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Hedge Funds Similar to Gallagher Fiduciary Advisors,

13F Portfolio OverlapQ1 2026Gallagher Fiduciary Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Gallagher Fiduciary Advisors, LLC is an institutional investor managing $2.6B across 340 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 Gallagher Fiduciary Advisors, are Lansing Street Advisors, ATALANTA SOSNOFF ,, BROADWATER, with shared positions in $MCD, $UNIT, $MS, $CBRE, $DAL, $MMM. The full ranking of 25 similar funds is below.

#1Lansing Street AdvisorsPassive
Some overlap · 3 shared positions
$MCD$UNIT$MS
$397M
151 positions
#2ATALANTA SOSNOFF CAPITAL, LLCActive
Some overlap · 4 shared positions
$CBRE$MCD$DAL$MS
$4.7B
104 positions
#3BROADWATER CAPITAL MANAGEMENT LLC
Some overlap · 4 shared positions
$MCD$MMM$VZ$KO
$134M
211 positions
#4Atwater Malick LLCActive
Some overlap · 4 shared positions
$MCD$MS$LEN$KO
$370M
100 positions
#5Prosperity Planning, Inc.Active
Some overlap · 3 shared positions
$CBRE$AMN$UNIT
$395M
110 positions
#6Board of the Pension Protection FundPassive
Some overlap · 3 shared positions
$PCG$BEN$DAL
$109M
156 positions
#7Hosking Partners LLPActive
Some overlap · 3 shared positions
$CBRE$DAL$MS
$2.8B
99 positions
#8Windle Wealth, LLCActive
Some overlap · 5 shared positions
$MCD$PANW$MMM$VZ$KO
$237M
32 positions
#9Capital Wealth Planning, LLCActive
Some overlap · 3 shared positions
$MCD$VZ$KO
$18.1B
151 positions
#10Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$MCD$MS$KO
$446M
104 positions
#11Alphinity Investment Management Pty LtdActive
Some overlap · 3 shared positions
$CBRE$MS$KO
$5.7B
29 positions
#12Collaborative Wealth Managment Inc.Passive
Some overlap · 4 shared positions
$MCD$AMN$MS$UNIT
$218M
162 positions
#13Slocum, Gordon & Co LLPPassive
Some overlap · 3 shared positions
$MCD$MMM$VZ
$147M
64 positions
#14Kinloch Capital, LLCPassive
Some overlap · 3 shared positions
$MCD$BEN$KO
$245M
83 positions
#15Pinnacle Financial Group, LLC / ILPassive
Some overlap · 3 shared positions
$MCD$UNIT$MS
$365M
111 positions
#16M.D. Sass, LLCActive
Some overlap · 3 shared positions
$CBRE$PANW$LEN
$1.3B
36 positions
#17Westchester Capital Management, Inc.Active
Some overlap · 3 shared positions
$MCD$VZ$KO
$497M
45 positions
#18Integras Partners LLCPassive
Some overlap · 4 shared positions
$MCD$MS$GBTC$KO
$152M
69 positions
#19Southland Equity Partners LLCPassive
Some overlap · 4 shared positions
$MCD$UNIT$MS$VZ
$513M
273 positions
#20LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$MCD$VZ$KO
$970M
154 positions
#21MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$MCD$MMM$KO
$409M
127 positions
#22Stillwater Wealth Management GroupPassive
Some overlap · 4 shared positions
$MCD$MS$VZ$KO
$162M
77 positions
#23CINCINNATI FINANCIAL CORPActive
Slight overlap · 3 shared positions
$MCD$MMM$VZ
$5.0B
55 positions
#24Stegent Equity Advisors, Inc.Passive
Slight overlap · 3 shared positions
$MCD$AMN$LEN
$117M
101 positions
#25Catherine Avery Investment Management LLCPassive
Slight overlap · 4 shared positions
$MCD$LEN$VZ$KO
$223M
109 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.