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 O'ROURKE & COMPANY,

13F Portfolio OverlapQ1 2026O'ROURKE & COMPANY, portfolio →

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Most similar hedge funds by 13F overlap

O'ROURKE & COMPANY, Inc is an institutional investor managing $253M across 171 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 O'ROURKE & COMPANY, are Advisors Wealth ,, Sagace Wealth, Clarity Advisors,, with shared positions in $SNOW, $KKR, $USB, $DDOG, $SCHW, $HUM. The full ranking of 25 similar funds is below.

#1Capital Advisors Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$SNOW $KKR $USB $DDOG $SCHW $HUM

$745M

219 positions

#2Sagace Wealth Management LLCPassive

Notable overlap · 7 shared positions

$SNOW $USB $KKR $UNIT $BRZE $DLR

$149M

70 positions

#3Clarity Capital Advisors, LLCActive

Notable overlap · 7 shared positions

$SNOW $KKR $USB $UNIT $SCHW $BRZE

$215M

95 positions

#4Silver Coast Investments LLCActive

Notable overlap · 7 shared positions

$SNOW $USB $UNIT $HSY $SCHW $DDOG

$313M

119 positions

#5CHRISTINE MESSMER PCActive

Notable overlap · 8 shared positions

$SNOW $UNIT $KKR $DDOG $HSY $BRZE

$156M

80 positions

#6Discipline Wealth Solutions, LLCActive

Notable overlap · 7 shared positions

$SNOW $AGQ $UNIT $SCHW $BRZE $SLV

$950M

192 positions

#7Fortis Advisors, LLCPassive

Notable overlap · 4 shared positions

$SNOW $AGQ $USB $HUM

$200M

119 positions

#8Graetz Wealth LLCPassive

Notable overlap · 6 shared positions

$SNOW $USB $UNIT $SCHW $HUM $DDOG

$112M

80 positions

#9Sterling Financial Planning, Inc.Active

Notable overlap · 6 shared positions

$SNOW $KKR $DDOG $SCHW $UNIT $HUM

$337M

117 positions

#10Financial Futures Ltd Liability Co.Active

Notable overlap · 7 shared positions

$SNOW $USB $DDOG $SCHW $IBM $UNIT

$228M

72 positions

#11Cornerstone Financial Management LLCPassive

Notable overlap · 8 shared positions

$SNOW $USB $KKR $DDOG $KO $HUM

$109M

1,311 positions

#12Hurlow Wealth Management Group, Inc.Active

Notable overlap · 6 shared positions

$SNOW $USB $DDOG $SCHW $HUM $KKR

$420M

120 positions

#13Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 6 shared positions

$SNOW $USB $UNIT $SCHW $VZ $HUM

$163M

67 positions

#14City State BankPassive

Notable overlap · 5 shared positions

$SNOW $KKR $HSY $UNIT $HUM

$385M

784 positions

#15Richmond Brothers, Inc.Smart money

Notable overlap · 4 shared positions

$SNOW $AGQ $HSY $SCHW

$150M

36 positions

#16ForthRight Wealth Management, LLCActive

Notable overlap · 5 shared positions

$SNOW $AGQ $DDOG $IBM $HUM

$353M

75 positions

#17PURE PORTFOLIOS HOLDINGS LLC

Notable overlap · 6 shared positions

$SNOW $AGQ $DDOG $SCHW $UNIT $KO

$332M

104 positions

#18FLC Capital AdvisorsPassive

Notable overlap · 6 shared positions

$SNOW $USB $IBM $HUM $PFE $SCHW

$560M

221 positions

#19LMG Wealth Partners, LLCPassive

Notable overlap · 6 shared positions

$SNOW $AGQ $USB $UNIT $HSY $SCHW

$549M

154 positions

#20Red Tortoise LLCPassive

Notable overlap · 6 shared positions

$SNOW $KKR $UNIT $DDOG $HUM $HSY

$240M

591 positions

#21Erickson Financial Group, LLCSmart money

Notable overlap · 4 shared positions

$SNOW $USB $AGQ $DDOG

$160M

25 positions

#22Rosenberg Matthew HamiltonActive

Notable overlap · 4 shared positions

$SNOW $USB $KKR $SLV

$488M

799 positions

#23MFA WEALTH ADVISORS, LLCActive

Notable overlap · 5 shared positions

$SNOW $USB $AGQ $KO $SHW

$508M

88 positions

#24Verde Capital ManagementActive

Notable overlap · 5 shared positions

$SNOW $USB $WELL $SLV $SCHW

$468M

69 positions

#25Lionsbridge Wealth Management LLCPassive

Notable overlap · 4 shared positions

$SNOW $USB $AGQ $BRZE

$99M

59 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.