What hedge funds are most similar to Wilkinson Global Asset Management LLC?

The funds with the most similar 13F portfolios to Wilkinson Global Asset Management LLC are Wallington Asset, Raub Brock, MARKEL GROUP, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Wilkinson Global Asset

13F Portfolio OverlapQ2 2026Wilkinson Global Asset portfolio →

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Most similar hedge funds by 13F overlap

Wilkinson Global Asset Management LLC is an institutional investor managing $1.3B across 62 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 Wilkinson Global Asset are Wallington Asset, Raub Brock, MARKEL GROUP, with shared positions in $TJX, $UNP, $LIN, $DE, $AMGN, $DIS. The full ranking of 25 similar funds is below.

#1Wallington Asset Management, LLCActive

Notable overlap · 7 shared positions

$TJX $UNP $LIN $DE $AMGN $DIS

$814M

61 positions

#2Raub Brock Capital Management LPActive

Notable overlap · 4 shared positions

$TJX $TXN $SHW $PH

$363M

45 positions

#3MARKEL GROUP INC.Active

Notable overlap · 9 shared positions

$DE $ADI $WSO $TXN $DIS $PGR

$13.1B

130 positions

#4Kinsale Capital Group, Inc.Active

Notable overlap · 7 shared positions

$TXN $AMGN $PGR $DIS $ODFL $SHW

$754M

41 positions

#5Palestra Capital Management LLCActive

Notable overlap · 4 shared positions

$ADI $UNP $LIN $SPOT

$2.9B

21 positions

#6Kensington Investment Counsel, LLCPassive

Notable overlap · 6 shared positions

$TXN $AMGN $WSO $DELL $UNP $SHW

$230M

85 positions

#7ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$ADI $DE $AMGN $MCD $LOW

$878M

73 positions

#8Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$TJX $TXN $SHW $LIN $UNP $MCD

$467M

118 positions

#9PineStone Asset Management Inc.Active

Notable overlap · 5 shared positions

$TJX $SHW $LIN $ADI $LOW

$16.2B

44 positions

#10First National Bank of Mount Dora, Trust Investment ServicesPassive

Notable overlap · 6 shared positions

$TXN $TJX $DE $LIN $PGR $MCD

$499M

126 positions

#11Obion Capital Management LPActive

Notable overlap · 3 shared positions

$SHW $UNP $LIN

$118M

16 positions

#12HFR Wealth Management, LLCActive

Notable overlap · 3 shared positions

$TJX $AMGN $UNP

$410M

53 positions

#13Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$TJX $DE $DELL $AMGN $TXN $WSO

$710M

193 positions

#14HENDLEY & CO INCActive

Notable overlap · 4 shared positions

$PH $UNP $LIN $TJX

$283M

47 positions

#15Miller Capital Partners, Inc.Active

Notable overlap · 8 shared positions

$DE $PH $DELL $ODFL $LIN $TJX

$257M

258 positions

#16BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$TJX $DE $ADI $LIN $AMGN $UBER

$8.0B

1,334 positions

#17Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$TXN $UNP $AMGN $SHW $WFC $MCD

$108M

52 positions

#18AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 5 shared positions

$TXN $TJX $AMGN $ODFL $UBER

$1.6B

118 positions

#19Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$AMGN $LIN $TJX $TXN $MCD

$358M

74 positions

#20JLB & ASSOCIATES INCPassive

Notable overlap · 5 shared positions

$TJX $AMGN $PGR $SHW $ROST

$748M

68 positions

#21Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$AMGN $DE $ADI $MCD

$214M

33 positions

#22Baer Investment Advisory LLCPassive

Notable overlap · 4 shared positions

$DE $ADI $TXN $RACE

$119M

43 positions

#23Brentview Investment Management LLCActive

Notable overlap · 5 shared positions

$LIN $PH $UNP $TJX $LOW

$253M

63 positions

#24TAGStone Capital, Inc.Passive

Notable overlap · 4 shared positions

$UNP $TJX $PGR $AMGN

$315M

139 positions

#25WEIK CAPITAL MANAGEMENTActive

Notable overlap · 7 shared positions

$TJX $PGR $DIS $UBER $UNP $WFC

$260M

93 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.