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Hedge Funds Similar to Waterloo ,

13F Portfolio OverlapQ1 2026Waterloo , portfolio →
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Most similar hedge funds by 13F overlap

Waterloo Capital, L.P. is an institutional investor managing $1.4B across 481 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 Waterloo , are Future Financial Wealth Managment, Urban Wealth ,, Wagner Wealth ,, with shared positions in $DUK, $SHW, $SNOW, $SPG, $IAU, $WFC. The full ranking of 25 similar funds is below.

#1Future Financial Wealth Managment LLCActive
Some overlap · 4 shared positions
$DUK$SHW$SNOW$SPG
$155M
128 positions
#2Urban Wealth Management, LLCPassive
Some overlap · 4 shared positions
$DUK$SHW$IAU$WFC
$98M
93 positions
#3Wagner Wealth Management, LLCActive
Some overlap · 5 shared positions
$SHW$DUK$SNOW$PM$MO
$495M
279 positions
#4O'Connor Alternative Investments LLCActive
Some overlap · 4 shared positions
$DUK$SNOW$SHW$CWEN
$1.2B
128 positions
#5Diversified Enterprises, LLCActive
Some overlap · 3 shared positions
$DUK$SHW$SNOW
$1.8B
413 positions
#6Bright Futures Wealth Management, LLC.Passive
Some overlap · 3 shared positions
$DUK$SHW$SNOW
$146M
188 positions
#7First Financial Group CorpActive
Some overlap · 4 shared positions
$SHW$SNOW$DUK$IAU
$122M
80 positions
#8Measured Risk Portfolios, Inc.Passive
Some overlap · 5 shared positions
$DUK$PM$MO$CWEN$KMI
$91M
66 positions
#9MFA WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$SHW$SNOW$DUK$IAU
$508M
88 positions
#10SWS PartnersPassive
Some overlap · 4 shared positions
$DUK$SNOW$PM$WFC
$405M
112 positions
#11Wealth Advisory Team LLC
Some overlap · 3 shared positions
$DUK$SNOW$SHW
$113M
39 positions
#12Clarion Wealth Managment Partners, LLCPassive
Some overlap · 4 shared positions
$DUK$SNOW$IAU$MO
$110M
84 positions
#13BCM ADVISORS, LLCActive
Some overlap · 4 shared positions
$DUK$SNOW$ATO$KMI
$507M
78 positions
#14BCWM, LLCPassive
Some overlap · 4 shared positions
$DUK$IAU$MO$KMI
$353M
57 positions
#15High Point Wealth Management, LLCPassive
Some overlap · 5 shared positions
$DUK$IAU$SNOW$PM$WFC
$104M
250 positions
#16Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$DUK$SHW$MO
$139M
62 positions
#175T Wealth, LLCPassive
Some overlap · 4 shared positions
$SHW$SNOW$IAU$WFC
$253M
129 positions
#18Newbridge Financial Services Group, Inc.Passive
Some overlap · 4 shared positions
$SHW$SNOW$DUK$MO
$608M
1,182 positions
#19Fund Advisors of America Inc/FLPassive
Some overlap · 4 shared positions
$DUK$PM$OHI$KMI
$99M
118 positions
#20Alchemi Wealth, LLCPassive
Some overlap · 4 shared positions
$DUK$SHW$PM$MO
$180M
155 positions
#21Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$IAU$DUK$PM$MO$OHI
$426M
229 positions
#22Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$DUK$SNOW$SPG
$353M
78 positions
#23Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$DUK$SNOW$SPG
$272M
95 positions
#24United Capital Management of KS, Inc.Passive
Some overlap · 3 shared positions
$DUK$SNOW$STX
$660M
111 positions
#25Aequim Alternative Investments LPActive
Some overlap · 3 shared positions
$DUK$SNOW$STX
$5.2B
102 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.