Hedge Funds Similar to WEYBOSSET RESEARCH &

13F Portfolio OverlapQ1 2026WEYBOSSET RESEARCH & portfolio →

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Most similar hedge funds by 13F overlap

WEYBOSSET RESEARCH & MANAGEMENT LLC is an institutional investor managing $347M across 33 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 WEYBOSSET RESEARCH & are Crown Oak Advisors,, Eliot Finkel Investment Counsel,, MCRAE, with shared positions in $KEYS, $DE, $CPRT, $GD, $CHRW, $LH. The full ranking of 25 similar funds is below.

#1Crown Oak Advisors, LLCSmart money

Notable overlap · 3 shared positions

$KEYS $DE $CPRT

$199M

23 positions

#2Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 3 shared positions

$184M

32 positions

#3MCRAE CAPITAL MANAGEMENT INCActive

Notable overlap · 3 shared positions

$482M

106 positions

#4Sierra Legacy GroupPassive

Notable overlap · 3 shared positions

$131M

77 positions

#5Hendershot Investments Inc.Active

Notable overlap · 3 shared positions

$744M

129 positions

#6Barnett & Company, Inc.Passive

Notable overlap · 3 shared positions

$129M

88 positions

#7MARSHFIELD ASSOCIATESActive

Notable overlap · 3 shared positions

$CMI $TJX $EXPD

$5.0B

17 positions

#8Wallington Asset Management, LLCActive

Notable overlap · 3 shared positions

$752M

61 positions

#9Stokes Capital Advisors, LLCPassive

Notable overlap · 3 shared positions

$446M

104 positions

#10JLB & ASSOCIATES INCPassive

Notable overlap · 4 shared positions

$TJX $CPRT $EXPD $CNI

$696M

70 positions

#11Polaris Capital Management, LLCActive

Some overlap · 4 shared positions

$GD $WMB $CB $INGR

$1.2B

84 positions

#12Hamilton Point Investment Advisors, LLCPassive

Some overlap · 4 shared positions

$TJX $DE $CMI $EXP

$649M

186 positions

#13WILKINS INVESTMENT COUNSEL INCActive

Some overlap · 3 shared positions

$698M

119 positions

#14Electron Capital Partners, LLCActive

Some overlap · 4 shared positions

$WMB $KEYS $CHRW $NRG

$2.6B

46 positions

#15Invera Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$156M

98 positions

#16Karani Asset Management LLCPassive

Some overlap · 3 shared positions

$122M

54 positions

#17RE ADVISERS CORPActive

Some overlap · 3 shared positions

$3.7B

111 positions

#18Brendel Financial Advisors LLCPassive

Some overlap · 4 shared positions

$GD $CB $CMI $EXPD

$202M

95 positions

#19WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 4 shared positions

$TJX $CMI $CNI $DE

$1.2B

69 positions

#20Eukles Asset ManagementPassive

Some overlap · 3 shared positions

$224M

238 positions

#21Basepoint Wealth LLCActive

Some overlap · 3 shared positions

$175M

643 positions

#22Douglass Winthrop Advisors, LLCActive

Some overlap · 3 shared positions

$5.5B

303 positions

#23PineStone Asset Management Inc.Smart money

Some overlap · 3 shared positions

$TJX $CPRT $JKHY

$14.2B

44 positions

#24Cardinal Capital ManagementPassive

Some overlap · 4 shared positions

$DE $CMI $KEYS $LH

$776M

136 positions

#25Spears Abacus Advisors LLCPassive

Some overlap · 4 shared positions

$CB $FTAI $TJX $LH

$5.0B

398 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.