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Hedge Funds Similar to Corient IA

13F Portfolio OverlapQ1 2026Corient IA portfolio →
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Most similar hedge funds by 13F overlap

Corient IA LLC is an institutional investor managing $106M across 279 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 Corient IA are Winslow ,, ITHAKA GROUP, ASSOCIATES /NY/, with shared positions in $ASML, $HWM, $PLTR, $ISRG, $TT, $PWR. The full ranking of 25 similar funds is below.

#1Winslow Capital Management, LLCActive
Notable overlap · 9 shared positions
$ASML$HWM$PLTR$ISRG$TT$PWR
$25.6B
60 positions
#2ITHAKA GROUP LLCActive
Notable overlap · 6 shared positions
$HWM$PANW$PLTR$ISRG$AMD$SHOP
$482M
38 positions
#3CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Notable overlap · 7 shared positions
$PANW$ASML$PLTR$CW$PWR$AMAT
$60M
36 positions
#4GF FUND MANAGEMENT CO. LTD.Active
Notable overlap · 10 shared positions
$ASML$PLTR$LITE$AMD$TSEM$AMAT
$6.0B
624 positions
#5LYELL WEALTH MANAGEMENT, LPPassive
Some overlap · 6 shared positions
$PANW$ASML$ISRG$PWR$AMD$SHOP
$1.4B
216 positions
#6Legal Advantage Investments, Inc.Passive
Some overlap · 6 shared positions
$PANW$ASML$PLTR$SHOP$TT$AMAT
$194M
79 positions
#7Markin Volterra Fund LPActive
Some overlap · 8 shared positions
$ASML$PLTR$LITE$JBL$AMD$AMAT
$65M
34 positions
#8Gunderson Capital Management Inc.Passive
Some overlap · 8 shared positions
$ASML$PLTR$PWR$AMD$TSEM$AMAT
$239M
46 positions
#9Stanley-Laman Group, Ltd.Passive
Some overlap · 8 shared positions
$ASML$ISRG$JBL$AMD$AMAT$LIN
$814M
294 positions
#10WD RUTHERFORD LLCPassive
Some overlap · 7 shared positions
$PANW$CASY$ISRG$AMD$SHOP$URI
$225M
71 positions
#11PINNBROOK CAPITAL MANAGEMENT LPActive
Some overlap · 9 shared positions
$ASML$CW$EMBJ$JBL$AMAT$LIN
$384M
45 positions
#12STF Management LP
Some overlap · 9 shared positions
$PLTR$ISRG$AMD$SHOP$PANW$AMAT
$107M
101 positions
#13Covenant Asset Management, LLCPassive
Some overlap · 5 shared positions
$HWM$ASML$PLTR$PWR$SHOP
$664M
165 positions
#14MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 6 shared positions
$HWM$ASML$PLTR$TT$PH$LRCX
$499M
161 positions
#15STRATEGIC PLANNING GROUP, LLCPassive
Some overlap · 8 shared positions
$ASML$PLTR$ISRG$TT$AMD$LIN
$715M
72 positions
#16Benchmark Investment Advisors LLCPassive
Some overlap · 7 shared positions
$PANW$ASML$PLTR$AMAT$PH$URI
$172M
76 positions
#17MADDEN SECURITIES CorpPassive
Some overlap · 6 shared positions
$PANW$PLTR$ASML$ISRG$HWM$LITE
$333M
113 positions
#18BOWEN HANES & CO INCActive
Some overlap · 6 shared positions
$PANW$ASML$ISRG$CCJ$ITT$PH
$4.1B
151 positions
#19Munro PartnersActive
Some overlap · 7 shared positions
$HWM$PWR$LITE$LIN$CCJ$CW
$3.0B
59 positions
#20Alta Park Capital, LPActive
Some overlap · 5 shared positions
$PANW$ASML$LITE$TSEM$AMAT
$642M
25 positions
#21Banque Transatlantique SAActive
Some overlap · 7 shared positions
$HWM$ISRG$PANW$TT$RACE$LIN
$4.2B
442 positions
#22QP WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$HWM$PLTR$CW$LITE$EMBJ
$58M
65 positions
#23Sava Infond d.o.o.Passive
Some overlap · 7 shared positions
$PANW$PLTR$AMD$LITE$AMAT$CCJ
$705M
230 positions
#24McGuire Investment Group, LLCActive
Some overlap · 6 shared positions
$ASML$PLTR$ISRG$AMD$AMAT$LRCX
$885M
121 positions
#25Williamson Legacy Group, LLCPassive
Some overlap · 6 shared positions
$HWM$CASY$LITE$B$LRCX$NVT
$133M
81 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.