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 Orcam Financial Group

13F Portfolio OverlapQ1 2026Orcam Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Orcam Financial Group is an institutional investor managing $141M across 62 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 Orcam Financial Group are Global Endowment ,, Vernal Point Advisors,, Topor & Korea, with shared positions in $DOV, $BRZE, $USB, $GMM, $UPST, $IAU. The full ranking of 25 similar funds is below.

#1Global Endowment Management, LPActive

Substantial overlap · 4 shared positions

$DOV $BRZE $USB $GMM

$896M

126 positions

#2Vernal Point Advisors, LLCSmart money

Substantial overlap · 4 shared positions

$DOV $BRZE $UPST $IAU

$246M

21 positions

#3Topor & Co. KoreaActive

Substantial overlap · 3 shared positions

$DOV $MKL $IAU

$118M

18 positions

#4CAMBRIDGE ASSOCIATES LLC /MA/ /ADVSmart money

Substantial overlap · 5 shared positions

$DOV $UPST $IAU $BRZE $DDOG

$6.3B

64 positions

#5Compass Advisory Group LLCActive

Substantial overlap · 6 shared positions

$DOV $MKL $DDOG $COP $USB $MAR

$374M

86 positions

#6Long Island Wealth Management, Inc.Active

Substantial overlap · 6 shared positions

$DOV $MKL $MAR $COP $USB $DDOG

$216M

89 positions

#7Alta Advisers LtdActive

Substantial overlap · 3 shared positions

$DOV $MKL $UPST

$276M

206 positions

#8Intelligent Financial StrategiesSmart money

Substantial overlap · 4 shared positions

$DOV $BRZE $COP $MKL

$192M

62 positions

#9Pacific Park Financial, Inc.Active

Notable overlap · 7 shared positions

$DOV $BRZE $UPST $IAU $COP $DDOG

$153M

73 positions

#10THREADGILL FINANCIAL, LLCActive

Notable overlap · 3 shared positions

$DOV $MKL $COP

$344M

44 positions

#11Breakwater Investment ManagementPassive

Notable overlap · 7 shared positions

$BRZE $DOV $MKL $UPST $DDOG $GMM

$269M

506 positions

#12GoalFusion Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$DOV $USB $MKL

$220M

30 positions

#13Luminvest Wealth Management LLCSmart money

Notable overlap · 5 shared positions

$BRZE $MKL $USB $DDOG $COP

$382M

55 positions

#14Topsail Wealth Management, LLCActive

Notable overlap · 6 shared positions

$BRZE $MKL $USB $DDOG $COP $MAR

$678M

294 positions

#15Cornerstone Financial Group, LLC /NE/Active

Notable overlap · 6 shared positions

$BRZE $DOV $USB $UPST $MKL $MAR

$156M

73 positions

#16Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $DOV $MKL

$151M

54 positions

#17White Lighthouse Investment Management Inc.Active

Notable overlap · 8 shared positions

$BRZE $USB $MAR $IAU $UPST $COP

$721M

145 positions

#18FIDUCIARY ADVISORS, INC.Active

Notable overlap · 8 shared positions

$BRZE $MKL $USB $COP $DOV $MAR

$133M

121 positions

#19St. Louis Trust CoActive

Notable overlap · 3 shared positions

$BRZE $MKL $DOV

$856M

145 positions

#20STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$BRZE $MKL $USB $COP

$140M

29 positions

#21Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 6 shared positions

$BRZE $MKL $DOV $DDOG $IAU $COP

$578M

118 positions

#22Zhang Financial LLCActive

Notable overlap · 4 shared positions

$BRZE $DOV $IAU $COP

$2.9B

367 positions

#23Vanguard National Trust CoActive

Notable overlap · 5 shared positions

$BRZE $MKL $DOV $DDOG $MAR

$1.6B

751 positions

#24Verus Financial Partners, Inc.Smart money

Notable overlap · 6 shared positions

$BRZE $MKL $DDOG $IAU $DOV $UPST

$1.1B

121 positions

#25Prospera Capital Management, LLCSmart money

Notable overlap · 6 shared positions

$BRZE $MKL $DDOG $USB $COP $IAU

$199M

45 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.