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Hedge Funds Similar to ORSER

13F Portfolio OverlapQ2 2026ORSER portfolio →
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Most similar hedge funds by 13F overlap

ORSER CAPITAL MANAGEMENT, LLC is an institutional investor managing $202M across 65 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 ORSER are Buckland Partners, Bornite, BALDWIN WEALTH PARTNERS, with shared positions in $CRS, $ASML, $ADI, $PWR, $WM, $UNP. The full ranking of 25 similar funds is below.

#1Buckland Partners Management Co LLCPassive
Notable overlap · 3 shared positions
$CRS$ASML$ADI
$204M
97 positions
#2Bornite Capital Management LPActive
Notable overlap · 3 shared positions
$CRS$ASML$PWR
$795M
20 positions
#3BALDWIN WEALTH PARTNERS LLC/MAPassive
Notable overlap · 6 shared positions
$ASML$WM$UNP$ADI$PWR$DHR
$1.5B
234 positions
#4LONE PINE CAPITAL LLCActive
Notable overlap · 3 shared positions
$CRS$ASML$STRL
$16.4B
34 positions
#5NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$ASML$UNP$WM$PWR$DHR$ISRG
$2.7B
200 positions
#6Freedom Day Solutions, LLCActive
Some overlap · 4 shared positions
$ASML$CASY$WMB$PWR
$452M
134 positions
#7SCHOLTZ & COMPANY, LLCPassive
Some overlap · 5 shared positions
$ASML$CASY$PWR$VIK$ISRG
$200M
48 positions
#8JOHNSON INVESTMENT COUNSEL INCActive
Some overlap · 5 shared positions
$WMB$ASML$WM$ADI$DHR
$13.7B
840 positions
#9Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$ASML$UNP$ADI$ECL$DHR
$116M
240 positions
#10Destination Wealth ManagementPassive
Some overlap · 5 shared positions
$ASML$WM$ADI$ECL$ISRG
$4.3B
344 positions
#11DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$EW$WM$PWR$ECL$DHR
$124M
100 positions
#12BDFS Capital LLCActive
Some overlap · 5 shared positions
$CRS$ASML$WM$ECL$NOC
$230M
116 positions
#13SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ASML$CRS$PWR$ISRG
$26.9B
71 positions
#14Birch Hill Investment Advisors LLCActive
Some overlap · 4 shared positions
$ASML$EW$ADI$ECL
$2.5B
211 positions
#15Third Point LLCActive
Some overlap · 4 shared positions
$CRS$UNP$ASML$DHR
$4.7B
43 positions
#16Westend Capital Management, LLCPassive
Some overlap · 3 shared positions
$ASML$VIK$PWR
$437M
242 positions
#17Phraction Management LLCActive
Some overlap · 4 shared positions
$ASML$WMB$ADI$DHR
$596M
66 positions
#18Guardian Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$ASML$STRL$WM
$204M
66 positions
#19LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ASML$PWR$ADI$CRS
$320M
82 positions
#20NAVELLIER & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$CRS$PWR$ESLT$STRL
$1.3B
322 positions
#21Renaissance Investment Group LLCPassive
Some overlap · 4 shared positions
$CRS$UNP$DHR$ISRG
$508M
84 positions
#22Smith, Salley & AssociatesPassive
Some overlap · 4 shared positions
$ASML$ADI$CASY$UNP
$2.3B
275 positions
#23Mirova US LLCActive
Some overlap · 5 shared positions
$EW$WM$ECL$DHR$ISRG
$9.3B
45 positions
#24Blue Chip Partners, LLCActive
Some overlap · 3 shared positions
$ASML$WM$PWR
$1.6B
184 positions
#25Fruth Investment ManagementPassive
Some overlap · 4 shared positions
$CASY$VIK$ADI$UNP
$421M
225 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.