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Hedge Funds Similar to Womack Financial

13F Portfolio OverlapQ2 2026Womack Financial portfolio →
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Most similar hedge funds by 13F overlap

Womack Financial LLC is an institutional investor managing $151M across 70 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 Womack Financial are EIGHT 31 FINANCIAL, Lincoln, Regency \DE, with shared positions in $TFIN, $FANG, $VNOM, $CSWC, $MKL, $UPS. The full ranking of 25 similar funds is below.

#1EIGHT 31 FINANCIAL, LLCActive
Notable overlap · 4 shared positions
$TFIN$FANG$VNOM$CSWC
$168M
66 positions
#2Lincoln Capital LLCActive
Notable overlap · 4 shared positions
$MKL$UPS$OXY$CB
$562M
137 positions
#3Regency Capital Management Inc.\DEPassive
Notable overlap · 5 shared positions
$MKL$HHH$NVR$CB$ADBE
$251M
64 positions
#4Berkeley, IncPassive
Notable overlap · 3 shared positions
$MKL$MEDP$NVR
$319M
86 positions
#5Mraz, Amerine & Associates, Inc.Active
Some overlap · 3 shared positions
$MKL$OXY$NVR
$697M
199 positions
#6Evergreen Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MKL$NVR$ADBE$CB
$213M
55 positions
#7PYA Waltman Capital, LLCActive
Some overlap · 3 shared positions
$MKL$UPS$NVR
$421M
67 positions
#8SCHARF INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$MKL$OXY$ADBE$CB
$3.0B
79 positions
#9Bristlecone Value Partners, LLCActive
Some overlap · 4 shared positions
$MKL$OXY$NVR$LH
$124M
70 positions
#10Buttonwood Financial Advisors Inc.Active
Some overlap · 4 shared positions
$MKL$NOW$TER$ADBE
$329M
110 positions
#11Philadelphia Financial Management of San Francisco, LLCActive
Some overlap · 3 shared positions
$WNC$TFIN$CB
$496M
45 positions
#12VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.Active
Some overlap · 3 shared positions
$MKL$NVR$CB
$13.1B
241 positions
#13Troy Asset Management LtdActive
Some overlap · 3 shared positions
$MKL$ADBE$CB
$3.6B
29 positions
#14Giverny Capital Inc.Active
Some overlap · 3 shared positions
$MKL$MEDP$NVR
$3.0B
51 positions
#15Sather Financial Group IncActive
Some overlap · 3 shared positions
$MKL$QCOM$ADBE
$1.7B
121 positions
#16Riverview Capital Advisers, LLCPassive
Some overlap · 3 shared positions
$MKL$NOW$LH
$349M
88 positions
#17Watchman Group, Inc.Active
Some overlap · 3 shared positions
$MKL$NOW$NVR
$447M
73 positions
#18LATHROP INVESTMENT MANAGEMENT COActive
Some overlap · 4 shared positions
$MKL$TER$ADBE$LH
$565M
89 positions
#19Sovereign's Capital Management, LLCPassive
Some overlap · 4 shared positions
$TFIN$UPS$NOW$QCOM
$150M
70 positions
#20Crestmont Private Wealth LLCSmart money
Some overlap · 4 shared positions
$MKL$FDX$QCOM$NVR
$356M
105 positions
#21VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$MKL$QCOM$CB
$201M
57 positions
#22GoodHaven Capital Management, LLCSmart money
Some overlap · 3 shared positions
$MKL$OXY$CB
$318M
26 positions
#23NFC Investments, LLCActive
Some overlap · 3 shared positions
$TFIN$VNOM$FDX
$389M
43 positions
#24Ridgewood Investments LLCPassive
Some overlap · 3 shared positions
$MKL$UPS$QCOM
$267M
208 positions
#25Pavion Blue Capital, LLCPassive
Some overlap · 3 shared positions
$MKL$FDX$UPS
$248M
111 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.