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Hedge Funds Similar to Wilkerson Advisory Group

13F Portfolio OverlapQ3 2026Wilkerson Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Wilkerson Advisory Group LLC is an institutional investor managing $335M across 644 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Wilkerson Advisory Group are KICKSTAND VENTURES, Fullerton Fund Ltd., ENTRUST FINANCIAL, with shared positions in $GLDM, $BPRE, $MMM, $T, $GLW, $SPGI. The full ranking of 25 similar funds is below.

#1KICKSTAND VENTURES, LLC.Active
Some overlap · 4 shared positions
$GLDM$BPRE$MMM$T
$550M
154 positions
#2Fullerton Fund Management Co Ltd.Active
Some overlap · 4 shared positions
$GLDM$GLW$MMM$SPGI
$1.6B
119 positions
#3ENTRUST FINANCIAL LLCActive
Some overlap · 3 shared positions
$GLDM$GLW$FLEX
$154M
445 positions
#4WealthPoint Financial, LLCPassive
Some overlap · 4 shared positions
$BPRE$GLDM$T$FLEX
$137M
126 positions
#5LEGACY SOLUTIONS, LLCActive
Some overlap · 3 shared positions
$GLDM$LHX$SPGI
$131M
91 positions
#6TABLEAUX LLCActive
Some overlap · 3 shared positions
$GLDM$DE$GLW
$245M
123 positions
#7BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 4 shared positions
$DE$ALL$GLW$MMM
$263M
90 positions
#8LIFELONG WEALTH ADVISORS, INC.Smart money
Slight overlap · 3 shared positions
$GLDM$GLW$MMM
$432M
104 positions
#9Argyle Capital Management, LLCPassive
Slight overlap · 4 shared positions
$DE$ALL$MMM$T
$347M
138 positions
#10Evergreen Quality Fund GP, Ltd.Active
Slight overlap · 3 shared positions
$GLDM$GLW$SPGI
$6.2B
43 positions
#11FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Slight overlap · 4 shared positions
$DE$GLW$FLEX$SPGI
$118M
56 positions
#12DMKC Advisory Services, LLCActive
Slight overlap · 3 shared positions
$DE$ALL$MMM
$530M
92 positions
#13J.P. Marvel Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$DE$GLW$MMM
$871M
64 positions
#14Massachusetts Wealth ManagementPassive
Slight overlap · 3 shared positions
$DE$GLW$MMM
$248M
96 positions
#15First National Bank of Mount Dora, Trust Investment ServicesPassive
Slight overlap · 3 shared positions
$DE$ALL$SPGI
$503M
128 positions
#16WEDGEWOOD INVESTORS INC /PA/Passive
Slight overlap · 3 shared positions
$DE$GLW$LHX
$97M
110 positions
#17WASHINGTON TRUST BANKPassive
Slight overlap · 3 shared positions
$DE$GLW$LHX
$1.4B
206 positions
#18Aull & Monroe Investment Management CorpPassive
Slight overlap · 3 shared positions
$DE$GLW$T
$231M
125 positions
#19Gambit Capital Management, LLCActive
Slight overlap · 3 shared positions
$GLDM$GLW$MMM
$172M
103 positions
#20STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Slight overlap · 3 shared positions
$DE$GLW$MMM
$146.1B
107 positions
#21Palisade Asset Management, LLCPassive
Slight overlap · 3 shared positions
$DE$MMM$LHX
$1.1B
204 positions
#22MAIMON WEALTH MANAGEMENT LTD.Active
Slight overlap · 3 shared positions
$DE$MMM$T
$130M
80 positions
#23Providence Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$DE$MMM$T
$176M
60 positions
#24Drexel Morgan & Co.Active
Slight overlap · 3 shared positions
$DE$MMM$T
$719M
60 positions
#25Freestate Advisors LLCActive
Slight overlap · 3 shared positions
$DE$MMM$T
$130M
43 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.