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Hedge Funds Similar to Walsh & Associates

13F Portfolio OverlapQ2 2026Walsh & Associates portfolio →
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Most similar hedge funds by 13F overlap

Walsh & Associates, LLC is an institutional investor managing $122M across 245 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 Walsh & Associates are Sterling Group Wealth, American National Bank of Texas, Courage Miller Partners, with shared positions in $STT, $PEP, $LPLA, $WFC, $PM, $UNP. The full ranking of 25 similar funds is below.

#1Sterling Group Wealth Management, LLCSmart money
Notable overlap · 4 shared positions
$STT$PEP$LPLA$WFC
$244M
62 positions
#2American National Bank of TexasActive
Notable overlap · 3 shared positions
$STT$PM$UNP
$110M
56 positions
#3Courage Miller Partners, LLCActive
Notable overlap · 3 shared positions
$STT$PM$UNP
$379M
87 positions
#4SFG Wealth Management, LLC.Active
Notable overlap · 3 shared positions
$STT$LPLA$CEG
$278M
113 positions
#5LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$STT$PEP$WFC
$1.2B
232 positions
#6WALLER FINANCIAL PLANNING GROUP, INCActive
Notable overlap · 3 shared positions
$STT$PM$WFC
$486M
78 positions
#7HENGEHOLD CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$STT$SO$PEP
$1.3B
229 positions
#8IAG Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$STT$WEC$PEP
$1.0B
508 positions
#9GLOBALT Investments LLC / GAActive
Notable overlap · 4 shared positions
$STT$WFC$PM$UNP
$3.0B
213 positions
#10PROFFITT & GOODSON INCActive
Notable overlap · 3 shared positions
$STT$PEP$CEG
$728M
298 positions
#11CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$STT$PEP$WEC$WFC
$1.3B
99 positions
#12Brio Consultants, LLCActive
Some overlap · 3 shared positions
$STT$NU$WFC
$853M
164 positions
#13ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$ADX$PEP$LPLA
$807M
209 positions
#14MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$PEP$WEC$WFC$SO$CMI$PM
$233M
122 positions
#15Verity & Verity, LLCActive
Some overlap · 4 shared positions
$STT$PEP$WEC$CMI
$1.5B
138 positions
#16LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$STT$CEG$PSA
$248M
91 positions
#17Compass Wealth Management, LLC/GAActive
Some overlap · 5 shared positions
$STT$SO$PEP$PM$CMI
$251M
74 positions
#1810Elms LLPPassive
Some overlap · 5 shared positions
$STT$WFC$PEP$PSA$UNP
$236M
526 positions
#19Arch Global Advisors, LLCActive
Some overlap · 3 shared positions
$STT$PEP$CEG
$226M
59 positions
#20Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$STT$PEP$SO$WFC$UNP
$108M
52 positions
#21True Vision MN LLC
Some overlap · 5 shared positions
$STT$GGG$WEC$WFC$UNP
$194M
98 positions
#22Allied Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$STT$PEP$WFC
$797M
110 positions
#23FARMERS TRUST CO
Some overlap · 5 shared positions
$STT$PEP$SO$PM$UNP
$637M
203 positions
#24DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$STT$PEP$WFC$CMI
$530M
92 positions
#25PACIFIC SUN FINANCIAL CORPPassive
Some overlap · 4 shared positions
$STT$PM$PSA$NU
$242M
219 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.