13F Pro

Hedge Funds Similar to ORBA Wealth Advisors, L.L.C.

13F Portfolio OverlapQ3 2026ORBA Wealth Advisors, L.L.C. portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ORBA Wealth Advisors, L.L.C. is an institutional investor managing $117M across 81 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ORBA Wealth Advisors, L.L.C. are R.H. Dinel Investment Counsel, ECLECTIC ASSOCIATES, WARNER FINANCIAL, with shared positions in $SBUX, $EPD, $PFE, $BAH, $NOC, $DIS. The full ranking of 25 similar funds is below.

#1R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$SBUX$EPD$PFE
$142M
39 positions
#2ECLECTIC ASSOCIATES INC /ADVActive
Some overlap · 3 shared positions
$BAH$NOC$DIS
$895M
162 positions
#3WARNER FINANCIAL, INCActive
Some overlap · 3 shared positions
$BAH$MDY$PFE
$340M
145 positions
#4Orographic Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$SBUX$CEG$EXC$PFE$DIS
$151M
105 positions
#5NCM Capital Management, LLCPassive
Some overlap · 3 shared positions
$BAH$MDY$NEE
$324M
194 positions
#6Planning Strategies Inc.Active
Some overlap · 3 shared positions
$BAH$EPD$DIS
$169M
1,159 positions
#7Advocate Investing Services LLCPassive
Some overlap · 3 shared positions
$BAH$DE$DIS
$128M
449 positions
#8DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$SBUX$DE$SNPS$FTNT
$121M
100 positions
#9CORA CAPITAL ADVISORS LLCActive
Some overlap · 3 shared positions
$BAH$EXC$CEG
$356M
145 positions
#10FMA Wealth Management, LLCActive
Some overlap · 3 shared positions
$BAH$NEE$DIS
$159M
42 positions
#11V2 Financial group LLCSmart money
Some overlap · 3 shared positions
$BAH$DIS$PFE
$268M
123 positions
#12WealthBridge Investment Counsel Inc.Active
Some overlap · 3 shared positions
$SBUX$NOC$DIS
$377M
44 positions
#13Unify Financial AdvisorsPassive
Some overlap · 3 shared positions
$SBUX$CEG$NEE
$108M
90 positions
#14Catalyst Investment Management LLCActive
Some overlap · 3 shared positions
$BAH$DE$NEE
$113M
74 positions
#15Creekside PartnersPassive
Some overlap · 6 shared positions
$MDY$EPD$DE$SBUX$SNPS$NEE
$276M
193 positions
#16Lincoln Capital LLCActive
Some overlap · 3 shared positions
$SBUX$DE$DIS
$570M
138 positions
#17Slocum, Gordon & Co LLPPassive
Some overlap · 3 shared positions
$SBUX$NEE$PFE
$143M
66 positions
#18Arlington Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SBUX$DE$DIS
$796M
112 positions
#19WoodTrust Financial CorpActive
Some overlap · 4 shared positions
$SBUX$NOC$DE$PFE
$825M
180 positions
#20SITTNER & NELSON, LLCPassive
Some overlap · 3 shared positions
$SBUX$BAH$PFE
$318M
614 positions
#21Samjo Management, LLCActive
Some overlap · 6 shared positions
$SBUX$DE$EPD$CEG$PFE$EXC
$293M
58 positions
#22BALLAST ADVISORS LLCActive
Some overlap · 3 shared positions
$BAH$EPD$SNPS
$420M
197 positions
#23WealthSpring Partners, LLCActive
Some overlap · 5 shared positions
$MDY$SBUX$NEE$DE$DIS
$94M
74 positions
#24Presper Financial Architects, LLCSmart money
Some overlap · 3 shared positions
$BAH$NEE$DIS
$192M
55 positions
#25Aspen Wealth Strategies, LLCActive
Some overlap · 4 shared positions
$SBUX$NOC$DE$NEE
$207M
89 positions

Compare ORBA Wealth Advisors, L.L.C.’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 ORBA Wealth Advisors, L.L.C.’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.