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Hedge Funds Similar to HAZLETT, BURT & WATSON

13F Portfolio OverlapQ2 2026HAZLETT, BURT & WATSON portfolio →
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Most similar hedge funds by 13F overlap

HAZLETT, BURT & WATSON, INC. is an institutional investor managing $377M across 909 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 HAZLETT, BURT & WATSON are Marathon Mission, Werlinich Asset, United of KS, with shared positions in $PNC, $MRVL, $ASML, $GD, $VRT, $LMT. The full ranking of 25 similar funds is below.

#1Marathon Mission, Inc.Active
Some overlap · 5 shared positions
$PNC$MRVL$ASML$GD$VRT
$200M
57 positions
#2Werlinich Asset Management, LLCActive
Some overlap · 6 shared positions
$LMT$ASML$UNP$GD$ANET$VRT
$262M
58 positions
#3United Capital Management of KS, Inc.Passive
Some overlap · 5 shared positions
$LMT$MRVL$ASML$ALAB$STX
$763M
98 positions
#4Smith, Salley & AssociatesPassive
Some overlap · 5 shared positions
$MRVL$ASML$PNC$UNP$ANET
$2.3B
275 positions
#5Redwood Financial Network CorpPassive
Some overlap · 5 shared positions
$PNC$MRVL$ASML$ANET$VRT
$180M
192 positions
#6Cane Capital Partners, LLCPassive
Some overlap · 5 shared positions
$MRVL$ASML$LMT$GD$UNP
$253M
133 positions
#7HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$PNC$LMT$UNP$HSY
$363M
92 positions
#8Valley Brook Capital Group, Inc.Passive
Some overlap · 4 shared positions
$PNC$ASML$UNP$ALAB
$176M
120 positions
#9Great Lakes Retirement, Inc.Passive
Some overlap · 5 shared positions
$LMT$MRVL$STX$ANET$ASML
$1.1B
216 positions
#10Stanley-Laman Group, Ltd.Passive
Some overlap · 5 shared positions
$MRVL$ASML$STX$ANET$VRT
$984M
298 positions
#11Forefront Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$ASML$MRVL$ALAB$ANET$VRT
$323M
177 positions
#12SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$MRVL$ASML$GD$ANET$VRT
$255M
144 positions
#13CONNING INC.Passive
Some overlap · 4 shared positions
$PNC$LMT$UNP$GD
$3.3B
327 positions
#14Harvest Investment Advisors, LLCActive
Some overlap · 4 shared positions
$PNC$LMT$HSY$GD
$202M
58 positions
#15Elevate Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$PNC$ASML$HSY$ANET
$182M
77 positions
#16Chronos Wealth Management, LLCActive
Some overlap · 3 shared positions
$PNC$LMT$ASML
$225M
38 positions
#17Alley Investment Management Company, LLCActive
Some overlap · 4 shared positions
$LMT$ASML$UNP$HSY
$856M
89 positions
#18Granite Group Advisors, LLCActive
Some overlap · 4 shared positions
$PNC$LMT$STX$ASML
$169M
84 positions
#19Boomfish Wealth Group, LLCPassive
Some overlap · 4 shared positions
$LMT$ASML$UNP$ANET
$220M
95 positions
#20Old West Investment Management, LLCPassive
Some overlap · 4 shared positions
$LMT$ASML$UNP$VRT
$944M
124 positions
#21BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PNC$UNP$MRVL$ANET
$414M
106 positions
#22E Fund Management Co., Ltd.Active
Some overlap · 4 shared positions
$MRVL$ASML$ALAB$STX
$4.5B
488 positions
#23Western Financial Corp/CAActive
Some overlap · 4 shared positions
$LMT$ASML$MRVL$STX
$341M
132 positions
#24Retireful, LLCPassive
Some overlap · 5 shared positions
$MRVL$ALAB$STX$ANET$VRT
$107M
81 positions
#25Bosman Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MRVL$ALAB$STX$ANET$VRT
$161M
56 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.