13F Pro

Hedge Funds Similar to Orion

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

Orion Capital Management LLC is an institutional investor managing $323M across 511 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 Orion are McBroom & Associates, McGuire Investment Group, Gallagher Advisors, with shared positions in $PLTR, $ISRG, $ORLY, $USB, $QCOM, $MS. The full ranking of 25 similar funds is below.

#1McBroom & Associates, LLCActive
Some overlap · 4 shared positions
$PLTR$ISRG$ORLY$USB
$199M
37 positions
#2McGuire Investment Group, LLCActive
Some overlap · 6 shared positions
$PLTR$QCOM$ISRG$MS$BLK$AMGN
$1.1B
132 positions
#3Gallagher Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$ISRG$PLTR$MS$VEEV$UBER$USB
$187M
72 positions
#4Westwind CapitalPassive
Some overlap · 4 shared positions
$ISRG$PLTR$BE$MS
$426M
87 positions
#5Trifecta Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$ETN$PLTR$MS$ISRG$BLK$UBER
$808M
315 positions
#6Parsonex Advisory Services, Inc.Passive
Some overlap · 4 shared positions
$ISRG$ETN$UBER$CRM
$115M
50 positions
#7Nova R Wealth, Inc.Active
Some overlap · 4 shared positions
$ISRG$ORLY$AMGN$ETN
$341M
90 positions
#8DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$ORLY$ETN$FTNT$AMGN$CRM
$121M
100 positions
#9WOODSTOCK CORPActive
Some overlap · 3 shared positions
$ISRG$ORLY$FTNT
$1.2B
160 positions
#10BOURNE LENT ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$ISRG$QCOM$AMGN$PLTR
$289M
65 positions
#11RED REEF ADVISORS LLCPassive
Some overlap · 7 shared positions
$ETN$PLTR$BLK$COF$MS$CRM
$108M
183 positions
#12Sandhill Capital Partners LLCActive
Some overlap · 6 shared positions
$ISRG$UBER$ANET$USB$BLK$QCOM
$1.2B
98 positions
#13Bannerstone Capital Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$ETN$BE
$119M
113 positions
#14SHAKER INVESTMENTS LLC/OHPassive
Some overlap · 6 shared positions
$ETN$MS$FTNT$ORLY$UBER$ANET
$278M
87 positions
#15Seascape Capital ManagementPassive
Some overlap · 5 shared positions
$ORLY$QCOM$FTNT$COF$ANET
$417M
96 positions
#16Hedeker Wealth, LLCPassive
Some overlap · 4 shared positions
$PLTR$MS$BLK$UBER
$545M
93 positions
#17CONNORS INVESTOR SERVICES INCPassive
Some overlap · 3 shared positions
$PLTR$ETN$MS
$1.2B
153 positions
#18Alley Investment Management Company, LLCActive
Some overlap · 6 shared positions
$ETN$MS$BLK$COF$AMGN$USB
$856M
89 positions
#19BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 6 shared positions
$ETN$MS$FTNT$ISRG$AMGN$ANET
$2.7B
804 positions
#20First Long Island Investors, LLCActive
Some overlap · 6 shared positions
$ETN$QCOM$BLK$UBER$AMGN$USB
$1.4B
73 positions
#21ABN AMRO Bank N.V.Active
Some overlap · 6 shared positions
$ORLY$PLTR$MS$BLK$VEEV$UBER
$7.7B
231 positions
#22MIDDLETON & CO INC/MAActive
Some overlap · 4 shared positions
$ORLY$ETN$QCOM$CRM
$943M
163 positions
#23DB&C Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$ETN$AMGN$BLK
$96M
76 positions
#24PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$PLTR$MS$UBER$AMGN
$3.2B
77 positions
#25Aster Capital Management (DIFC) LtdPassive
Some overlap · 4 shared positions
$PLTR$QCOM$CRM$MS
$470M
808 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.