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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 HFR Wealth, Bruce, Wilson & Boucher, with shared positions in $DOV, $DUK, $AMGN, $ETN, $T, $ABT. The full ranking of 25 similar funds is below.

#1HFR Wealth Management, LLCActive
Notable overlap · 4 shared positions
$DOV$DUK$AMGN$ETN
$410M
53 positions
#2Bruce & Co., Inc.Active
Some overlap · 3 shared positions
$DUK$T$ABT
$369M
41 positions
#3Wilson & Boucher Capital Management, LLCPassive
Some overlap · 5 shared positions
$DOV$AMGN$DUK$LOW$ABT
$170M
121 positions
#4BCWM, LLCPassive
Some overlap · 4 shared positions
$DUK$T$MO$IAU
$342M
57 positions
#5EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$DUK$T$AMGN$ABT
$1.3B
58 positions
#6GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$DUK$AMGN$T$ETN
$1.2B
383 positions
#7Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$AMGN$T$DUK$ETN$MO
$116M
65 positions
#8LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$DUK$T$DE
$1.0B
154 positions
#9CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$DUK$T$AMGN
$1.5B
118 positions
#10Cannon Wealth Management Services, LLCPassive
Some overlap · 4 shared positions
$DUK$LOW$T$URI
$183M
99 positions
#11Asset Advisors Investment Management, LLCActive
Some overlap · 4 shared positions
$DOV$AMGN$DE$ABT
$1.1B
102 positions
#12Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$DUK$AMGN$ETN$DE
$214M
33 positions
#13Joseph Group Capital ManagementPassive
Some overlap · 4 shared positions
$T$AMGN$ETN$LOW
$476M
387 positions
#14VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$DUK$AMGN$LOW$ABT
$201M
57 positions
#15BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$AMGN$DUK$LOW$ETN$DE$ABT
$8.0B
1,334 positions
#16Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$DUK$AMGN$T$ETN$DE
$239M
126 positions
#17Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$DUK$AMGN$LOW$ABT
$297M
103 positions
#18Gutierrez Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$DOV$AMGN$DE
$173M
70 positions
#19Silver Coast Investments LLCActive
Some overlap · 6 shared positions
$DOV$LOW$DE$VLO$MO$CRM
$336M
121 positions
#20Verus Financial Partners, Inc.Smart money
Some overlap · 5 shared positions
$DOV$LOW$DUK$MO$IAU
$1.2B
127 positions
#21Stack Financial Management, IncActive
Some overlap · 4 shared positions
$DUK$T$DOV$DTB
$1.3B
54 positions
#22Cannon Financial Strategists, Inc.Active
Some overlap · 5 shared positions
$DUK$DOV$AMGN$ETN$ABT
$879M
133 positions
#23Armor Investment Advisors, LLCActive
Some overlap · 4 shared positions
$DUK$LOW$DE$VLO
$312M
155 positions
#24Mayflower Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$DUK$DOV$MO
$1.2B
499 positions
#25Advanced Asset Management Advisors IncActive
Some overlap · 3 shared positions
$T$AMGN$DUK
$380M
85 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.