13F Pro

Hedge Funds Similar to Orca Investment

13F Portfolio OverlapQ2 2026Orca Investment portfolio →
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Most similar hedge funds by 13F overlap

Orca Investment Management, LLC is an institutional investor managing $138M across 60 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 Orca Investment are LMG Wealth Partners, P.A.W., Delta Accumulation, with shared positions in $CAH, $PFH, $ADM, $ADP, $EMR, $PEP. The full ranking of 25 similar funds is below.

#1LMG Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$CAH$PFH$ADM$ADP$EMR$PEP
$626M
166 positions
#2P.A.W. CAPITAL CORPPassive
Some overlap · 8 shared positions
$PFH$UPS$MS$VZ$ADP$MO
$133M
66 positions
#3Delta Accumulation, LLCActive
Some overlap · 6 shared positions
$CAH$MS$C$PEP$ADP$MO
$2.5B
156 positions
#4CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 5 shared positions
$CVS$PFH$UPS$EMR$PFE
$1.5B
184 positions
#5Cohen Investment Advisors LLCPassive
Some overlap · 7 shared positions
$BHP$UPS$KMI$VZ$SBUX$PFE
$223M
81 positions
#6Ranch Capital Advisors Inc.Passive
Some overlap · 7 shared positions
$CAH$UPS$ADM$VZ$PFE$PEP
$316M
157 positions
#7Kinloch Capital, LLCPassive
Some overlap · 6 shared positions
$CAH$ADM$ADP$MO$EMR$PEP
$274M
79 positions
#8HOURGLASS CAPITAL, LLCPassive
Some overlap · 7 shared positions
$BHP$UPS$KMI$MS$VZ$PFE
$508M
127 positions
#9Hudson Portfolio Management LLCPassive
Some overlap · 5 shared positions
$CVS$CAH$KMI$OMC$VZ
$132M
117 positions
#10Exeter Financial, LLCPassive
Some overlap · 7 shared positions
$CVS$CAH$ADM$VZ$ADP$EMR
$261M
101 positions
#11Principal Street Partners, LLCPassive
Some overlap · 6 shared positions
$CVS$SNA$KMI$MS$VZ$MO
$683M
277 positions
#12Bell BankActive
Some overlap · 7 shared positions
$ADM$UPS$PFH$KMI$VZ$PFE
$2.6B
195 positions
#13RNC CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$CVS$UPS$MO$EMR$PEP
$2.4B
181 positions
#14Measured Risk Portfolios, Inc.Active
Some overlap · 5 shared positions
$PFH$UPS$KMI$VZ$MO
$112M
63 positions
#15SECTOR GAMMA ASActive
Some overlap · 3 shared positions
$CVS$CAH$PFE
$461M
40 positions
#16Strategic Planning, Inc.
Some overlap · 4 shared positions
$CVS$UPS$VZ$MO
$199M
54 positions
#17Hillman Capital Management, Inc.Passive
Some overlap · 4 shared positions
$CVS$UPS$VZ$PFE
$138M
54 positions
#18Iowa State BankPassive
Some overlap · 6 shared positions
$CAH$PFH$MS$VZ$EMR$PEP
$598M
118 positions
#19MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$PFH$UPS$VZ$SBUX$PEP$C
$233M
122 positions
#20VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 4 shared positions
$CVS$UPS$VZ$PFE
$214M
61 positions
#21Persium Advisors, LLCSmart money
Some overlap · 4 shared positions
$BHP$CVS$VZ$PFE
$153M
69 positions
#22DCM Advisors, LLCActive
Some overlap · 5 shared positions
$CVS$MS$VZ$PFE$PEP
$253M
38 positions
#23AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 7 shared positions
$CVS$OMC$MS$VZ$MO$PFE
$197M
140 positions
#24EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$CVS$MS$SBUX$PFE$PEP
$1.3B
58 positions
#25Alliance Private Wealth, LLCActive
Some overlap · 6 shared positions
$CVS$UPS$MS$VZ$PFE$PEP
$288M
82 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.