13F Pro

Hedge Funds Similar to THREADGILL FINANCIAL

13F Portfolio OverlapQ2 2026THREADGILL FINANCIAL portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

THREADGILL FINANCIAL, LLC is an institutional investor managing $243M across 36 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 THREADGILL FINANCIAL are William B. Walkup & Associates, Lakewood Asset, TD, with shared positions in $AZO, $VLO, $PSX, $COP, $DOV, $OXY. The full ranking of 25 similar funds is below.

#1William B. Walkup & Associates, Inc.Passive
Notable overlap · 4 shared positions
$AZO$VLO$PSX$COP
$208M
258 positions
#2Lakewood Asset Management LLCPassive
Notable overlap · 3 shared positions
$DOV$AZO$COP
$182M
107 positions
#3TD Capital Management LLCActive
Notable overlap · 3 shared positions
$AZO$PSX$OXY
$1.2B
797 positions
#4AA Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$DOV$PSX$COP
$832M
230 positions
#5BARINGS LLCSmart money
Some overlap · 4 shared positions
$DOV$VLO$COP$PSN
$5.6B
191 positions
#6Guardian Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$AZO$OXY$COP
$204M
66 positions
#7REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$VLO$LNG
$760M
229 positions
#8Cherokee Insurance CoPassive
Some overlap · 4 shared positions
$AZO$VLO$PSX$COP
$259M
124 positions
#9Northwest Bancshares, Inc.Active
Some overlap · 3 shared positions
$VLO$AZO$LNG
$555M
175 positions
#10SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Slight overlap · 4 shared positions
$VLO$LNG$PSX$COP
$530M
308 positions
#11Pine Harbor Wealth Management, LLCActive
Slight overlap · 3 shared positions
$DOV$VLO$LNG
$373M
112 positions
#12ADAMS NATURAL RESOURCES FUND, INC.Smart money
Slight overlap · 4 shared positions
$VLO$OXY$PSX$COP
$763M
51 positions
#13Stack Financial Management, IncActive
Slight overlap · 4 shared positions
$DOV$CNP$PSX$COP
$1.3B
54 positions
#14RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$VLO$PSX$COP
$1.1B
90 positions
#15MONTGOMERY INVESTMENT MANAGEMENT INCActive
Slight overlap · 3 shared positions
$VLO$PSX$COP
$330M
108 positions
#16Ballew Advisors, IncActive
Slight overlap · 3 shared positions
$VLO$PSX$COP
$194M
129 positions
#17Advisory Resource GroupPassive
Slight overlap · 3 shared positions
$VLO$PSX$COP
$665M
183 positions
#18Sagefield Capital LPPassive
Slight overlap · 3 shared positions
$VLO$PSX$COP
$1.3B
107 positions
#19VAUGHAN DAVID INVESTMENTS LLC/ILActive
Slight overlap · 3 shared positions
$LECO$LNG$COP
$5.0B
245 positions
#20BCM ADVISORS, LLCSmart money
Slight overlap · 3 shared positions
$VLO$CNP$COP
$514M
80 positions
#21Greenline Partners, LLCActive
Slight overlap · 3 shared positions
$DOV$LNG$OXY
$983M
149 positions
#22SCP Investment, LPActive
Slight overlap · 4 shared positions
$VLO$LNG$PSX$COP
$108M
47 positions
#23Unison Advisors LLCActive
Slight overlap · 3 shared positions
$VLO$OXY$PSX
$1.4B
173 positions
#24Owlhouse Capital LPPassive
Slight overlap · 4 shared positions
$VLO$OXY$PSX$COP
$65M
40 positions
#25Rosenberg Matthew HamiltonActive
Slight overlap · 3 shared positions
$VLO$PSX$COP
$537M
792 positions

Compare THREADGILL FINANCIAL’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View THREADGILL FINANCIAL’s holdings

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.