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Hedge Funds Similar to Orion Investment

13F Portfolio OverlapQ1 2026Orion Investment portfolio →
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Most similar hedge funds by 13F overlap

Orion Investment Co is an institutional investor managing $315M across 69 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 Orion Investment are Privium Fund B.V., ELLERSON GROUP /ADV, UNICOM Systems,, with shared positions in $PLTR, $IONS, $SHOP, $BIIB, $ARWR, $REGN. The full ranking of 25 similar funds is below.

#1Privium Fund Management B.V.Active
Notable overlap · 5 shared positions
$PLTR$IONS$SHOP$BIIB$ARWR
$480M
60 positions
#2ELLERSON GROUP INC /ADVPassive
Notable overlap · 4 shared positions
$PLTR$REGN$ASML$PANW
$153M
61 positions
#3UNICOM Systems, Inc.Active
Notable overlap · 5 shared positions
$PLTR$IONQ$ASML$RGTI$PANW
$976M
32 positions
#4MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Notable overlap · 4 shared positions
$PLTR$NEE$GD$ABT
$189M
510 positions
#5Oder Investment Management, LLCPassive
Notable overlap · 5 shared positions
$PLTR$REGN$SHOP$CMI$EPD
$130M
102 positions
#6Cyr Financial Inc.Active
Notable overlap · 3 shared positions
$REGN$SHOP$PLTR
$170M
58 positions
#7Bellevue Group AGActive
Notable overlap · 3 shared positions
$REGN$IONS$ABT
$4.2B
155 positions
#8GLR Partners, LLCPassive
Notable overlap · 3 shared positions
$REGN$CMI$PH
$183M
100 positions
#9PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$PLTR$PH$CCJ
$3.0B
77 positions
#10MARVIN & PALMER ASSOCIATES INCPassive
Notable overlap · 4 shared positions
$PH$NEE$CCJ$NEM
$84M
21 positions
#11Two Point Capital Management, Inc.Active
Notable overlap · 3 shared positions
$PH$CMI$HSY
$229M
28 positions
#12Brendel Financial Advisors LLCPassive
Notable overlap · 5 shared positions
$NEE$GD$PLTR$CMI$ATO
$202M
95 positions
#13Rhenman & Partners Asset Management ABPassive
Notable overlap · 4 shared positions
$REGN$BIIB$ABT$ARWR
$810M
86 positions
#14Clay Northam Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$REGN$PLTR$SHOP$NEE
$178M
101 positions
#15Faithward Advisors, LLCPassive
Notable overlap · 7 shared positions
$PLTR$SHOP$ASML$HII$CCJ$UNP
$701M
261 positions
#16Guilbault Capital LLCPassive
Notable overlap · 3 shared positions
$REGN$HII$UNP
$91M
67 positions
#17Copley Financial Group, Inc.Active
Notable overlap · 3 shared positions
$REGN$CDNS$GD
$166M
115 positions
#18Tamar Securities, LLCActive
Notable overlap · 6 shared positions
$REGN$ASML$NEM$CDNS$IBOC$PLTR
$934M
91 positions
#19Baugh & Associates, LLCActive
Notable overlap · 4 shared positions
$NEE$INTC$ABT$ASML
$232M
44 positions
#20Sylvest Advisors, LLCActive
Notable overlap · 3 shared positions
$REGN$HSY$BMY
$188M
70 positions
#21Presidio Capital Management, LLCActive
Notable overlap · 4 shared positions
$REGN$GD$PH$NOW
$344M
79 positions
#22Sun Group Wealth PartnersPassive
Notable overlap · 3 shared positions
$PLTR$ABT$PANW
$127M
73 positions
#23SECTOR GAMMA ASActive
Notable overlap · 5 shared positions
$IONS$BIIB$ABT$IOVA$BMY
$423M
42 positions
#24Gunderson Capital Management Inc.Passive
Notable overlap · 3 shared positions
$PLTR$ASML$CCJ
$239M
46 positions
#25KP Management LLCPassive
Notable overlap · 5 shared positions
$ASML$INTC$CMI$PH$CDNS
$409M
83 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.