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Hedge Funds Similar to HEFFERNAN ADVISORY

13F Portfolio OverlapQ3 2026HEFFERNAN ADVISORY portfolio →
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Most similar hedge funds by 13F overlap

HEFFERNAN ADVISORY, INC is an institutional investor managing $149M across 57 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to HEFFERNAN ADVISORY are CHAPIN DAVIS, Shannon River Fund, BERKSHIRE, with shared positions in $STX, $FLEX, $MRVL, $CIEN, $DY, $MXL. The full ranking of 25 similar funds is below.

#1CHAPIN DAVIS, INC.Passive
Notable overlap · 3 shared positions
$STX$FLEX$MRVL
$520M
258 positions
#2Shannon River Fund Management LLCActive
Notable overlap · 4 shared positions
$FLEX$CIEN$DY$MXL
$1.1B
37 positions
#3BERKSHIRE CAPITAL HOLDINGS INCActive
Notable overlap · 4 shared positions
$MRVL$STX$MXL$CIEN
$462M
122 positions
#4Atika Capital Management LLCPassive
Notable overlap · 3 shared positions
$STX$CIEN$MRVL
$1.5B
81 positions
#5Gunderson Capital Management Inc.Active
Notable overlap · 3 shared positions
$MRVL$STX$CIEN
$359M
54 positions
#6Williamson Legacy Group, LLCPassive
Notable overlap · 3 shared positions
$STX$CIEN$DY
$201M
75 positions
#7Maytree Asset Management LtdActive
Notable overlap · 3 shared positions
$MRVL$MXL$CIEN
$154M
44 positions
#8Goldstream Capital Management LtdActive
Some overlap · 3 shared positions
$MRVL$STX$CIEN
$132M
45 positions
#9DigitalBridge Group, Inc.Passive
Some overlap · 3 shared positions
$CIEN$STX$CPT
$1.7B
61 positions
#10Green Alpha Advisors, LLCPassive
Some overlap · 3 shared positions
$STX$MRVL$FLEX
$148M
110 positions
#11Fedenia Advisers LLCActive
Some overlap · 3 shared positions
$STX$MRVL$CIEN
$425M
121 positions
#12Bellwether Advisors, LLCActive
Some overlap · 3 shared positions
$URI$FLEX$STX
$675M
167 positions
#13Retireful, LLCPassive
Some overlap · 3 shared positions
$FLEX$MRVL$STX
$116M
86 positions
#14Vanguard Capital Wealth AdvisorsPassive
Some overlap · 3 shared positions
$URI$MRVL$STX
$145M
128 positions
#15UNICOM Systems, Inc.Active
Some overlap · 4 shared positions
$STX$CIEN$MXL$MRVL
$1.5B
39 positions
#16WIN ADVISORS, INCActive
Some overlap · 3 shared positions
$STX$MRVL$FLEX
$281M
75 positions
#17Markin Volterra Fund LPActive
Some overlap · 3 shared positions
$MRVL$STX$FLEX
$147M
69 positions
#18Park Capital Management, LLC / WIPassive
Some overlap · 3 shared positions
$STX$MRVL$CIEN
$197M
224 positions
#19Donoghue Forlines LLCPassive
Some overlap · 3 shared positions
$MRVL$STX$FLEX
$387M
114 positions
#20Polar Capital Holdings PlcActive
Some overlap · 3 shared positions
$STX$FLEX$MRVL
$42.4B
245 positions
#21EPG Wealth Management LLCPassive
Some overlap · 3 shared positions
$STX$URI$MRVL
$417M
318 positions
#22DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$STX$URI$ORI
$445M
204 positions
#23SEEDS INVESTOR LLCPassive
Some overlap · 3 shared positions
$STX$CIEN$MRVL
$973M
379 positions
#24Investors Towarzystwo Funduszy Inwestycyjnych Spolka AkcyjnaPassive
Slight overlap · 3 shared positions
$MRVL$STX$CIEN
$291M
208 positions
#25Main Management ETF Advisors, LLCSmart money
Slight overlap · 3 shared positions
$MRVL$STX$CIEN
$3.3B
103 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.