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Hedge Funds Similar to Orca Wealth

13F Portfolio OverlapQ3 2026Orca Wealth portfolio →
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Most similar hedge funds by 13F overlap

Orca Wealth Management, LLC is an institutional investor managing $168M across 84 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 Orca Wealth are GQG Partners, Dupree Financial Group, Altrius, with shared positions in $PM, $BTI, $CB, $DUK, $VZ, $ORI. The full ranking of 25 similar funds is below.

#1GQG Partners LLCActive
Notable overlap · 5 shared positions
$PM$BTI$CB$DUK$VZ
$53.8B
102 positions
#2Dupree Financial Group, LLCPassive
Notable overlap · 6 shared positions
$ORI$BTI$CMI$BX$EOG$VZ
$277M
79 positions
#3Altrius Capital Management IncPassive
Notable overlap · 5 shared positions
$AZN$BTI$PM$TTE$LMT
$526M
89 positions
#4Cullen Capital Management, LLCActive
Notable overlap · 6 shared positions
$CB$PM$QCOM$BTI$DUK$GD
$10.2B
208 positions
#5BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Notable overlap · 7 shared positions
$CMI$BTI$QCOM$CSX$EOG$LMT
$405M
98 positions
#6VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 5 shared positions
$QCOM$CB$BX$DUK$VZ
$203M
58 positions
#7Hamlin Capital Management, LLCActive
Notable overlap · 3 shared positions
$ORI$PM$CMI
$4.0B
28 positions
#8Crescent Sterling, Ltd.Passive
Notable overlap · 9 shared positions
$CMI$QCOM$CB$DUK$VZ$LMT
$122M
92 positions
#9WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Notable overlap · 6 shared positions
$AZN$CB$EOG$LMT$HON$HONA
$2.1B
131 positions
#10BENEDICT FINANCIAL ADVISORS INCPassive
Notable overlap · 6 shared positions
$PM$CB$QCOM$DUK$VZ$LMT
$504M
136 positions
#11Investmark Advisory Group LLCPassive
Notable overlap · 3 shared positions
$QCOM$PM$LMT
$308M
171 positions
#12TrueMark Investments, LLCPassive
Notable overlap · 4 shared positions
$PM$BTI$TTE$VZ
$798M
187 positions
#13TODD ASSET MANAGEMENT LLCActive
Notable overlap · 7 shared positions
$CB$CMI$QCOM$TTE$FITB$KLAC
$5.5B
177 positions
#14ROWLANDMILLER & PARTNERS.ADVPassive
Notable overlap · 5 shared positions
$QCOM$CB$CMI$VZ$CSX
$549M
195 positions
#15CINCINNATI FINANCIAL CORPActive
Notable overlap · 4 shared positions
$PM$QCOM$HON$HONA
$5.2B
56 positions
#16Parrish Capital LLCPassive
Notable overlap · 6 shared positions
$AZN$QCOM$PM$BX$TTE$VZ
$103M
84 positions
#17MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$PM$CMI$DUK$VZ$LMT$GD
$233M
122 positions
#18OAK FAMILY ADVISORS, LLCPassive
Some overlap · 3 shared positions
$AZN$QCOM$EOG
$385M
108 positions
#19PARK CIRCLE CoActive
Some overlap · 5 shared positions
$ORI$PM$BX$VZ$TTE
$117M
53 positions
#20Belleair Asset Management, LLCActive
Some overlap · 7 shared positions
$ORI$FITB$PM$DUK$GD$HON
$119M
84 positions
#21LGT Group FoundationActive
Some overlap · 4 shared positions
$AZN$UBS$TTE$CB
$8.8B
284 positions
#22Paradiem, LLCPassive
Some overlap · 4 shared positions
$ORI$QCOM$LMT$GD
$464M
68 positions
#23MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 6 shared positions
$PM$BX$ORI$FITB$VZ$DUK
$230M
143 positions
#24Capital International, Inc./CA/Active
Some overlap · 5 shared positions
$AZN$PM$TTE$BTI$KLAC
$14.3B
302 positions
#25OPAL CAPITAL LLCPassive
Some overlap · 4 shared positions
$PM$BTI$TTE$VZ
$560M
136 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.