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Hedge Funds Similar to Walker Asset ,

13F Portfolio OverlapQ1 2026Walker Asset , portfolio →
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Most similar hedge funds by 13F overlap

Walker Asset Management, LLC is an institutional investor managing $198M across 152 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 Walker Asset , are Long Road Investment Counsel,, Horrell ,, AVENIR, with shared positions in $ORLY, $SBUX, $GE, $GEV, $GILD, $LMT. The full ranking of 25 similar funds is below.

#1Long Road Investment Counsel, LLCActive
Notable overlap · 5 shared positions
$ORLY$SBUX$GE$GEV$GILD
$255M
78 positions
#2Horrell Capital Management, Inc.Active
Notable overlap · 4 shared positions
$ORLY$SBUX$LMT$TSN
$219M
194 positions
#3AVENIR CORPActive
Notable overlap · 3 shared positions
$ORLY$LMT$EPD
$820M
72 positions
#4Rockbridge Capital Management LLCActive
Notable overlap · 3 shared positions
$ORLY$LMT$GE
$149M
27 positions
#5McBroom & Associates, LLCActive
Some overlap · 3 shared positions
$ORLY$PM$LRCX
$180M
36 positions
#6Overbrook Management CorpActive
Some overlap · 5 shared positions
$ORLY$GLW$MU$GEV$EPD
$529M
51 positions
#7Pursuit Wealth Management LLC
Some overlap · 7 shared positions
$ORLY$GLW$T$GE$LMT$LRCX
$116M
118 positions
#8Hilton Head Capital Partners, LLCPassive
Some overlap · 7 shared positions
$GLW$T$PM$GE$LMT$LRCX
$177M
989 positions
#9Provident Investment Management, Inc.Active
Some overlap · 3 shared positions
$ORLY$GLW$GILD
$1.0B
82 positions
#10Slocum, Gordon & Co LLPPassive
Some overlap · 6 shared positions
$SBUX$T$GE$LMT$GEV$DUK
$147M
64 positions
#11Fortune Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$ORLY$PM$LMT$MO$AMAT
$196M
148 positions
#12Lakeside Advisors, INC.Active
Some overlap · 6 shared positions
$SBUX$T$GE$CSX$GEV$GILD
$150M
65 positions
#13Western Financial Corp/CAActive
Some overlap · 7 shared positions
$ORLY$GE$MU$LMT$GEV$LRCX
$255M
127 positions
#14Karani Asset Management LLCPassive
Some overlap · 5 shared positions
$JKHY$GE$GEV$LRCX$AMAT
$122M
54 positions
#15MONETTA FINANCIAL SERVICES INCPassive
Some overlap · 6 shared positions
$SBUX$GLW$GE$MU$GEV$GILD
$129M
58 positions
#16CFM WEALTH PARTNERS LLCActive
Some overlap · 5 shared positions
$ORLY$PM$MO$EPD$AMAT
$667M
143 positions
#17MARTINGALE ASSET MANAGEMENT L PPassive
Some overlap · 6 shared positions
$T$LNG$PM$LMT$GE$MO
$4.0B
794 positions
#18BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$GLW$SBUX$PM$LMT$MO$DUK
$480M
133 positions
#19MinichMacGregor Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ORLY$GE$LMT$GEV$T
$567M
136 positions
#20MORTON COMMUNITY BANKPassive
Some overlap · 6 shared positions
$LNG$T$PM$LMT$LRCX$DUK
$460M
115 positions
#21Marble Harbor Investment Counsel, LLCActive
Some overlap · 3 shared positions
$ORLY$GE$GEV
$923M
192 positions
#22Meiji Yasuda America IncActive
Some overlap · 6 shared positions
$ORLY$PM$GE$MU$AMAT$GILD
$404M
57 positions
#23Prudent Man Advisors, LLCPassive
Some overlap · 6 shared positions
$GLW$PM$MU$SBUX$LRCX$AMAT
$334M
134 positions
#24WIN ADVISORS, INCPassive
Some overlap · 6 shared positions
$GLW$LNG$LMT$GEV$LRCX$AMAT
$219M
78 positions
#25LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 7 shared positions
$GLW$GE$MU$GEV$LMT$GILD
$279M
80 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.