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Hedge Funds Similar to ORG Wealth Partners

13F Portfolio OverlapQ2 2026ORG Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

ORG Wealth Partners, LLC is an institutional investor managing $667M across 714 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 ORG Wealth Partners are SCOGGIN, McAlvany Wealth, GILPIN WEALTH, with shared positions in $CORZ, $FRMI, $IONQ, $VOXR, $EPD, $SCCO. The full ranking of 25 similar funds is below.

#1SCOGGIN MANAGEMENT LPActive
Notable overlap · 3 shared positions
$CORZ$FRMI$IONQ
$935M
69 positions
#2McAlvany Wealth Management LLCPassive
Some overlap · 4 shared positions
$VOXR$EPD$SCCO$EQT
$134M
48 positions
#3GILPIN WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ET$CORZ$PLTR$URI$EPD$AMGN
$145M
1,064 positions
#4Helium Advisors LLCPassive
Some overlap · 3 shared positions
$CORZ$ET$URI
$120M
107 positions
#5Millennium Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$ET$CRWD$PLTR$URI$PHYS$PFE
$183M
137 positions
#6Henson-Edgewater Management, LLC
Some overlap · 4 shared positions
$ET$CRWD$PLTR$EPD
$192M
66 positions
#7Corps Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$ET$CRWD$PLTR$EPD
$124M
99 positions
#8Directional Asset ManagementPassive
Slight overlap · 4 shared positions
$ET$CRWD$ABT$AMGN
$118M
94 positions
#9ARK & TLK INVESTMENTS, LLCSmart money
Slight overlap · 3 shared positions
$CORZ$ET$EPD
$406M
127 positions
#10Argyle Capital Partners, LLCPassive
Slight overlap · 4 shared positions
$ET$CRWD$EPD$AMGN
$159M
177 positions
#11Alpha Wealth Funds, LLCActive
Slight overlap · 4 shared positions
$ET$PLTR$ABT$AMGN
$183M
63 positions
#12Fogel Capital Management, Inc.Active
Slight overlap · 6 shared positions
$ET$EPD$EQT$KTOS$SCCO$PLTR
$249M
57 positions
#13CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Slight overlap · 4 shared positions
$ET$CRWD$EPD$EQT
$2.2B
73 positions
#14MATTERS CAPITAL LLCPassive
Slight overlap · 4 shared positions
$ET$ABT$URI$CRWD
$143M
75 positions
#15ELCO Management Co., LLCPassive
Slight overlap · 4 shared positions
$ET$ABT$EPD$EQT
$232M
174 positions
#16Prospect Financial Services LLCPassive
Slight overlap · 3 shared positions
$ET$CRWD$PLTR
$197M
115 positions
#17RHODES INVESTMENT ADVISORS INC /ADVPassive
Slight overlap · 3 shared positions
$ET$CRWD$PLTR
$136M
127 positions
#18McGowan Group Asset Management, Inc.Active
Slight overlap · 4 shared positions
$ET$KYN$EPD$EQT
$823M
154 positions
#19DE BURLO GROUP INCPassive
Slight overlap · 4 shared positions
$CORZ$CRWD$SNOW$EQT
$547M
90 positions
#20Adams Asset Advisors, LLCActive
Slight overlap · 4 shared positions
$ET$EPD$AMGN$PFE
$882M
88 positions
#21Fund Advisors of America Inc/FLPassive
Slight overlap · 4 shared positions
$ET$PLTR$EPD$SCCO
$110M
120 positions
#22TITLEIST ASSET MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$FRMI$CRWD$PLTR
$1.5B
412 positions
#23Emissary Wealth LLCPassive
Slight overlap · 3 shared positions
$ET$CRWD$URI
$131M
63 positions
#24Wealth Management Associates, Inc.Passive
Slight overlap · 5 shared positions
$CRWD$PLTR$AMGN$PHYS$PFE
$362M
254 positions
#25Sterling Investment Advisors, Ltd.Passive
Slight overlap · 5 shared positions
$CRWD$PLTR$AMGN$PFE$UTG
$599M
225 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.