What hedge funds are most similar to William B. Walkup & Associates, Inc.?

The funds with the most similar 13F portfolios to William B. Walkup & Associates, Inc. are Cherokee Insurance, Argyle ,, Steigerwald, Gordon & Koch, based on overlapping conviction holdings in the latest SEC filings.

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 William B. Walkup & Associates,

13F Portfolio OverlapQ1 2026William B. Walkup & Associates, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

William B. Walkup & Associates, Inc. is an institutional investor managing $167M across 163 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 William B. Walkup & Associates, are Cherokee Insurance, Argyle ,, Steigerwald, Gordon & Koch, with shared positions in $EMN, $AZO, $VLO, $COP, $PSX, $MS. The full ranking of 25 similar funds is below.

#1Cherokee Insurance CoPassive

Notable overlap · 10 shared positions

$EMN $AZO $VLO $COP $PSX $MS

$263M

121 positions

#2Argyle Capital Management, LLCPassive

Notable overlap · 11 shared positions

$MCK $COP $VZ $PSX $INTC $ALL

$308M

137 positions

#3Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 8 shared positions

$MCK $KMI $TRV $DE $WFC $SYY

$974M

782 positions

#4Applied Finance Capital Management, LLCPassive

Notable overlap · 8 shared positions

$TRV $VLO $LOW $COP $DHI $VZ

$1.3B

218 positions

#5AUXIER ASSET MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$UNH $VLO $TRV $LOW $ABT $CVS

$696M

176 positions

#6BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 8 shared positions

$KMI $MCK $ALL $LOW $NUE $VZ

$380M

98 positions

#7Heritage Wealth Management, Inc.Passive

Notable overlap · 7 shared positions

$VLO $ALL $MS $COP $ABT $__PARK_1390777

$202M

157 positions

#8EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$UNH $COP $MS $ABT $CVS $WFC

$1.4B

56 positions

#9LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$MCK $UNH $NOC $SYY $MCD $KO

$970M

154 positions

#10Focused Investors LLCActive

Notable overlap · 6 shared positions

$UNH $NOC $MS $LOW $MCD $FDX

$3.1B

22 positions

#11Richard C. Young & CO., LTD.Active

Notable overlap · 8 shared positions

$KMI $VLO $VZ $LOW $PSX $EMR

$1.2B

93 positions

#12CONNING INC.Passive

Notable overlap · 9 shared positions

$COP $VLO $MS $VZ $UNH $TRV

$3.0B

311 positions

#13Providence Wealth Advisors, LLCPassive

Notable overlap · 9 shared positions

$ALL $VLO $LOW $VZ $TRV $WFC

$157M

80 positions

#14Bank & Trust CoPassive

Notable overlap · 8 shared positions

$VLO $TRV $ALL $VZ $NUE $MCD

$148M

304 positions

#15Hudson Portfolio Management LLCPassive

Notable overlap · 6 shared positions

$MCK $ALL $KMI $VZ $CVS $__PARK_1390777

$119M

111 positions

#16RE ADVISERS CORPActive

Notable overlap · 7 shared positions

$NOC $UNH $COP $ALL $ABT $DE

$3.7B

111 positions

#17Greystone Financial Group, LLCPassive

Notable overlap · 9 shared positions

$MCK $MS $LOW $ABT $__PARK_1390777 $EMR

$353M

78 positions

#18Center for Wealth Management AdvisoryActive

Notable overlap · 8 shared positions

$UNH $MS $COP $VZ $ABT $__PARK_1390777

$139M

62 positions

#19MONTGOMERY INVESTMENT MANAGEMENT INCActive

Notable overlap · 9 shared positions

$VLO $COP $PSX $DE $TFC $IBM

$293M

103 positions

#20Cornerstone Investment Partners, LLCActive

Notable overlap · 4 shared positions

$MCK $AZO $TRV $UNH

$2.4B

291 positions

#21PineStone Asset Management Inc.Smart money

Notable overlap · 3 shared positions

$AZO $UNH $LOW

$14.2B

44 positions

#22BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 8 shared positions

$KMI $NUE $LOW $ABT $DE $WFC

$2.3B

264 positions

#23Flavin Financial Services, Inc.Passive

Notable overlap · 7 shared positions

$UNH $NOC $MS $PSX $VZ $LOW

$149M

72 positions

#24THREADGILL FINANCIAL, LLCActive

Notable overlap · 5 shared positions

$AZO $VLO $COP $PSX $KO

$344M

44 positions

#25JPL Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$UNH $MS $NOC $DHI $DE $EMR

$435M

1,554 positions

Compare William B. Walkup & Associates,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View William B. Walkup & Associates,’s holdings

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.