13F Pro

Hedge Funds Similar to KELLEHER FINANCIAL ADVISORS

13F Portfolio OverlapQ1 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 $395M across 703 U.S. equity positions as of Q1 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 Odyssey Advisors,, Pinnacle ,, INVESTMENT ADVISORY SERVICES /TX /ADV, with shared positions in $DIA, $HUM, $AXP, $NKE, $APO, $UBER. The full ranking of 25 similar funds is below.

#1Odyssey Capital Advisors, Inc.Passive
Some overlap · 6 shared positions
$DIA$HUM$AXP$NKE$APO$UBER
$112M
97 positions
#2Pinnacle Holdings, LLCPassive
Some overlap · 6 shared positions
$DIA$AXP$BAC$ET$MCD$AMGN
$309M
233 positions
#3INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive
Some overlap · 6 shared positions
$HUM$AXP$BAC$SCHW$MCD$AMGN
$314M
130 positions
#4SPRING CAPITAL MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$BRO$DIA$BAC$VZ$MCD$ET
$198M
49 positions
#5Cambridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$DIA$AXP$HUM$NKE
$295M
168 positions
#6Bristlecone Value Partners, LLCPassive
Some overlap · 5 shared positions
$HUM$AXP$BAC$NKE$AMGN
$114M
68 positions
#7BARR E S & COActive
Some overlap · 4 shared positions
$BRO$AXP$NKE$SCHW
$1.7B
108 positions
#8Northern Financial Advisors IncPassive
Some overlap · 5 shared positions
$DIA$AXP$GILD$MCD$AMGN
$137M
105 positions
#9Greenfield Savings BankPassive
Some overlap · 4 shared positions
$DIA$AXP$BAC$MCD
$234M
143 positions
#10DMKC Advisory Services, LLCPassive
Some overlap · 4 shared positions
$DIA$HUM$BAC$PFE
$240M
84 positions
#11MFA Wealth ServicesPassive
Some overlap · 6 shared positions
$HUM$AXP$SCHW$GILD$MCD$AMGN
$151M
122 positions
#12Redwood Grove Capital, LLCActive
Some overlap · 3 shared positions
$BRO$HUM$BAC
$310M
22 positions
#13Westbourne Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$BRO$BAC$BLDR$SCHW$UBER
$343M
115 positions
#14WRIGHT INVESTORS SERVICE INCPassive
Some overlap · 6 shared positions
$AXP$BAC$SCHW$GILD$PFE$AMGN
$318M
148 positions
#15CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$HUM$ET$NKE$VZ$GILD$PFE
$98M
117 positions
#16Rayburn West Financial Services LLCPassive
Some overlap · 6 shared positions
$AXP$BAC$VZ$MCD$PFE$AMGN
$170M
82 positions
#17GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 5 shared positions
$AXP$BAC$BLDR$SCHW$AMGN
$854M
145 positions
#18Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DIA$HUM$SCHW$AMGN
$186M
163 positions
#19Bay Rivers GroupPassive
Some overlap · 4 shared positions
$DIA$HUM$SCHW$AMGN
$240M
109 positions
#20Hapanowicz & Associates Financial Services, IncSmart money
Some overlap · 4 shared positions
$DIA$HUM$VZ$MCD
$251M
31 positions
#21Beta Wealth Group, Inc.Passive
Some overlap · 4 shared positions
$DIA$HUM$BAC$GILD
$242M
112 positions
#22Gen-Wealth Partners IncPassive
Some overlap · 6 shared positions
$DIA$AXP$NKE$VZ$MCD$AMGN
$317M
728 positions
#23WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$AXP$HUM$ET$VZ$MCD
$156M
139 positions
#24MUIRFIELD WEALTH ADVISORS LLCPassive
Some overlap · 4 shared positions
$HUM$AXP$BAC$SCHW
$136M
80 positions
#25Long Focus Capital Management, LLCActive
Some overlap · 5 shared positions
$HUM$BLDR$ET$APO$UBER
$3.8B
97 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.