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Hedge Funds Similar to CAHILL FINANCIAL ADVISORS

13F Portfolio OverlapQ2 2026CAHILL FINANCIAL ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

CAHILL FINANCIAL ADVISORS INC is an institutional investor managing $1.0B across 296 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CAHILL FINANCIAL ADVISORS are Allied Investment Advisors, DMKC Advisory Services, Summit Financial Wealth Advisors, with shared positions in $MMM, $USB, $WFC, $LMT, $DE, $TGT. The full ranking of 25 similar funds is below.

#1Allied Investment Advisors, LLCPassive
Some overlap · 7 shared positions
$MMM$USB$WFC$LMT$DE$TGT
$1.1B
112 positions
#2DMKC Advisory Services, LLCActive
Some overlap · 7 shared positions
$MMM$USB$WFC$LMT$DE$TGT
$530M
92 positions
#3Summit Financial Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$ALPS$MMM$USB$LMT
$807M
227 positions
#4LIFELONG WEALTH ADVISORS, INC.Smart money
Some overlap · 5 shared positions
$STX$MMM$WFC$TGT$LMT
$432M
104 positions
#5Hoese & Co LLPActive
Some overlap · 7 shared positions
$USB$DE$WFC$TGT$MMM$ECL
$152M
173 positions
#6MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$STX$MMM$USB$ECL$EMR
$277M
147 positions
#7Birchwood Financial Partners, Inc.Passive
Some overlap · 6 shared positions
$MMM$USB$WFC$DE$ECL$STX
$122M
352 positions
#8InvesTrustPassive
Some overlap · 5 shared positions
$MMM$USB$WFC$TGT$EMR
$247M
91 positions
#9Palisade Asset Management, LLCPassive
Some overlap · 5 shared positions
$MMM$USB$DE$TGT$ECL
$1.1B
204 positions
#10Taikang Asset Management (Hong Kong) Co LtdPassive
Some overlap · 4 shared positions
$STX$USB$WFC$LMT
$1.1B
77 positions
#11HighMark Wealth Management LLCActive
Some overlap · 5 shared positions
$MMM$USB$WFC$ECL$TGT
$299M
565 positions
#12SilverOak Wealth Management LLCActive
Some overlap · 5 shared positions
$MMM$WFC$TGT$RCL$ECL
$777M
126 positions
#13Flagstone Financial ManagementSmart money
Some overlap · 4 shared positions
$STX$USB$WFC$DE
$447M
77 positions
#14Pflug Koory, LLCPassive
Some overlap · 5 shared positions
$USB$WFC$LMT$TGT$EMR
$243M
424 positions
#15Tufton Capital ManagementPassive
Some overlap · 5 shared positions
$MMM$WFC$LMT$TGT$EMR
$583M
131 positions
#16Somerset Group LLCActive
Some overlap · 5 shared positions
$MMM$USB$WFC$ECL$TGT
$142M
58 positions
#17Hamrick Investment Counsel, llcPassive
Some overlap · 3 shared positions
$ALPS$USB$LMT
$151M
184 positions
#18Riverview Trust CoActive
Some overlap · 4 shared positions
$STX$USB$LMT$DE
$84M
166 positions
#19Tarbox Group, Inc.Smart money
Some overlap · 5 shared positions
$USB$WFC$DE$MMM$EMR
$711M
100 positions
#20BAYBANPassive
Some overlap · 4 shared positions
$MMM$USB$WFC$TGT
$130M
595 positions
#21Holocene Advisors, LPPassive
Some overlap · 4 shared positions
$STX$MMM$TGT$LMT
$44.4B
789 positions
#22Tradition Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MMM$USB$WFC$TGT$STX
$1.6B
559 positions
#23Vermillion Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$USB$WFC$DE$STX$ECL
$87M
624 positions
#24Avantax Planning Partners, Inc.Active
Some overlap · 3 shared positions
$ALPS$LMT$DE
$4.0B
454 positions
#25Western Financial Corp/CAActive
Some overlap · 4 shared positions
$STX$WFC$LMT$RCL
$300M
136 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.