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 Burk

13F Portfolio OverlapQ2 2026Burk portfolio →

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Most similar hedge funds by 13F overlap

Burk Holdings LLC is an institutional investor managing $271M across 645 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 Burk are Catherine Avery Investment, ADAMS NATURAL RESOURCES FUND, JBR Financial, with shared positions in $STX, $OKE, $PSX, $CRM, $JCI, $DVN. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive

Some overlap · 5 shared positions

$STX $OKE $PSX $CRM $JCI

$229M

166 positions

#2ADAMS NATURAL RESOURCES FUND, INC.Smart money

Some overlap · 4 shared positions

$OKE $DVN $PSX $SHW

$763M

51 positions

#3JBR Co Financial Management IncPassive

Some overlap · 3 shared positions

$OKE $EOS $PSX

$274M

133 positions

#4Argyle Capital Partners, LLCPassive

Slight overlap · 3 shared positions

$OKE $JCI $PSX

$159M

177 positions

#5Aventail Capital Group, LPPassive

Slight overlap · 4 shared positions

$JCI $PSX $CNP $AEE

$1.7B

155 positions

#6Rodgers Brothers Inc.Active

Slight overlap · 4 shared positions

$STX $OKE $PSX $AXP

$1.0B

247 positions

#7C2C Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$STX $OKE $WELL

$128M

95 positions

#8MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Slight overlap · 3 shared positions

$STX $PSX $SHW

$272M

149 positions

#9Scissortail Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$JCI $PSX $OKE

$520M

106 positions

#10Energy Income Partners, LLCActive

Slight overlap · 4 shared positions

$OKE $OGS $CNP $AEE

$6.4B

88 positions

#11Stolper CoPassive

Slight overlap · 3 shared positions

$OKE $DVN $PSX

$387M

91 positions

#12COWA, LLCPassive

Slight overlap · 3 shared positions

$OKE $BOKF $PSX

$399M

181 positions

#13Legacy CG, LLCPassive

Slight overlap · 3 shared positions

$JCI $DVN $WELL

$391M

45 positions

#14Western Reserve Capital Management, LLCActive

Slight overlap · 3 shared positions

$STX $SHW $WELL

$135M

53 positions

#15Fi3 FINANCIAL ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$STX $JCI $AXP

$418M

232 positions

#16Navalign, LLCActive

Slight overlap · 3 shared positions

$JCI $PSX $CRM

$429M

132 positions

#17WINDWARD CAPITAL MANAGEMENT CO /CAActive

Slight overlap · 3 shared positions

$STX $CRM $WELL

$1.3B

73 positions

#18Pinnacle Holdings, LLCPassive

Slight overlap · 3 shared positions

$OKE $SHW $AXP

$324M

237 positions

#19DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive

Slight overlap · 3 shared positions

$STX $AXP $WELL

$130.4B

1,077 positions

#20PARTNERS CAPITAL INVESTMENT GROUP, LLPActive

Slight overlap · 3 shared positions

$STX $PSX $CRM

$2.8B

186 positions

#21Entropy Technologies, LPPassive

Slight overlap · 4 shared positions

$DVN $SHW $STX $AXP

$2.5B

929 positions

#22Midwest Financial Group LLCPassive

Slight overlap · 3 shared positions

$OKE $AXP $OGS

$285M

136 positions

#23Veracity Capital LLCPassive

Slight overlap · 3 shared positions

$STX $OKE $AXP

$370M

223 positions

#24OCCUDO QUANTITATIVE STRATEGIES LPPassive

Slight overlap · 3 shared positions

$JCI $STX $SHW

$1.9B

748 positions

#25Blackston Financial Advisory Group, LLCActive

Slight overlap · 3 shared positions

$OKE $PSX $SHW

$177M

106 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.