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Hedge Funds Similar to MANCHESTER FINANCIAL

13F Portfolio OverlapQ1 2026MANCHESTER FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

MANCHESTER FINANCIAL INC is an institutional investor managing $563M across 145 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 MANCHESTER FINANCIAL are Key Client Fiduciary Advisors,, Investors Research, Keeler Thomas, with shared positions in $FITB, $PLTR, $VZ, $AGQ, $EME, $EIX. The full ranking of 25 similar funds is below.

#1Key Client Fiduciary Advisors, LLCPassive
Some overlap · 3 shared positions
$FITB$PLTR$VZ
$294M
216 positions
#2Investors Research CorpPassive
Some overlap · 3 shared positions
$FITB$VZ$AGQ
$523M
848 positions
#3Keeler Thomas Management LLCPassive
Some overlap · 3 shared positions
$FITB$EME$EIX
$236M
118 positions
#4Mach-1 Financial Group, LLCPassive
Some overlap · 3 shared positions
$FITB$FIX$SCHW
$284M
161 positions
#5Del-Sette Capital Management, LLCActive
Some overlap · 3 shared positions
$FITB$SCHW$EIX
$167M
44 positions
#6Hershey Financial Advisers, LLCPassive
Some overlap · 3 shared positions
$FITB$GLW$SCHW
$116M
80 positions
#7MOSELEY INVESTMENT MANAGEMENT INCPassive
Some overlap · 4 shared positions
$FITB$PLTR$DOV$AMGN
$314M
163 positions
#8Goldstone Financial Group, LLCPassive
Some overlap · 3 shared positions
$FITB$DOV$AGQ
$922M
228 positions
#9IFS Group,LLCPassive
Some overlap · 3 shared positions
$FITB$PLTR$GLW
$112M
144 positions
#10SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 4 shared positions
$FITB$AGQ$VZ$SCHW
$119M
61 positions
#11MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$FITB$PLTR$AGQ$GLW
$121M
61 positions
#12MARSHALL INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$FITB$VZ$AMGN
$208M
274 positions
#13DB&C Advisors, LLCPassive
Some overlap · 5 shared positions
$FITB$PLTR$SHOP$VZ$AMGN
$77M
67 positions
#14Harvest Investment Services, LLCPassive
Some overlap · 3 shared positions
$FITB$PLTR$AGQ
$547M
346 positions
#15MITCHELL CAPITAL MANAGEMENT COPassive
Some overlap · 5 shared positions
$FIX$PLTR$HCA$EME$GLW
$545M
113 positions
#16VISIONARY HORIZONS, LLCPassive
Slight overlap · 5 shared positions
$PLTR$FITB$VZ$IBKR$AMGN
$203M
128 positions
#17SBI Securities Co., Ltd.Passive
Slight overlap · 4 shared positions
$DOV$PLTR$VZ$AGQ
$3.6B
4,018 positions
#18Secure Asset Management, LLCPassive
Slight overlap · 4 shared positions
$DOV$PLTR$FIX$SCHW
$632M
327 positions
#19COOKSON PEIRCE & CO INCPassive
Slight overlap · 5 shared positions
$PLTR$FLEX$IBKR$EME$GLW
$2.4B
303 positions
#20VestGen Investment ManagementPassive
Slight overlap · 4 shared positions
$FIX$PLTR$FLEX$EME
$181M
216 positions
#21Transamerica Financial Advisors, LLCPassive
Slight overlap · 4 shared positions
$FIX$PLTR$IBKR$EME
$1.2B
1,940 positions
#22COZAD ASSET MANAGEMENT INCPassive
Slight overlap · 4 shared positions
$FITB$HCA$FLEX$IBKR
$1.3B
421 positions
#23GW HENSSLER & ASSOCIATES LTDPassive
Slight overlap · 4 shared positions
$FITB$VZ$AMGN$SCHW
$2.1B
232 positions
#24Quad-Cities Investment Group, LLCPassive
Slight overlap · 3 shared positions
$FITB$AGQ$FLEX
$251M
200 positions
#25JANE STREET GROUP, LLCPassive
Slight overlap · 5 shared positions
$PLTR$DOV$SHOP$VZ$GLW
$777.2B
11,403 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.