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Hedge Funds Similar to Walsh & Associates,

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

Walsh & Associates, LLC is an institutional investor managing $101M across 287 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 Walsh & Associates, are Uptown Financial Advisors, JIM SAULNIER & ASSOCIATES,, McNamara Financial Services,, with shared positions in $GMM, $SNOW, $HUM, $WFC, $KKR, $PM. The full ranking of 25 similar funds is below.

#1Uptown Financial Advisors LLCActive
Notable overlap · 5 shared positions
$GMM$SNOW$HUM$WFC$KKR
$126M
76 positions
#2JIM SAULNIER & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$GMM$SNOW$HUM
$205M
139 positions
#3McNamara Financial Services, Inc.Smart money
Some overlap · 3 shared positions
$GMM$HUM$KKR
$528M
99 positions
#4Cobblestone Asset Management LLCPassive
Some overlap · 3 shared positions
$GMM$SNOW$PM
$222M
73 positions
#5JDM Financial Group LLCActive
Some overlap · 5 shared positions
$GMM$SNOW$CTVA$KKR$HUM
$259M
318 positions
#6Delta Wealth Advisors LLCActive
Some overlap · 3 shared positions
$GMM$CEG$PM
$131M
46 positions
#7Chaney Capital Management, Inc.Smart money
Some overlap · 3 shared positions
$GMM$KKR$HUM
$284M
41 positions
#8Millington Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$GMM$AGQ$HUM$CTVA
$237M
119 positions
#9BlueStem Wealth Partners, LLCActive
Some overlap · 3 shared positions
$GMM$HUM$WFC
$900M
124 positions
#10Heritage Family Offices, LLPPassive
Some overlap · 3 shared positions
$GMM$WEC$WFC
$225M
196 positions
#11My Portfolio Guide, LLCActive
Some overlap · 4 shared positions
$GMM$SO$PM$AGQ
$181M
166 positions
#12BRIGHTON SECURITIES CORP.Smart money
Some overlap · 5 shared positions
$GMM$SNOW$KKR$SO$HUM
$208M
47 positions
#13Values Added Financial LLCPassive
Some overlap · 3 shared positions
$GMM$HUM$KKR
$238M
134 positions
#14MA Private WealthActive
Some overlap · 4 shared positions
$GMM$SNOW$HUM$KKR
$591M
86 positions
#15Brio Consultants, LLCActive
Some overlap · 5 shared positions
$GMM$HUM$SNOW$WFC$KKR
$818M
152 positions
#16Schwallier Wealth Management LLCActive
Some overlap · 4 shared positions
$GMM$HUM$AGQ$PSA
$137M
58 positions
#17TPG Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GMM$SNOW$PM
$307M
76 positions
#18EHRLICH FINANCIAL GROUPPassive
Some overlap · 4 shared positions
$GMM$HUM$SNOW$KKR
$174M
112 positions
#19LEGACY SOLUTIONS, LLCActive
Some overlap · 3 shared positions
$GMM$CEG$EXC
$108M
77 positions
#20Hobart Private Capital, LLCPassive
Some overlap · 3 shared positions
$GMM$SNOW$HUM
$509M
132 positions
#21JNBA Financial AdvisorsActive
Some overlap · 3 shared positions
$GMM$HUM$GGG
$1.2B
819 positions
#22Revisor Wealth Management LLCPassive
Some overlap · 5 shared positions
$GMM$SNOW$HUM$WFC$PM
$362M
327 positions
#23Fonville Wealth Management LLCPassive
Some overlap · 4 shared positions
$GMM$SNOW$HUM$KKR
$525M
138 positions
#24Capital Investment Management, Inc.Active
Some overlap · 3 shared positions
$GMM$SNOW$PM
$291M
125 positions
#25Valtinson Bruner Financial Planning LLCActive
Some overlap · 3 shared positions
$GMM$GGG$WFC
$364M
171 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.