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Hedge Funds Similar to OGOREK ANTHONY JOSEPH /NY

13F Portfolio OverlapQ2 2026OGOREK ANTHONY JOSEPH /NY portfolio →
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Most similar hedge funds by 13F overlap

OGOREK ANTHONY JOSEPH /NY/ /ADV is an institutional investor managing $403M across 715 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 OGOREK ANTHONY JOSEPH /NY are Saratoga Research & Investment, St. James Investment Company, Monte Financial Group, with shared positions in $MDT, $CL, $APH, $NEE, $CEF, $DELL. The full ranking of 25 similar funds is below.

#1Saratoga Research & Investment ManagementActive
Some overlap · 3 shared positions
$MDT$CL$APH
$1.8B
46 positions
#2St. James Investment Company, LLCActive
Some overlap · 3 shared positions
$MDT$NEE$CEF
$630M
24 positions
#3Monte Financial Group, LLCPassive
Some overlap · 3 shared positions
$MDT$DELL$ABT
$312M
102 positions
#4Lazard Freres Gestion S.A.S.Active
Some overlap · 4 shared positions
$MDT$APH$CL$MS
$5.8B
115 positions
#5MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$MDT$ABT$NEE$MS
$1.2B
106 positions
#6Richard C. Young & CO., LTD.Passive
Some overlap · 4 shared positions
$DELL$APH$ADI$VLO
$1.4B
101 positions
#7Verity & Verity, LLCActive
Some overlap · 3 shared positions
$DELL$MDT$NEE
$1.5B
138 positions
#8Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$DELL$APH$ADI
$829M
163 positions
#9FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$DELL$APH$ADI
$490M
188 positions
#10TODD ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$DELL$MDT$MS
$5.6B
182 positions
#11Financial & Tax Architects, LLCPassive
Some overlap · 3 shared positions
$MDT$ABT$NEE
$474M
110 positions
#12Monument Capital ManagementPassive
Some overlap · 3 shared positions
$DELL$APH$VLO
$497M
262 positions
#13LIGHTHOUSE FINANCIAL SERVICES INC /ADVActive
Some overlap · 4 shared positions
$DELL$MDT$MS$GLW
$476M
102 positions
#14Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$MDT$CL$ABT$MS
$159M
62 positions
#15Hixon Zuercher, LLCPassive
Some overlap · 3 shared positions
$DELL$APH$NEE
$341M
88 positions
#16Nexus Investment Management ULCActive
Some overlap · 3 shared positions
$MDT$MS$GLW
$767M
72 positions
#17Hamilton Point Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$DELL$CL$NEE
$710M
193 positions
#18MOTCOPassive
Some overlap · 4 shared positions
$DELL$APH$NEE$GLW
$1.2B
840 positions
#19Riverbend Wealth Management, LLCPassive
Some overlap · 3 shared positions
$DELL$APH$MS
$199M
176 positions
#20HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 3 shared positions
$DELL$APH$GLW
$217M
352 positions
#21Titan Investment Management LLCActive
Some overlap · 3 shared positions
$DELL$CL$MS
$135M
38 positions
#22Lineweaver Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$DELL$ABT$NEE$GLW
$845M
182 positions
#23Asio Capital, LLCActive
Some overlap · 3 shared positions
$DELL$APH$MS
$781M
109 positions
#24Markin Volterra Fund LPActive
Some overlap · 3 shared positions
$DELL$APH$GLW
$147M
69 positions
#25OpenArc Corporate Advisory, LLCActive
Some overlap · 3 shared positions
$DELL$APH$MS
$8.4B
789 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.