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Hedge Funds Similar to WATERS PARKERSON & ,

13F Portfolio OverlapQ1 2026WATERS PARKERSON & , portfolio →
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Most similar hedge funds by 13F overlap

WATERS PARKERSON & CO., LLC is an institutional investor managing $1.9B across 188 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 WATERS PARKERSON & , are M. Kraus &, Rodgers Brothers, DIAMOND HILL, with shared positions in $TMO, $ROK, $ABT, $NSC, $MCHP, $VZ. The full ranking of 25 similar funds is below.

#1M. Kraus & CoActive
Notable overlap · 8 shared positions
$TMO$ROK$ABT$NSC$MCHP$VZ
$343M
81 positions
#2Rodgers Brothers Inc.Passive
Notable overlap · 5 shared positions
$COHR$ROK$ABT$KO$IBM
$866M
242 positions
#3DIAMOND HILL CAPITAL MANAGEMENT INCActive
Notable overlap · 6 shared positions
$ABT$WM$BAC$DIS$TMO$ACN
$16.0B
187 positions
#4NORRIS PERNE & FRENCH LLP/MIActive
Notable overlap · 4 shared positions
$COHR$ABT$WM$TMO
$1.5B
139 positions
#5SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/Passive
Notable overlap · 7 shared positions
$TMO$AFL$O$ABT$J$BAH
$169M
104 positions
#6RBO & CO LLCActive
Notable overlap · 5 shared positions
$PM$ABT$WM$DIS$KO
$620M
57 positions
#7Baker Chad RActive
Notable overlap · 5 shared positions
$ROK$ABT$WM$NSC$IBM
$530M
56 positions
#8Kinloch Capital, LLCPassive
Notable overlap · 6 shared positions
$PM$ABT$AFL$O$KO$IBM
$245M
83 positions
#9FLOSSBACH VON STORCH SEActive
Notable overlap · 3 shared positions
$TMO$ABT$ACN
$21.4B
109 positions
#10Phraction Management LLCActive
Notable overlap · 4 shared positions
$TMO$BAC$PM$BSX
$483M
65 positions
#11DAVIS-REA LTD.Passive
Notable overlap · 4 shared positions
$TMO$BAC$ABT$DIS
$384M
54 positions
#12PARNASSUS INVESTMENTS, LLCActive
Notable overlap · 5 shared positions
$TMO$BAC$WM$O$BSX
$34.1B
135 positions
#13Grantham, Mayo, Van Otterloo & Co. LLCActive
Notable overlap · 4 shared positions
$TMO$ABT$ACN$KO
$39.1B
628 positions
#14AUXIER ASSET MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$PM$BAC$AFL$ABT$KO
$696M
176 positions
#15Broyhill Asset Management, LLCPassive
Notable overlap · 4 shared positions
$TMO$PM$ACN$CACI
$108M
74 positions
#16Dash Acquisitions Inc.Active
Notable overlap · 5 shared positions
$TMO$PM$ACN$CACI$IBM
$480M
68 positions
#17Dundas Partners LLPActive
Notable overlap · 3 shared positions
$TMO$ABT$ACN
$1.3B
49 positions
#18SECURITY NATIONAL BANK OF SO DAKPassive
Notable overlap · 6 shared positions
$TMO$J$AFL$ABT$KO$VZ
$207M
119 positions
#19Cohen Investment Advisors LLCPassive
Some overlap · 6 shared positions
$BAC$TMO$O$DIS$KO$VZ
$210M
79 positions
#20Roberts Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$COHR$ROK$TMO$DIS$VZ
$394M
110 positions
#21Unisphere EstablishmentActive
Some overlap · 5 shared positions
$TMO$BAC$BSX$IBM$MCHP
$11.9B
50 positions
#22Mirova US LLCActive
Some overlap · 4 shared positions
$TMO$WM$ACN$BSX
$8.8B
42 positions
#23CINCINNATI FINANCIAL CORPActive
Some overlap · 6 shared positions
$PM$ACN$NSC$MCHP$TMO$VZ
$5.0B
55 positions
#24CALEDONIA INVESTMENTS PLCSmart money
Some overlap · 3 shared positions
$TMO$PM$POOL
$856M
15 positions
#25LETSON INVESTMENT MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$ABT$ACN$BAC$PM
$260M
101 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.