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Hedge Funds Similar to WILLNER & HELLER

13F Portfolio OverlapQ2 2026WILLNER & HELLER portfolio →
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Most similar hedge funds by 13F overlap

WILLNER & HELLER, LLC is an institutional investor managing $160M across 165 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 WILLNER & HELLER are Broadleaf Partners, AFT, FORSYTH & COMPANY, PACIFIC HEIGHTS ASSET, with shared positions in $ARM, $PLTR, $ASML, $ISRG, $APP, $VRT. The full ranking of 25 similar funds is below.

#1Broadleaf Partners, LLCPassive
Some overlap · 6 shared positions
$ARM$PLTR$ASML$ISRG$APP$VRT
$517M
86 positions
#2AFT, FORSYTH & COMPANY, INC.Active
Some overlap · 6 shared positions
$ARM$ISRG$CRWD$ASML$AMGN$MS
$208M
108 positions
#3PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 6 shared positions
$ARM$PLTR$APP$MS$STT$AMGN
$3.2B
77 positions
#4Hyperion Asset Management LtdActive
Some overlap · 4 shared positions
$ARM$ASML$ISRG$PLTR
$3.8B
20 positions
#5Slow Capital, Inc.Active
Some overlap · 5 shared positions
$ARM$FTNT$ISRG$CRWD$ASML
$857M
111 positions
#6Forefront Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$ASML$CRWD$ISRG$PLTR$VRT$TMO
$323M
177 positions
#7Financial Gravity Companies, Inc. (FGCO)Passive
Some overlap · 4 shared positions
$ARM$ASML$PLTR$ISRG
$616M
1,040 positions
#8Trifecta Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$PLTR$CRWD$ISRG$MS$VRT$AMGN
$776M
493 positions
#9McGuire Investment Group, LLCActive
Some overlap · 6 shared positions
$ASML$PLTR$ISRG$MS$TMO$AMGN
$1.1B
137 positions
#10Silvant Capital Management LLCActive
Some overlap · 5 shared positions
$ARM$ASML$ISRG$PLTR$APP
$3.4B
385 positions
#11UNICOM Systems, Inc.Active
Some overlap · 4 shared positions
$ARM$ASML$PLTR$APP
$1.5B
39 positions
#12United Capital Management of KS, Inc.Passive
Some overlap · 3 shared positions
$ARM$ASML$PLTR
$763M
98 positions
#13CacheTech Inc.Passive
Some overlap · 4 shared positions
$ARM$ISRG$FTNT$STT
$618M
169 positions
#14OSSIAMPassive
Some overlap · 7 shared positions
$FTNT$PLTR$MS$CRWD$TMO$ISRG
$7.5B
680 positions
#15NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$ASML$ARM$MS$VRT$GD
$1.4B
177 positions
#16Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$ASML$PLTR$CRWD$APP$VRT
$228M
70 positions
#17Adams Wealth ManagementActive
Some overlap · 4 shared positions
$ARM$ISRG$STT$FTNT
$522M
147 positions
#18Corps Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$ARM$CRWD$PLTR$TMO
$124M
99 positions
#19MERIDIAN MANAGEMENT COActive
Some overlap · 5 shared positions
$FTNT$ISRG$CRWD$ASML$TMO
$446M
84 positions
#20SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ASML$FTNT$APP$VRT$GD
$255M
144 positions
#21GUERRA PAN ADVISORS, LLCPassive
Some overlap · 6 shared positions
$ASML$CRWD$VRT$ISRG$TMO$MS
$179M
118 positions
#22Front Row Advisors LLCPassive
Some overlap · 5 shared positions
$ASML$FTNT$ISRG$AMGN$TMO
$345M
576 positions
#23Hilton Head Capital Partners, LLCPassive
Some overlap · 5 shared positions
$ARM$FTNT$PLTR$VRT$AMGN
$198M
912 positions
#24SIG BROKERAGE, LPPassive
Some overlap · 3 shared positions
$ARM$ASML$CRWD
$5.1B
905 positions
#25Corient IA LLCPassive
Some overlap · 5 shared positions
$ASML$ISRG$PLTR$CRWD$FTNT
$108M
249 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.