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Hedge Funds Similar to Mullooly Asset

13F Portfolio OverlapQ2 2026Mullooly Asset portfolio →
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Most similar hedge funds by 13F overlap

Mullooly Asset Management, Inc. is an institutional investor managing $325M across 60 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 Mullooly Asset are DB Fitzpatrick, CONFLUENCE INVESTMENT, Kelly Financial Services, with shared positions in $SHW, $ORLY, $LMT, $SNA, $GILD, $FLEX. The full ranking of 25 similar funds is below.

#1DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$SHW$ORLY$LMT
$124M
100 positions
#2CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SNA$LMT$GILD
$6.4B
290 positions
#3Kelly Financial Services LLCActive
Some overlap · 3 shared positions
$SHW$LMT$SNA
$467M
141 positions
#4Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 3 shared positions
$SNA$GILD$LMT
$111M
62 positions
#5BRANT POINT INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ORLY$SHW$FLEX
$813M
120 positions
#6WINNOW WEALTH LLCPassive
Some overlap · 3 shared positions
$SNA$GILD$FLEX
$147M
137 positions
#7Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$SHW$LMT$GILD
$467M
118 positions
#8Richwood Investment Advisors, LLCActive
Some overlap · 3 shared positions
$LMT$SNA$GILD
$142M
106 positions
#9ICW Investment Advisors LLCPassive
Some overlap · 3 shared positions
$ORLY$SHW$LMT
$286M
144 positions
#10Thrive Capital Management, LLCPassive
Some overlap · 3 shared positions
$SNA$GILD$FLEX
$530M
170 positions
#11Principal Street Partners, LLCPassive
Some overlap · 3 shared positions
$GILD$SNA$LMT
$683M
277 positions
#12United Capital Management of KS, Inc.Passive
Some overlap · 4 shared positions
$LMT$SNA$MRVL$LITE
$763M
98 positions
#13KP Management LLCPassive
Some overlap · 3 shared positions
$SHW$ORLY$LITE
$532M
86 positions
#14CFM WEALTH PARTNERS LLCActive
Some overlap · 3 shared positions
$ORLY$MRVL$SHW
$783M
149 positions
#15EADS & HEALD WEALTH MANAGEMENTPassive
Some overlap · 3 shared positions
$ORLY$SHW$SNA
$204M
148 positions
#16Holocene Advisors, LPPassive
Some overlap · 3 shared positions
$SHW$GILD$LMT
$44.4B
789 positions
#17CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$LMT$SNA$GILD
$183M
146 positions
#18AIGEN INVESTMENT MANAGEMENT, LPPassive
Some overlap · 3 shared positions
$GILD$LMT$FLEX
$366M
517 positions
#19WAYCROSS PARTNERS, LLCActive
Slight overlap · 3 shared positions
$SHW$LMT$GILD
$1.2B
72 positions
#20Grey Ledge Advisors, LLCPassive
Slight overlap · 3 shared positions
$SNA$LMT$ORLY
$498M
248 positions
#21Centric Wealth ManagementPassive
Slight overlap · 3 shared positions
$GILD$SNA$LMT
$643M
209 positions
#22Lantz Financial LLCPassive
Slight overlap · 3 shared positions
$SNA$LMT$GILD
$546M
259 positions
#23CTC Alternative Strategies, Ltd.Passive
Slight overlap · 3 shared positions
$ORLY$GILD$SHW
$69M
83 positions
#24Caption Management, LLCPassive
Slight overlap · 3 shared positions
$GILD$LITE$MRVL
$21.5B
1,595 positions
#25VALLEY NATIONAL ADVISERS INCPassive
Slight overlap · 3 shared positions
$GILD$LMT$MRVL
$900M
1,056 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.