13F Pro

Hedge Funds Similar to WJ Financial Advisors

13F Portfolio OverlapQ2 2026WJ Financial Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

WJ Financial Advisors LLC is an institutional investor managing $136M across 137 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 WJ Financial Advisors are WEST PACES ADVISORS, Richard C. Young & , LTD., apricus wealth, with shared positions in $SO, $MDY, $WMB, $TRV, $KMI, $SLV. The full ranking of 25 similar funds is below.

#1WEST PACES ADVISORS INC.Passive
Some overlap · 4 shared positions
$SO$MDY$WMB$TRV
$596M
765 positions
#2Richard C. Young & CO., LTD.Passive
Some overlap · 4 shared positions
$SO$KMI$SLV$WMB
$1.4B
101 positions
#3apricus wealth, LLCPassive
Some overlap · 3 shared positions
$KMB$SO$KMI
$210M
129 positions
#4Alessandra Capital Management, LLCPassive
Some overlap · 3 shared positions
$KMB$MDB$TYG
$141M
127 positions
#5Signature Wealth Management Group
Some overlap · 3 shared positions
$KMB$SO$WMB
$263M
128 positions
#6Madison Park Capital Advisors, LLCActive
Some overlap · 5 shared positions
$MDY$KMI$WMB$CRM$PLTR
$140M
65 positions
#7Patrick Mauro Investment Advisor, INC.Active
Some overlap · 3 shared positions
$KMB$SO$AES
$199M
38 positions
#8AMERICAN FINANCIAL GROUP INCActive
Some overlap · 3 shared positions
$KMB$TYG$CRM
$284M
73 positions
#9Energy Income Partners, LLCActive
Some overlap · 3 shared positions
$SO$KMI$WMB
$6.4B
88 positions
#10Measured Risk Portfolios, Inc.Active
Some overlap · 3 shared positions
$KMB$KMI$MDY
$112M
63 positions
#11OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 3 shared positions
$SO$KMI$PLTR
$329M
323 positions
#12Mandatum Life Insurance Co LtdSmart money
Some overlap · 4 shared positions
$KMB$PLTR$CRM$MDB
$540M
90 positions
#13VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$SO$KMI$BLK
$201M
57 positions
#14O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$KMB$SLV$WMB
$125M
61 positions
#15Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 3 shared positions
$MDY$KMI$CRM
$281M
113 positions
#16Meixler Investment Management, Ltd.Passive
Some overlap · 3 shared positions
$TYG$KMI$RGLD
$181M
90 positions
#17Acorn Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$SLV$SO
$410M
303 positions
#18TrueWealth Advisors, LLCPassive
Some overlap · 3 shared positions
$SO$KMI$WMB
$444M
235 positions
#19Comprehensive Money Management Services LLC
Some overlap · 3 shared positions
$RVT$KMI$WMB
$159M
200 positions
#20MTM Investment Management, LLCPassive
Some overlap · 3 shared positions
$SO$KMI$WMB
$350M
708 positions
#21All Terrain Financial Advisors, LLCActive
Some overlap · 4 shared positions
$SO$MDY$KMB$SLV
$615M
157 positions
#22Wedbush Fund Advisers, LLCActive
Some overlap · 5 shared positions
$MDB$PLTR$CRM$SO$WMB
$1.1B
103 positions
#23Quarry LPActive
Some overlap · 3 shared positions
$CLM$TYG$AES
$1.2B
2,372 positions
#24Jackson Hole Capital Partners, LLC
Some overlap · 3 shared positions
$KMI$SO$WMB
$605M
313 positions
#25Harbour Trust & Investment Management CoActive
Some overlap · 4 shared positions
$MDY$WMB$BLK$PLTR
$1.0B
160 positions

Compare WJ Financial Advisors’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 WJ Financial Advisors’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.