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Hedge Funds Similar to Wilkins Miller Wealth

13F Portfolio OverlapQ2 2026Wilkins Miller Wealth portfolio →
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Most similar hedge funds by 13F overlap

Wilkins Miller Wealth Management, LLC is an institutional investor managing $182M across 95 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 Wilkins Miller Wealth are Walsky Investment, MTM Investment, Cherokee Insurance, with shared positions in $SO, $EMR, $UNP, $LOW, $BNY, $AMGN. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$SO$EMR$UNP$LOW$BNY$AMGN
$108M
52 positions
#2MTM Investment Management, LLCPassive
Some overlap · 6 shared positions
$SO$UNP$LOW$PM$BNY$NSC
$350M
708 positions
#3Cherokee Insurance CoPassive
Some overlap · 8 shared positions
$UNP$LOW$BNY$NSC$MS$EPD
$259M
124 positions
#4Shoker Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$SO$EMR$UNP$EPD$MPC
$398M
113 positions
#5Kentucky Trust CoPassive
Some overlap · 5 shared positions
$SO$EMR$LOW$NSC$AMGN
$208M
316 positions
#6First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$SO$UNP$LOW$PM$AMGN
$529M
75 positions
#7FIRST HORIZON NATIONAL CORPPassive
Some overlap · 5 shared positions
$SO$EMR$PM$BNY$AMGN
$2.6B
1,527 positions
#8Advanced Asset Management Advisors IncActive
Some overlap · 5 shared positions
$SO$EMR$UNP$NSC$AMGN
$380M
85 positions
#9ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$SO$EMR$UNP$MS
$665M
122 positions
#10Pathway Financial Advisers, LLCPassive
Some overlap · 5 shared positions
$SO$UNP$PM$AMGN$EPD
$397M
167 positions
#11First PREMIER BankPassive
Some overlap · 4 shared positions
$SO$EMR$UNP$AMGN
$619M
358 positions
#12Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$SO$EMR$UNP$AMGN
$239M
126 positions
#13Community Bank & Trust, Waco, TexasActive
Some overlap · 5 shared positions
$SO$UNP$LOW$AMGN$VLO
$555M
168 positions
#14Bollard Group LLCActive
Some overlap · 5 shared positions
$SO$EMR$MS$EPD$VLO
$3.3B
309 positions
#15ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Slight overlap · 4 shared positions
$SO$EMR$BNY$AMGN
$460M
220 positions
#16VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Slight overlap · 4 shared positions
$SO$EMR$LOW$AMGN
$201M
57 positions
#17JPL Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$SO$EMR$MS$AMGN
$504M
1,876 positions
#18GLOBALT Investments LLC / GAActive
Slight overlap · 5 shared positions
$EMR$UNP$PM$MS$AMGN
$3.0B
213 positions
#19Capital Investment Counsel, LLCPassive
Slight overlap · 4 shared positions
$SO$EMR$MS$AMGN
$808M
156 positions
#20All Terrain Financial Advisors, LLCActive
Slight overlap · 4 shared positions
$SO$UNP$LOW$AMGN
$615M
157 positions
#21Wealth Intelligence, LLCActive
Slight overlap · 4 shared positions
$SO$UNP$LOW$MPC
$215M
59 positions
#22DMC Group, LLCPassive
Slight overlap · 4 shared positions
$SO$EMR$AMGN$VLO
$146M
128 positions
#23Visionary Wealth AdvisorsPassive
Slight overlap · 4 shared positions
$SO$EMR$BNY$AMGN
$2.5B
666 positions
#24FIRST NATIONAL BANK OF OMAHAPassive
Slight overlap · 5 shared positions
$SO$UNP$PM$BNY$AMGN
$3.5B
505 positions
#25Firestone Capital ManagementActive
Slight overlap · 6 shared positions
$UNP$BNY$NSC$MS$EPD$LOW
$537M
168 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.