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Hedge Funds Similar to WAYSTONE ADVISORS

13F Portfolio OverlapQ3 2026WAYSTONE ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

WAYSTONE ADVISORS LLC is an institutional investor managing $134M across 110 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 WAYSTONE ADVISORS are SIGNET FINANCIAL, Winslow, Covenant Asset, with shared positions in $PWR, $ASML, $KLAC, $VST, $HIG, $UTHR. The full ranking of 25 similar funds is below.

#1SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 6 shared positions
$PWR$ASML$KLAC$VST$HIG$UTHR
$892M
299 positions
#2Winslow Capital Management, LLCActive
Some overlap · 5 shared positions
$HWM$APH$ASML$PWR$KLAC
$29.1B
66 positions
#3Covenant Asset Management, LLCPassive
Some overlap · 5 shared positions
$PWR$HWM$ASML$KLAC$AZN
$746M
169 positions
#4CONTRAVISORY INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$HWM$APH$ASML$KLAC$AFL
$552M
449 positions
#5Crestwood Advisors Group, LLCPassive
Some overlap · 5 shared positions
$PWR$APH$KLAC$TJX$AZN
$6.8B
920 positions
#6Penobscot Investment Management Company, Inc.Passive
Some overlap · 5 shared positions
$PWR$APH$KLAC$TJX$AZN
$1.4B
322 positions
#7NatWest Group plcActive
Some overlap · 5 shared positions
$HWM$KLAC$AMGN$EBAY$AZN
$560M
48 positions
#8FIRST COMMONWEALTH FINANCIAL CORP /PA/Active
Some overlap · 5 shared positions
$APH$KLAC$HWM$PWR$TJX
$715M
269 positions
#9Dorsey Wright & AssociatesPassive
Some overlap · 4 shared positions
$PWR$HWM$APH$EBAY
$590M
131 positions
#10Norway Savings BankPassive
Some overlap · 5 shared positions
$APH$KLAC$AMGN$MCHP$TJX
$244M
103 positions
#11Dakota Wealth ManagementPassive
Some overlap · 6 shared positions
$KLAC$PWR$APH$TJX$AMGN$HWM
$5.2B
776 positions
#12DSG Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$PWR$HWM$TJX$APH$KLAC
$704M
118 positions
#13KANE INVESTMENT MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$HWM$PWR$APH$KLAC
$235M
100 positions
#14South Street Advisors LLCActive
Some overlap · 4 shared positions
$PWR$HWM$APH$TJX
$769M
84 positions
#15TFB Advisors LLCPassive
Some overlap · 5 shared positions
$ASML$AMGN$KLAC$HIG$UTHR
$227M
190 positions
#16Capital International, Inc./CA/Active
Some overlap · 5 shared positions
$ASML$KLAC$APH$AMGN$AZN
$14.3B
302 positions
#17Bank OZKPassive
Some overlap · 5 shared positions
$PWR$AMGN$TJX$AFL$AZN
$337M
159 positions
#18MorganRosel Wealth Management, LLCActive
Some overlap · 4 shared positions
$PWR$APH$KLAC$EBAY
$296M
104 positions
#19BRAUN STACEY ASSOCIATES INCActive
Some overlap · 4 shared positions
$PWR$HWM$APH$TJX
$3.5B
114 positions
#20Livforsakringsbolaget Skandia, OmsesidigtActive
Some overlap · 5 shared positions
$KLAC$AMGN$EBAY$HIG$UTHR
$3.0B
432 positions
#21OAK ASSOCIATES LTD /OH/Active
Some overlap · 4 shared positions
$APH$ASML$KLAC$AMGN
$1.8B
139 positions
#22DUNCKER STREETT & CO INCPassive
Some overlap · 4 shared positions
$PWR$APH$KLAC$TJX
$591M
521 positions
#23HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 4 shared positions
$PWR$APH$KLAC$TJX
$217M
352 positions
#24Tamar Securities, LLCActive
Some overlap · 4 shared positions
$PWR$ASML$AMGN$VST
$1.1B
98 positions
#25Asio Capital, LLCActive
Some overlap · 4 shared positions
$PWR$APH$ASML$AZN
$816M
131 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.