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 Corient IA

13F Portfolio OverlapQ2 2026Corient IA portfolio →

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Most similar hedge funds by 13F overlap

Corient IA LLC is an institutional investor managing $108M across 249 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 Corient IA are TABR, BankChampaign, National Association, Markin Volterra Fund, with shared positions in $HWM, $WDC, $JBL, $CW, $PWR, $PH. The full ranking of 25 similar funds is below.

#1TABR Capital Management, LLCActive

Notable overlap · 8 shared positions

$HWM $WDC $JBL $CW $PWR $PH

$136M

59 positions

#2BankChampaign, National AssociationPassive

Notable overlap · 8 shared positions

$HWM $ASML $WDC $PH $MRVL $PWR

$120M

202 positions

#3Markin Volterra Fund LPActive

Notable overlap · 9 shared positions

$WDC $JBL $LITE $GLW $MRVL $PLTR

$147M

69 positions

#4Goldstream Capital Management LtdActive

Notable overlap · 8 shared positions

$ASML $WDC $LITE $TSEM $GLW $MRVL

$132M

45 positions

#5LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$HWM $ASML $PWR $GLW $PH $TT

$320M

82 positions

#6Harvest Investment Services, LLCPassive

Some overlap · 6 shared positions

$HWM $CASY $WDC $CW $LITE $PLTR

$647M

383 positions

#7Winslow Capital Management, LLCActive

Some overlap · 6 shared positions

$ASML $HWM $PH $PWR $TT $LITE

$29.1B

66 positions

#8AXIOM INVESTORS LLC /DEActive

Some overlap · 6 shared positions

$ASML $HWM $CW $LITE $TSEM $EMBJ

$11.6B

133 positions

#9MARIETTA INVESTMENT PARTNERS LLCPassive

Some overlap · 5 shared positions

$HWM $ASML $PH $TT $PLTR

$582M

170 positions

#10ITHAKA GROUP LLCActive

Some overlap · 6 shared positions

$HWM $LITE $ISRG $PLTR $CRWD $HEI

$551M

40 positions

#11Dilation Capital Management LPActive

Some overlap · 4 shared positions

$HWM $ASML $WDC $LITE

$200M

22 positions

#12Williamson Legacy Group, LLCPassive

Some overlap · 6 shared positions

$HWM $WDC $CASY $LITE $GLW $NVT

$201M

75 positions

#13Dorsey Wright & AssociatesPassive

Some overlap · 5 shared positions

$HWM $WDC $CW $PWR $LITE

$590M

131 positions

#14UNICOM Systems, Inc.Active

Some overlap · 6 shared positions

$ASML $WDC $LITE $GLW $PLTR $MRVL

$1.5B

39 positions

#15PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$HWM $WDC $JBL $LITE $GLW $CRWD

$389M

77 positions

#16Kingsman Wealth Management, Inc.Active

Some overlap · 5 shared positions

$HWM $PWR $PLTR $CRWD $GLW

$224M

82 positions

#17Renaissance Investment Group LLCPassive

Some overlap · 5 shared positions

$HWM $TT $ISRG $CRWD $URI

$508M

84 positions

#18NZS Capital, LLCActive

Some overlap · 7 shared positions

$PWR $TT $ISRG $MRVL $CRWD $URI

$3.9B

61 positions

#19PRAKASH INVESTMENT ADVISORS LLCActive

Some overlap · 7 shared positions

$WDC $LITE $GLW $PLTR $CRWD $MRVL

$165M

86 positions

#20CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Some overlap · 5 shared positions

$ASML $CW $PWR $MRVL $PLTR

$78M

44 positions

#21QP WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$HWM $WDC $CW $PLTR

$67M

71 positions

#22JOHNSTON ASSET MANAGEMENT CORPActive

Some overlap · 3 shared positions

$HWM $ASML $CW

$2.9B

77 positions

#23Camarda Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$ASML $WDC $JBL $TT $MRVL

$331M

122 positions

#24Westend Capital Management, LLCPassive

Some overlap · 3 shared positions

$HWM $ASML $PWR

$437M

242 positions

#25CHAPIN DAVIS, INC.Passive

Some overlap · 4 shared positions

$HWM $WDC $JBL $MRVL

$520M

258 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.