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 William B. Walkup & Associates

13F Portfolio OverlapQ2 2026William B. Walkup & Associates portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

William B. Walkup & Associates, Inc. is an institutional investor managing $208M across 258 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 William B. Walkup & Associates are Unison Advisors, Cherokee Insurance, THREADGILL FINANCIAL, with shared positions in $COF, $NUE, $TRV, $DHI, $VLO, $PSX. The full ranking of 25 similar funds is below.

#1Unison Advisors LLCActive

Notable overlap · 10 shared positions

$COF $NUE $TRV $DHI $VLO $PSX

$1.4B

173 positions

#2Cherokee Insurance CoPassive

Notable overlap · 11 shared positions

$AZO $MS $EMN $VLO $COP $NUE

$259M

124 positions

#3THREADGILL FINANCIAL, LLCActive

Notable overlap · 4 shared positions

$AZO $VLO $PSX $COP

$243M

36 positions

#4TD Capital Management LLCActive

Notable overlap · 4 shared positions

$AZO $FDX $PSX $BNY

$1.2B

797 positions

#5Stolper CoPassive

Notable overlap · 8 shared positions

$COF $NOC $DHI $MS $PSX $BNY

$387M

90 positions

#6Barden Capital Management, Inc.Active

Notable overlap · 5 shared positions

$ALL $COF $TRV $VLO $COP

$110M

58 positions

#7ADAMS NATURAL RESOURCES FUND, INC.Smart money

Notable overlap · 6 shared positions

$VLO $KMI $PSX $NUE $COP $DVN

$857M

50 positions

#8Argyle Capital Management, LLCPassive

Notable overlap · 9 shared positions

$MCK $COP $VZ $ALL $PSX $CVS

$347M

138 positions

#9DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INCActive

Notable overlap · 8 shared positions

$MS $AZO $COF $LH $CVS $RJF

$2.3B

170 positions

#10Hudson Portfolio Management LLCPassive

Notable overlap · 6 shared positions

$ALL $MCK $KMI $VZ $CVS $BNY

$132M

117 positions

#11F&V Capital Management, LLCPassive

Notable overlap · 7 shared positions

$ALL $DHI $PSX $VZ $CVS $DVN

$561M

60 positions

#12NFC Investments, LLCActive

Notable overlap · 4 shared positions

$AZO $COF $KMI $FDX

$389M

43 positions

#13Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 6 shared positions

$MCK $TRV $KMI $DE $WFC $SYY

$1.0B

765 positions

#14Athena Wealth Management, LLCActive

Notable overlap · 7 shared positions

$ALL $VLO $COF $COP $MCK $NOC

$139M

103 positions

#15Carlson Capital, L.P.Passive

Notable overlap · 6 shared positions

$COF $PSX $AZO $DVN $WFC $TFC

$494M

74 positions

#16Ark Wealth Advisors LLCPassive

Notable overlap · 7 shared positions

$VLO $NUE $LOW $CVS $QCOM $EMR

$113M

87 positions

#17Networth Advisors, LLCActive

Notable overlap · 7 shared positions

$ALL $MS $COF $BNY $HWM $VZ

$172M

383 positions

#18BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 7 shared positions

$ALL $NUE $MCK $CVS $BNY $QCOM

$405M

98 positions

#19Applied Finance Capital Management, LLCPassive

Notable overlap · 7 shared positions

$TRV $VLO $DHI $LOW $VZ $CVS

$1.3B

218 positions

#20Horrell Capital Management, Inc.Active

Notable overlap · 4 shared positions

$AZO $NUE $LOW $FDX

$189M

197 positions

#21BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 7 shared positions

$NUE $KMI $LOW $DE $QCOM $EMR

$2.5B

270 positions

#22Bank & Trust CoPassive

Notable overlap · 6 shared positions

$VLO $TRV $ALL $VZ $NUE $TFC

$159M

308 positions

#23VIRTUE ASSET MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$MCK $TRV $PSX $DE $WFC $TFC

$147M

106 positions

#24Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$MS $MCK $LOW $CVS $BNY $EMR

$292M

99 positions

#25Davis Capital ManagementPassive

Some overlap · 6 shared positions

$ALL $KMI $LOW $BNY $QCOM $FDX

$167M

1,175 positions

Compare William B. Walkup & Associates’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View William B. Walkup & Associates’s holdings

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.