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Hedge Funds Similar to BOYD WATTERSON ASSET /OH

13F Portfolio OverlapQ1 2026BOYD WATTERSON ASSET /OH portfolio →
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Most similar hedge funds by 13F overlap

BOYD WATTERSON ASSET MANAGEMENT LLC/OH is an institutional investor managing $326M across 390 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BOYD WATTERSON ASSET /OH are Michael Brady & ,, DOVER ADVISORS,, RE ADVISERS, with shared positions in $ETN, $PH, $HON, $AXP, $EMR, $CRM. The full ranking of 25 similar funds is below.

#1Michael Brady & Co., LLCActive
Notable overlap · 7 shared positions
$ETN$PH$HON$AXP$EMR$CRM
$100M
54 positions
#2DOVER ADVISORS, LLCPassive
Notable overlap · 7 shared positions
$ETN$HON$PH$AXP$EXPE$ABT
$242M
159 positions
#3RE ADVISERS CORPActive
Some overlap · 5 shared positions
$HON$ETN$C$PH$ABT
$3.7B
111 positions
#4Reliant Investment Management, LLCPassive
Some overlap · 5 shared positions
$ETN$AXP$CRWD$LIN$TMO
$207M
53 positions
#5Bluebird Wealth Management LLCPassive
Some overlap · 6 shared positions
$AXP$C$ETN$CRWD$SHOP$LIN
$98M
77 positions
#6J. Stern & Co. LLPActive
Some overlap · 6 shared positions
$ETN$HON$CRM$ABT$TMO$LIN
$1.0B
49 positions
#7Two Point Capital Management, Inc.Active
Some overlap · 4 shared positions
$ETN$HON$PH$TMO
$229M
28 positions
#8MCDONALD PARTNERS LLCPassive
Some overlap · 6 shared positions
$ETN$C$HON$BMY$PSX$TMO
$424M
208 positions
#9WISCONSIN CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$HON$AXP$EMR$AMD$PSX
$182M
51 positions
#10TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$AXP$C
$242M
89 positions
#11Community Financial Services Group, LLCPassive
Some overlap · 6 shared positions
$ETN$PH$AXP$LIN$EMR$ABT
$568M
460 positions
#12DELTA ASSET MANAGEMENT LLC/TNActive
Some overlap · 4 shared positions
$ETN$HON$EMR$BMY
$1.1B
596 positions
#13Haverford Financial Services, Inc.Active
Some overlap · 4 shared positions
$ETN$HON$TMO$LIN
$336M
46 positions
#14Crescent Sterling, Ltd.Passive
Some overlap · 5 shared positions
$MDY$HON$CRM$PSX$ABT
$103M
80 positions
#15DAVIDSON INVESTMENT ADVISORSActive
Some overlap · 5 shared positions
$HON$C$ETN$BMY$CRM
$2.0B
120 positions
#16Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$AXP$HON$LIN$CRWD$EMR$TMO
$272M
95 positions
#17CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$ETN$AXP$CRM$AMD
$180M
58 positions
#18Sky Investment Group LLCPassive
Some overlap · 6 shared positions
$AXP$LIN$HON$EMR$ABT$TMO
$583M
140 positions
#19Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$AXP$HON$LIN$ABT
$446M
104 positions
#20Game Plan Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$ETN$AXP$HON$AMD
$222M
348 positions
#21Miller Financial Services LLCPassive
Some overlap · 5 shared positions
$ETN$CRWD$SHOP$BMY$ABT
$91M
120 positions
#22Codex Capital Asset Management L.L.C.Active
Some overlap · 4 shared positions
$HON$ETN$SHOP$TMO
$259M
31 positions
#23Sawyer & Company, IncPassive
Some overlap · 5 shared positions
$HON$ETN$AXP$EMR$CRM
$260M
197 positions
#24Trifecta Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$MDY$ETN$CRWD$CRM$AMD$TMO
$646M
274 positions
#25WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$HON$CRWD$AXP$SHOP$AMD
$225M
71 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.