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Hedge Funds Similar to ORRSTOWN FINANCIAL SERVICES

13F Portfolio OverlapQ3 2026ORRSTOWN FINANCIAL SERVICES portfolio →
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Most similar hedge funds by 13F overlap

ORRSTOWN FINANCIAL SERVICES INC is an institutional investor managing $667M across 119 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 ORRSTOWN FINANCIAL SERVICES are Sun Financial, Vivid Wealth, Teamwork Financial Advisors, with shared positions in $TJX, $PNC, $UNP, $AXP, $ETN, $AMGN. The full ranking of 25 similar funds is below.

#1Sun Financial IncPassive
Some overlap · 5 shared positions
$TJX$PNC$UNP$AXP$ETN
$212M
161 positions
#2Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$TJX$PNC$UNP$AXP$ETN
$284M
73 positions
#3Teamwork Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$PNC$UNP$AXP$ETN
$908M
182 positions
#4BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$TJX$PNC$UNP$AXP$ETN
$436M
104 positions
#5Valley Brook Capital Group, Inc.Passive
Some overlap · 5 shared positions
$TJX$PNC$UNP$AMGN$CRWD
$178M
118 positions
#6Clear Trail Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$UNP$AXP$ETN$AMGN
$657M
159 positions
#7Strategic Wealth Partners, Ltd.Passive
Some overlap · 4 shared positions
$TJX$PNC$UNP$AXP
$1.6B
1,462 positions
#8BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$TJX$PNC$UNP$AXP
$171M
116 positions
#9SWP Investment Management LLCPassive
Some overlap · 4 shared positions
$TJX$PNC$UNP$AXP
$145M
43 positions
#10TRILLIUM ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$TJX$PNC$UNP$ETN
$3.3B
230 positions
#11Bill Few Associates, Inc.Passive
Some overlap · 4 shared positions
$TJX$PNC$AXP$ETN
$485M
234 positions
#12Insight Inv LLCPassive
Some overlap · 4 shared positions
$TJX$PNC$AXP$AMGN
$210M
108 positions
#13Phillips Wealth Planners LLCPassive
Some overlap · 4 shared positions
$TJX$PNC$UNP$AMGN
$136M
217 positions
#14LOWE BROCKENBROUGH & CO INCPassive
Some overlap · 4 shared positions
$TJX$PNC$ETN$AMGN
$2.2B
341 positions
#15Michael Brady & Co., LLCActive
Some overlap · 4 shared positions
$TJX$UNP$AXP$ETN
$110M
55 positions
#16RWA WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$TJX$UNP$AXP$ETN
$10.4B
645 positions
#17TAGStone Capital, Inc.Passive
Some overlap · 4 shared positions
$TJX$UNP$AXP$AMGN
$315M
139 positions
#18Bull Street Advisors, LLCPassive
Some overlap · 4 shared positions
$TJX$UNP$AXP$AMGN
$221M
92 positions
#19Banco de Sabadell, S.APassive
Some overlap · 4 shared positions
$TJX$UNP$ETN$AMGN
$170M
61 positions
#20Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$TJX$AXP$ETN$AMGN
$710M
193 positions
#21Sawyer & Company, IncPassive
Some overlap · 4 shared positions
$TJX$AXP$ETN$AMGN
$298M
199 positions
#22Carl P. Sherr & Co., LLCPassive
Some overlap · 4 shared positions
$TJX$AXP$ETN$AMGN
$239M
134 positions
#23STANCE CAPITAL LLCPassive
Some overlap · 4 shared positions
$TJX$PNC$AXP$AMGN
$328M
340 positions
#24Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$TJX$AXP$ETN$CRWD
$115M
89 positions
#25GLOBALT Investments LLC / GAActive
Some overlap · 4 shared positions
$TJX$UNP$ETN$AMGN
$3.0B
213 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.