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Hedge Funds Similar to Hennion & Walsh Asset

13F Portfolio OverlapQ2 2026Hennion & Walsh Asset portfolio →
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Most similar hedge funds by 13F overlap

Hennion & Walsh Asset Management, Inc. is an institutional investor managing $3.5B across 955 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 Hennion & Walsh Asset are RIVERNORTH, Congress Park, MELFA WEALTH, with shared positions in $MQY, $MHD, $BTT, $NMZ, $PML, $VMO. The full ranking of 25 similar funds is below.

#1RIVERNORTH CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$MQY$MHD$BTT$NMZ$PML$VMO
$2.1B
585 positions
#2Congress Park Capital LLCPassive
Some overlap · 6 shared positions
$MQY$NVG$NUV$NZF$NAD$ASML
$370M
134 positions
#3MELFA WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$MQY$NVG$MHD$MUA$PML
$185M
196 positions
#4Melone Private Wealth, LLCActive
Some overlap · 6 shared positions
$NVG$NMZ$NZF$NAD$MHD$VGM
$263M
58 positions
#5Gridiron Partners, LLCSmart money
Some overlap · 8 shared positions
$NMZ$BTT$NZF$VGM$PML$NVG
$191M
51 positions
#6ROBINSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$MQY$MHD$MUA$PML$VMO
$226M
100 positions
#7Cornerstone Advisory, LLCPassive
Some overlap · 3 shared positions
$MQY$NVG$NAD
$1.2B
278 positions
#8Compass Financial Group, INC/SDSmart money
Some overlap · 4 shared positions
$MHD$MQY$NZF$NVG
$872M
119 positions
#9Rareview Capital LLCActive
Some overlap · 3 shared positions
$MQY$MHD$PML
$179M
51 positions
#10WASHINGTON TRUST CoPassive
Some overlap · 5 shared positions
$KLAC$ADI$DELL$PWR$ASML
$3.2B
296 positions
#11Gunderson Capital Management Inc.Active
Some overlap · 5 shared positions
$KLAC$ADI$DELL$PWR$ASML
$370M
52 positions
#12Whipplewood Advisors, LLCPassive
Some overlap · 5 shared positions
$NVG$NZF$IIM$VGM$PML
$149M
636 positions
#13Gould Capital, LLCPassive
Some overlap · 5 shared positions
$NVG$NZF$DELL$PWR$NAD
$179M
217 positions
#14McGowan Group Asset Management, Inc.Active
Some overlap · 5 shared positions
$NVG$NZF$NAD$DELL$KLAC
$823M
154 positions
#15Karpus Management, Inc.Passive
Some overlap · 3 shared positions
$MQY$MHD$BTT
$3.5B
233 positions
#16ARGUS INVESTORS' COUNSEL, INC.Passive
Slight overlap · 4 shared positions
$KLAC$ADI$DELL$PWR
$130M
106 positions
#17Dakota Wealth ManagementPassive
Slight overlap · 4 shared positions
$KLAC$ADI$DELL$PWR
$5.2B
776 positions
#18Western Financial Corp/CAActive
Slight overlap · 4 shared positions
$KLAC$ADI$PWR$ASML
$341M
132 positions
#19Winslow Capital Management, LLCActive
Slight overlap · 4 shared positions
$KLAC$ADI$PWR$ASML
$29.1B
66 positions
#20Covenant Asset Management, LLCPassive
Slight overlap · 4 shared positions
$KLAC$ADI$PWR$ASML
$595M
164 positions
#21BALDWIN WEALTH PARTNERS LLC/MAPassive
Slight overlap · 4 shared positions
$KLAC$ADI$PWR$ASML
$1.5B
234 positions
#22ABSOLUTE CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$KLAC$ADI$PWR$ASML
$401M
162 positions
#23Miller Capital Partners, Inc.Active
Slight overlap · 4 shared positions
$KLAC$ADI$DELL$ASML
$257M
258 positions
#24AZZAD ASSET MANAGEMENT INC /ADVPassive
Slight overlap · 4 shared positions
$KLAC$ADI$PWR$ASML
$1.1B
351 positions
#25ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Slight overlap · 4 shared positions
$KLAC$DELL$PWR$ASML
$4.4B
109 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.