How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Goepper Burkhardt

13F Portfolio OverlapQ2 2026Goepper Burkhardt portfolio →

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Most similar hedge funds by 13F overlap

Goepper Burkhardt LLC is an institutional investor managing $333M across 99 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 Goepper Burkhardt are VIRGINIA WEALTH GROUP, M3 Wealth, Dickmeyer Boyce Financial, with shared positions in $O, $AFL, $DUK, $AMGN, $PEP, $PH. The full ranking of 25 similar funds is below.

#1VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 5 shared positions

$O $AFL $DUK $AMGN $PEP

$201M

57 positions

#2M3 Wealth Management, LLCActive

Some overlap · 6 shared positions

$O $PH $SYK $PEP $VLO $NEE

$154M

35 positions

#3Dickmeyer Boyce Financial Management, Inc.Passive

Some overlap · 5 shared positions

$O $AFL $DUK $AMGN $PEP

$193M

129 positions

#4Nicholson Wealth Management Group, LLCPassive

Some overlap · 6 shared positions

$O $AFL $PH $AMGN $PEP $NEE

$170M

111 positions

#5EDMP, INC.Passive

Some overlap · 5 shared positions

$O $AFL $AMGN $PEP $EPD

$124M

70 positions

#6Kinloch Capital, LLCPassive

Some overlap · 4 shared positions

$O $AFL $PEP $NEE

$274M

79 positions

#7Pathway Financial Advisers, LLCPassive

Some overlap · 5 shared positions

$O $DUK $AMGN $PEP $EPD

$397M

167 positions

#8Slagle Financial, LLCPassive

Some overlap · 5 shared positions

$O $DUK $AMGN $PEP $NEE

$334M

127 positions

#9Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 4 shared positions

$O $AFL $AMGN $NEE

$111M

62 positions

#10Loudon Investment Management, LLCPassive

Slight overlap · 4 shared positions

$O $AMGN $NEE $EPD

$204M

95 positions

#11MOSELEY INVESTMENT MANAGEMENT INC

Slight overlap · 7 shared positions

$DUK $CRWD $AMGN $PEP $VLO $NEE

$314M

163 positions

#12SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

Slight overlap · 3 shared positions

$O $AFL $PEP

$169M

104 positions

#13Martin Capital Partners, LLCPassive

Slight overlap · 3 shared positions

$O $AMGN $PEP

$272M

72 positions

#14TECTONIC ADVISORS LLCPassive

Slight overlap · 4 shared positions

$O $DUK $PEP $EPD

$2.1B

289 positions

#15Community Bank of RaymoreActive

Slight overlap · 3 shared positions

$O $DUK $NEE

$170M

76 positions

#16Brentview Investment Management LLCActive

Slight overlap · 4 shared positions

$O $PH $PEP $NEE

$253M

63 positions

#17BCM ADVISORS, LLCSmart money

Slight overlap · 6 shared positions

$PH $DUK $AFL $PEP $VLO $EPD

$514M

80 positions

#18Signature Wealth Management Group

Slight overlap · 3 shared positions

$O $PEP $VLO

$263M

128 positions

#19WATERS PARKERSON & CO., LLCActive

Slight overlap · 3 shared positions

$O $AFL $PEP

$2.0B

200 positions

#20LMG Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$O $AFL $PEP

$626M

166 positions

#21Great Diamond Partners, LLCPassive

Slight overlap · 5 shared positions

$AFL $PH $AMGN $VLO $NEE

$582M

238 positions

#22PARNASSUS INVESTMENTS, LLCActive

Slight overlap · 3 shared positions

$O $SYK $VMC

$37.4B

135 positions

#23Baugh & Associates, LLCActive

Slight overlap · 3 shared positions

$O $PEP $NEE

$226M

42 positions

#24ETF Store, Inc.Passive

Slight overlap · 3 shared positions

$O $AMGN $NEE

$120M

114 positions

#25Powers Advisory Group, LLCActive

Slight overlap · 5 shared positions

$O $DUK $AMGN $PEP $EPD

$319M

130 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.