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Hedge Funds Similar to D'Orazio & Associates

13F Portfolio OverlapQ2 2026D'Orazio & Associates portfolio →
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Most similar hedge funds by 13F overlap

D'Orazio & Associates, Inc. is an institutional investor managing $864M across 322 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 D'Orazio & Associates are ADE, Consolidated Planning, Souders Financial Advisors, with shared positions in $BAH, $BA, $PM, $AMGN, $KLAC, $DELL. The full ranking of 25 similar funds is below.

#1ADE, LLCActive
Notable overlap · 4 shared positions
$BAH$BA$PM$AMGN
$237M
93 positions
#2Consolidated Planning CorpActive
Notable overlap · 3 shared positions
$BAH$PM$KLAC
$735M
186 positions
#3Souders Financial AdvisorsPassive
Notable overlap · 3 shared positions
$BAH$PM$AMGN
$994M
224 positions
#4Planning Strategies Inc.Active
Notable overlap · 3 shared positions
$BAH$PM$DELL
$169M
1,159 positions
#5PYA Waltman Capital, LLCActive
Notable overlap · 3 shared positions
$BAH$LMT$AMGN
$421M
67 positions
#6National Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$BAH$STX$AMGN$WDC
$347M
214 positions
#7Wingate Wealth Advisors, Inc.Active
Some overlap · 3 shared positions
$BAH$PM$DELL
$241M
128 positions
#8V2 Financial group LLCSmart money
Some overlap · 3 shared positions
$BAH$BA$MO
$268M
123 positions
#9WARNER FINANCIAL, INCActive
Some overlap · 5 shared positions
$BAH$LMT$MAR$PM$MO
$340M
145 positions
#10CMC Financial GroupActive
Some overlap · 3 shared positions
$BAH$DELL$WDC
$52M
45 positions
#11Onyx Bridge Wealth Group LLCPassive
Some overlap · 3 shared positions
$BAH$PM$MO
$1.1B
404 positions
#12Catalyst Investment Management LLCActive
Some overlap · 3 shared positions
$BAH$LMT$DELL
$113M
74 positions
#13ARS Wealth Advisors Group, LLCActive
Some overlap · 3 shared positions
$BAH$LMT$MO
$1.4B
218 positions
#14LINCOLN CAPITAL CORPPassive
Some overlap · 4 shared positions
$BAH$KLAC$STX$AMGN
$306M
100 positions
#15Value Investment Professionals, LLCPassive
Some overlap · 3 shared positions
$BAH$PM$MO
$115M
101 positions
#16Whale Rock Capital Management LLCActive
Some overlap · 4 shared positions
$TTMI$CLS$STX$WDC
$12.5B
35 positions
#17Elevated Financial Group LLCActive
Some overlap · 3 shared positions
$TTMI$MAR$CLS
$357M
117 positions
#18Optimist Retirement Group LLCActive
Some overlap · 7 shared positions
$LMT$STX$PM$KLAC$MO$DELL
$259M
118 positions
#19MAPLELANE CAPITAL, LLCPassive
Some overlap · 3 shared positions
$TTMI$CLS$STX
$5.5B
86 positions
#20VMS Asset Management LimitedActive
Slight overlap · 4 shared positions
$TTMI$STX$DELL$WDC
$264M
32 positions
#21CVFG LLCPassive
Slight overlap · 3 shared positions
$TTMI$CLS$STX
$952M
250 positions
#22Financial Security Advisor, Inc.Active
Slight overlap · 3 shared positions
$BAH$PM$MO
$615M
161 positions
#23LIBERTY WEALTH MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$BAH$LMT$AMGN
$800M
268 positions
#24WINDWARD CAPITAL MANAGEMENT CO /CAActive
Slight overlap · 5 shared positions
$LMT$MAR$BA$STX$AMGN
$1.3B
73 positions
#25Keystone Financial GroupPassive
Slight overlap · 5 shared positions
$BAH$BA$STX$PM$WDC
$1.7B
567 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.