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 Orange Investment Advisors

13F Portfolio OverlapQ2 2026Orange Investment Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Orange Investment Advisors, Inc. is an institutional investor managing $823M across 143 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 Orange Investment Advisors are UNIO, Cornerstone Investment Partners, EAGLE ROCK INVESTMENT COMPANY, with shared positions in $KLAC, $ISRG, $AXP, $TMO, $URI, $AZO. The full ranking of 25 similar funds is below.

#1UNIO CAPITAL LLCActive

Notable overlap · 3 shared positions

$KLAC $ISRG $AXP

$526M

19 positions

#2Cornerstone Investment Partners, LLCActive

Notable overlap · 5 shared positions

$KLAC $AXP $TMO $URI $AZO

$3.0B

312 positions

#3EAGLE ROCK INVESTMENT COMPANY, LLCActive

Notable overlap · 5 shared positions

$KLAC $AXP $TMO $URI $AZO

$808M

156 positions

#4Cunning Capital Partners, LPActive

Notable overlap · 5 shared positions

$KLAC $AXP $MS $URI $PWR

$248M

55 positions

#5PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 6 shared positions

$KLAC $TMO $AZO $GWW $SHW $MRSH

$37.4B

135 positions

#6NZS Capital, LLCActive

Notable overlap · 5 shared positions

$KLAC $ISRG $URI $APH $PWR

$3.9B

61 positions

#7Decatur Capital Management, Inc.Active

Some overlap · 5 shared positions

$KLAC $MS $APH $SCHW $TMO

$295M

53 positions

#8Smith Group Asset Management, LLCActive

Some overlap · 4 shared positions

$KLAC $AXP $MPC $SCHW

$2.5B

166 positions

#9Guinness Atkinson Asset Management IncPassive

Some overlap · 4 shared positions

$KLAC $MDT $TMO $APH

$223M

107 positions

#10JLB & ASSOCIATES INCPassive

Some overlap · 5 shared positions

$KLAC $AXP $APH $SHW $MRSH

$748M

68 positions

#11LOGAN CAPITAL MANAGEMENT INCPassive

Some overlap · 5 shared positions

$KLAC $URI $APH $SHW $SBUX

$2.7B

443 positions

#12Lafayette Investments, Inc.Active

Some overlap · 5 shared positions

$KLAC $AZO $SCHW $SBUX $MRSH

$542M

162 positions

#13Local Pensions Partnership Investment LtdActive

Some overlap · 4 shared positions

$KLAC $TMO $AZO $APH

$4.8B

32 positions

#14JENSEN INVESTMENT MANAGEMENT INCActive

Some overlap · 5 shared positions

$KLAC $APH $MCD $SHW $MRSH

$4.1B

83 positions

#15Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 4 shared positions

$KLAC $URI $TMO $PWR

$489M

619 positions

#16PATTON ALBERTSON MILLER GROUP, LLCPassive

Some overlap · 4 shared positions

$KLAC $URI $TMO $PWR

$1.0B

213 positions

#17Covenant Asset Management, LLCPassive

Some overlap · 4 shared positions

$KLAC $MS $AXP $PWR

$595M

164 positions

#18MARVIN & PALMER ASSOCIATES INCActive

Some overlap · 4 shared positions

$KLAC $MS $PWR $NEM

$159M

28 positions

#19INVESCO, LLCActive

Some overlap · 5 shared positions

$KLAC $AXP $TMO $APH $SHW

$323M

133 positions

#20Avanda Investment Management Pte. Ltd.Active

Some overlap · 4 shared positions

$KLAC $TMO $APH $CIEN

$299M

39 positions

#21Mattson Financial Services, LLCPassive

Some overlap · 7 shared positions

$MS $MDT $URI $APH $PWR $SBUX

$478M

235 positions

#22BALDWIN WEALTH PARTNERS LLC/MAPassive

Some overlap · 4 shared positions

$KLAC $URI $PWR $SCHW

$1.5B

234 positions

#23BRIDGES INVESTMENT MANAGEMENT INCActive

Some overlap · 6 shared positions

$KLAC $ISRG $URI $TMO $AZO $APH

$8.2B

401 positions

#24BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$KLAC $AXP $PWR $MRSH

$414M

106 positions

#25Bensler, LLCPassive

Some overlap · 3 shared positions

$KLAC $AXP $PWR

$1.1B

198 positions

Compare Orange Investment Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Orange Investment Advisors’s holdings

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.