How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Gallagher Fiduciary Advisors

13F Portfolio OverlapQ2 2026Gallagher Fiduciary Advisors portfolio →

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Most similar hedge funds by 13F overlap

Gallagher Fiduciary Advisors, LLC is an institutional investor managing $3.0B across 356 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 Fiduciary Advisors are BROADWATER, Windle Wealth, Financial Network Wealth Advisors, with shared positions in $MCD, $MMM, $VZ, $CBRE, $TMHC, $UMBF. The full ranking of 25 similar funds is below.

#1BROADWATER CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$MCD $MMM $VZ

$138M

208 positions

#2Windle Wealth, LLCActive

Some overlap · 3 shared positions

$MCD $MMM $VZ

$249M

35 positions

#3Financial Network Wealth Advisors LLCPassive

Some overlap · 3 shared positions

$MCD $MMM $VZ

$99M

858 positions

#4Slocum, Gordon & Co LLPPassive

Some overlap · 3 shared positions

$MCD $MMM $VZ

$151M

70 positions

#5THIRD AVENUE MANAGEMENT LLCActive

Some overlap · 3 shared positions

$CBRE $TMHC $UMBF

$625M

55 positions

#6Keystone Financial Planning, Inc.Smart money

Slight overlap · 3 shared positions

$BEN $MCD $VZ

$388M

39 positions

#7SPRING CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$MCD $VZ $MRVL

$205M

55 positions

#8Unison Advisors LLCActive

Slight overlap · 3 shared positions

$DAL $BEN $VZ

$1.4B

173 positions

#9Global Wealth Management Investment Advisory, Inc.Passive

Slight overlap · 3 shared positions

$DAL $MCD $VZ

$703M

160 positions

#10InvesTrustPassive

Slight overlap · 3 shared positions

$MCD $MMM $VZ

$260M

95 positions

#11Freedom Financial Partners LLCActive

Slight overlap · 3 shared positions

$DAL $MMM $XEL

$307M

89 positions

#12Twelve Points Wealth Management LLCPassive

Slight overlap · 3 shared positions

$BEN $CLF $VSH

$499M

213 positions

#13Inman Jager Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$MCD $MMM $VZ

$188M

90 positions

#14FARMERS TRUST CO

Slight overlap · 3 shared positions

$MCD $MMM $VZ

$637M

203 positions

#15Ausbil Investment Management LtdPassive

Slight overlap · 3 shared positions

$PCG $SANM $XEL

$221M

65 positions

#16POINCIANA ADVISORS GROUP, LLCActive

Slight overlap · 3 shared positions

$DAL $MMM $XEL

$135M

113 positions

#17RIA Advisory Group LLCActive

Slight overlap · 3 shared positions

$MCD $MMM $XEL

$460M

154 positions

#18MJT & Associates Financial Advisory Group, Inc.Active

Slight overlap · 3 shared positions

$MCD $MMM $XEL

$151M

465 positions

#19Wealth Advisors of Tampa Bay, LLCPassive

Slight overlap · 3 shared positions

$MCD $MMM $VZ

$327M

94 positions

#20Red Spruce Capital, LLCPassive

Slight overlap · 3 shared positions

$DAL $VZ $MRVL

$287M

94 positions

#21KANAWHA CAPITAL MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$MCD $MMM $VZ

$1.5B

228 positions

#22VALICENTI ADVISORY SERVICES INCActive

Slight overlap · 3 shared positions

$MCD $VZ $MRVL

$530M

83 positions

#23Great Waters Wealth ManagementSmart money

Slight overlap · 4 shared positions

$DAL $MCD $MMM $XEL

$1.1B

127 positions

#24HOERTKORN RICHARD CHARLESActive

Slight overlap · 3 shared positions

$MCD $CBRE $MRVL

$149M

71 positions

#25Bayesian Capital Management, LPPassive

Slight overlap · 3 shared positions

$DAL $MCD $TMHC

$156M

223 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.