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Hedge Funds Similar to Hennion & Walsh Asset ,

13F Portfolio OverlapQ1 2026Hennion & Walsh Asset , portfolio →
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Most similar hedge funds by 13F overlap

Hennion & Walsh Asset Management, Inc. is an institutional investor managing $3.5B across 955 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 Hennion & Walsh Asset , are MELFA WEALTH ,, Melone Private Wealth,, ROBINSON ,, with shared positions in $MQY, $MHD, $NVG, $PML, $GE, $MUA. The full ranking of 25 similar funds is below.

#1MELFA WEALTH MANAGEMENT, INC.Passive
Some overlap · 8 shared positions
$MQY$MHD$NVG$PML$GE$MUA
$174M
195 positions
#2Melone Private Wealth, LLCPassive
Some overlap · 8 shared positions
$WT$NEA$MHD$NVG$NMZ$NZF
$245M
60 positions
#3ROBINSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 7 shared positions
$MQY$MHD$PML$NMZ$MUA$EIM
$239M
109 positions
#4Cypress Capital, LLCActive
Some overlap · 4 shared positions
$WT$AGQ$LRCX$LMT
$351M
95 positions
#5Glen Eagle Advisors, LLCPassive
Some overlap · 4 shared positions
$WT$AGQ$LRCX$LMT
$714M
1,021 positions
#6Cresta Advisors, Ltd.Active
Some overlap · 6 shared positions
$WT$NUV$NEA$EIM$LMT$GE
$244M
53 positions
#7Carmel Capital Partners, LLCPassive
Some overlap · 3 shared positions
$WT$AGQ$AMAT
$277M
118 positions
#8RIVERNORTH CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$MQY$MHD$PML$BTT$EIM
$2.0B
542 positions
#9Concord Wealth PartnersPassive
Some overlap · 5 shared positions
$WT$AGQ$AMAT$LRCX$LMT
$770M
207 positions
#10REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$WT$AGQ$GE
$697M
218 positions
#11Concord Asset Management, LLC/VAActive
Some overlap · 5 shared positions
$WT$AGQ$AMAT$LRCX$LMT
$592M
117 positions
#12McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$WT$ADI$AMAT$LRCX$LMT
$885M
121 positions
#13IAM Advisory, LLCActive
Some overlap · 3 shared positions
$WT$AGQ$LMT
$446M
95 positions
#14Congress Park Capital LLCPassive
Some overlap · 6 shared positions
$MQY$NVG$NUV$NEA$NZF$NAD
$326M
131 positions
#15Sherman Wealth Management LLCPassive
Some overlap · 3 shared positions
$WT$AGQ$GE
$116M
80 positions
#16Vigilare Wealth ManagementActive
Some overlap · 3 shared positions
$WT$AGQ$GE
$296M
109 positions
#17Gridiron Partners, LLCSmart money
Some overlap · 6 shared positions
$NVG$NEA$PML$NMZ$NZF$BTT
$164M
47 positions
#18Consolidated Planning CorpActive
Some overlap · 4 shared positions
$WT$ADI$LRCX$KLAC
$617M
144 positions
#19Worth Asset Management, LLCPassive
Some overlap · 6 shared positions
$WT$ADI$AMAT$LRCX$KLAC$LMT
$268M
182 positions
#20Larson Financial Group LLCPassive
Some overlap · 4 shared positions
$WT$AMAT$LRCX$GE
$3.1B
3,631 positions
#21Bravias Capital Group, LLCActive
Some overlap · 3 shared positions
$WT$AGQ$AMAT
$153M
96 positions
#22WIN ADVISORS, INCPassive
Some overlap · 4 shared positions
$WT$AMAT$LRCX$LMT
$219M
78 positions
#23Kraft, Davis & Associates, LLCPassive
Some overlap · 3 shared positions
$AGQ$WT$KLAC
$469M
151 positions
#24GILL CAPITAL PARTNERS, LLCPassive
Some overlap · 5 shared positions
$AGQ$NEA$PML$NAD$LMT
$348M
701 positions
#25Camarda Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$AGQ$AMAT$LRCX$KLAC
$190M
104 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.