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Hedge Funds Similar to Yukon Wealth

13F Portfolio OverlapQ2 2026Yukon Wealth portfolio →
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Most similar hedge funds by 13F overlap

Yukon Wealth Management, Inc. is an institutional investor managing $349M across 132 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Yukon Wealth are Cherokee Insurance, Skylands, WEDGEWOOD INVESTORS, with shared positions in $UNP, $NSC, $CSX, $VLO, $OKE, $EPD. The full ranking of 25 similar funds is below.

#1Cherokee Insurance CoPassive
Some overlap · 7 shared positions
$UNP$NSC$CSX$VLO$OKE$EPD
$259M
124 positions
#2Skylands Capital, LLCPassive
Some overlap · 3 shared positions
$UNP$NSC$CSX
$814M
166 positions
#3WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 4 shared positions
$UNP$NSC$OKE$PM
$97M
110 positions
#4Olde Wealth Management, LLCActive
Some overlap · 4 shared positions
$NSC$UNP$CSX$LOW
$353M
119 positions
#5Exchange BankPassive
Some overlap · 3 shared positions
$UNP$NSC$PM
$161M
130 positions
#6CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 4 shared positions
$UNP$NSC$CSX$PM
$116M
77 positions
#7Magellan Asset Management LtdActive
Some overlap · 3 shared positions
$UNP$NSC$CSX
$4.5B
78 positions
#8MTM Investment Management, LLCPassive
Some overlap · 6 shared positions
$NSC$UNP$CSX$MCK$LOW$PM
$350M
708 positions
#9KDT Advisors, LLCPassive
Some overlap · 5 shared positions
$UNP$VLO$OKE$PLTR$PM
$72M
73 positions
#10Myriad Asset Management Advisors LLCActive
Some overlap · 4 shared positions
$UNP$CSX$MUFG$VLO
$424M
49 positions
#11Estabrook Capital ManagementPassive
Some overlap · 3 shared positions
$UNP$NSC$PNC
$739M
344 positions
#12Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$UNP$CSX$PNC$LOW
$108M
52 positions
#13HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$UNP$NSC$EPD$PM$OKE
$252M
43 positions
#14Gold Investment Management Ltd.Passive
Some overlap · 3 shared positions
$UNP$NSC$CSX
$369M
202 positions
#15R.H. Investment Group, LLCActive
Some overlap · 5 shared positions
$UNP$EPD$PM$CRWD$PLTR
$133M
47 positions
#16Partners in Financial PlanningActive
Some overlap · 5 shared positions
$NSC$CSX$UNP$LOW$PM
$660M
131 positions
#17Heritage Wealth AdvisorsActive
Some overlap · 6 shared positions
$UNP$EPD$PM$CSX$MUFG$LOW
$2.9B
703 positions
#18Financial Connections Group, Inc.
Some overlap · 4 shared positions
$UNP$PNC$CRWD$PLTR
$288M
251 positions
#19Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$UNP$MCK$LOW$PM
$253M
63 positions
#20Vivid Wealth Management, LLCPassive
Some overlap · 4 shared positions
$UNP$OKE$PNC$PM
$284M
73 positions
#21Pinnacle West Asset Management, Inc.Passive
Some overlap · 4 shared positions
$UNP$NSC$OKE$EPD
$145M
104 positions
#22Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$UNP$MCK$VLO
$236M
52 positions
#23REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$UNP$MCK$VLO
$760M
229 positions
#24Pflug Koory, LLCPassive
Some overlap · 4 shared positions
$UNP$NSC$CSX$MCK
$250M
426 positions
#25North Forty Two & Co.Passive
Some overlap · 3 shared positions
$UNP$CSX$VLO
$118M
104 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.