13F Pro

Hedge Funds Similar to Lee-Kelleher Wealth

13F Portfolio OverlapQ1 2026Lee-Kelleher Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Lee-Kelleher Wealth Management is an institutional investor managing $191M across 49 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 Lee-Kelleher Wealth are Broussard Financial Group, TopTier Wealth ,, MOULTON WEALTH ,, with shared positions in $WT, $SLV, $IAU, $CSX. The full ranking of 25 similar funds is below.

#1Broussard Financial Group LLCActive
Substantial overlap · 3 shared positions
$WT$SLV$IAU
$125M
29 positions
#2TopTier Wealth Management, LLCPassive
Substantial overlap · 3 shared positions
$WT$SLV$IAU
$163M
795 positions
#3MOULTON WEALTH MANAGEMENT, INCActive
Substantial overlap · 3 shared positions
$WT$SLV$IAU
$147M
52 positions
#4Boyce & Associates Wealth Consulting, Inc.Active
Substantial overlap · 3 shared positions
$WT$SLV$IAU
$132M
80 positions
#5Exit Wealth Advisors, LLC.Active
Substantial overlap · 3 shared positions
$WT$SLV$IAU
$195M
131 positions
#6CATHY PARETO & ASSOCIATES, INCPassive
Notable overlap · 3 shared positions
$WT$SLV$IAU
$149M
96 positions
#7MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$WT$SLV$IAU
$1.3B
143 positions
#8Sanchez Wealth Management GroupActive
Notable overlap · 3 shared positions
$WT$CSX$IAU
$462M
53 positions
#9Vantage Point Financial LLCPassive
Notable overlap · 3 shared positions
$WT$SLV$IAU
$285M
176 positions
#10WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$WT$SLV$IAU
$508M
107 positions
#11LRI Investments, LLCActive
Notable overlap · 3 shared positions
$WT$SLV$IAU
$1.1B
1,415 positions
#12Roan Capital PartnersPassive
Notable overlap · 3 shared positions
$WT$CSX$SLV
$108M
77 positions
#13Eagle Strategies LLCPassive
Some overlap · 3 shared positions
$WT$SLV$IAU
$837M
258 positions
#14Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$WT$SLV$IAU
$477M
70 positions
#15Cornerstone Planning Group LLCPassive
Some overlap · 3 shared positions
$WT$SLV$IAU
$749M
1,818 positions
#16Evanson Asset Management, LLCActive
Some overlap · 3 shared positions
$WT$SLV$IAU
$1.9B
321 positions
#17Hamilton Wealth, LLCActive
Some overlap · 3 shared positions
$WT$IAU$SLV
$1.4B
114 positions
#18Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$WT$SLV$IAU
$146M
532 positions
#19Apeiron RIA LLCPassive
Slight overlap · 3 shared positions
$WT$SLV$IAU
$431M
204 positions
#20DENVER WEALTH MANAGEMENT, INC.Active
Slight overlap · 3 shared positions
$WT$SLV$IAU
$291M
100 positions
#21Discipline Wealth Solutions, LLCActive
Slight overlap · 3 shared positions
$WT$SLV$IAU
$950M
192 positions
#22Opus Financial Solutions LLCPassive
Slight overlap · 3 shared positions
$WT$SLV$IAU
$106M
103 positions
#23North Forty Two & Co.Passive
Slight overlap · 4 shared positions
$WT$CSX$SLV$IAU
$108M
97 positions
#24Well Done, LLCActive
Slight overlap · 3 shared positions
$WT$SLV$IAU
$681M
197 positions
#25Hyposwiss Advisors SAPassive
Slight overlap · 3 shared positions
$WT$SLV$IAU
$101M
112 positions

Compare Lee-Kelleher Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Lee-Kelleher Wealth’s holdings

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.