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Hedge Funds Similar to Gallagher Advisors,

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

Gallagher Capital Advisors, LLC is an institutional investor managing $148M across 65 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 Advisors, are Nan Shan Life Insurance , Ltd., TORRAY, Ranch Advisors, with shared positions in $PFE, $VZ, $NOW, $ISRG, $UBER, $USB. The full ranking of 25 similar funds is below.

#1Nan Shan Life Insurance Co., Ltd.Active
Notable overlap · 6 shared positions
$PFE$VZ$NOW$ISRG$UBER$USB
$2.8B
87 positions
#2TORRAY LLCPassive
Notable overlap · 6 shared positions
$PFE$KKR$NOW$MS$VEEV$PSX
$682M
88 positions
#3Ranch Capital Advisors Inc.Passive
Some overlap · 6 shared positions
$KKR$VZ$MS$PFE$GD$HUM
$277M
154 positions
#4Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$KKR$SNOW$MS$GD$HUM
$123M
111 positions
#5NEW ENGLAND ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$KKR$VZ$LMT$USB
$786M
99 positions
#6MARINO, STRAM & ASSOCIATES LLCActive
Some overlap · 5 shared positions
$KKR$MS$LMT$VZ$HUM
$557M
185 positions
#7Torrey Growth & Income AdvisorsActive
Some overlap · 6 shared positions
$PFE$NOW$VZ$PLTR$UBER$AMD
$239M
110 positions
#8RIVERPARK CAPITAL MANAGEMENT LLC
Some overlap · 5 shared positions
$KKR$ISRG$NOW$LMT$UBER
$52M
36 positions
#9Strategic Family Wealth Counselors, L.L.C.Passive
Some overlap · 3 shared positions
$KKR$PFE$UBER
$381M
163 positions
#10Wealth Advisory Team LLC
Some overlap · 3 shared positions
$KKR$NOW$SNOW
$113M
39 positions
#11Selby Wealth Management, LLCActive
Some overlap · 4 shared positions
$KKR$MS$SNOW$HUM
$254M
81 positions
#12Asset Allocation Strategies LLCPassive
Some overlap · 5 shared positions
$KKR$MS$SNOW$HUM$PLTR
$563M
167 positions
#13Evergreen Wealth Management, LLCPassive
Some overlap · 4 shared positions
$KKR$SNOW$LMT$HUM
$194M
54 positions
#14Charter Capital Management, LLC\DESmart money
Some overlap · 7 shared positions
$KKR$UBER$USB$VZ$HUM$AMD
$200M
70 positions
#15MidAtlantic Capital Management, Inc.Passive
Some overlap · 3 shared positions
$KKR$SNOW$MS
$145M
84 positions
#16NOVEM GROUPPassive
Some overlap · 5 shared positions
$KKR$NOW$SNOW$USB$HUM
$873M
437 positions
#17Accretive Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$KKR$MS$USB$GD$HUM
$356M
180 positions
#18PENNEY FINANCIAL, LLCSmart money
Some overlap · 3 shared positions
$KKR$SNOW$MS
$261M
48 positions
#19Bay Capital Advisors, LLCActive
Some overlap · 4 shared positions
$KKR$SNOW$MS$HUM
$162M
107 positions
#20Montaka Global Pty LtdActive
Some overlap · 3 shared positions
$KKR$NOW$UBER
$167M
21 positions
#21truNorth Financial Services, Inc.Active
Some overlap · 4 shared positions
$KKR$MS$PLTR$HUM
$97M
49 positions
#22Wolff Financial Management LLCActive
Some overlap · 5 shared positions
$KKR$MS$PFE$VZ$HUM
$453M
103 positions
#23Crews Bank & TrustPassive
Some overlap · 4 shared positions
$KKR$MS$USB$HUM
$690M
673 positions
#24Juno Financial Group LLCActive
Some overlap · 4 shared positions
$KKR$LMT$UBER$HUM
$255M
70 positions
#25Madrid Wealth Management, LLCPassive
Some overlap · 6 shared positions
$KKR$NOW$SNOW$MS$PLTR$USB
$133M
70 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.