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Hedge Funds Similar to KELLY FINANCIAL GROUP

13F Portfolio OverlapQ2 2026KELLY FINANCIAL GROUP portfolio →
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Most similar hedge funds by 13F overlap

KELLY FINANCIAL GROUP LLC is an institutional investor managing $450M across 107 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 KELLY FINANCIAL GROUP are MORGAN DEMPSEY, Stockman Wealth, HOWE & RUSLING, with shared positions in $VOYA, $ES, $PM, $T, $MCD, $ASML. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$VOYA$ES$PM$T$MCD
$233M
122 positions
#2Stockman Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$ASML$PFE$MCD$HON$HONA
$968M
178 positions
#3HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$ASML$ELV$PM$MCD$HON$HONA
$1.7B
479 positions
#4RDA Financial NetworkPassive
Some overlap · 5 shared positions
$ASML$ELV$PFE$MCD$DNP
$459M
286 positions
#5FIRST MANHATTAN CO. LLC.Active
Some overlap · 5 shared positions
$ASML$PM$HON$HONA$MAR
$39.2B
742 positions
#6First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$PFE$PM$MCD$MAR$HON$HONA
$529M
75 positions
#7CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$ASML$PFE$MCD$HON
$1.6B
85 positions
#8Elevate Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$ASML$TRV$MCD$PM
$182M
77 positions
#9American Money Management, LLCPassive
Some overlap · 4 shared positions
$ASML$PM$MCD$MAR
$700M
174 positions
#10FAYEZ SAROFIM & COActive
Some overlap · 4 shared positions
$ASML$PM$MCD$MAR
$42.5B
300 positions
#11Papamarkou Wellner Asset Management inc.Passive
Some overlap · 4 shared positions
$ASML$PM$MCD$MAR
$159M
75 positions
#12Minot DeBlois Advisors LLCPassive
Some overlap · 3 shared positions
$ASML$PFE$TRV
$116M
240 positions
#13Phraction Management LLCActive
Some overlap · 4 shared positions
$ASML$PM$HON$HONA
$596M
66 positions
#14Aegis Wealth Management LLCPassive
Some overlap · 4 shared positions
$ASML$PM$HON$HONA
$213M
160 positions
#15Destination Wealth ManagementPassive
Some overlap · 3 shared positions
$ASML$PFE$MCD
$4.3B
344 positions
#16ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 4 shared positions
$ASML$MCD$HON$HONA
$1.9B
88 positions
#17Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 4 shared positions
$PFE$ELV$TRV$T
$1.0B
765 positions
#18Manhattan West Asset Management, LLCPassive
Some overlap · 3 shared positions
$ASML$PM$PFE
$599M
185 positions
#19CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 4 shared positions
$ASML$PM$MCD$MAR
$116M
77 positions
#20Hollow Brook Wealth Management LLCActive
Some overlap · 3 shared positions
$ASML$PFE$MCD
$504M
78 positions
#21Callahan Advisors, LLCActive
Some overlap · 3 shared positions
$ASML$PFE$MCD
$1.3B
181 positions
#22Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$PM$PFE$T$MCD$HONA
$116M
65 positions
#23Yoffe Investment Management, LLCPassive
Some overlap · 5 shared positions
$TRV$PM$MCD$HON$HONA
$87M
113 positions
#24Camarda Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$ASML$MAR$HON$HONA
$331M
122 positions
#25Capital Investment Management, Inc.Active
Some overlap · 3 shared positions
$ASML$PM$T
$326M
132 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.