13F Pro

Hedge Funds Similar to Waterloo

13F Portfolio OverlapQ2 2026Waterloo portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Waterloo Capital, L.P. is an institutional investor managing $1.8B across 560 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 Waterloo are Parkwood, FDx Advisors, High Point Wealth, with shared positions in $ASML, $STX, $SHOP, $PM, $UBER, $IAU. The full ranking of 25 similar funds is below.

#1Parkwood LLCPassive
Some overlap · 5 shared positions
$ASML$STX$SHOP$PM$UBER
$1.4B
72 positions
#2FDx Advisors, Inc.Passive
Some overlap · 4 shared positions
$ASML$STX$IAU$PM
$332M
179 positions
#3High Point Wealth Management, LLCPassive
Some overlap · 6 shared positions
$IAU$PM$CEG$MO$UBER$WFC
$122M
250 positions
#4BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ASML$STX$IAU$OHI
$543M
140 positions
#5STABLEFORD CAPITAL II LLCPassive
Some overlap · 5 shared positions
$ASML$IAU$PM$SHOP$WFC
$288M
144 positions
#6Richard W. Paul & Associates, LLCPassive
Some overlap · 4 shared positions
$ASML$STX$PM$MO
$327M
320 positions
#7MBA Advisors LLCPassive
Some overlap · 4 shared positions
$ASML$IAU$PM$MO
$297M
166 positions
#8EQUITABLE TRUST COPassive
Some overlap · 4 shared positions
$ASML$IAU$SHOP$STX
$2.4B
444 positions
#9Foundations Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$ASML$IAU$PM$MO
$9.7B
1,202 positions
#10Evansbrook LLCActive
Some overlap · 4 shared positions
$ASML$STX$PM$WFC
$171M
126 positions
#11TENET WEALTH PARTNERS, LLCActive
Some overlap · 5 shared positions
$IAU$PM$CEG$MO$WFC
$142M
107 positions
#12Biondo Investment Advisors, LLCActive
Some overlap · 4 shared positions
$ASML$CEG$SPG$OHI
$817M
89 positions
#13Fund Advisors of America Inc/FLPassive
Some overlap · 4 shared positions
$ASML$PM$OHI$MO
$110M
120 positions
#14Skyline Advisors, Inc.Active
Some overlap · 5 shared positions
$IAU$PM$MO$SPG$WFC
$319M
123 positions
#15BINGHAM PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$ASML$PM$STX$UBER
$145M
178 positions
#16Van Diest Capital, LLCPassive
Some overlap · 5 shared positions
$SHOP$PM$MO$ASML$WFC
$112M
176 positions
#17Valtrion Capital Management, LLCActive
Some overlap · 4 shared positions
$STX$SHOP$PM$UBER
$134M
103 positions
#18Ted Buchan & CoActive
Some overlap · 4 shared positions
$ASML$SHOP$MO$UBER
$303M
94 positions
#19Sunstone Asset Management, L.P.Active
Some overlap · 3 shared positions
$ASML$STX$SHOP
$92M
57 positions
#20SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$ASML$STX$SHOP
$26.9B
71 positions
#21WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$ASML$STX$PM
$55.2B
266 positions
#22Night Squared LPPassive
Some overlap · 3 shared positions
$ASML$STX$PM
$930M
69 positions
#23United Capital Management of KS, Inc.Passive
Some overlap · 3 shared positions
$ASML$STX$CEG
$763M
98 positions
#24White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$IAU$PM$ASML$MO
$829M
148 positions
#25Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$ASML$IAU$SHOP
$819M
339 positions

Compare Waterloo’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Waterloo’s holdings

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.