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Hedge Funds Similar to WILLNER & HELLER,

13F Portfolio OverlapQ1 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 Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to WILLNER & HELLER, are McGuire Investment Group,, Markin Volterra Fund, DARA US,, with shared positions in $LRCX, $AMD, $AMAT, $PLTR, $ISRG, $ASML. The full ranking of 25 similar funds is below.

#1McGuire Investment Group, LLCActive
Notable overlap · 9 shared positions
$LRCX$AMD$AMAT$PLTR$ISRG$ASML
$885M
121 positions
#2Markin Volterra Fund LPActive
Notable overlap · 6 shared positions
$LRCX$AMD$ARM$AMAT$PLTR$ASML
$65M
34 positions
#3DARA CAPITAL US, INC.Passive
Notable overlap · 6 shared positions
$LRCX$AMD$AMAT$ISRG$NOW$TMO
$105M
119 positions
#4Tairen Capital LtdActive
Notable overlap · 5 shared positions
$LRCX$AMD$ARM$AMAT$ASML
$924M
44 positions
#5GF FUND MANAGEMENT CO. LTD.Active
Some overlap · 7 shared positions
$LRCX$AMAT$PLTR$AMD$ASML$AMGN
$6.0B
624 positions
#6Bay Rivers GroupPassive
Some overlap · 7 shared positions
$LRCX$AMD$PLTR$HUM$UNIT$AMGN
$240M
109 positions
#7STF Management LP
Some overlap · 7 shared positions
$AMD$PLTR$LRCX$AMAT$ISRG$AMGN
$107M
101 positions
#8Global X Japan Co., Ltd.Active
Some overlap · 6 shared positions
$LRCX$AMAT$PLTR$ISRG$AMD$AMGN
$1.9B
378 positions
#9Gunderson Capital Management Inc.Passive
Some overlap · 5 shared positions
$AMD$ARM$AMAT$PLTR$ASML
$239M
46 positions
#10OFI INVEST ASSET MANAGEMENTActive
Some overlap · 5 shared positions
$LRCX$AMD$PLTR$AMAT$ISRG
$7.6B
347 positions
#11Stanley-Laman Group, Ltd.Passive
Some overlap · 6 shared positions
$LRCX$ISRG$AMD$ASML$ARM$AMAT
$814M
294 positions
#12Goldenstone Wealth Management LLCActive
Some overlap · 5 shared positions
$LRCX$AMD$AMAT$ASML$WT
$137M
89 positions
#13Avanda Investment Management Pte. Ltd.Active
Some overlap · 5 shared positions
$LRCX$AMD$AMAT$ASML$TMO
$63M
24 positions
#14Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$LRCX$AMAT$PLTR$ASML$NOW
$172M
76 positions
#15Rafferty Asset Management, LLCActive
Some overlap · 5 shared positions
$AMD$AMAT$LRCX$ASML$PLTR
$24.6B
1,057 positions
#16Eagle Wealth Advisors LLCPassive
Some overlap · 7 shared positions
$NTRB$AMD$PLTR$LRCX$AMAT$ISRG
$108M
98 positions
#17Seek First Inc.Active
Some overlap · 6 shared positions
$LRCX$AMAT$WT$ISRG$UNIT$HUM
$142M
58 positions
#18Hyperion Asset Management LtdActive
Some overlap · 5 shared positions
$ARM$PLTR$ISRG$ASML$NOW
$3.1B
18 positions
#19KKM Financial LLCPassive
Some overlap · 4 shared positions
$LRCX$AMD$AMAT$ASML
$563M
168 positions
#20OSSIAMActive
Some overlap · 6 shared positions
$AMD$PLTR$AMAT$FTNT$AMGN$ISRG
$5.7B
388 positions
#21Progressive Investment Management CorpActive
Some overlap · 6 shared positions
$LRCX$AMAT$ASML$TMO$AMD$AMGN
$379M
58 positions
#22Alight Capital Management LPPassive
Some overlap · 4 shared positions
$LRCX$AMD$AMAT$ASML
$417M
64 positions
#23Trifecta Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$PLTR$LRCX$ISRG$AMD$TMO$AMGN
$646M
274 positions
#24Sava Infond d.o.o.Passive
Some overlap · 5 shared positions
$LRCX$AMAT$AMD$NOW$PLTR
$705M
230 positions
#25NLB Skladi, upravljanje premozenja, d.o.o.Passive
Some overlap · 7 shared positions
$PLTR$LRCX$AMD$ISRG$AMAT$TMO
$2.1B
335 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.