13F Pro

Hedge Funds Similar to KELLEHER FINANCIAL ADVISORS

13F Portfolio OverlapQ2 2026KELLEHER FINANCIAL ADVISORS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

KELLEHER FINANCIAL ADVISORS is an institutional investor managing $705M across 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 KELLEHER FINANCIAL ADVISORS are Beirne Wealth Consulting Services, Generation, Sterling Investment Counsel, with shared positions in $APO, $GLW, $C, $BA, $AMGN, $CCJ. The full ranking of 25 similar funds is below.

#1Beirne Wealth Consulting Services, LLCActive
Some overlap · 6 shared positions
$APO$GLW$C$BA$AMGN$CCJ
$503M
102 positions
#2Generation Capital Management LLCPassive
Slight overlap · 5 shared positions
$NBIS$GLW$C$UBER$MCD
$163M
83 positions
#3Sterling Investment Counsel, LLCActive
Slight overlap · 5 shared positions
$GLW$C$GILD$UBER$MCD
$425M
197 positions
#4NWAM LLCPassive
Slight overlap · 5 shared positions
$GLW$BA$AMGN$CCJ$NBIS
$2.0B
684 positions
#5LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Slight overlap · 5 shared positions
$GLW$BA$UBER$AMGN$MCD
$152M
84 positions
#6Palacios Wealth Management, LLCSmart money
Slight overlap · 5 shared positions
$NBIS$UBER$AMGN$C$VZ
$169M
76 positions
#7Richwood Investment Advisors, LLCActive
Slight overlap · 5 shared positions
$GILD$C$BA$AMGN$MCD
$142M
106 positions
#8American State Bank (Iowa)Passive
Slight overlap · 5 shared positions
$GILD$C$BA$AMGN$MCD
$247M
139 positions
#9Vista Private Wealth Partners. LLC
Slight overlap · 5 shared positions
$GILD$C$BA$AMGN$VZ
$306M
89 positions
#10New Age Alpha Advisors, LLCPassive
Slight overlap · 5 shared positions
$C$AMGN$UBER$GILD$VZ
$2.4B
927 positions
#11CenterStar Asset Management, LLCPassive
Slight overlap · 4 shared positions
$NBIS$GLW$C$BA
$589M
234 positions
#12Bangor Savings BankActive
Slight overlap · 5 shared positions
$C$BA$AMGN$MCD$VZ
$1.4B
543 positions
#13Yoffe Investment Management, LLCPassive
Slight overlap · 5 shared positions
$C$BA$AMGN$MCD$VZ
$87M
113 positions
#14Hudson Value Partners, LLCPassive
Slight overlap · 4 shared positions
$BLDR$GLW$AMGN$MCD
$399M
113 positions
#15Wellington Shields Capital Management, LLCPassive
Slight overlap · 4 shared positions
$APO$GLW$BA$UBER
$788M
334 positions
#16Cohen Investment Advisors LLCPassive
Slight overlap · 5 shared positions
$BA$AMGN$C$MCD$VZ
$223M
81 positions
#17Landmark Wealth Management, LLCActive
Slight overlap · 4 shared positions
$GLW$GILD$C$BA
$418M
151 positions
#18BRAVE ASSET MANAGEMENT INCActive
Slight overlap · 5 shared positions
$GLW$AMGN$VZ$C$APO
$467M
146 positions
#19FOCUSED ALPHA, LLCPassive
Slight overlap · 4 shared positions
$GLW$GILD$C$AMGN
$390M
264 positions
#20GLOBALT Investments LLC / GAActive
Slight overlap · 4 shared positions
$GLW$GILD$C$AMGN
$3.0B
213 positions
#21WESTBOURNE INVESTMENTS, INC.Passive
Slight overlap · 4 shared positions
$NBIS$C$UBER$VZ
$245M
149 positions
#22Riggs Asset Managment Co. Inc.Passive
Slight overlap · 4 shared positions
$GLW$GILD$C$CCJ
$560M
132 positions
#23Jackson Hole Capital Partners, LLC
Slight overlap · 4 shared positions
$APO$GILD$C$VZ
$605M
313 positions
#24REXFORD CAPITAL INCPassive
Slight overlap · 4 shared positions
$APO$GLW$AMGN$MCD
$163M
301 positions
#25Nautilus Advisors LLCPassive
Slight overlap · 4 shared positions
$GLW$GILD$UBER$AMGN
$170M
179 positions

Compare KELLEHER FINANCIAL ADVISORS’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 KELLEHER FINANCIAL ADVISORS’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.