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 Walker Financial Services,

13F Portfolio OverlapQ1 2026Walker Financial Services, portfolio →

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Most similar hedge funds by 13F overlap

Walker Financial Services, Inc. is an institutional investor managing $323M across 45 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 Financial Services, are HOGE FINANCIAL SERVICES,, Hardworking Advisors,, Global Wealth, with shared positions in $OKTA, $BRZE, $KO, $KR, $SYY, $ELV. The full ranking of 18 similar funds is below.

#1HOGE FINANCIAL SERVICES, LLCActive

Some overlap · 3 shared positions

$OKTA $BRZE $KO

$187M

72 positions

#2Hardworking Capital Advisors, LLCPassive

Some overlap · 3 shared positions

$OKTA $BRZE $KO

$107M

83 positions

#3Global Trust Wealth Management LLCActive

Slight overlap · 3 shared positions

$BRZE $KO $OKTA

$132M

83 positions

#4OmniStar Financial Group, Inc.Passive

Slight overlap · 3 shared positions

$BRZE $KO $KR

$193M

108 positions

#5L.K. Benson & Company, P.C.Active

Slight overlap · 3 shared positions

$BRZE $OKTA $KO

$302M

113 positions

#6Beacon Financial Strategies CORPActive

Slight overlap · 3 shared positions

$BRZE $KO $KR

$176M

177 positions

#7O'ROURKE & COMPANY, IncPassive

Slight overlap · 3 shared positions

$OKTA $BRZE $KO

$253M

171 positions

#8Sicart Associates LLCActive

Slight overlap · 3 shared positions

$BRZE $KO $SYY

$389M

74 positions

#9Aurdan Capital Management, LLCActive

Slight overlap · 4 shared positions

$KO $BRZE $SYY $KR

$333M

88 positions

#10KFA Private Wealth Group, LLCActive

Slight overlap · 3 shared positions

$BRZE $OKTA $KO

$417M

160 positions

#11MUSTICO FINANCIAL GROUP, INC.Smart money

Slight overlap · 3 shared positions

$OKTA $BRZE $KO

$143M

46 positions

#12YACKTMAN ASSET MANAGEMENT LPActive

Slight overlap · 3 shared positions

$KO $SYY $ELV

$7.5B

76 positions

#13Steigerwald, Gordon & Koch Inc.Passive

Slight overlap · 3 shared positions

$KO $SYY $ELV

$974M

782 positions

#14TWIN CITY PRIVATE WEALTH, LLCPassive

Slight overlap · 3 shared positions

$KO $SYY $ELV

$132M

96 positions

#15LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$KO $SYY $KR

$970M

154 positions

#16MONARCH CAPITAL MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$KO $SYY $KR

$409M

127 positions

#17AUXIER ASSET MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$KO $ELV $KR

$696M

176 positions

#18Stonehage Fleming Financial Services Holdings LtdActive

Slight overlap · 3 shared positions

$BRZE $VRSK $ELV

$2.7B

226 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.