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Hedge Funds Similar to Code Waechter

13F Portfolio OverlapQ1 2026Code Waechter portfolio →
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Most similar hedge funds by 13F overlap

Code Waechter LLC is an institutional investor managing $168M across 118 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 Code Waechter are First Bank &, Raleigh, KFG WEALTH ,, with shared positions in $TTE, $PFE, $ENB, $PM, $DUK, $USB. The full ranking of 25 similar funds is below.

#1First Bank & TrustPassive
Notable overlap · 16 shared positions
$TTE$PFE$ENB$PM$DUK$USB
$621M
257 positions
#2Raleigh Capital Management Inc.Passive
Notable overlap · 13 shared positions
$TTE$USB$ENB$PNC$PFE$PM
$290M
775 positions
#3KFG WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$DUK$LEN$AMGN
$774M
216 positions
#4Kentucky Trust CoPassive
Notable overlap · 7 shared positions
$DUK$ENB$USB$PNC$PFE$TFC
$191M
311 positions
#5GQG Partners LLCActive
Some overlap · 6 shared positions
$BTI$DUK$ENB$PM$XEL$TRP
$63.1B
81 positions
#6Aristotle Capital Management, LLCActive
Some overlap · 6 shared positions
$TTE$LEN$USB$PNC$AMGN$XEL
$47.8B
191 positions
#7TrueMark Investments, LLCPassive
Some overlap · 6 shared positions
$BTI$ENB$TTE$LEN$PM$GSK
$514M
167 positions
#8Bruce & Co., Inc.Active
Some overlap · 3 shared positions
$DUK$PFE$XEL
$350M
41 positions
#9FERGUSON WELLMAN CAPITAL MANAGEMENT, INCPassive
Some overlap · 3 shared positions
$LEN$PM$AMGN
$7.3B
406 positions
#10Long Island Wealth Management, Inc.Active
Some overlap · 3 shared positions
$LEN$USB$AMGN
$216M
89 positions
#11Altrius Capital Management IncPassive
Some overlap · 6 shared positions
$TTE$BTI$PM$PFE$SNY$GSK
$503M
87 positions
#12Reliant Investment Partners, LLCPassive
Some overlap · 3 shared positions
$DUK$TFC$PFE
$121M
113 positions
#13BCWM, LLCPassive
Some overlap · 3 shared positions
$DUK$USB$PFE
$353M
57 positions
#14CINCINNATI CASUALTY COActive
Some overlap · 3 shared positions
$DUK$ENB$USB
$191M
24 positions
#15TOMPKINS FINANCIAL CORPPassive
Some overlap · 3 shared positions
$LEN$AMGN$DUK
$1.3B
565 positions
#16Kure Advisory, LLCActive
Some overlap · 3 shared positions
$LEN$USB$XEL
$184M
56 positions
#17Wealthquest CorpSmart money
Some overlap · 3 shared positions
$LEN$USB$AMGN
$1.3B
148 positions
#18FEDERATED HERMES, INC.Passive
Some overlap · 8 shared positions
$PFE$PNC$USB$PM$PLD$DUK
$61.5B
2,049 positions
#19EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$DUK$USB$PFE$AMGN
$1.4B
56 positions
#20Abundance Wealth CounselorsActive
Some overlap · 3 shared positions
$LEN$AMGN$TTE
$697M
246 positions
#21EQUITY INVESTMENT CORPActive
Some overlap · 6 shared positions
$TTE$USB$PNC$TFC$SNY$GSK
$5.1B
71 positions
#22TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$ENB$DUK$PM$AMGN$TFC$GSK
$132M
96 positions
#23LFG Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$TTE$BTI$PM$ENB$PFE
$166M
89 positions
#24Thomasville National Bank
Some overlap · 5 shared positions
$DUK$ENB$USB$PM$GSK
$1.6B
235 positions
#25Reyes Financial Architecture, Inc.Passive
Some overlap · 3 shared positions
$LEN$AMGN$DUK
$122M
348 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.