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Hedge Funds Similar to WAYCROSS PARTNERS,

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

WAYCROSS PARTNERS, LLC is an institutional investor managing $1.0B across 76 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 WAYCROSS PARTNERS, are RE ADVISERS, Econ Financial Services, DELTA ASSET /TN, with shared positions in $C, $HON, $BA, $MCD, $BSX, $NXPI. The full ranking of 25 similar funds is below.

#1RE ADVISERS CORPActive
Notable overlap · 7 shared positions
$C$HON$BA$MCD$BSX$NXPI
$3.7B
111 positions
#2Econ Financial Services CorpPassive
Notable overlap · 7 shared positions
$LOW$DAL$IR$MCD$BA$NKE
$215M
74 positions
#3DELTA ASSET MANAGEMENT LLC/TNActive
Notable overlap · 4 shared positions
$HON$LOW$ECL$BDX
$1.1B
596 positions
#4PENINSULA ASSET MANAGEMENT INCPassive
Notable overlap · 4 shared positions
$LOW$SHW$ECL$BDX
$196M
53 positions
#5Watchman Group, Inc.Active
Notable overlap · 5 shared positions
$LOW$NXPI$INTU$CSL$AMD
$413M
73 positions
#6MARSICO CAPITAL MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$BA$C$HON$SHW$MCD
$3.4B
65 positions
#7Skyview Financial Group LLC
Notable overlap · 4 shared positions
$BA$C$BSX$AMD
$97M
57 positions
#8Mirova US LLCActive
Notable overlap · 4 shared positions
$ECL$LOW$ISRG$BSX
$8.8B
42 positions
#9MCDANIEL TERRY & COActive
Notable overlap · 4 shared positions
$ECL$HON$ISRG$INTU
$1.2B
81 positions
#10AVITY INVESTMENT MANAGEMENT INC.Active
Notable overlap · 6 shared positions
$MRSH$ECL$BDX$C$NOW$AMGN
$1.4B
114 positions
#11Foyston, Gordon, & Payne IncPassive
Notable overlap · 4 shared positions
$HON$MRSH$BDX$AXP
$434M
67 positions
#12Navera Investment Management Ltd.Active
Notable overlap · 8 shared positions
$MRSH$ISRG$INTU$BSX$HON$MCD
$3.9B
56 positions
#13Liontrust Investment Partners LLPActive
Notable overlap · 5 shared positions
$ISRG$ECL$INTU$BDX$IR
$6.7B
204 positions
#14JENSEN INVESTMENT MANAGEMENT INCActive
Notable overlap · 5 shared positions
$SHW$MRSH$MCD$INTU$ECL
$5.1B
84 positions
#15Allen Mooney & Barnes Investment Advisors LLCPassive
Notable overlap · 5 shared positions
$LOW$HON$INTU$C$AXP
$695M
159 positions
#16Generali Powszechne Towarzystwo EmerytalneActive
Notable overlap · 8 shared positions
$BA$C$MCD$AMD$AXP$NOW
$566M
28 positions
#17Eastover Investment Advisors LLCPassive
Notable overlap · 3 shared positions
$C$LOW$ISRG
$233M
50 positions
#18Stokes Capital Advisors, LLCPassive
Notable overlap · 6 shared positions
$HON$SHW$MCD$MRSH$AXP$LMT
$446M
104 positions
#19Newport Trust Company, LLCSmart money
Notable overlap · 4 shared positions
$BA$HON$DAL$NKE
$40.7B
64 positions
#20Themes Management Co LLCPassive
Some overlap · 4 shared positions
$BA$HON$AMD$LMT
$162M
151 positions
#21MCRAE CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$LOW$MRSH$BDX$HON
$482M
106 positions
#22SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$C$BA$NXPI
$3.0B
40 positions
#23ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive
Some overlap · 7 shared positions
$MCD$SHW$HON$BA$AXP$AMD
$155M
150 positions
#24Robocap Asset Management LtdActive
Some overlap · 4 shared positions
$HON$ISRG$AMD$NOW
$94M
23 positions
#25Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$C$MRSH$BA$HON
$151M
135 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.