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Hedge Funds Similar to Waycross Investment

13F Portfolio OverlapQ3 2026Waycross Investment portfolio →
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Most similar hedge funds by 13F overlap

Waycross Investment Management Co is an institutional investor managing $124M across 58 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Waycross Investment are CORDA Investment, Karani Asset, Forefront Analytics, with shared positions in $DE, $CME, $MDT, $BNY, $STLD, $INTU. The full ranking of 25 similar funds is below.

#1CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$DE$CME$MDT$BNY
$1.5B
78 positions
#2Karani Asset Management LLCActive
Some overlap · 3 shared positions
$STLD$DE$INTU
$139M
57 positions
#3Forefront Analytics, LLCActive
Some overlap · 3 shared positions
$DE$MDT$DHR
$92M
37 positions
#4CAMDEN NATIONAL BANKPassive
Some overlap · 4 shared positions
$DE$TMUS$MDT$XYL
$767M
184 positions
#5FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$DE$MDT$BNY
$355M
257 positions
#6Castlefield Investment Partners LLPActive
Some overlap · 3 shared positions
$DE$TMUS$INTU
$147M
35 positions
#7Gouws Capital LLCActive
Some overlap · 3 shared positions
$DE$DHR$XYL
$212M
53 positions
#8Canoe Financial LPActive
Some overlap · 4 shared positions
$DE$CME$DHR$CP
$8.3B
120 positions
#9WestEnd Advisors, LLCActive
Some overlap · 3 shared positions
$TMUS$MDT$INTU
$4.5B
408 positions
#10Washington Trust Advisors, Inc.Passive
Some overlap · 3 shared positions
$DE$J$XYL
$1.4B
700 positions
#11PARNASSUS INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$DE$DHR$BNY
$33.8B
123 positions
#12Monte Financial Group, LLCPassive
Some overlap · 3 shared positions
$MDT$CME$INTU
$312M
102 positions
#13DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$DE$DHR$INTU
$121M
100 positions
#14Millington Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$TMUS$MDT$BNY
$254M
128 positions
#15Planning Center, Inc.Active
Some overlap · 3 shared positions
$DE$TMUS$DHR
$1.1B
84 positions
#16BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 3 shared positions
$DE$TMUS$CP
$6.8B
62 positions
#17Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$DE$MDT$BNY
$125M
365 positions
#18DLK Investment Management, LLCPassive
Some overlap · 3 shared positions
$MDT$DHR$DE
$275M
99 positions
#19BCV Asset Management Inc.Active
Some overlap · 3 shared positions
$DE$DHR$CP
$3.3B
116 positions
#20THORNBURG INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$MDT$CME$CP
$10.5B
139 positions
#21Reynders McVeigh Capital Management, LLCActive
Some overlap · 3 shared positions
$TMUS$DHR$XYL
$2.3B
196 positions
#22ClearAlpha Technologies LPPassive
Some overlap · 3 shared positions
$CME$INTU$DHR
$58M
79 positions
#23L1 Capital International Pty LtdActive
Some overlap · 3 shared positions
$INTU$DHR$J
$1.7B
21 positions
#24Baker Chad RActive
Some overlap · 3 shared positions
$TMUS$DHR$XYL
$612M
52 positions
#25Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$MDT$CME$BNY
$161M
62 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.