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Hedge Funds Similar to BURKETT FINANCIAL SERVICES,

13F Portfolio OverlapQ2 2026BURKETT FINANCIAL SERVICES, portfolio →
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Most similar hedge funds by 13F overlap

BURKETT FINANCIAL SERVICES, LLC is an institutional investor managing $320M across 266 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 BURKETT FINANCIAL SERVICES, are NEW ENGLAND ASSET, PLIMOTH, Ranch Advisors, with shared positions in $T, $DUK, $KKR, $BAC, $AMGN, $KO. The full ranking of 25 similar funds is below.

#1NEW ENGLAND ASSET MANAGEMENT INCActive
Some overlap · 6 shared positions
$T$DUK$KKR$BAC$AMGN$KO
$786M
99 positions
#2PLIMOTH TRUST CO LLCPassive
Some overlap · 7 shared positions
$T$DUK$BAC$AMGN$KO$LOW
$447M
173 positions
#3Ranch Capital Advisors Inc.Passive
Some overlap · 4 shared positions
$T$DUK$KKR$AMGN
$277M
154 positions
#4Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$DUK$KKR$T$BAC$LOW
$123M
111 positions
#5Argyle Capital Management, LLCPassive
Some overlap · 6 shared positions
$T$DUK$BAC$AMGN$KO$DE
$308M
137 positions
#6Stonebridge Capital Advisors LLCPassive
Some overlap · 5 shared positions
$DUK$KKR$T$KO$ETN
$1.4B
211 positions
#7CapWealth Advisors, LLCActive
Some overlap · 5 shared positions
$T$DUK$BAC$AMGN$KO
$1.3B
118 positions
#8EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$T$DUK$BAC$AMGN$KO
$1.4B
56 positions
#9Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$T$DUK$BAC$AMGN$ETN$DE
$215M
125 positions
#10Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 6 shared positions
$KKR$DUK$BAC$AMGN$KO$D
$638M
158 positions
#11Triangle Securities Wealth ManagementPassive
Some overlap · 5 shared positions
$DUK$KKR$BAC$AMGN$LOW
$441M
206 positions
#12UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive
Some overlap · 4 shared positions
$T$DUK$DOV$BAC
$687M
301 positions
#13Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$DUK$T$BAC$AMGN$ETN
$685M
380 positions
#14Coastwise Capital Group, LLCPassive
Some overlap · 5 shared positions
$T$KKR$BAC$AMGN$KO
$180M
128 positions
#15Canal Capital Management, LLCPassive
Some overlap · 4 shared positions
$T$DUK$KKR$AMGN
$739M
207 positions
#16Stack Financial Management, IncActive
Some overlap · 5 shared positions
$T$DUK$DOV$KO$DTB
$1.4B
52 positions
#17GODSEY & GIBB, INCPassive
Some overlap · 6 shared positions
$T$DUK$AMGN$KO$ETN$D
$1.1B
389 positions
#18Cornell Pochily Investment Advisors, Inc.Passive
Some overlap · 6 shared positions
$KKR$DUK$T$AMGN$LOW$DE
$340M
174 positions
#19Carson Advisory Inc.Passive
Some overlap · 6 shared positions
$DUK$T$BAC$KO$ETN$D
$193M
188 positions
#20Kentucky Trust CoPassive
Some overlap · 5 shared positions
$T$DUK$AMGN$KO$LOW
$191M
311 positions
#21Garton & Associates Financial Advisors LLCPassive
Some overlap · 4 shared positions
$DUK$KKR$T$KO
$122M
123 positions
#22Cannon Wealth Management Services, LLCPassive
Some overlap · 5 shared positions
$DUK$KKR$T$KO$LOW
$148M
85 positions
#23guardian investment managementActive
Some overlap · 6 shared positions
$KKR$T$BAC$AMGN$WBD$DE
$127M
60 positions
#24Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 5 shared positions
$DUK$KKR$BAC$AMGN$KO
$216M
133 positions
#25Griffith & Werner, Inc.Active
Some overlap · 4 shared positions
$T$DUK$BAC$KO
$202M
72 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.