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Hedge Funds Similar to O'ROURKE & COMPANY

13F Portfolio OverlapQ2 2026O'ROURKE & COMPANY portfolio →
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Most similar hedge funds by 13F overlap

O'ROURKE & COMPANY, Inc is an institutional investor managing $287M across 177 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 O'ROURKE & COMPANY are Lalia, Enstar Group LTD, Partners Group Holding AG, with shared positions in $BX, $KKR, $APO, $CG, $KMI, $MAR. The full ranking of 25 similar funds is below.

#1Lalia Capital, LLCActive
Notable overlap · 4 shared positions
$BX$KKR$APO$CG
$206M
15 positions
#2Enstar Group LTDActive
Notable overlap · 3 shared positions
$BX$KKR$APO
$216M
9 positions
#3Partners Group Holding AGActive
Notable overlap · 5 shared positions
$BX$KKR$APO$KMI$MAR
$1.5B
52 positions
#4GARRISON BRADFORD & ASSOCIATES INCActive
Some overlap · 4 shared positions
$BX$WELL$SCHW$CG
$92M
35 positions
#5Spinecap SASActive
Some overlap · 3 shared positions
$BX$KKR$APO
$335M
16 positions
#6National Philanthropic TrustActive
Some overlap · 3 shared positions
$BX$APO$KKR
$6.9B
409 positions
#7BECK MACK & OLIVER LLCActive
Some overlap · 3 shared positions
$BX$APO$SCHW
$5.1B
201 positions
#8Next Capital Management LLCActive
Some overlap · 4 shared positions
$KKR$BX$APO$SCHW
$370M
138 positions
#9ATX Financial Planning, LLCActive
Some overlap · 3 shared positions
$BX$KKR$APO
$151M
83 positions
#10TORRAY LLCActive
Some overlap · 3 shared positions
$BX$KKR$PFE
$741M
91 positions
#11PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 3 shared positions
$KKR$WELL$APO
$421M
110 positions
#12Cander Asset Management LPActive
Some overlap · 4 shared positions
$KKR$WELL$EVR$MAR
$540M
48 positions
#13Lantern Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$BX$SCHW$KMI$CRWD$BMY
$218M
184 positions
#14Cordoba Advisory Partners LLCActive
Some overlap · 6 shared positions
$KKR$BX$STT$APO$KMI$CG
$472M
144 positions
#15SANDERS MORRIS HARRIS LLCActive
Some overlap · 3 shared positions
$BX$SCHW$MCD
$172M
75 positions
#16VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$BX$VZ$KMI$ADI$MCD
$201M
57 positions
#17Gallagher Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$BX$VZ$PFE
$175M
71 positions
#18Cottage Street Advisors LLCPassive
Some overlap · 3 shared positions
$BX$VZ$MAR
$259M
149 positions
#1910Elms LLPPassive
Some overlap · 5 shared positions
$BX$STT$KKR$KMI$MCD
$236M
526 positions
#20INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$KKR$APO$KMI
$1.7B
185 positions
#21FIRST NATIONAL BANK SIOUX FALLSActive
Some overlap · 3 shared positions
$APO$BX$KKR
$366M
147 positions
#22CORDA Investment Management, LLC.Active
Some overlap · 5 shared positions
$WELL$VZ$SCHW$PFE$MCD
$1.6B
85 positions
#23Sterling Investment Advisors, Ltd.Passive
Some overlap · 5 shared positions
$KKR$BX$PFE$KMI$CRWD
$599M
225 positions
#24LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 4 shared positions
$BX$VZ$PFE$BMY
$489M
244 positions
#25Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 6 shared positions
$BX$VZ$PFE$ADI$BMY$MCD
$327M
94 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.