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Hedge Funds Similar to Whelan Financial

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

Whelan Financial is an institutional investor managing $367M across 101 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 Whelan Financial are Lafayette Investments, TILIA FIDUCIARY PARTNERS, Riverview, with shared positions in $KLAC, $LOW, $SCHW, $GLW, $AXP, $LULU. The full ranking of 25 similar funds is below.

#1Lafayette Investments, Inc.Active
Some overlap · 4 shared positions
$KLAC$LOW$SCHW$GLW
$542M
162 positions
#2TILIA FIDUCIARY PARTNERS, INC.
Some overlap · 4 shared positions
$KLAC$LOW$AXP$LULU
$211M
127 positions
#3Riverview Trust CoActive
Some overlap · 4 shared positions
$KLAC$LOW$COF$GLW
$84M
166 positions
#4Ironwood Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$KLAC$SCHW$LOW$AXP$GLW
$762M
267 positions
#5MARCO INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$KLAC$LOW$AXP
$1.5B
245 positions
#6Boltwood Capital ManagementPassive
Some overlap · 3 shared positions
$KLAC$LOW$AXP
$436M
192 positions
#7BUFFALO BUSINESS & ESTATE SERVICES LTDActive
Some overlap · 5 shared positions
$KLAC$LOW$COF$GLW$UBER
$793M
105 positions
#8OAK ASSOCIATES LTD /OH/Active
Some overlap · 3 shared positions
$KLAC$LOW$SCHW
$1.8B
139 positions
#9Eagle Bluffs Wealth Management LLCActive
Some overlap · 3 shared positions
$KLAC$SCHW$COF
$299M
86 positions
#10Community Financial Services Group, LLCPassive
Some overlap · 4 shared positions
$KLAC$AXP$LOW$GLW
$686M
532 positions
#11CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 3 shared positions
$KLAC$SCHW$AXP
$195M
67 positions
#12Smith Group Asset Management, LLCActive
Some overlap · 3 shared positions
$KLAC$SCHW$AXP
$2.5B
166 positions
#13Covenant Asset Management, LLCPassive
Some overlap · 3 shared positions
$KLAC$AXP$COF
$595M
164 positions
#14DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$KLAC$LOW$NKE
$517M
137 positions
#15JGP Wealth Management, LLCActive
Some overlap · 3 shared positions
$KLAC$LOW$NKE
$1.1B
231 positions
#16Orange Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$KLAC$AXP$SCHW
$823M
143 positions
#17Bensler, LLCPassive
Some overlap · 3 shared positions
$KLAC$AXP$UBER
$1.1B
198 positions
#18COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$KLAC$SCHW$LOW
$414M
164 positions
#19Petros Family Wealth, LLCPassive
Some overlap · 3 shared positions
$KLAC$LOW$AXP
$164M
134 positions
#20EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 3 shared positions
$KLAC$AXP$COF
$808M
156 positions
#21Eley Financial Management, IncPassive
Some overlap · 3 shared positions
$KLAC$LOW$GLW
$309M
72 positions
#22Gibraltar Capital Management, Inc.Active
Some overlap · 3 shared positions
$KLAC$STZ$UBER
$650M
125 positions
#23PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 3 shared positions
$KLAC$SCHW$GLW
$169.1B
324 positions
#24DOVER ADVISORS, LLCPassive
Some overlap · 4 shared positions
$KLAC$LOW$AXP$UBER
$244M
153 positions
#25Navis Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$KLAC$AXP$UBER
$264M
175 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.