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Hedge Funds Similar to WALTER & KEENAN WEALTH /IN

13F Portfolio OverlapQ2 2026WALTER & KEENAN WEALTH /IN portfolio →
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Most similar hedge funds by 13F overlap

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV is an institutional investor managing $405M across 169 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 WALTER & KEENAN WEALTH /IN are Wilson & Boucher, Junk Investment Group, HFR Wealth, with shared positions in $DOV, $AMGN, $WFC, $NEE, $PEP, $SCHW. The full ranking of 25 similar funds is below.

#1Wilson & Boucher Capital Management, LLCPassive
Some overlap · 6 shared positions
$DOV$AMGN$WFC$NEE$PEP$SCHW
$170M
121 positions
#2Junk Investment Group, LLCActive
Some overlap · 5 shared positions
$DOV$TXN$AMGN$AXP$WFC
$226M
97 positions
#3HFR Wealth Management, LLCActive
Some overlap · 5 shared positions
$DOV$AMGN$NEE$APH$SCHW
$410M
53 positions
#4Heritage Investment Group, Inc.Active
Some overlap · 4 shared positions
$DOV$AMGN$AXP$WFC
$744M
135 positions
#5Wealth Management NebraskaSmart money
Some overlap · 4 shared positions
$DOV$TXN$NEE$AXP
$1.1B
106 positions
#6Zhang Financial LLCActive
Some overlap · 4 shared positions
$DOV$AMGN$AXP$MDT
$3.4B
392 positions
#7Foster Group, Inc.Active
Some overlap · 4 shared positions
$DOV$AXP$PLTR$WFC
$3.8B
318 positions
#8PLANNING DIRECTIONS INCActive
Some overlap · 5 shared positions
$DOV$NEE$PLTR$AXP$PEP
$216M
110 positions
#9Asset Advisors Investment Management, LLCActive
Some overlap · 4 shared positions
$DOV$AMGN$NEE$SCHW
$1.1B
102 positions
#10Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DOV$TXN$AXP
$418M
232 positions
#11Creekside PartnersPassive
Some overlap · 4 shared positions
$DOV$TXN$WFC$NEE
$276M
193 positions
#12Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DOV$AMGN$TXN$NEE
$212M
171 positions
#13MCDANIEL TERRY & COActive
Some overlap · 4 shared positions
$DOV$TXN$APH$PEP
$1.3B
81 positions
#14MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 6 shared positions
$TXN$AMGN$WFC$NEE$MDT$PEP
$1.2B
106 positions
#15Brendel Financial Advisors LLCPassive
Some overlap · 4 shared positions
$DOV$AXP$PLTR$NEE
$216M
101 positions
#16PARTHENON LLCActive
Some overlap · 5 shared positions
$DOV$AXP$PEP$MDT$SCHW
$962M
133 positions
#17St. Louis Trust CoActive
Some overlap · 3 shared positions
$DOV$TXN$PEP
$875M
125 positions
#18Andrews Advisory Associates, LLCActive
Some overlap · 4 shared positions
$DOV$TXN$NEE$PEP
$208M
86 positions
#19CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$DOV$TXN$PLTR
$183M
146 positions
#20UNITED BANKActive
Some overlap · 4 shared positions
$DOV$TXN$AMGN$PEP
$853M
130 positions
#21Compass Ion Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$AMGN$NEE$APH
$1.2B
297 positions
#22EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$TXN$AMGN$WFC$NEE$PEP$SCHW
$1.3B
58 positions
#23Rakuten Investment Management, Inc.Smart money
Some overlap · 5 shared positions
$DOV$PLTR$PEP$TXN$WFC
$34.6B
467 positions
#24STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$DOV$AMGN$NEE$PEP
$592M
181 positions
#25Ironwood Financial, llcActive
Some overlap · 3 shared positions
$DOV$AMGN$SCHW
$639M
179 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.