · 3 shared positions
$DOV$DE$AFL
$336M
121 positions
#10New England Private Wealth Advisors LLCPassive
Notable overlap · 3 shared positions
$DOV$MDY$IAU
$1.0B
205 positions
#11Newton One Investments LLCActive
Notable overlap · 4 shared positions
$DOV$DE$MDY$EMR
$392M
150 positions
#12PROFFITT & GOODSON INCActive
Notable overlap · 3 shared positions
$DOV$EMR$TJX
$728M
298 positions
#13BCR Wealth Strategies, LLCActive
Notable overlap · 3 shared positions
$DOV$DE$EMR
$356M
32 positions
#14Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$DOV$MDY$COF
$418M
232 positions
#15Cogent Private Wealth, Inc.Active
Notable overlap · 3 shared positions
$DOV$IAU$KLAC
$160M
117 positions
#16Inscription Capital, LLCPassive
Notable overlap · 3 shared positions
$DOV$IAU$KLAC
$1.1B
791 positions
#17Powerhouse Assets LLCSmart money
Notable overlap · 3 shared positions
$DOV$MDY$TJX
$125M
54 positions
#18LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$DOV$IAU$KLAC
$713M
379 positions
#19MontVue Capital Management, Inc.Active
Some overlap · 5 shared positions
$MDY$DOV$KLAC$TJX$COF
$171M
73 positions
#20New England Professional Planning Group Inc.Smart money
Some overlap · 3 shared positions
$DOV$DE$IAU
$268M
50 positions
#21Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$IAU$DE
$166M
570 positions
#22Brightwater Advisory LLCActive
Some overlap · 3 shared positions
$DOV$MDY$AFL
$158M
59 positions
#23FIDUCIARY ADVISORS, INC.Active
Some overlap · 4 shared positions
$DOV$EMR$DE$IAU
$149M
144 positions
#24Basecamp Wealth Advisors LLCActive
Some overlap · 3 shared positions
$DOV$KLAC$IAU
$537M
1,822 positions
#25Park Edge Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$IAU$TJX$EMR
$475M
154 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.