Hedge Funds Similar to Waverly Advisors

13F Portfolio OverlapQ2 2026Waverly Advisors portfolio →

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Most similar hedge funds by 13F overlap

Waverly Advisors, LLC is an institutional investor managing $17.2B across 1,751 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 Waverly Advisors are Wealth Watch Advisors, Newman Dignan & Sheerar, Clarion Wealth Managment Partners, with shared positions in $MCD, $PWR, $SGOL, $GLW, $STT, $FCX. The full ranking of 25 similar funds is below.

#1Wealth Watch Advisors, INCActive

Slight overlap · 5 shared positions

$MCD $PWR $SGOL $GLW $STT

$309M

142 positions

#2Newman Dignan & Sheerar, Inc.Passive

Slight overlap · 4 shared positions

$PWR $MCD $SGOL $STT

$523M

197 positions

#3Clarion Wealth Managment Partners, LLCActive

Slight overlap · 3 shared positions

$124M

87 positions

#4PATRON PARTNERS, LLCPassive

Slight overlap · 3 shared positions

$260M

193 positions

#5FIRST COMMONWEALTH FINANCIAL CORP /PA/Active

Slight overlap · 3 shared positions

$715M

269 positions

#6Clearstead Trust, LLCActive

Slight overlap · 3 shared positions

$765M

970 positions

#7River Street Advisors LLCPassive

Slight overlap · 3 shared positions

$340M

177 positions

#8American National Bank of TexasActive

Slight overlap · 3 shared positions

$110M

56 positions

#9Millington Financial Advisors, LLCPassive

Slight overlap · 3 shared positions

$254M

128 positions

#10Stonebridge Financial Group, LLCPassive

Slight overlap · 3 shared positions

$MCD $SGOL $GLW

$1.3B

275 positions

#11Cascades Capital Asset Management, LLCPassive

Slight overlap · 3 shared positions

$270M

167 positions

#12Empirical Asset Management, LLCPassive

Slight overlap · 3 shared positions

$MCD $SGOL $STT

$444M

448 positions

#13CHELSEA COUNSEL COPassive

Slight overlap · 3 shared positions

$236M

232 positions

#14Prudent Man Advisors, LLCPassive

Slight overlap · 3 shared positions

$438M

141 positions

#15Capital Advisors Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$851M

231 positions

#16FARMERS TRUST CO

Slight overlap · 3 shared positions

$637M

203 positions

#17Global Financial Private Client, LLCPassive

Slight overlap · 3 shared positions

$369M

246 positions

#18CULBERTSON A N & CO INCActive

Slight overlap · 3 shared positions

$859M

140 positions

#19WBH ADVISORY INCPassive

Slight overlap · 3 shared positions

$1.5B

363 positions

#20SageView Advisory Group, LLCActive

Slight overlap · 3 shared positions

$3.1B

615 positions

#21Fourth Dimension Wealth, LLCPassive

Slight overlap · 3 shared positions

$316M

679 positions

#22Stonebridge Capital Advisors LLCPassive

Slight overlap · 3 shared positions

$1.6B

215 positions

#23Abbot Financial Management, Inc.Passive

Slight overlap · 3 shared positions

$293M

141 positions

#24Fairvoy Private Wealth, LLCPassive

Slight overlap · 3 shared positions

$495M

200 positions

#25Stonebridge Financial Group, LLC/CAPassive

Slight overlap · 3 shared positions

$722M

310 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.