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Hedge Funds Similar to Womack Financial

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

Womack Financial LLC is an institutional investor managing $136M across 71 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 Womack Financial are EIGHT 31 FINANCIAL,, Evergreen Wealth ,, Mraz, Amerine & Associates,, with shared positions in $TFIN, $FANG, $VNOM, $OXY, $SNOW, $MKL. The full ranking of 25 similar funds is below.

#1EIGHT 31 FINANCIAL, LLCActive
Some overlap · 5 shared positions
$TFIN$FANG$VNOM$OXY$SNOW
$166M
72 positions
#2Evergreen Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MKL$SNOW$UNH$NVR
$194M
54 positions
#3Mraz, Amerine & Associates, Inc.Active
Some overlap · 3 shared positions
$MKL$OXY$NVR
$678M
190 positions
#4Watershed Asset Management, L.L.C.Passive
Some overlap · 3 shared positions
$MKL$INTC$ADBE
$96M
118 positions
#5Lincoln Capital LLCActive
Some overlap · 3 shared positions
$MKL$OXY$UPS
$528M
135 positions
#6INKWELL CAPITAL LLCActive
Some overlap · 3 shared positions
$MKL$OXY$UNH
$98M
31 positions
#7PYA Waltman Capital, LLCActive
Some overlap · 3 shared positions
$MKL$UPS$NVR
$361M
67 positions
#8SCHARF INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$MKL$OXY$ADBE$UNH
$3.2B
70 positions
#9Kestra Investment Management, LLCActive
Some overlap · 3 shared positions
$MKL$SNOW$FDX
$5.8B
439 positions
#10Berkeley, IncActive
Some overlap · 3 shared positions
$MKL$MEDP$NVR
$298M
81 positions
#11VERITY Wealth AdvisorsActive
Some overlap · 3 shared positions
$MKL$NOW$INTC
$150M
81 positions
#12Regency Capital Management Inc.\DEPassive
Some overlap · 3 shared positions
$MKL$NVR$ADBE
$224M
60 positions
#13Tolleson Wealth Management, Inc.
Some overlap · 3 shared positions
$MKL$UNH$ADBE
$693M
92 positions
#14Newton One Investments LLCActive
Some overlap · 3 shared positions
$MKL$SNOW$UNH
$368M
121 positions
#15ETF Portfolio Partners, Inc.Active
Some overlap · 3 shared positions
$MKL$UNH$NOW
$381M
68 positions
#16SAGE FINANCIAL GROUP INCSmart money
Some overlap · 3 shared positions
$MKL$NOW$SNOW
$1.5B
107 positions
#17CHECK CAPITAL MANAGEMENT INC/CASmart money
Some overlap · 3 shared positions
$MKL$FDX$UNH
$3.4B
50 positions
#18AltraVue Capital, LLCActive
Some overlap · 3 shared positions
$TFIN$UNH$NVR
$1.2B
27 positions
#19Giverny Capital Inc.Active
Some overlap · 3 shared positions
$MKL$MEDP$NVR
$2.7B
51 positions
#20HUTCHINSON CAPITAL MANAGEMENT/CAPassive
Some overlap · 3 shared positions
$MKL$SNOW$ADBE
$544M
97 positions
#21Next Level Wealth Planning, LLCSmart money
Some overlap · 3 shared positions
$MKL$OXY$SNOW
$195M
73 positions
#22Centennial Bank/AR/Passive
Some overlap · 3 shared positions
$MKL$SNOW$NOW
$279M
323 positions
#23Buttonwood Financial Advisors Inc.Active
Some overlap · 3 shared positions
$MKL$NOW$ADBE
$299M
108 positions
#24Sippican Capital AdvisorsPassive
Some overlap · 3 shared positions
$TFIN$FANG$NVR
$146M
107 positions
#25Atlantic Private Wealth, LLCActive
Some overlap · 4 shared positions
$MKL$SNOW$INTC$UNH
$153M
315 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.