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Hedge Funds Similar to Orion Investment

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

Orion Investment Co is an institutional investor managing $343M across 73 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 Investment are Privium Fund B.V., UNICOM Systems, NOESIS MANGEMENT, with shared positions in $IONS, $PLTR, $BIIB, $SHOP, $ARWR, $ASML. The full ranking of 25 similar funds is below.

#1Privium Fund Management B.V.Active
Notable overlap · 5 shared positions
$IONS$PLTR$BIIB$SHOP$ARWR
$544M
61 positions
#2UNICOM Systems, Inc.Active
Notable overlap · 4 shared positions
$PLTR$ASML$IONQ$RGTI
$1.5B
39 positions
#3NOESIS CAPITAL MANGEMENT CORPActive
Notable overlap · 4 shared positions
$CMI$QCOM$REGN$NEE
$832M
124 positions
#4Tamar Securities, LLCActive
Notable overlap · 7 shared positions
$ASML$QCOM$REGN$CDNS$NEM$IBOC
$1.1B
98 positions
#5ELLERSON GROUP INC /ADVPassive
Notable overlap · 3 shared positions
$PLTR$REGN$ASML
$169M
64 positions
#6Two Point Capital Management, Inc.Active
Notable overlap · 3 shared positions
$CMI$PH$HSY
$248M
30 positions
#7Tensor Edge Capital, LLCActive
Notable overlap · 3 shared positions
$QCOM$ASML$CDNS
$1.5B
18 positions
#8McGuire Investment Group, LLCActive
Notable overlap · 5 shared positions
$ASML$QCOM$PLTR$CMI$IONQ
$1.1B
137 positions
#9DEMMING FINANCIAL SERVICES CORP /ADVSmart money
Notable overlap · 3 shared positions
$CMI$PH$PLTR
$157M
41 positions
#10Torrey Growth & Income AdvisorsActive
Notable overlap · 4 shared positions
$QCOM$SHOP$NOW$PLTR
$294M
108 positions
#11MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Notable overlap · 3 shared positions
$PLTR$NEE$GD
$188M
513 positions
#12Pavaki Capital Management LLCPassive
Notable overlap · 4 shared positions
$QCOM$REGN$PLTR$NEM
$287M
163 positions
#13SECTOR GAMMA ASActive
Notable overlap · 4 shared positions
$IONS$BIIB$REGN$IOVA
$461M
40 positions
#14Paradiem, LLCPassive
Notable overlap · 4 shared positions
$QCOM$NEE$GD$ATO
$464M
68 positions
#15MASTER'S WEALTH MANAGEMENT INC.Smart money
Notable overlap · 5 shared positions
$PH$HSY$NEE$GD$UNP
$332M
91 positions
#16Karani Asset Management LLCPassive
Notable overlap · 4 shared positions
$CMI$ASML$CDNS$NOW
$139M
57 positions
#17Loudon Investment Management, LLCPassive
Notable overlap · 5 shared positions
$QCOM$CMI$NEE$EPD$EMR
$204M
95 positions
#18American Alpha Advisors, LLCPassive
Notable overlap · 6 shared positions
$IONQ$SHOP$QCOM$NEM$GD$NOW
$185M
95 positions
#19PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Notable overlap · 3 shared positions
$PLTR$PH$CCJ
$3.2B
77 positions
#20Aristotle Capital Management, LLCActive
Notable overlap · 3 shared positions
$PH$QCOM$GD
$47.7B
212 positions
#21Weaver C. Barksdale & Associates, Inc.Passive
Notable overlap · 4 shared positions
$CMI$GD$NEE$QCOM
$111M
62 positions
#22SPRING CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$QCOM$NEE$PLTR
$205M
55 positions
#23Encore Global Management, LPPassive
Notable overlap · 4 shared positions
$QCOM$REGN$RGTI$NOW
$102M
53 positions
#24Baugh & Associates, LLCActive
Notable overlap · 3 shared positions
$QCOM$NEE$ASML
$226M
42 positions
#25Guild Investment Management, Inc.Passive
Notable overlap · 3 shared positions
$QCOM$NEE$ASML
$146M
59 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.