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Hedge Funds Similar to Walker Financial Services

13F Portfolio OverlapQ2 2026Walker Financial Services portfolio →
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Most similar hedge funds by 13F overlap

Walker Financial Services, Inc. is an institutional investor managing $323M across 45 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 Walker Financial Services are Bull Street Advisors, Graves-Light Private Wealth, with shared positions in $ELV, $SYY, $DUK. The full ranking of 2 similar funds is below.

#1Bull Street Advisors, LLCPassive
Slight overlap · 3 shared positions
$ELV$SYY$DUK
$219M
95 positions
#2Graves-Light Private Wealth Management, Inc.Active
Slight overlap · 3 shared positions
$SYY$ELV$DUK
$1.1B
203 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.