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 ORG Partners

13F Portfolio OverlapQ4 2025ORG Partners portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ORG Partners LLC is an institutional investor managing $568M across 1,708 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ORG Partners are ORG Wealth Partners,, HC Advisors,, Riverbend Wealth ,, with shared positions in $VOXR, $PLTR, $PHYS, $AMGN, $WT, $ALPS. The full ranking of 25 similar funds is below.

#1ORG Wealth Partners, LLCActive

Notable overlap · 4 shared positions

$VOXR $PLTR $PHYS $AMGN

$508M

679 positions

#2HC Advisors, LLCActive

Some overlap · 5 shared positions

$WT $ALPS $PHYS $FITB $BAC

$149M

60 positions

#3Riverbend Wealth Management, LLCPassive

Some overlap · 5 shared positions

$WT $ALPS $MS $BAC $AMGN

$175M

152 positions

#4Stratos Investment Management, LLCPassive

Some overlap · 5 shared positions

$WT $ALPS $MS $BAC $AMGN

$2.5B

371 positions

#5Capital Investment Counsel, LLCPassive

Some overlap · 5 shared positions

$WT $GILD $ALPS $MS $AMGN

$730M

147 positions

#6Hamilton Wealth, LLCActive

Some overlap · 4 shared positions

$WT $ALPS $GILD $HUM

$1.4B

114 positions

#7Compass Financial Services IncActive

Some overlap · 5 shared positions

$WT $GILD $FITB $MS $HUM

$231M

56 positions

#8Mason & Associates IncActive

Some overlap · 4 shared positions

$WT $ALPS $PLTR $MS

$516M

160 positions

#9Avant Capital LLCPassive

Some overlap · 5 shared positions

$WT $ALPS $MS $PLTR $HUM

$142M

76 positions

#10NewEdge Wealth, LLCPassive

Some overlap · 5 shared positions

$WT $GILD $UPST $FITB $AMGN

$8.4B

1,124 positions

#11Eagle Strategies LLCPassive

Some overlap · 5 shared positions

$WT $ALPS $MS $SE $HUM

$837M

258 positions

#12Neumann Capital Management, LLCActive

Some overlap · 4 shared positions

$WT $GILD $BAC $FITB

$340M

102 positions

#13Element Wealth, LLCPassive

Some overlap · 4 shared positions

$WT $ALPS $SE $MS

$242M

207 positions

#14Golden State Equity PartnersPassive

Some overlap · 5 shared positions

$WT $GILD $UPST $PLTR $SE

$1.3B

2,078 positions

#15CASTLE WEALTH MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$WT $ALPS $CRM $AMGN

$309M

132 positions

#16Occidental Asset Management, LLCPassive

Some overlap · 5 shared positions

$WT $MS $GILD $CRM $AMGN

$844M

284 positions

#17WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$WT $GILD $MDLZ

$340M

136 positions

#18Eaton Financial Holdings Company, LLCPassive

Some overlap · 4 shared positions

$WT $PLTR $PHYS $BAC

$305M

125 positions

#19truNorth Financial Services, Inc.Active

Some overlap · 5 shared positions

$WT $MS $PLTR $UPST $HUM

$97M

49 positions

#20American Alpha Advisors, LLCActive

Some overlap · 4 shared positions

$WT $ALPS $GILD $AMGN

$188M

96 positions

#21Fermata Advisors, LLCPassive

Some overlap · 3 shared positions

$WT $ALPS $MS

$444M

232 positions

#22FLAGSHIP WEALTH ADVISORS, LLCPassive

Some overlap · 6 shared positions

$WT $MS $UPST $HUM $CRM $BAC

$233M

350 positions

#23Castle Rock Wealth Management, LLCPassive

Some overlap · 4 shared positions

$WT $ALPS $PLTR $AMGN

$462M

262 positions

#24Trilogy Capital Inc.Passive

Some overlap · 4 shared positions

$WT $ALPS $SE $GILD

$2.3B

390 positions

#25Beacon Financial Advisory LLCPassive

Some overlap · 6 shared positions

$WT $MS $FITB $CRM $MDLZ $HUM

$443M

402 positions

Compare ORG Partners’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View ORG Partners’s holdings

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.