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Hedge Funds Similar to Wilkinson Global Asset

13F Portfolio OverlapQ1 2026Wilkinson Global Asset portfolio →
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Most similar hedge funds by 13F overlap

Wilkinson Global Asset Management LLC is an institutional investor managing $1.3B across 60 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Wilkinson Global Asset are Wallington Asset ,, Tribune Investment Group, Palestra, with shared positions in $TJX, $LIN, $UNP, $DE, $AMGN, $DIS. The full ranking of 25 similar funds is below.

#1Wallington Asset Management, LLCActive
Notable overlap · 7 shared positions
$TJX$LIN$UNP$DE$AMGN$DIS
$752M
61 positions
#2Tribune Investment Group LPActive
Notable overlap · 4 shared positions
$ADI$LIN$PH$UNP
$261M
30 positions
#3Palestra Capital Management LLCActive
Notable overlap · 4 shared positions
$UNP$ADI$LIN$SPOT
$2.6B
23 positions
#4MARKEL GROUP INC.Active
Notable overlap · 8 shared positions
$DE$ADI$WSO$DIS$PGR$TXN
$11.9B
129 positions
#5HFR Wealth Management, LLCActive
Notable overlap · 4 shared positions
$TJX$AMGN$UNP$INTU
$407M
49 positions
#6Raub Brock Capital Management LPActive
Notable overlap · 4 shared positions
$TJX$SHW$PH$INTU
$395M
43 positions
#7JLB & ASSOCIATES INCPassive
Notable overlap · 5 shared positions
$TJX$AMGN$PGR$SHW$ROST
$696M
70 positions
#8AGAVE CAPITAL MANAGEMENT LtdActive
Notable overlap · 3 shared positions
$ADI$LIN$SHW
$622M
8 positions
#9ABSHER WEALTH MANAGEMENT, LLCActive
Notable overlap · 6 shared positions
$ADI$DE$AMGN$INTU$MCD$LOW
$853M
70 positions
#10Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 4 shared positions
$AMGN$DE$ADI$MCD
$184M
32 positions
#11Stokes Capital Advisors, LLCPassive
Notable overlap · 6 shared positions
$TJX$TXN$SHW$LIN$UNP$MCD
$446M
104 positions
#12MARVIN & PALMER ASSOCIATES INCPassive
Notable overlap · 3 shared positions
$TJX$DE$PH
$84M
21 positions
#13Port Capital LLCActive
Notable overlap · 4 shared positions
$LIN$PH$PGR$SHW
$2.2B
82 positions
#14Ironvine Capital Partners, LLCActive
Notable overlap · 6 shared positions
$UNP$ADI$DIS$WSO$DE$LOW
$910M
56 positions
#15NZS Capital, LLCActive
Notable overlap · 4 shared positions
$LIN$TXN$PGR$UBER
$3.0B
58 positions
#16Bath Savings Trust CoActive
Notable overlap · 5 shared positions
$TJX$WSO$INTU$SHW$MCD
$936M
168 positions
#17Brentview Investment Management LLCPassive
Notable overlap · 5 shared positions
$LIN$TJX$PH$UNP$LOW
$231M
63 positions
#18DIVIDEND ASSETS CAPITAL, LLCPassive
Notable overlap · 8 shared positions
$AMGN$TXN$SHW$INTU$TJX$UNP
$501M
138 positions
#19Hemenway Trust Co LLCActive
Notable overlap · 4 shared positions
$ADI$TJX$UBER$UNP
$1.2B
135 positions
#20Alecta Tjanstepension OmsesidigtActive
Notable overlap · 6 shared positions
$TJX$TXN$ADI$DIS$SPOT$LIN
$20.5B
78 positions
#21Kimelman & Baird, LLCActive
Notable overlap · 6 shared positions
$TJX$UNP$LIN$UBER$DIS$MCD
$1.2B
263 positions
#22RE ADVISERS CORPActive
Notable overlap · 6 shared positions
$PH$DE$TJX$DIS$MCD$FANG
$3.7B
111 positions
#23NORTHSTAR ASSET MANAGEMENT INCActive
Notable overlap · 3 shared positions
$TJX$LIN$INTU
$326M
86 positions
#24PineStone Asset Management Inc.Smart money
Notable overlap · 4 shared positions
$TJX$SHW$ADI$LOW
$14.2B
44 positions
#25Kidder Stephen WPassive
Notable overlap · 4 shared positions
$ADI$TJX$UBER$DE
$340M
76 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.