What hedge funds are most similar to Orange Investment Advisors, Inc.?

The funds with the most similar 13F portfolios to Orange Investment Advisors, Inc. are UNIO, Vertrix Wealth ,, PARNASSUS INVESTMENTS,, 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 Orange Investment Advisors,

13F Portfolio OverlapQ1 2026Orange Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Orange Investment Advisors, Inc. is an institutional investor managing $771M across 145 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 Orange Investment Advisors, are UNIO, Vertrix Wealth ,, PARNASSUS INVESTMENTS,, with shared positions in $ISRG, $KLAC, $AXP, $MCD, $MDT, $TMO. The full ranking of 25 similar funds is below.

#1UNIO CAPITAL LLCActive

Some overlap · 4 shared positions

$ISRG $KLAC $AXP $MCD

$466M

21 positions

#2Vertrix Wealth Management, LLCPassive

Some overlap · 8 shared positions

$AXP $MDT $TMO $MS $IBM $MCD

$272M

95 positions

#3PARNASSUS INVESTMENTS, LLCActive

Some overlap · 7 shared positions

$KLAC $TMO $AZO $DHR $CRM $GWW

$34.1B

135 positions

#4Strategic Wealth Investment Group, LLCPassive

Some overlap · 8 shared positions

$AXP $TMO $IBM $DHR $CRM $SCHW

$788M

94 positions

#5NZS Capital, LLCActive

Some overlap · 5 shared positions

$ISRG $KLAC $DHR $URI $PWR

$3.0B

58 positions

#6RPG Investment Advisory, LLCPassive

Some overlap · 6 shared positions

$ISRG $OKTA $MDT $CRM $PWR $BKR

$829M

92 positions

#7Alphinity Investment Management Pty LtdActive

Some overlap · 3 shared positions

$ISRG $AXP $MS

$5.7B

29 positions

#8CADINHA & CO LLCActive

Some overlap · 5 shared positions

$ISRG $DHR $DUK $GWW $MCD

$537M

103 positions

#9Biondo Investment Advisors, LLCActive

Some overlap · 4 shared positions

$ISRG $IBM $MCD $DUK

$780M

82 positions

#10Cornerstone Investment Partners, LLCActive

Some overlap · 6 shared positions

$KLAC $AXP $TMO $AZO $URI $CIEN

$2.4B

291 positions

#11EAGLE ROCK INVESTMENT COMPANY, LLCActive

Some overlap · 5 shared positions

$KLAC $AXP $TMO $AZO $URI

$688M

158 positions

#12LGT CAPITAL PARTNERS LTD.Active

Some overlap · 5 shared positions

$ISRG $AZO $MS $URI $MRSH

$1.9B

38 positions

#13WOLFF WIESE MAGANA LLCPassive

Some overlap · 7 shared positions

$AXP $MDT $MS $MCD $PWR $SCHW

$181M

983 positions

#14Bellevue Group AGActive

Some overlap · 4 shared positions

$ISRG $MDT $DHR $TMO

$4.2B

155 positions

#15Perennial Advisors, LLCPassive

Some overlap · 6 shared positions

$AXP $OKTA $MDT $TMO $MCD $SBUX

$587M

122 positions

#16Guinness Atkinson Asset Management IncPassive

Some overlap · 5 shared positions

$KLAC $MDT $TMO $DHR $CRM

$200M

123 positions

#17CHILTON INVESTMENT CO INC.Active

Some overlap · 6 shared positions

$AXP $MDT $AZO $MS $IBM $TMO

$4.3B

280 positions

#18BALDWIN WEALTH PARTNERS LLC/MAActive

Some overlap · 6 shared positions

$KLAC $IBM $DHR $URI $PWR $SCHW

$1.4B

222 positions

#19PATTON ALBERTSON MILLER GROUP, LLCPassive

Some overlap · 6 shared positions

$KLAC $DHR $TMO $IBM $URI $PWR

$842M

212 positions

#20NORTHEAST INVESTMENT MANAGEMENTActive

Some overlap · 6 shared positions

$ISRG $TMO $DHR $MCD $URI $PWR

$2.4B

189 positions

#21McLaughlin Asset Management, Inc.Passive

Some overlap · 4 shared positions

$KLAC $ISRG $AXP $TMO

$105M

91 positions

#22Parsonex Advisory Services, Inc.Passive

Some overlap · 4 shared positions

$ISRG $CRM $SCHW $KLAC

$102M

56 positions

#23Navera Investment Management Ltd.Active

Some overlap · 6 shared positions

$ISRG $TMO $MRSH $MCD $AXP $PWR

$3.9B

56 positions

#24DOVER ADVISORS, LLCPassive

Some overlap · 5 shared positions

$KLAC $AXP $IBM $TMO $DUK

$242M

159 positions

#25Brown Financial AdvisorsPassive

Some overlap · 7 shared positions

$TMO $MDT $MS $MCD $URI $PWR

$264M

209 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.