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Hedge Funds Similar to Woodward Financial Advisors

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

Woodward Financial Advisors, Inc. is an institutional investor managing $299M across 66 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 Woodward Financial Advisors are Deane Retirement Strategies, TILIA FIDUCIARY PARTNERS, William B. Walkup & Associates, with shared positions in $MCK, $VLO, $AXP, $LH, $AON, $CP. The full ranking of 17 similar funds is below.

#1Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$MCK$VLO$AXP
$236M
52 positions
#2TILIA FIDUCIARY PARTNERS, INC.
Some overlap · 3 shared positions
$MCK$VLO$AXP
$211M
127 positions
#3William B. Walkup & Associates, Inc.Passive
Some overlap · 3 shared positions
$MCK$VLO$LH
$208M
258 positions
#4SCHARF INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$MCK$AON$CP
$3.0B
79 positions
#5Sustainable Growth Advisers, LPActive
Some overlap · 3 shared positions
$CP$AXP$AON
$10.2B
47 positions
#6LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$ED$AXP$MCK
$213M
124 positions
#7WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$CP$MCK$AON
$55.2B
266 positions
#8Mathes Company, Inc.Passive
Some overlap · 3 shared positions
$VLO$AXP$ED
$322M
129 positions
#9Cherokee Insurance CoPassive
Some overlap · 3 shared positions
$ED$CP$VLO
$259M
124 positions
#10Longbow Finance SAPassive
Some overlap · 3 shared positions
$AXP$MCK$VLO
$782M
59 positions
#11Te Ahumairangi Investment Management LtdActive
Some overlap · 3 shared positions
$ED$LH$MCK
$620M
86 positions
#12CLIFFORD SWAN INVESTMENT COUNSEL LLC
Some overlap · 3 shared positions
$AXP$MCK$LH
$3.1B
340 positions
#13Narwhal Capital ManagementActive
Some overlap · 3 shared positions
$AXP$CP$VLO
$1.4B
157 positions
#14Allspring Global Investments Holdings, LLCPassive
Slight overlap · 3 shared positions
$LH$VLO$CP
$65.2B
1,874 positions
#15Act Two Investors LLCActive
Slight overlap · 4 shared positions
$MCK$CP$AON$AXP
$495M
37 positions
#16Boston PartnersPassive
Slight overlap · 3 shared positions
$MCK$LH$AXP
$112.6B
802 positions
#17MARTINGALE ASSET MANAGEMENT L PPassive
Slight overlap · 3 shared positions
$VLO$AXP$ED
$4.2B
828 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.