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Hedge Funds Similar to Carlton Hofferkamp & Jenks Wealth

13F Portfolio OverlapQ2 2026Carlton Hofferkamp & Jenks Wealth portfolio →
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Most similar hedge funds by 13F overlap

Carlton Hofferkamp & Jenks Wealth Management, LLC is an institutional investor managing $310M across 144 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 Carlton Hofferkamp & Jenks Wealth are Crescent Sterling, Ltd., ARBOR WEALTH ADVISORS, Tandem Investment Partners, with shared positions in $MDY, $VZ, $AMGN, $LMT, $PEP, $TJX. The full ranking of 25 similar funds is below.

#1Crescent Sterling, Ltd.Passive
Some overlap · 5 shared positions
$MDY$VZ$AMGN$LMT$PEP
$112M
85 positions
#2ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$TJX$PEP
$248M
96 positions
#3Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$MDY$TJX$AMGN$VZ
$130M
76 positions
#4Henderson Brothers Financial Partners, LLCActive
Some overlap · 6 shared positions
$MDY$TJX$LMT$VZ$PEP$T
$211M
77 positions
#5Essential Investment Partners LLCPassive
Some overlap · 5 shared positions
$TJX$VZ$LMT$PEP$KMI
$125M
312 positions
#6Bull Street Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$AMGN$UNP$PEP$DIS
$219M
95 positions
#7Wallington Asset Management, LLCActive
Some overlap · 5 shared positions
$TJX$AMGN$UNP$PEP$DIS
$814M
61 positions
#8Curbstone Financial Management CorpPassive
Some overlap · 3 shared positions
$MDY$TJX$PEP
$587M
215 positions
#9ALBION FINANCIAL GROUP /UTPassive
Some overlap · 6 shared positions
$TJX$LMT$AMGN$UNP$PEP$DIS
$1.7B
652 positions
#10Focused Investors LLCActive
Some overlap · 5 shared positions
$TJX$LMT$FDX$PEP$DIS
$3.0B
23 positions
#11Stillwater Wealth Management Group
Some overlap · 4 shared positions
$TJX$VZ$AMGN$LMT
$162M
77 positions
#12MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$MDY$TJX$VZ
$174M
78 positions
#13Corsicana & Co.Passive
Some overlap · 4 shared positions
$MDY$UNP$PEP$VZ
$206M
309 positions
#14Junk Investment Group, LLCActive
Some overlap · 4 shared positions
$MDY$AMGN$VZ$DIS
$226M
97 positions
#15Piscataqua Savings BankPassive
Some overlap · 5 shared positions
$TJX$UNP$PEP$PFH$DIS
$148M
412 positions
#16Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 4 shared positions
$MDY$AMGN$KMI$VZ
$281M
113 positions
#17FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Some overlap · 7 shared positions
$AMGN$LMT$UNP$FDX$PEP$UPS
$670M
79 positions
#18Capital Wealth Planning, LLCActive
Some overlap · 4 shared positions
$TJX$AMGN$VZ$FDX
$20.0B
154 positions
#19LCM Capital Management IncActive
Some overlap · 4 shared positions
$MDY$LMT$PEP$DIS
$230M
129 positions
#20Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$TJX$LMT$UNP$PEP
$467M
118 positions
#21Kroeger Financial PartnersActive
Some overlap · 6 shared positions
$TJX$LMT$AMGN$T$PEP$DIS
$103M
141 positions
#22Thrive Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$MDY$LMT$TJX$AMGN
$787M
260 positions
#23CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 5 shared positions
$MDY$PEP$UPS$KMI$DIS
$165M
92 positions
#24AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$TJX$UNP$FDX$DIS$PEP
$471M
78 positions
#25BCWM, LLCPassive
Some overlap · 7 shared positions
$VZ$LMT$UNP$PEP$UPS$KMI
$342M
57 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.