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Hedge Funds Similar to Walker Asset

13F Portfolio OverlapQ3 2026Walker Asset portfolio →
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Most similar hedge funds by 13F overlap

Walker Asset Management, LLC is an institutional investor managing $197M across 149 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 Walker Asset are Horrell, WealthCare Asset, Rockbridge, with shared positions in $ORLY, $SBUX, $LMT, $TSN, $MO, $T. The full ranking of 25 similar funds is below.

#1Horrell Capital Management, Inc.Active
Notable overlap · 4 shared positions
$ORLY$SBUX$LMT$TSN
$189M
197 positions
#2WealthCare Asset Management, LLCActive
Notable overlap · 3 shared positions
$ORLY$MO$T
$116M
59 positions
#3Rockbridge Capital Management LLCActive
Notable overlap · 3 shared positions
$ORLY$LMT$KLAC
$155M
31 positions
#4Mid-American Wealth Advisory Group, Inc.Active
Notable overlap · 3 shared positions
$ORLY$MO$LMT
$287M
74 positions
#5TRUST CO OF VIRGINIA /VAPassive
Some overlap · 5 shared positions
$GLW$ORLY$PM$CSX$BX
$1.3B
220 positions
#6Finivi Inc.Passive
Some overlap · 4 shared positions
$ORLY$GLW$PM$T
$210M
112 positions
#7KAVAR CAPITAL PARTNERS GROUP, LLCPassive
Some overlap · 5 shared positions
$ORLY$SBUX$PM$BX$LMT
$812M
204 positions
#8ETF Store, Inc.Active
Some overlap · 3 shared positions
$ORLY$SBUX$MO
$122M
109 positions
#9Fortune Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$ORLY$PM$MO$LMT$KLAC
$234M
163 positions
#10BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$GLW$SBUX$PM$MO$LMT
$504M
136 positions
#11DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$ORLY$SBUX$LMT
$121M
100 positions
#12Powers Advisory Group, LLCActive
Some overlap · 5 shared positions
$GLW$SBUX$PM$MO$LMT
$330M
128 positions
#13MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$GLW$SBUX$CSX$T
$138M
62 positions
#14PARTNERS WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$GLW$PM$CSX$MO$T
$102M
108 positions
#15LONDON CO OF VIRGINIAActive
Some overlap · 4 shared positions
$GLW$SBUX$PM$MO
$17.5B
169 positions
#16Forvis Mazars Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$ORLY$JKHY$KLAC
$6.1B
427 positions
#17Godshalk Welsh Capital Management, Inc.Passive
Some overlap · 4 shared positions
$GLW$SBUX$CSX$BX
$186M
137 positions
#18Vantage Investment Partners, LLC
Some overlap · 3 shared positions
$ORLY$BX$LMT
$1.6B
67 positions
#19Smith Partners Wealth Management, LLCActive
Some overlap · 4 shared positions
$GLW$PM$CSX$MO
$126M
73 positions
#20Emissary Wealth LLCPassive
Some overlap · 4 shared positions
$GLW$PM$LNG$BX
$131M
63 positions
#21Capital Research Global InvestorsActive
Some overlap · 4 shared positions
$SBUX$GLW$PM$MO
$716.9B
426 positions
#22Compass Wealth Management LLCPassive
Some overlap · 3 shared positions
$GLW$SBUX$BX
$519M
417 positions
#23CONNING INC.Passive
Some overlap · 3 shared positions
$GLW$SBUX$LMT
$3.3B
327 positions
#24Hilton Head Capital Partners, LLCPassive
Some overlap · 4 shared positions
$GLW$PM$MO$LMT
$185M
877 positions
#25STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 4 shared positions
$GLW$PM$MO$LMT
$650M
262 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.