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Hedge Funds Similar to Whalen Wealth

13F Portfolio OverlapQ2 2026Whalen Wealth portfolio →
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Most similar hedge funds by 13F overlap

Whalen Wealth Management Inc. is an institutional investor managing $222M across 195 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 Whalen Wealth are Shore Point Advisors, Avalon Global Asset, DELTEC ASSET, with shared positions in $SNPS, $FLEX, $PLTR, $MRVL, $PM. The full ranking of 25 similar funds is below.

#1Shore Point Advisors, LLCActive
Slight overlap · 3 shared positions
$SNPS$FLEX$PLTR
$292M
77 positions
#2Avalon Global Asset Management LLCActive
Slight overlap · 3 shared positions
$SNPS$MRVL$PLTR
$917M
38 positions
#3DELTEC ASSET MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$FLEX$PM$MRVL
$677M
264 positions
#4J. M. Brown & Associates Inc.Passive
Slight overlap · 3 shared positions
$PM$MRVL$FLEX
$175M
167 positions
#5Markin Volterra Fund LPActive
Slight overlap · 3 shared positions
$FLEX$MRVL$PLTR
$147M
69 positions
#6Redhawk Wealth Advisors, Inc.Passive
Slight overlap · 3 shared positions
$FLEX$MRVL$SNPS
$1.0B
408 positions
#7Onyx Bridge Wealth Group LLCPassive
Slight overlap · 4 shared positions
$MRVL$PLTR$SNPS$PM
$1.1B
389 positions
#8PRIMORIS WEALTH ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$PM$MRVL$PLTR
$219M
125 positions
#9Cypress Capital Management LLC (WY)Active
Slight overlap · 3 shared positions
$PM$MRVL$PLTR
$120M
213 positions
#10Fund Advisors of America Inc/FLPassive
Slight overlap · 3 shared positions
$PM$MRVL$PLTR
$110M
120 positions
#11KOM Wealth Management Group, LLCActive
Slight overlap · 3 shared positions
$PM$MRVL$PLTR
$165M
96 positions
#12Independent Solutions Wealth Management, LLCActive
Slight overlap · 3 shared positions
$PM$MRVL$PLTR
$766M
194 positions
#13Global X Japan Co., Ltd.Active
Slight overlap · 3 shared positions
$PM$MRVL$PLTR
$2.7B
390 positions
#14FORTRESS PRIVATE LEDGER, LLCPassive
Slight overlap · 3 shared positions
$PM$MRVL$PLTR
$368M
279 positions
#15Cedar Wealth Management, LLCActive
Slight overlap · 3 shared positions
$PM$MRVL$FLEX
$389M
92 positions
#16Octavia Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$PM$PLTR$MRVL
$1.2B
231 positions
#17Colonial River Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$PM$PLTR$MRVL
$352M
249 positions
#18Cache Advisors, LLCActive
Slight overlap · 3 shared positions
$MRVL$PLTR$FLEX
$1.2B
139 positions
#19Fortress Wealth Group, LLCPassive
Slight overlap · 3 shared positions
$PLTR$MRVL$PM
$288M
127 positions
#20Arta Finance Wealth Management LLCPassive
Slight overlap · 3 shared positions
$MRVL$PLTR$SNPS
$234M
105 positions
#21LeConte Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$PLTR$PM$MRVL
$184M
179 positions
#22Z3 Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$PLTR$MRVL$PM
$476M
192 positions
#23Eagle Bay Advisors LLCPassive
Slight overlap · 3 shared positions
$SNPS$MRVL$PM
$134M
141 positions
#24Dynasty Wealth Management, LLCActive
Slight overlap · 3 shared positions
$FLEX$PM$MRVL
$13.5B
367 positions
#25BANK OF NOVA SCOTIAPassive
Slight overlap · 3 shared positions
$PLTR$MRVL$PM
$66.2B
1,098 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.