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Hedge Funds Similar to Waterford Advisors,

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

Waterford Advisors, LLC is an institutional investor managing $315M across 57 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 Waterford Advisors, are Bayview Asset ,, FIDUCIARY /WI/, DUDLEY & SHANLEY,, with shared positions in $CBSH, $SCHW, $PGR, $CARR, $APH, $AMGN. The full ranking of 25 similar funds is below.

#1Bayview Asset Management, LLCActive
Slight overlap · 3 shared positions
$CBSH$SCHW$PGR
$260M
58 positions
#2FIDUCIARY MANAGEMENT INC /WI/Active
Slight overlap · 3 shared positions
$SCHW$PGR$CARR
$8.1B
62 positions
#3DUDLEY & SHANLEY, INC.Active
Slight overlap · 3 shared positions
$SCHW$PGR$APH
$611M
37 positions
#4Hixon Zuercher, LLCPassive
Slight overlap · 3 shared positions
$SCHW$PGR$APH
$321M
85 positions
#5Strong Retirement Solutions LLCPassive
Slight overlap · 3 shared positions
$SCHW$PGR$APH
$143M
86 positions
#6Horizon Investment Services, LLCPassive
Slight overlap · 3 shared positions
$SCHW$PGR$APH
$288M
137 positions
#7Kinsale Capital Group, Inc.Active
Slight overlap · 4 shared positions
$SCHW$PGR$AMGN$SHW
$624M
41 positions
#8Carnegie Investment CounselPassive
Slight overlap · 4 shared positions
$SCHW$PGR$AMGN$SHW
$5.1B
559 positions
#9Lincoln Capital LLCActive
Slight overlap · 4 shared positions
$SCHW$CARR$APH$OTIS
$528M
135 positions
#10CLOVERFIELDS CAPITAL GROUP, LPPassive
Slight overlap · 3 shared positions
$SCHW$PGR$OTIS
$309M
91 positions
#11DAVIDSON INVESTMENT ADVISORSActive
Slight overlap · 3 shared positions
$SCHW$PGR$OTIS
$2.0B
120 positions
#12MTM Investment Management, LLCPassive
Slight overlap · 3 shared positions
$CBSH$OTIS$SO
$316M
709 positions
#13WRIGHT INVESTORS SERVICE INCPassive
Slight overlap · 3 shared positions
$SCHW$PGR$AMGN
$318M
148 positions
#14CENTRAL BANK & TRUST COActive
Slight overlap · 3 shared positions
$SCHW$PGR$AMGN
$636M
180 positions
#15ARGENT CAPITAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$SCHW$PGR$AMGN
$3.2B
158 positions
#16Asset Advisory Group, Inc.Passive
Slight overlap · 3 shared positions
$SCHW$KEY$AMGN
$199M
116 positions
#17Galvin, Gaustad & Stein, LLCPassive
Slight overlap · 3 shared positions
$SCHW$PGR$SHW
$1.2B
252 positions
#18Aviance Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$SCHW$PGR$AMGN
$854M
368 positions
#19BLALOCK WILLIAMS, LLCPassive
Slight overlap · 3 shared positions
$SCHW$PGR$SO
$129M
144 positions
#20DEMMING FINANCIAL SERVICES CORP /ADVSmart money
Slight overlap · 3 shared positions
$PGR$KEY$SHW
$138M
37 positions
#21Elefante Mark BPassive
Slight overlap · 3 shared positions
$SCHW$CARR$APH
$182M
58 positions
#22JLB & ASSOCIATES INCPassive
Slight overlap · 4 shared positions
$PGR$APH$AMGN$SHW
$696M
70 positions
#23RENAISSANCE GROUP LLCPassive
Slight overlap · 3 shared positions
$SCHW$APH$AMGN
$2.4B
234 positions
#24HFR Wealth Management, LLCActive
Slight overlap · 3 shared positions
$SCHW$APH$AMGN
$407M
49 positions
#25Cornerstone Capital, Inc.Active
Slight overlap · 3 shared positions
$SCHW$APH$AMGN
$1.0B
118 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.