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Hedge Funds Similar to ORG Wealth Partners,

13F Portfolio OverlapQ1 2026ORG Wealth Partners, portfolio →
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Most similar hedge funds by 13F overlap

ORG Wealth Partners, LLC is an institutional investor managing $508M across 679 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 ORG Wealth Partners, are ORG Partners, Covalis LLP, McAlvany Wealth, with shared positions in $VOXR, $PLTR, $PHYS, $AMGN, $CORZ, $EQT. The full ranking of 25 similar funds is below.

#1ORG Partners LLC
Notable overlap · 4 shared positions
$VOXR$PLTR$PHYS$AMGN
$568M
1,708 positions
#2Covalis Capital LLPPassive
Some overlap · 3 shared positions
$CORZ$EQT$URI
$1.6B
123 positions
#3McAlvany Wealth Management LLCPassive
Some overlap · 4 shared positions
$VOXR$EPD$EQT$SCCO
$149M
42 positions
#4Fogel Capital Management, Inc.Active
Some overlap · 7 shared positions
$ET$EPD$EQT$KTOS$HON$SCCO
$219M
52 positions
#5ELCO Management Co., LLCPassive
Some overlap · 5 shared positions
$ET$ABT$EPD$EQT$HON
$208M
170 positions
#6Millennium Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$ET$PLTR$PHYS$PFE$URI
$162M
133 positions
#7Americana Partners, LLCPassive
Some overlap · 5 shared positions
$ET$IBM$EPD$PFE$HON
$3.9B
510 positions
#8Fund Advisors of America Inc/FLPassive
Some overlap · 5 shared positions
$ET$PLTR$IBM$EPD$SCCO
$99M
118 positions
#9Corps Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$ET$PLTR$EPD$CRWD
$115M
96 positions
#10Empire Financial Management Company, LLCPassive
Some overlap · 5 shared positions
$ET$IBM$AMGN$PHYS$HON
$442M
211 positions
#11Henson-Edgewater Management, LLCPassive
Some overlap · 4 shared positions
$ET$PLTR$EPD$CRWD
$157M
66 positions
#12GILPIN WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ET$PLTR$EPD$AMGN
$126M
999 positions
#13Redwood Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$ET$PLTR$IBM$SCCO
$232M
169 positions
#14Directional Asset ManagementPassive
Some overlap · 4 shared positions
$ET$ABT$AMGN$CRWD
$109M
90 positions
#15Generali Investments, Management Co LLCActive
Some overlap · 6 shared positions
$PLTR$IBM$ABT$AMGN$CRWD$PFE
$430M
162 positions
#16McGowan Group Asset Management, Inc.Passive
Some overlap · 4 shared positions
$ET$EPD$KYN$EQT
$785M
154 positions
#17SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 4 shared positions
$ET$IBM$EPD$PFE
$119M
61 positions
#18CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 4 shared positions
$ET$EPD$EQT$CRWD
$2.0B
66 positions
#19RR Advisors, LLCActive
Some overlap · 4 shared positions
$ET$EPD$EQT$VG
$360M
27 positions
#20Adams Asset Advisors, LLCActive
Some overlap · 4 shared positions
$ET$EPD$AMGN$PFE
$891M
88 positions
#21Royal Palms Capital LLCPassive
Some overlap · 4 shared positions
$ET$IBM$EPD$AMGN
$101M
50 positions
#22BASSO CAPITAL MANAGEMENT, L.P.Active
Some overlap · 4 shared positions
$ET$IBM$EPD$VG
$163M
137 positions
#23Sterling Investment Advisors, Ltd.Passive
Some overlap · 6 shared positions
$PLTR$SHOP$AMGN$CRWD$PFE$HON
$552M
212 positions
#24Oak Grove Capital LLCSmart money
Slight overlap · 4 shared positions
$ET$IBM$EQT$CRWD
$1.2B
92 positions
#25Oder Investment Management, LLCPassive
Slight overlap · 5 shared positions
$PLTR$IBM$EPD$SHOP$CRWD
$130M
102 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.