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Hedge Funds Similar to Park , / WI

13F Portfolio OverlapQ1 2026Park , / WI portfolio →
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Most similar hedge funds by 13F overlap

Park Capital Management, LLC / WI is an institutional investor managing $170M across 161 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 Park , / WI are Canopy Partners,, Crescent Sterling, Ltd., Cambridge Financial Group,, with shared positions in $MDY, $KR, $BAC, $AXP, $AMGN, $INTU. The full ranking of 25 similar funds is below.

#1Canopy Partners, LLCPassive
Some overlap · 5 shared positions
$MDY$KR$BAC$AXP$AMGN
$291M
245 positions
#2Crescent Sterling, Ltd.Passive
Some overlap · 5 shared positions
$MDY$INTU$VLO$SHEL$AMGN
$103M
80 positions
#3Cambridge Financial Group, Inc.Active
Some overlap · 5 shared positions
$KR$VLO$TGT$ANET$BAC
$267M
33 positions
#4Arvest Bank Trust DivisionPassive
Some overlap · 3 shared positions
$MDY$BAC$ANET
$1.8B
221 positions
#5Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MDY$BAC$KLAC
$407M
601 positions
#6DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MDY$IBKR$AMGN
$400M
202 positions
#7Oldfather Financial Services, LLC
Some overlap · 3 shared positions
$MDY$AXP$BAC
$336M
98 positions
#8CENTRAL BANK & TRUST COActive
Some overlap · 5 shared positions
$MDY$VLO$INTU$AMGN$KLAC
$636M
180 positions
#9OFS Enterprise LLCActive
Some overlap · 3 shared positions
$MDY$AXP$BAC
$340M
94 positions
#10Tandem Wealth Advisors LLCActive
Some overlap · 3 shared positions
$MDY$KLAC$BAC
$224M
47 positions
#11McLaughlin Asset Management, Inc.Passive
Some overlap · 5 shared positions
$MDY$ANET$AXP$ULTA$KLAC
$105M
91 positions
#12IFG Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$NKE$AXP
$611M
149 positions
#13VIAWEALTH, LLCPassive
Some overlap · 5 shared positions
$VLO$ZBRA$ANET$BAC$AMGN
$180M
159 positions
#14Cornerstone Select Advisors, LLCPassive
Some overlap · 6 shared positions
$VLO$ANET$BAC$SHEL$AMGN$KLAC
$160M
124 positions
#15PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$MDY$BAC$KLAC
$453M
166 positions
#16Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 3 shared positions
$MDY$BAC$AMGN
$216M
133 positions
#17HANOVER ADVISORS INCActive
Some overlap · 3 shared positions
$MDY$NKE$BAC
$246M
118 positions
#18AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$KR$VLO$BAC
$696M
176 positions
#19Providence Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$KR$ZBRA$BAC$NKE
$613M
200 positions
#20Bank OZKPassive
Some overlap · 5 shared positions
$KR$ANET$BAC$AXP$AMGN
$283M
149 positions
#21Jones Kertz & Associates, Inc.Passive
Some overlap · 5 shared positions
$ZBRA$MDY$NKE$AMGN$KLAC
$188M
66 positions
#22BEACON INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$VLO$INTU$BAC$AXP
$265M
171 positions
#23MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 3 shared positions
$MDY$NKE$TGT
$2.7B
153 positions
#24apricus wealth, LLCPassive
Some overlap · 4 shared positions
$KR$BAC$SHEL$AMGN
$205M
120 positions
#25Godshalk Welsh Capital Management, Inc.Passive
Some overlap · 4 shared positions
$VLO$INTU$BAC$AXP
$172M
129 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.