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Hedge Funds Similar to WJ Financial Advisors

13F Portfolio OverlapQ1 2026WJ Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

WJ Financial Advisors LLC is an institutional investor managing $124M across 128 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 WJ Financial Advisors are OLD POINT & FINANCIAL SERVICES N A, Houlihan Financial Resource Group, Ltd., Richard C. Young & , LTD., with shared positions in $SO, $KMI, $SLV, $MAR, $PLTR, $COP. The full ranking of 25 similar funds is below.

#1OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 6 shared positions
$SO$KMI$SLV$MAR$PLTR$COP
$311M
318 positions
#2Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 6 shared positions
$MAR$MDY$KMI$CRM$COP$USB
$257M
109 positions
#3Richard C. Young & CO., LTD.Active
Some overlap · 4 shared positions
$SO$SLV$KMI$WMB
$1.2B
93 positions
#4CFO CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$MAR$SO$PLTR$KMI$HON
$121M
104 positions
#5SMITH, MOORE & CO.Passive
Some overlap · 5 shared positions
$MDY$USB$SLV$CRM$MAR
$1.4B
558 positions
#6RoundAngle Advisors LLCPassive
Some overlap · 5 shared positions
$SLV$USB$PLTR$WMB$COP
$134M
60 positions
#7CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$SO$KMI$USB$HON
$6.4B
290 positions
#8GFS Advisors, LLCPassive
Some overlap · 5 shared positions
$MDY$USB$PLTR$CRM$SLV
$785M
159 positions
#9Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$SLV$KMI$USB$PLTR
$701M
261 positions
#10Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$MAR$MDY$USB$HON
$118M
73 positions
#11SWAN Capital LLCPassive
Some overlap · 5 shared positions
$SO$MAR$USB$PLTR$KMI
$272M
554 positions
#12apricus wealth, LLCPassive
Some overlap · 3 shared positions
$SO$KMB$KMI
$205M
120 positions
#13Meixler Investment Management, Ltd.Passive
Some overlap · 4 shared positions
$TYG$KMI$RGLD$HON
$186M
93 positions
#14All Terrain Financial Advisors, LLCActive
Some overlap · 5 shared positions
$USB$SO$MDY$HON$KMB
$425M
149 positions
#15Steele Capital Management, Inc.Active
Some overlap · 5 shared positions
$MDY$USB$SLV$COP$PLTR
$2.4B
86 positions
#16IronBridge Private Wealth, LLCActive
Some overlap · 5 shared positions
$SLV$USB$PLTR$HON$WMB
$310M
45 positions
#17National Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$SLV$MAR$PLTR$USB
$269M
215 positions
#18TRANSATLANTIQUE PRIVATE WEALTH LLC
Some overlap · 4 shared positions
$MAR$USB$MDY$WMB
$319M
206 positions
#19GTS SECURITIES LLCPassive
Some overlap · 4 shared positions
$MDY$USB$MAR$PLTR
$2.8B
1,482 positions
#20Capital Square, LLCPassive
Some overlap · 3 shared positions
$SO$SLV$MAR
$217M
226 positions
#21MTM Investment Management, LLCPassive
Some overlap · 4 shared positions
$SO$KMI$HON$WMB
$316M
709 positions
#22CREATIVE FINANCIAL DESIGNS INC /ADVPassive
Some overlap · 4 shared positions
$SLV$USB$MAR$COP
$1.6B
2,162 positions
#23ABBINGTON INVESTMENT GROUPActive
Some overlap · 5 shared positions
$SLV$USB$RGLD$KMI$WMB
$172M
51 positions
#24Lauer Wealth, LLCActive
Some overlap · 5 shared positions
$USB$MAR$PLTR$COP$SLV
$126M
67 positions
#25North Forty Two & Co.Passive
Some overlap · 4 shared positions
$MAR$USB$SLV$COP
$108M
97 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.