Hedge Funds Similar to OAK RIDGE INVESTMENTS

13F Portfolio OverlapQ2 2026OAK RIDGE INVESTMENTS portfolio →
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Most similar hedge funds by 13F overlap

OAK RIDGE INVESTMENTS LLC is an institutional investor managing $1.8B across 170 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 OAK RIDGE INVESTMENTS are Markin Volterra Fund, Polar Plc, PATTON FUND, with shared positions in $KLAC, $SNDK, $MRVL, $VRT, $CRWD, $COHR. The full ranking of 25 similar funds is below.

Notable overlap · 10 shared positions
$147M
69 positions
Notable overlap · 10 shared positions
$42.4B
245 positions
Notable overlap · 8 shared positions
$462M
86 positions
Notable overlap · 9 shared positions
$1.1B
70 positions
Notable overlap · 11 shared positions
$122M
131 positions
Some overlap · 10 shared positions
$4.4B
109 positions
Some overlap · 8 shared positions
$132M
45 positions
Some overlap · 8 shared positions
$517M
86 positions
Some overlap · 7 shared positions
$228M
70 positions
Some overlap · 8 shared positions
$315M
33 positions
Some overlap · 7 shared positions
$29.1B
66 positions
Some overlap · 7 shared positions
$3.9B
61 positions
#13Retireful, LLCPassive
Some overlap · 7 shared positions
$107M
81 positions
Some overlap · 6 shared positions
$1.9B
83 positions
Some overlap · 6 shared positions
$719M
138 positions
Some overlap · 6 shared positions
$370M
52 positions
Some overlap · 7 shared positions
$7.4B
388 positions
Some overlap · 7 shared positions
$6.5B
234 positions
#19MIROVAActive
Some overlap · 6 shared positions
$2.7B
185 positions
Some overlap · 9 shared positions
$3.9B
420 positions
Some overlap · 5 shared positions
$569M
256 positions
Some overlap · 7 shared positions
$1.9B
56 positions
Some overlap · 9 shared positions
$363M
43 positions
Some overlap · 6 shared positions
$1.1B
270 positions
Some overlap · 7 shared positions
$1.3B
322 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.