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Hedge Funds Similar to ODonnell Financial Services

13F Portfolio OverlapQ2 2026ODonnell Financial Services portfolio →
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Most similar hedge funds by 13F overlap

ODonnell Financial Services, LLC is an institutional investor managing $340M across 74 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 ODonnell Financial Services are Kessler Investment Group, REXFORD, Caitong International Asset , Ltd, with shared positions in $KLAC, $MSTR, $CRWD, $BNY, $STX, $ROST. The full ranking of 25 similar funds is below.

#1Kessler Investment Group, LLCPassive
Some overlap · 3 shared positions
$KLAC$MSTR$CRWD
$234M
81 positions
#2REXFORD CAPITAL INCPassive
Some overlap · 3 shared positions
$KLAC$BNY$STX
$163M
301 positions
#3Caitong International Asset Management Co., LtdPassive
Some overlap · 3 shared positions
$MSTR$KLAC$STX
$729M
2,999 positions
#4Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$KLAC$BNY$CRWD$ROST
$181M
73 positions
#5Kepler Cheuvreux (Suisse) SAPassive
Some overlap · 3 shared positions
$KLAC$BNY$ROST
$1.7B
162 positions
#6Reliant Investment Partners, LLCPassive
Some overlap · 3 shared positions
$KLAC$CRWD$STX
$147M
126 positions
#7CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 3 shared positions
$KLAC$CRWD$STX
$1.3B
88 positions
#8CGN Advisors LLCPassive
Some overlap · 3 shared positions
$KLAC$BNY$CRWD
$1.4B
322 positions
#9Providence First Trust CoPassive
Some overlap · 3 shared positions
$KLAC$BNY$ROST
$358M
196 positions
#10BUFFALO BUSINESS & ESTATE SERVICES LTDActive
Some overlap · 3 shared positions
$KLAC$CRWD$STX
$793M
105 positions
#11Taylor Hoffman Capital Management LLCActive
Some overlap · 3 shared positions
$KLAC$FICO$EA
$412M
122 positions
#12Turner Financial Group, Inc.Passive
Some overlap · 3 shared positions
$MSTR$KLAC$CRWD
$101M
112 positions
#13Sun Financial IncPassive
Some overlap · 3 shared positions
$KLAC$MSTR$BNY
$212M
161 positions
#14Realta Investment AdvisorsPassive
Slight overlap · 4 shared positions
$KLAC$MSTR$BNY$CRWD
$322M
378 positions
#15JACOBS LEVY EQUITY MANAGEMENT, INCPassive
Slight overlap · 3 shared positions
$KLAC$BNY$CRWD
$27.8B
934 positions
#16Polar Capital Holdings PlcActive
Slight overlap · 3 shared positions
$KLAC$CRWD$STX
$42.4B
245 positions
#17Vest Financial, LLCPassive
Slight overlap · 3 shared positions
$KLAC$BNY$ROST
$9.5B
420 positions
#18Genus Capital Management Inc.Passive
Slight overlap · 3 shared positions
$KLAC$BNY$STX
$1.0B
204 positions
#19Western Financial Corp/CAActive
Slight overlap · 4 shared positions
$KLAC$BNY$CRWD$STX
$341M
132 positions
#20Spire Wealth ManagementPassive
Slight overlap · 3 shared positions
$KLAC$CRWD$STX
$3.3B
2,226 positions
#21PATTON FUND MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$KLAC$CRWD$STX
$462M
86 positions
#22Markin Volterra Fund LPActive
Slight overlap · 3 shared positions
$KLAC$CRWD$STX
$147M
69 positions
#23Stirlingshire Investments, Inc.Passive
Slight overlap · 3 shared positions
$KLAC$STX$ROST
$135M
221 positions
#24BERKSHIRE CAPITAL HOLDINGS INCActive
Slight overlap · 3 shared positions
$KLAC$STX$CRWD
$462M
122 positions
#25Capula Management LtdActive
Slight overlap · 3 shared positions
$MSTR$KLAC$EA
$28.0B
700 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.