Hedge Funds Similar to Willis Johnson & Associates

13F Portfolio OverlapQ2 2026Willis Johnson & Associates portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Willis Johnson & Associates, Inc. is an institutional investor managing $1.8B across 102 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 Willis Johnson & Associates are Hedges Asset, ADAMS NATURAL RESOURCES FUND, apricus wealth, with shared positions in $SHEL, $PHYS, $BP, $SLB, $KMI, $MPC. The full ranking of 24 similar funds is below.

#1Hedges Asset Management LLCPassive

Some overlap · 4 shared positions

$SHEL $PHYS $BP $SLB

$152M

108 positions

#2ADAMS NATURAL RESOURCES FUND, INC.Smart money

Some overlap · 4 shared positions

$KMI $MPC $FCX $SLB

$763M

51 positions

#3apricus wealth, LLCPassive

Slight overlap · 3 shared positions

$SHEL $KMI $SLB

$210M

129 positions

#4Parrish Capital LLC

Slight overlap · 3 shared positions

$104M

87 positions

#5Palogic Value Management, L.P.Passive

Slight overlap · 3 shared positions

$SHEL $FCX $SLB

$304M

194 positions

#6KAYNE ANDERSON CAPITAL ADVISORS LPActive

Slight overlap · 3 shared positions

$5.1B

53 positions

#7Recurrent Investment Advisors LLCActive

Slight overlap · 3 shared positions

$1.6B

71 positions

#8Van Hulzen Asset Management, LLCPassive

Slight overlap · 3 shared positions

$SHEL $KMI $SLB

$1.4B

387 positions

#9KORNITZER CAPITAL MANAGEMENT INC /KSPassive

Slight overlap · 3 shared positions

$KMI $SHEL $SLB

$4.8B

548 positions

#10Canal Insurance COActive

Slight overlap · 3 shared positions

$456M

76 positions

#11PHILADELPHIA TRUST COActive

Slight overlap · 3 shared positions

$MPC $PHYS $FCX

$1.6B

269 positions

#12LATHROP INVESTMENT MANAGEMENT COActive

Slight overlap · 3 shared positions

$565M

89 positions

#13Nan Shan Life Insurance Co., Ltd.Active

Slight overlap · 3 shared positions

$3.2B

82 positions

#14HOURGLASS CAPITAL, LLCPassive

Slight overlap · 3 shared positions

$508M

127 positions

#15Lombard Odier Asset Management (USA) CorpActive

Slight overlap · 3 shared positions

$727M

142 positions

#16ISLAY CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$MPC $PHYS $SLB

$216M

231 positions

#17Weinberger Asset Management, IncActive

Slight overlap · 3 shared positions

$312M

101 positions

#18FARMERS TRUST CO

Slight overlap · 3 shared positions

$637M

203 positions

#19ArchPoint InvestorsActive

Slight overlap · 3 shared positions

$PSN $PHYS $FCX

$473M

80 positions

#20Vawter Financial, Ltd.Active

Slight overlap · 3 shared positions

$PSN $PHYS $KMI

$266M

131 positions

#21Fractal Investments LLCActive

Slight overlap · 3 shared positions

$KMI $FCX $SHEL

$867M

80 positions

#22Inspire Investing, LLCPassive

Slight overlap · 3 shared positions

$2.4B

1,266 positions

#23CURA WEALTH ADVISORS, LLCActive

Slight overlap · 3 shared positions

$234M

140 positions

#24Arkos Global AdvisorsActive

Slight overlap · 3 shared positions

$PHYS $SHEL $FCX

$844M

124 positions

Compare Willis Johnson & 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 Willis Johnson & 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.