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Hedge Funds Similar to WADDELL & ASSOCIATES,

13F Portfolio OverlapQ1 2026WADDELL & ASSOCIATES, portfolio →
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Most similar hedge funds by 13F overlap

WADDELL & ASSOCIATES, LLC is an institutional investor managing $2.0B across 545 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 WADDELL & ASSOCIATES, are Sentry, Winter & Associates,, Roan Partners, with shared positions in $FDX, $GE, $GEV, $MDY, $WT, $BRZE. The full ranking of 25 similar funds is below.

#1Sentry LLCActive
Highly similar · 3 shared positions
$FDX$GE$GEV
$314M
118 positions
#2Winter & Associates, Inc.Passive
Notable overlap · 3 shared positions
$MDY$WT$BRZE
$114M
84 positions
#3Roan Capital PartnersPassive
Notable overlap · 3 shared positions
$WT$MDY$BMY
$108M
77 positions
#4Serenus Wealth Advisors, LLCSmart money
Notable overlap · 3 shared positions
$WT$MDY$BRZE
$501M
68 positions
#5Duncan Williams Asset Management, LLCActive
Notable overlap · 4 shared positions
$WT$FDX$BRZE$AZO
$361M
154 positions
#6WIN ADVISORS, INCPassive
Notable overlap · 3 shared positions
$WT$FDX$GEV
$219M
78 positions
#7SYM FINANCIAL CorpActive
Notable overlap · 7 shared positions
$WT$BRZE$MU$DOV$GE$GEV
$1.0B
415 positions
#8Silverleafe Capital Partners, LLCPassive
Notable overlap · 4 shared positions
$FDX$AZO$MU$GEV
$367M
99 positions
#9PRECEDENT WEALTH PARTNERS, LLCPassive
Notable overlap · 3 shared positions
$WT$MDY$FDX
$500M
166 positions
#10Value Investment Professionals, LLCPassive
Notable overlap · 4 shared positions
$WT$PSLV$BRZE$DOV
$89M
81 positions
#11Exit Wealth Advisors, LLC.Active
Notable overlap · 4 shared positions
$WT$PSLV$BRZE$BMY
$195M
131 positions
#12HC Advisors, LLCActive
Notable overlap · 4 shared positions
$WT$PSLV$GE$GEV
$149M
60 positions
#13Cassia Capital Partners, LLCActive
Notable overlap · 3 shared positions
$WT$FDX$NEM
$194M
67 positions
#14COLUMBIA ADVISORY PARTNERS LLCActive
Notable overlap · 3 shared positions
$WT$PSLV$MU
$157M
92 positions
#15FLYNN ZITO CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$WT$PSLV$MU
$313M
158 positions
#16Magnolia Private Wealth, LLCPassive
Notable overlap · 4 shared positions
$WT$BRZE$GE$GEV
$150M
134 positions
#17DKRT Investments Corp.Active
Notable overlap · 3 shared positions
$FDX$GE$GEV
$395M
48 positions
#18RVW Wealth, LLCActive
Notable overlap · 3 shared positions
$WT$MDY$GEV
$1.3B
176 positions
#19Glassman Wealth ServicesSmart money
Notable overlap · 4 shared positions
$WT$BRZE$MDY$DOV
$736M
187 positions
#20Granite Bay Wealth Management, LLCActive
Notable overlap · 3 shared positions
$WT$MDY$GE
$470M
94 positions
#21Etesian Wealth Advisors, Inc.Passive
Notable overlap · 3 shared positions
$WT$BRZE$DOV
$313M
138 positions
#22BIP Wealth, LLCActive
Notable overlap · 3 shared positions
$WT$BRZE$DOV
$2.5B
453 positions
#23Stonekeep Investments, LLCActive
Notable overlap · 3 shared positions
$WT$BRZE$FDX
$154M
66 positions
#24SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money
Notable overlap · 3 shared positions
$WT$BRZE$EIX
$139M
37 positions
#25INVENIO WEALTH PARTNERS LLCActive
Notable overlap · 3 shared positions
$WT$MU$GE
$252M
89 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.