What hedge funds are most similar to Code Waechter LLC?

The funds with the most similar 13F portfolios to Code Waechter LLC are ATLANTIC FAMILY WEALTH, First Bank, Raleigh, 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 Code Waechter

13F Portfolio OverlapQ2 2026Code Waechter portfolio →

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Most similar hedge funds by 13F overlap

Code Waechter LLC is an institutional investor managing $193M across 127 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 Code Waechter are ATLANTIC FAMILY WEALTH, First Bank, Raleigh, with shared positions in $BTI, $ENB, $TTE, $USB, $PNC, $NGG. The full ranking of 25 similar funds is below.

#1ATLANTIC FAMILY WEALTH, LLCSmart money

Substantial overlap · 15 shared positions

$BTI $ENB $TTE $USB $PNC $NGG

$156M

64 positions

#2First Bank & TrustPassive

Substantial overlap · 17 shared positions

$USB $TTE $PM $PNC $ENB $BTI

$680M

270 positions

#3Raleigh Capital Management Inc.Passive

Notable overlap · 14 shared positions

$USB $ENB $PM $PNC $PLD $BTI

$313M

610 positions

#4ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Active

Notable overlap · 15 shared positions

$USB $ENB $PFE $SNY $PNC $PM

$1.7B

1,629 positions

#5Lloyd Advisory Services, LLC.Passive

Notable overlap · 14 shared positions

$USB $ENB $PFE $DUK $SNY $FE

$258M

628 positions

#6GQG Partners LLCActive

Notable overlap · 7 shared positions

$BTI $ENB $PM $TRP $XEL $DUK

$53.8B

102 positions

#7Kentucky Trust CoPassive

Notable overlap · 7 shared positions

$ENB $USB $PNC $DUK $TFC $AMGN

$208M

316 positions

#8EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

$TTE $USB $PNC $TFC $SNY $VZ

$5.2B

76 positions

#9Capital Innovations LLCPassive

Notable overlap · 7 shared positions

$ENB $WMB $NGG $TRP $XEL $DUK

$385M

51 positions

#10TrueMark Investments, LLCPassive

Notable overlap · 6 shared positions

$BTI $ENB $PM $TTE $SNY $VZ

$798M

187 positions

#11Aristotle Capital Management, LLCActive

Notable overlap · 6 shared positions

$TTE $USB $PNC $AMGN $XEL $VZ

$47.7B

212 positions

#12Paradigm Capital Management, LLC/NVActive

Notable overlap · 7 shared positions

$USB $PM $TFC $AMGN $DUK $VZ

$116M

65 positions

#13VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$WMB $TRP $BTI $XEL $MS $TTE

$1.1B

146 positions

#14Keystone Financial Planning, Inc.Active

Notable overlap · 7 shared positions

$BTI $USB $PM $PFE $VZ $SNY

$388M

39 positions

#15GW HENSSLER & ASSOCIATES LTDPassive

Notable overlap · 7 shared positions

$TTE $TFC $USB $AMGN $MS $PM

$2.2B

268 positions

#16OPAL CAPITAL LLCPassive

Notable overlap · 6 shared positions

$BTI $ENB $PM $VZ $SNY $TTE

$560M

136 positions

#17Slagle Financial, LLCPassive

Notable overlap · 6 shared positions

$USB $PM $TFC $PLD $AMGN $DUK

$334M

127 positions

#18ADVOCATE GROUP LLCPassive

Some overlap · 6 shared positions

$ENB $PFE $XEL $MS $DUK $VZ

$665M

122 positions

#19MILLER HOWARD INVESTMENTS INC /NYActive

Some overlap · 5 shared positions

$WMB $ENB $USB $TRP $VZ

$3.8B

152 positions

#20Estabrook Capital ManagementPassive

Some overlap · 6 shared positions

$PNC $WMB $PFE $DUK $VZ $AMGN

$739M

344 positions

#21Argyle Capital Management, LLCPassive

Some overlap · 6 shared positions

$PNC $AMGN $ENB $PFE $DUK $VZ

$347M

138 positions

#22Alley Investment Management Company, LLCActive

Some overlap · 6 shared positions

$PM $PLD $AMGN $MS $DUK $USB

$856M

89 positions

#23Phillips Wealth Planners LLCPassive

Some overlap · 6 shared positions

$WMB $PNC $PM $DUK $AMGN $TTE

$136M

217 positions

#24NEW ENGLAND ASSET MANAGEMENT INCPassive

Some overlap · 6 shared positions

$USB $AMGN $DUK $PNC $FE $VZ

$863M

131 positions

#25FEDERATED HERMES, INC.Passive

Some overlap · 9 shared positions

$USB $VZ $PNC $PLD $PM $PFE

$69.6B

2,038 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.