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Hedge Funds Similar to Waycross Investment

13F Portfolio OverlapQ1 2026Waycross Investment portfolio →
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Most similar hedge funds by 13F overlap

Waycross Investment Management Co is an institutional investor managing $131M across 59 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 Investment are Karani Asset, Washington Advisors,, Oribel ,, with shared positions in $STLD, $DE, $INTU, $REGN, $J, $XYL. The full ranking of 25 similar funds is below.

#1Karani Asset Management LLCPassive
Some overlap · 3 shared positions
$STLD$DE$INTU
$122M
54 positions
#2Washington Trust Advisors, Inc.Passive
Some overlap · 4 shared positions
$DE$REGN$J$XYL
$1.2B
684 positions
#3Oribel Capital Management, LPPassive
Some overlap · 3 shared positions
$JBL$XYL$INTU
$2.3B
118 positions
#4Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$REGN$USB$BRZE$DHR
$118M
73 positions
#5Castlefield Investment Partners LLPActive
Some overlap · 3 shared positions
$DE$TMUS$INTU
$131M
35 positions
#6Anson Capital, Inc.Passive
Some overlap · 3 shared positions
$REGN$USB$BRZE
$146M
90 positions
#7Gouws Capital LLCActive
Some overlap · 3 shared positions
$DE$DHR$XYL
$189M
58 positions
#8Smart Portfolios, LLCPassive
Some overlap · 3 shared positions
$REGN$TMUS$USB
$100M
99 positions
#9Wealth Group LtdSmart money
Some overlap · 3 shared positions
$REGN$DHR$BRZE
$439M
94 positions
#10Stegent Equity Advisors, Inc.Passive
Some overlap · 3 shared positions
$REGN$TMUS$INTU
$117M
101 positions
#11BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 3 shared positions
$DE$TMUS$CP
$6.1B
61 positions
#12Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$DE$USB$CP
$942M
33 positions
#13PSI Advisors, LLCPassive
Some overlap · 3 shared positions
$REGN$DE$DHR
$418M
156 positions
#14Lunt Capital Management, Inc.Active
Some overlap · 3 shared positions
$REGN$DHR$USB
$260M
97 positions
#15M. Kulyk & Associates, LLCActive
Some overlap · 4 shared positions
$REGN$STLD$XYL$INTU
$536M
119 positions
#16Baker Chad RActive
Some overlap · 3 shared positions
$TMUS$DHR$XYL
$530M
56 positions
#17FIRST COMMUNITY TRUST NAPassive
Some overlap · 3 shared positions
$DE$USB$BRZE
$136M
359 positions
#18Juno Financial Group LLCActive
Some overlap · 3 shared positions
$DE$DHR$BRZE
$255M
70 positions
#19Accordant Advisory Group IncPassive
Some overlap · 3 shared positions
$REGN$USB$DE
$161M
238 positions
#20CAMDEN NATIONAL BANKPassive
Some overlap · 3 shared positions
$TMUS$DE$XYL
$739M
164 positions
#21Loudon Investment Management, LLCPassive
Some overlap · 3 shared positions
$TMUS$DE$USB
$186M
95 positions
#22Shelter Mutual Insurance CoPassive
Some overlap · 3 shared positions
$DE$DHR$BRZE
$450M
58 positions
#23FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 3 shared positions
$DE$DHR$XYL
$102M
56 positions
#24LMCG INVESTMENTS, LLCPassive
Some overlap · 3 shared positions
$REGN$DHR$JBL
$1.7B
220 positions
#25BCV Asset Management Inc.Active
Some overlap · 3 shared positions
$DE$DHR$CP
$2.9B
120 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.