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Hedge Funds Similar to Gallagher Advisors

13F Portfolio OverlapQ2 2026Gallagher Advisors portfolio →
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Most similar hedge funds by 13F overlap

Gallagher Capital Advisors, LLC is an institutional investor managing $175M across 71 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 Gallagher Advisors are Disciplined Equity, Westwind, EDGAR LOMAX, with shared positions in $PFE, $VZ, $PLTR, $USB, $MS, $ISRG. The full ranking of 25 similar funds is below.

#1Disciplined Equity Management, Inc.Smart money
Notable overlap · 4 shared positions
$PFE$VZ$PLTR$USB
$226M
45 positions
#2Westwind CapitalPassive
Notable overlap · 5 shared positions
$MS$ISRG$NOW$PLTR$DELL
$422M
77 positions
#3EDGAR LOMAX CO/VAActive
Notable overlap · 7 shared positions
$PFE$MS$LMT$USB$CCZ$GD
$1.3B
58 positions
#4Center for Wealth Management AdvisoryActive
Notable overlap · 6 shared positions
$MS$VZ$LMT$USB$CCZ$GD
$159M
62 positions
#5Boothe Investment Group, Inc.Active
Notable overlap · 4 shared positions
$PFE$NOW$UBER$VZ
$317M
38 positions
#6TORRAY LLCActive
Notable overlap · 6 shared positions
$BX$PFE$NOW$CCZ$VEEV$PSX
$741M
91 positions
#7DCM Advisors, LLCActive
Notable overlap · 7 shared positions
$MS$PFE$DELL$VZ$CCZ$WFC
$253M
38 positions
#8GFG Capital, LLCPassive
Notable overlap · 4 shared positions
$BX$NOW$DELL$UBER
$363M
100 positions
#9Wealth Advisors of Tampa Bay, LLCPassive
Notable overlap · 7 shared positions
$VZ$BX$LMT$UBER$PFE$NOW
$327M
94 positions
#10Bulltick Wealth Management, LLCPassive
Some overlap · 5 shared positions
$BX$PLTR$DELL$UBER$NOW
$490M
134 positions
#11Hillman Capital Management, Inc.Passive
Some overlap · 5 shared positions
$PFE$VZ$USB$VEEV$CCZ
$138M
54 positions
#12LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 5 shared positions
$BX$VZ$PFE$CCZ$WFC
$489M
244 positions
#13Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$PFE$VZ$UBER
$214M
72 positions
#14Werlinich Asset Management, LLCActive
Some overlap · 6 shared positions
$BX$MS$DELL$LMT$PFE$GD
$262M
58 positions
#15Inlight Wealth Management, LLCActive
Some overlap · 3 shared positions
$PFE$VZ$NOW
$315M
62 positions
#16VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 4 shared positions
$MS$VZ$PFE$DELL
$1.7B
345 positions
#17ITHAKA GROUP LLCActive
Some overlap · 5 shared positions
$ISRG$NOW$UBER$PLTR$SHOP
$551M
40 positions
#18Canal Insurance COActive
Some overlap · 6 shared positions
$PFE$VZ$DELL$LMT$GD$PSX
$456M
76 positions
#19Evercore Wealth Management, LLCActive
Some overlap · 4 shared positions
$MS$BX$UBER$NOW
$7.1B
433 positions
#20Orion Capital Management LLCPassive
Some overlap · 6 shared positions
$ISRG$PLTR$MS$VEEV$UBER$USB
$323M
511 positions
#21John Boyer, Inc.Smart money
Some overlap · 3 shared positions
$PFE$VZ$LMT
$115M
39 positions
#22Keystone Financial Planning, Inc.Smart money
Some overlap · 4 shared positions
$PFE$VZ$USB$LMT
$388M
39 positions
#23HOURGLASS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$MS$PFE$VZ$UBER
$508M
127 positions
#24Archon Partners LLCActive
Some overlap · 5 shared positions
$BX$UBER$LMT$PLTR$NOW
$937M
37 positions
#25Torrey Growth & Income AdvisorsActive
Some overlap · 6 shared positions
$PFE$NOW$PLTR$UBER$VZ$SHOP
$294M
108 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.