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Hedge Funds Similar to ORRSTOWN FINANCIAL SERVICES

13F Portfolio OverlapQ1 2026ORRSTOWN FINANCIAL SERVICES portfolio →
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Most similar hedge funds by 13F overlap

ORRSTOWN FINANCIAL SERVICES INC is an institutional investor managing $674M across 118 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 ORRSTOWN FINANCIAL SERVICES are Moisand Fitzgerald Tamayo,, BetterWealth,, BWM Planning,, with shared positions in $AMN, $SNOW, $LRCX, $AXP, $TJX, $AMAT. The full ranking of 25 similar funds is below.

#1Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 5 shared positions
$AMN$SNOW$LRCX$AXP$TJX
$931M
518 positions
#2BetterWealth, LLCSmart money
Notable overlap · 5 shared positions
$AMN$SNOW$AMAT$LRCX$AMD
$510M
85 positions
#3BWM Planning, LLCActive
Notable overlap · 4 shared positions
$AMN$SNOW$COP$ETN
$379M
87 positions
#4Bare Financial Services, IncPassive
Notable overlap · 6 shared positions
$AMN$SNOW$COP$PNC$AMAT$AMD
$378M
1,730 positions
#5POINCIANA ADVISORS GROUP, LLCPassive
Notable overlap · 4 shared positions
$AMN$GE$SNOW$LRCX
$127M
130 positions
#6Physician Wealth Solutions Inc.Active
Notable overlap · 3 shared positions
$AMN$SNOW$AMD
$242M
45 positions
#7Burk Holdings LLCPassive
Notable overlap · 3 shared positions
$AMN$SNOW$AMD
$233M
676 positions
#8Echo Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$SNOW$UNH
$174M
47 positions
#9Parkshore Wealth Management, Inc.Smart money
Notable overlap · 5 shared positions
$AMN$SNOW$GE$GEV$AXP
$299M
69 positions
#10Beta Wealth Group, Inc.Passive
Notable overlap · 4 shared positions
$AMN$SNOW$TJX$AMD
$242M
112 positions
#11Werba Rubin Papier Wealth ManagementPassive
Notable overlap · 3 shared positions
$AMN$SNOW$LRCX
$718M
278 positions
#12Harbor Group, Inc.Active
Notable overlap · 5 shared positions
$AMN$GE$GEV$UNH$AMD
$692M
116 positions
#13Unison Advisors LLCActive
Notable overlap · 4 shared positions
$AMN$LEN$AMD$COP
$1.3B
175 positions
#14Allegiance Financial Group Advisory Services LLCActive
Notable overlap · 3 shared positions
$AMN$GE$GEV
$503M
198 positions
#15SPWM Advisors LLCPassive
Notable overlap · 3 shared positions
$AMN$AMAT$COP
$115M
93 positions
#16RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$AMN$LRCX$AMD
$296M
80 positions
#17KEB ASSET MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$AMN$GE$UNP$UNH
$522M
97 positions
#18HMV Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$AMN$LRCX$UNP
$213M
81 positions
#19CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 4 shared positions
$AMN$COP$UNH$AMAT
$334M
70 positions
#20Ballast Financial Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$TJX$COP
$98M
68 positions
#21True Wealth Design, LLCActive
Notable overlap · 3 shared positions
$AMN$GE$GEV
$360M
2,699 positions
#22EAGLE WEALTH STRATEGIES LLCActive
Notable overlap · 3 shared positions
$AMN$PNC$AMD
$228M
114 positions
#23Avondale Wealth ManagementActive
Notable overlap · 4 shared positions
$AMN$AMD$GEV$GE
$203M
71 positions
#24New England Capital Financial Advisors LLCActive
Notable overlap · 5 shared positions
$AMN$GE$UNH$AXP$GEV
$365M
425 positions
#25Valued Wealth Advisors LLCActive
Notable overlap · 4 shared positions
$AMN$UNP$LRCX$TJX
$247M
751 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.