Hedge Funds Similar to Orion Porfolio Solutions

13F Portfolio OverlapQ2 2026Orion Porfolio Solutions portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Orion Porfolio Solutions, LLC is an institutional investor managing $13.1B across 1,864 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 Porfolio Solutions are Dynasty Wealth, ENVESTNET ASSET, Investment, with shared positions in $PM, $KLAC, $ASML, $IAU, $AXP, $APH. The full ranking of 25 similar funds is below.

#1Dynasty Wealth Management, LLCActive

Slight overlap · 5 shared positions

$PM $KLAC $ASML $IAU $AXP

$13.5B

367 positions

#2ENVESTNET ASSET MANAGEMENT INCPassive

Slight overlap · 5 shared positions

$PM $KLAC $ASML $IAU $APH

$423.6B

4,822 positions

#3Capital Investment Management, Inc.Active

Slight overlap · 4 shared positions

$PM $KLAC $ASML $IAU

$326M

132 positions

#4Alaethes Wealth, LLCPassive

Slight overlap · 4 shared positions

$PM $KLAC $ASML $IAU

$345M

111 positions

#5Nolet Wealth Management, LLCActive

Slight overlap · 4 shared positions

$PM $KLAC $ASML $IAU

$181M

112 positions

#6Procyon Advisors, LLCPassive

Slight overlap · 4 shared positions

$PM $KLAC $ASML $AXP

$2.3B

588 positions

#7HOWE & RUSLING INCPassive

Slight overlap · 4 shared positions

$PM $KLAC $ASML $APH

$1.7B

479 positions

#8Capital International, Inc./CA/Active

Slight overlap · 4 shared positions

$PM $KLAC $ASML $APH

$14.3B

302 positions

#9Capital International InvestorsActive

Slight overlap · 4 shared positions

$PM $KLAC $ASML $APH

$483.6B

446 positions

#10CARY STREET PARTNERS INVESTMENT ADVISORY LLCPassive

Slight overlap · 4 shared positions

$PM $KLAC $ASML $APH

$494M

758 positions

#11FACTORY MUTUAL INSURANCE COActive

Slight overlap · 4 shared positions

$PM $KLAC $ASML $APH

$10.6B

205 positions

#12GENESIS PRIVATE WEALTH, LLCPassive

Slight overlap · 4 shared positions

$PM $KLAC $ASML $APH

$356M

192 positions

#13Capital International SarlActive

Slight overlap · 4 shared positions

$PM $KLAC $ASML $APH

$7.1B

287 positions

#14MONETARY MANAGEMENT GROUP INCPassive

Slight overlap · 4 shared positions

$PM $KLAC $ASML $APH

$487M

335 positions

#15Crew Capital Management, Ltd.Passive

Slight overlap · 4 shared positions

$PM $KLAC $ASML $APH

$183M

112 positions

#16Aletheian Wealth Advisors LLCActive

Slight overlap · 4 shared positions

$PM $KLAC $ASML $APH

$234M

109 positions

#17Union Bankshares CorpPassive

Slight overlap · 4 shared positions

$PM $KLAC $ASML $AXP

$6.0B

1,699 positions

#18Callan Family Office, LLCPassive

Slight overlap · 4 shared positions

$KLAC $PM $ASML $APH

$5.1B

1,226 positions

#19Ascent Group, LLCPassive

Slight overlap · 4 shared positions

$PM $KLAC $IAU $AXP

$3.3B

808 positions

#20Capital Group Private Client Services, Inc.Active

Slight overlap · 4 shared positions

$PM $KLAC $IAU $APH

$7.1B

260 positions

#21AMICA MUTUAL INSURANCE COActive

Slight overlap · 4 shared positions

$PM $KLAC $AXP $APH

$1.2B

142 positions

#22PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADOActive

Slight overlap · 4 shared positions

$PM $KLAC $AXP $APH

$28.9B

1,842 positions

#23FIRST FOUNDATION ADVISORSActive

Slight overlap · 4 shared positions

$PM $ASML $IAU $APH

$2.8B

354 positions

#24WEALTH ALLIANCE, LLCPassive

Slight overlap · 4 shared positions

$PM $ASML $IAU $APH

$1.2B

573 positions

#25Mill Capital Management, LLCActive

Slight overlap · 4 shared positions

$PM $ASML $AXP $APH

$1.5B

128 positions

Compare Orion Porfolio Solutions’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Orion Porfolio Solutions’s holdings

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.