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 ORBA Wealth Advisors, L.L.C.

13F Portfolio OverlapQ1 2026ORBA Wealth Advisors, L.L.C. portfolio →

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Most similar hedge funds by 13F overlap

ORBA Wealth Advisors, L.L.C. is an institutional investor managing $84M across 65 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 ORBA Wealth Advisors, L.L.C. are Kane Wealth ,, Roan Partners, Financial Gravity Asset ,, with shared positions in $WT, $AMN, $DE, $NEE, $GMM, $MDY. The full ranking of 25 similar funds is below.

#1Kane Co Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$WT $AMN $DE $NEE

$119M

51 positions

#2Roan Capital PartnersPassive

Notable overlap · 4 shared positions

$WT $GMM $MDY $RL

$108M

77 positions

#3Financial Gravity Asset Management, Inc.Passive

Notable overlap · 6 shared positions

$WT $GMM $RL $MAR $SBUX $DIS

$562M

973 positions

#4Great Point Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $AMN $GMM

$542M

62 positions

#5Collaborative Wealth Managment Inc.Passive

Notable overlap · 7 shared positions

$WT $AMN $KKR $GMM $MAR $GSAT

$218M

162 positions

#6Aspire Capital Advisors LLCActive

Notable overlap · 6 shared positions

$WT $KKR $AMN $SBUX $GSAT $DE

$444M

122 positions

#7EAGLE WEALTH STRATEGIES LLCActive

Notable overlap · 3 shared positions

$WT $AMN $NEE

$228M

114 positions

#8Team Financial Group, LLCActive

Notable overlap · 5 shared positions

$WT $AMN $KKR $UNH $DE

$220M

273 positions

#9Argo Wealth Advisory, LLCActive

Notable overlap · 5 shared positions

$WT $UNH $PFE $NEE $MAR

$170M

48 positions

#10IAM Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $AMN $GSAT

$446M

95 positions

#11PRECEDENT WEALTH PARTNERS, LLCPassive

Notable overlap · 5 shared positions

$WT $LRCX $MDY $KKR $BAC

$500M

166 positions

#12KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$WT $GMM $BAC

$743M

262 positions

#13Wright Wealth LLCActive

Notable overlap · 3 shared positions

$WT $AMN $EPD

$149M

51 positions

#14SENTINEL WEALTH MANAGEMENT, INC.Active

Notable overlap · 5 shared positions

$WT $MDY $EPD $NEE $ET

$125M

39 positions

#15Rare Wolf Capital LLCPassive

Notable overlap · 5 shared positions

$WT $UNH $PFE $LRCX $DIS

$154M

127 positions

#16UPTICK PARTNERS, LLCPassive

Notable overlap · 4 shared positions

$WT $KKR $AMN $PFE

$502M

293 positions

#17Goldenstone Wealth Management LLCActive

Notable overlap · 3 shared positions

$WT $LRCX $UNH

$137M

89 positions

#18Revolve Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$WT $AMN $MDY

$770M

230 positions

#19Linscomb Wealth, Inc.Active

Notable overlap · 6 shared positions

$WT $LRCX $KKR $EPD $BAC $NEE

$2.2B

337 positions

#20Darrow Company, Inc.Active

Notable overlap · 4 shared positions

$WT $KKR $MAR $MDY

$222M

56 positions

#21Strategic Family Wealth Counselors, L.L.C.Passive

Notable overlap · 5 shared positions

$WT $KKR $BAH $PFE $MAR

$381M

163 positions

#22Etesian Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$WT $KKR $AMN $BAC

$313M

138 positions

#23Provident Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $AMN $UNH

$331M

134 positions

#24MOR Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $AMN $MAR

$218M

103 positions

#25Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$WT $KKR $DE $BAC

$90M

65 positions

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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.