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Hedge Funds Similar to THREADGILL FINANCIAL

13F Portfolio OverlapQ2 2026THREADGILL FINANCIAL portfolio →
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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
$194M
110 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
$840M
251 positions
#5BARINGS LLCSmart money
Some overlap · 4 shared positions
$DOV$VLO$COP$PSN
$5.8B
179 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
$769M
225 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
$537M
304 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
$857M
50 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
$329M
105 positions
#16Ballew Advisors, IncActive
Slight overlap · 3 shared positions
$VLO$PSX$COP
$201M
133 positions
#17Advisory Resource GroupPassive
Slight overlap · 3 shared positions
$VLO$PSX$COP
$695M
184 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 LPActive
Slight overlap · 4 shared positions
$VLO$OXY$PSX$COP
$65M
40 positions
#25Rosenberg Matthew HamiltonActive
Slight overlap · 3 shared positions
$VLO$PSX$COP
$558M
817 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.