What hedge funds are most similar to BOYD WATTERSON ASSET MANAGEMENT LLC/OH?

The funds with the most similar 13F portfolios to BOYD WATTERSON ASSET MANAGEMENT LLC/OH are Michael Brady, HENDLEY, Reliant Investment, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to BOYD WATTERSON ASSET

13F Portfolio OverlapQ2 2026BOYD WATTERSON ASSET portfolio →

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Most similar hedge funds by 13F overlap

BOYD WATTERSON ASSET MANAGEMENT LLC/OH is an institutional investor managing $371M across 394 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BOYD WATTERSON ASSET are Michael Brady, HENDLEY, Reliant Investment, with shared positions in $ETN, $AXP, $PH, $PEP, $HON, $HONA. The full ranking of 25 similar funds is below.

#1Michael Brady & Co., LLCActive

Notable overlap · 7 shared positions

$ETN $AXP $PH $PEP $HON $HONA

$113M

58 positions

#2HENDLEY & CO INCActive

Notable overlap · 7 shared positions

$ETN $PH $HON $HONA $LIN $PEP

$283M

47 positions

#3Reliant Investment Management, LLCPassive

Notable overlap · 5 shared positions

$ETN $AXP $CRWD $LIN $TMO

$281M

55 positions

#4RFG - Bristol Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$ETN $AXP $PH $LIN $TXN $MDY

$414M

188 positions

#5DOVER ADVISORS, LLCPassive

Notable overlap · 8 shared positions

$ETN $AXP $HON $PH $PEP $EXPE

$244M

153 positions

#6Haverford Financial Services, Inc.Active

Notable overlap · 7 shared positions

$ETN $HON $HONA $PEP $TXN $LIN

$339M

49 positions

#7Crescent Sterling, Ltd.Passive

Notable overlap · 7 shared positions

$MDY $QCOM $HONA $HON $PEP $TXN

$112M

85 positions

#8TL Private WealthSmart money

Notable overlap · 7 shared positions

$ETN $PH $C $HONA $HON $TXN

$273M

54 positions

#9Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$ETN $HON $HONA $QCOM $PEP $TXN

$108M

52 positions

#10Bluebird Wealth Management LLCPassive

Some overlap · 5 shared positions

$CRWD $C $AXP $ETN $LIN

$115M

89 positions

#11RE ADVISERS CORPActive

Some overlap · 5 shared positions

$ETN $C $PH $HON $HONA

$4.0B

124 positions

#12Two Point Capital Management, Inc.Active

Some overlap · 5 shared positions

$ETN $PH $HON $HONA $TMO

$248M

30 positions

#13Fi3 FINANCIAL ADVISORS, LLCPassive

Some overlap · 6 shared positions

$MDY $AXP $TXN $QCOM $CRWD $C

$418M

232 positions

#14OLD REPUBLIC INTERNATIONAL CORPActive

Some overlap · 6 shared positions

$ETN $QCOM $PEP $TXN $EMR $BMY

$2.7B

54 positions

#15Strategic Wealth Investment Group, LLCPassive

Some overlap · 8 shared positions

$AXP $CRWD $LIN $PEP $ETN $EMR

$825M

104 positions

#16First Financial Bank - Trust DivisionActive

Some overlap · 7 shared positions

$ETN $MDY $QCOM $PEP $HONA $HON

$1.4B

208 positions

#17Portland Global Advisors LLCActive

Some overlap · 4 shared positions

$MDY $CRWD $ETN $TXN

$1.1B

154 positions

#18Game Plan Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$ETN $AXP $QCOM $HON $HONA

$269M

465 positions

#19Allen Mooney & Barnes Investment Advisors LLCPassive

Some overlap · 5 shared positions

$AXP $C $HON $HONA $PEP

$658M

152 positions

#20Greystone Financial Group, LLCPassive

Some overlap · 8 shared positions

$CRWD $LIN $HON $HONA $TXN $EMR

$358M

74 positions

#21HEADINVEST, LLCPassive

Some overlap · 6 shared positions

$AXP $ETN $LIN $PEP $TXN $EMR

$536M

217 positions

#22CHILTON INVESTMENT CO INC.Active

Some overlap · 6 shared positions

$AXP $ETN $PH $TXN $ORLY $TMO

$4.2B

299 positions

#23Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$AXP $CRWD $LIN $EMR $HON $HONA

$297M

103 positions

#24MCDANIEL TERRY & COActive

Some overlap · 8 shared positions

$ETN $HON $HONA $TXN $EMR $ZBRA

$1.3B

81 positions

#25CAMBIAR INVESTORS LLCActive

Some overlap · 6 shared positions

$AXP $HON $HONA $PEP $TXN $BMY

$2.3B

150 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.