What hedge funds are most similar to Orographic Financial Advisors, LLC?

The funds with the most similar 13F portfolios to Orographic Financial Advisors, LLC are Beacon Harbor Wealth Advisors, Slocum, Gordon & LLP, BCWM, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Orographic Financial Advisors

13F Portfolio OverlapQ2 2026Orographic Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Orographic Financial Advisors, LLC is an institutional investor managing $151M across 105 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Orographic Financial Advisors are Beacon Harbor Wealth Advisors, Slocum, Gordon & LLP, BCWM, with shared positions in $HWM, $BMY, $PFE, $MCD, $PM, $VZ. The full ranking of 25 similar funds is below.

#1Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$HWM $BMY $PFE $MCD $PM $VZ

$513M

70 positions

#2Slocum, Gordon & Co LLPPassive

Notable overlap · 7 shared positions

$SBUX $PFE $AEP $T $MCD $KMI

$151M

70 positions

#3BCWM, LLCPassive

Notable overlap · 5 shared positions

$KMI $BMY $T $PFE $VZ

$342M

57 positions

#4Raab & Moskowitz Asset Management LLCPassive

Notable overlap · 5 shared positions

$TJX $PFE $PM $MCD $VZ

$497M

198 positions

#5WealthTrust Axiom LLCPassive

Notable overlap · 6 shared positions

$KMI $BMY $PFE $HWM $CEG $VZ

$448M

302 positions

#6InvesTrustPassive

Notable overlap · 7 shared positions

$BMY $SBUX $DIS $PFE $MCD $PM

$260M

95 positions

#7SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$KMI $T $PFE $AEP $VZ

$606M

79 positions

#8Cohen Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$KMI $SBUX $PFE $DIS $MCD $VZ

$223M

81 positions

#9EDGAR LOMAX CO/VAActive

Notable overlap · 5 shared positions

$T $BMY $PFE $SBUX $AMT

$1.3B

58 positions

#10Arnhold LLCActive

Notable overlap · 6 shared positions

$T $BMY $PFE $GBDC $VZ $PYPL

$1.4B

113 positions

#11Keystone Financial Planning, Inc.Active

Notable overlap · 7 shared positions

$BMY $PFE $PM $MCD $VZ $T

$388M

39 positions

#12Slagle Financial, LLCPassive

Notable overlap · 6 shared positions

$TJX $SBUX $AMT $MCD $PM $EXC

$334M

127 positions

#13Nan Shan Life Insurance Co., Ltd.Active

Notable overlap · 5 shared positions

$KMI $BMY $PFE $DIS $VZ

$3.2B

82 positions

#14MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$T $SBUX $MCD $CCI $PM $VZ

$233M

122 positions

#15Paradigm Capital Management, LLC/NVActive

Some overlap · 6 shared positions

$KMI $T $MCD $PM $VZ $PFE

$116M

65 positions

#16Lombard Odier Asset Management (USA) CorpPassive

Some overlap · 4 shared positions

$BMY $KMI $PFE $DIS

$727M

142 positions

#17Palouse Capital Management, Inc.Passive

Some overlap · 5 shared positions

$T $PFE $DIS $AMT $VZ

$160M

124 positions

#18Plan Group Financial, LLCPassive

Some overlap · 6 shared positions

$AEP $PFE $ARCC $T $PM $VZ

$486M

249 positions

#19Destination Wealth ManagementPassive

Some overlap · 6 shared positions

$TJX $DIS $PFE $MCD $AMT $VZ

$4.3B

344 positions

#201834 INVESTMENT ADVISORS COPassive

Some overlap · 5 shared positions

$BMY $PFE $T $KMI $VZ

$883M

211 positions

#21Disciplined Equity Management, Inc.Smart money

Some overlap · 4 shared positions

$KMI $T $PFE $VZ

$226M

45 positions

#22CHIRON CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$BMY $PFE $CCI $PYPL $VZ

$111M

136 positions

#23Round Hill Asset ManagementActive

Some overlap · 4 shared positions

$BMY $PFE $T $DIS

$159M

62 positions

#24Partnership Wealth Management, LLCActive

Some overlap · 7 shared positions

$BMY $DIS $CEG $MCD $PFE $EXC

$148M

67 positions

#25FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Some overlap · 4 shared positions

$KMI $BMY $ARCC $VZ

$206M

80 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.