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Hedge Funds Similar to Orca Wealth ,

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

Orca Wealth Management, LLC is an institutional investor managing $141M across 67 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 Orca Wealth , are Altrius, GQG Partners, Dupree Financial Group,, with shared positions in $AZN, $BTI, $PM, $DOW, $TTE, $VZ. The full ranking of 25 similar funds is below.

#1Altrius Capital Management IncPassive
Notable overlap · 8 shared positions
$AZN$BTI$PM$DOW$TTE$VZ
$503M
87 positions
#2GQG Partners LLCActive
Notable overlap · 6 shared positions
$PM$CB$BTI$DUK$VZ$T
$63.1B
81 positions
#3Dupree Financial Group, LLCPassive
Notable overlap · 7 shared positions
$BTI$ORI$CMI$EOG$VZ$MU
$248M
71 positions
#4CHANNING GLOBAL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$AZN$MU$UBS$BAC
$171M
47 positions
#5LFG Wealth Partners, LLCPassive
Notable overlap · 7 shared positions
$MU$PM$BTI$TTE$VZ$LMT
$166M
89 positions
#6LGT Group FoundationActive
Notable overlap · 6 shared positions
$AZN$UBS$TTE$CB$BAC$MU
$8.2B
283 positions
#7BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Notable overlap · 7 shared positions
$BTI$CMI$MU$EOG$CSX$VZ
$380M
98 positions
#8WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Notable overlap · 5 shared positions
$AZN$CB$EOG$HON$GD
$2.1B
122 positions
#9Cullen Capital Management, LLCActive
Notable overlap · 7 shared positions
$CB$PM$BAC$DUK$DOW$GD
$9.8B
213 positions
#10Capital International, Inc./CA/Active
Notable overlap · 6 shared positions
$AZN$PM$TTE$BAC$BTI$MU
$13.0B
303 positions
#11Hamlin Capital Management, LLCActive
Notable overlap · 3 shared positions
$ORI$PM$CMI
$4.1B
30 positions
#12Evelyn Partners Investment Management LLPActive
Notable overlap · 4 shared positions
$AZN$CB$BAC$TTE
$3.7B
410 positions
#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$PM$CMI$DUK$VZ$LMT$GD
$220M
148 positions
#14TrueMark Investments, LLCPassive
Notable overlap · 4 shared positions
$PM$BTI$TTE$VZ
$514M
167 positions
#15BENEDICT FINANCIAL ADVISORS INCPassive
Notable overlap · 6 shared positions
$PM$CB$DUK$HON$VZ$LMT
$480M
133 positions
#16ZWJ INVESTMENT COUNSEL INCPassive
Notable overlap · 4 shared positions
$MU$AZN$CB$T
$2.8B
241 positions
#17Capital International SarlActive
Notable overlap · 5 shared positions
$AZN$PM$TTE$BAC$MU
$6.1B
287 positions
#18Aull & Monroe Investment Management CorpPassive
Notable overlap · 7 shared positions
$CMI$BAC$DUK$CSX$VZ$LMT
$215M
125 positions
#19ABN AMRO Bank N.V.Active
Notable overlap · 4 shared positions
$AZN$TTE$BAC$UBS
$9.3B
228 positions
#20CAISSE DES DEPOTS ET CONSIGNATIONSSmart money
Notable overlap · 3 shared positions
$AZN$UBS$TTE
$6.1B
217 positions
#21MUFG Securities EMEA plcActive
Some overlap · 4 shared positions
$MU$AZN$HON$BAC
$6.7B
551 positions
#22Pictet North America Advisors SAActive
Some overlap · 4 shared positions
$AZN$UBS$MU$TTE
$1.0B
154 positions
#23Cornerstone Investment Partners, LLCActive
Some overlap · 3 shared positions
$MU$CB$CMI
$2.4B
291 positions
#24Willis Investment CounselActive
Some overlap · 6 shared positions
$CB$VZ$DUK$LMT$GD$T
$1.8B
123 positions
#25Capital World InvestorsPassive
Some overlap · 5 shared positions
$PM$MU$EOG$BAC$AZN
$732.9B
620 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.