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 Orgel Wealth

13F Portfolio OverlapQ2 2026Orgel Wealth portfolio →

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Most similar hedge funds by 13F overlap

Orgel Wealth Management, LLC is an institutional investor managing $5.3B across 113 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 Orgel Wealth are YOUNGS ADVISORY GROUP, Alpha Financial Partners, American Institute for Advanced Investment , LLP, with shared positions in $NOTV, $MDY, $PEP, $PHYS, $CTAS, $ITW. The full ranking of 25 similar funds is below.

#1YOUNGS ADVISORY GROUP, INC.Smart money

Notable overlap · 3 shared positions

$NOTV $MDY $PEP

$319M

69 positions

#2Alpha Financial Partners, LLCActive

Some overlap · 3 shared positions

$NOTV $PHYS $CTAS

$190M

118 positions

#3American Institute for Advanced Investment Management, LLPPassive

Slight overlap · 3 shared positions

$NOTV $MDY $ITW

$173M

159 positions

#4Crews Bank & TrustPassive

Slight overlap · 3 shared positions

$NOTV $MDY $PEP

$766M

662 positions

#5CITY NATIONAL BANK OF FLORIDA /MSDActive

Slight overlap · 4 shared positions

$MDY $PHYS $PGR $URI

$238M

150 positions

#6G&S Capital LLCPassive

Slight overlap · 3 shared positions

$MDY $PHYS $PEP

$345M

155 positions

#7CENTRAL BANK & TRUST COActive

Slight overlap · 3 shared positions

$MDY $PGR $URI

$705M

185 positions

#8Black Diamond Financial, LLCActive

Slight overlap · 3 shared positions

$MDY $PHYS $PEP

$1.1B

198 positions

#9GHE, LLCSmart money

Slight overlap · 3 shared positions

$MDY $PGR $PEP

$265M

57 positions

#10CWS Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$MDY $PGR $PEP

$451M

171 positions

#11Ascent Wealth Partners, LLCActive

Slight overlap · 3 shared positions

$MDY $CTAS $ITW

$1.0B

200 positions

#12Aster Capital Management (DIFC) LtdPassive

Slight overlap · 3 shared positions

$MDY $PGR $PEP

$427M

936 positions

#13Cambridge Advisors Inc.Active

Slight overlap · 3 shared positions

$MDY $ITW $PEP

$582M

183 positions

#14Hopwood Financial Services, Inc.Active

Slight overlap · 3 shared positions

$MDY $ITW $PEP

$173M

92 positions

#15Shoker Investment Counsel, Inc.Active

Slight overlap · 3 shared positions

$MDY $ITW $PEP

$398M

113 positions

#16SMITH, MOORE & CO.Passive

Slight overlap · 3 shared positions

$MDY $ITW $PEP

$1.5B

586 positions

#17Hills Bank & Trust CoActive

Slight overlap · 3 shared positions

$MDY $ITW $PEP

$2.3B

383 positions

#18TIAA TRUST, NATIONAL ASSOCIATIONActive

Slight overlap · 3 shared positions

$MDY $ITW $PEP

$1.7B

347 positions

#19MONTAG A & ASSOCIATES INCPassive

Slight overlap · 3 shared positions

$MDY $URI $PEP

$2.4B

956 positions

#20BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$MDY $ITW $PEP

$8.0B

1,334 positions

#21Intelligent Financial StrategiesSmart money

Slight overlap · 3 shared positions

$MDY $PEP $PHYS

$208M

60 positions

#22Diesslin Group, Inc.Smart money

Slight overlap · 3 shared positions

$MDY $PHYS $PEP

$259M

59 positions

#23Independent Family Office, LLCActive

Slight overlap · 3 shared positions

$PHYS $PGR $ITW

$249M

85 positions

#24Fairway Wealth LLCActive

Slight overlap · 3 shared positions

$PHYS $PGR $MDY

$437M

239 positions

#25FENIMORE ASSET MANAGEMENT INCActive

Slight overlap · 3 shared positions

$PGR $CTAS $ITW

$4.8B

92 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.