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Hedge Funds Similar to Carlton Hofferkamp & Jenks Wealth

13F Portfolio OverlapQ3 2026Carlton Hofferkamp & Jenks Wealth portfolio →
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Most similar hedge funds by 13F overlap

Carlton Hofferkamp & Jenks Wealth Management, LLC is an institutional investor managing $319M across 146 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Carlton Hofferkamp & Jenks Wealth are Crescent Sterling, Ltd., ARBOR WEALTH ADVISORS, Tandem Investment Partners, with shared positions in $MDY, $VZ, $AMGN, $LMT, $PEP, $TJX. The full ranking of 25 similar funds is below.

#1Crescent Sterling, Ltd.Passive
Some overlap · 5 shared positions
$MDY$VZ$AMGN$LMT$PEP
$122M
92 positions
#2ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$TJX$PEP
$248M
96 positions
#3Tandem Investment Partners LLCActive
Some overlap · 4 shared positions
$MDY$TJX$AMGN$VZ
$129M
76 positions
#4Henderson Brothers Financial Partners, LLCActive
Some overlap · 6 shared positions
$MDY$TJX$LMT$VZ$PEP$T
$211M
77 positions
#5Essential Investment Partners LLCPassive
Some overlap · 5 shared positions
$TJX$VZ$LMT$PEP$KMI
$125M
312 positions
#6Bull Street Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$AMGN$UNP$PEP$DIS
$221M
92 positions
#7Wallington Asset Management, LLCActive
Some overlap · 5 shared positions
$TJX$AMGN$UNP$PEP$DIS
$814M
61 positions
#8Curbstone Financial Management CorpPassive
Some overlap · 3 shared positions
$MDY$TJX$PEP
$579M
202 positions
#9ALBION FINANCIAL GROUP /UTPassive
Some overlap · 6 shared positions
$TJX$LMT$AMGN$UNP$PEP$DIS
$1.8B
792 positions
#10Focused Investors LLCActive
Some overlap · 5 shared positions
$TJX$LMT$FDX$PEP$DIS
$3.0B
23 positions
#11Stillwater Wealth Management Group
Some overlap · 4 shared positions
$TJX$VZ$AMGN$LMT
$187M
70 positions
#12MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$MDY$TJX$VZ
$171M
73 positions
#13Corsicana & Co.Passive
Some overlap · 4 shared positions
$MDY$UNP$PEP$VZ
$206M
309 positions
#14Junk Investment Group, LLCActive
Some overlap · 4 shared positions
$MDY$AMGN$VZ$DIS
$241M
98 positions
#15Piscataqua Savings BankPassive
Some overlap · 5 shared positions
$TJX$UNP$PEP$PFH$DIS
$146M
410 positions
#16Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 4 shared positions
$MDY$AMGN$KMI$VZ
$281M
113 positions
#17FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Some overlap · 7 shared positions
$AMGN$LMT$UNP$FDX$PEP$UPS
$684M
81 positions
#18Capital Wealth Planning, LLCActive
Some overlap · 4 shared positions
$TJX$AMGN$VZ$FDX
$20.0B
154 positions
#19LCM Capital Management IncActive
Some overlap · 4 shared positions
$MDY$LMT$PEP$DIS
$235M
125 positions
#20Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$TJX$LMT$UNP$PEP
$455M
118 positions
#21Kroeger Financial PartnersActive
Some overlap · 6 shared positions
$TJX$LMT$AMGN$T$PEP$DIS
$101M
129 positions
#22Thrive Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$MDY$LMT$TJX$AMGN
$805M
260 positions
#23CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 5 shared positions
$MDY$PEP$UPS$KMI$DIS
$165M
92 positions
#24AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$TJX$UNP$FDX$DIS$PEP
$471M
78 positions
#25BCWM, LLCPassive
Some overlap · 7 shared positions
$VZ$LMT$UNP$PEP$UPS$KMI
$342M
57 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.