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Hedge Funds Similar to WADDELL & ASSOCIATES

13F Portfolio OverlapQ2 2026WADDELL & ASSOCIATES portfolio →
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Most similar hedge funds by 13F overlap

WADDELL & ASSOCIATES, LLC is an institutional investor managing $2.0B across 545 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 WADDELL & ASSOCIATES are Portland Global Advisors, Silverleafe Partners, CUMBERLAND ADVISORS, with shared positions in $MDY, $FDX, $FDXF, $AZO, $VRT, $CMI. The full ranking of 25 similar funds is below.

#1Portland Global Advisors LLCActive
Notable overlap · 3 shared positions
$MDY$FDX$FDXF
$1.1B
154 positions
#2Silverleafe Capital Partners, LLCActive
Notable overlap · 3 shared positions
$FDX$AZO$VRT
$367M
99 positions
#3CUMBERLAND ADVISORS INCActive
Notable overlap · 3 shared positions
$MDY$FDX$CMI
$284M
49 positions
#4Lutz Financial Services LLCActive
Notable overlap · 4 shared positions
$MDY$WDC$DOV$SNDK
$1.6B
112 positions
#5Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$MDY$FDX$DOV
$418M
232 positions
#6Horrell Capital Management, Inc.Active
Some overlap · 3 shared positions
$FDX$FDXF$AZO
$219M
196 positions
#7Estate Counselors, LLCSmart money
Some overlap · 3 shared positions
$MDY$WDC$SNDK
$1.2B
92 positions
#8TI-TRUST, INCPassive
Some overlap · 3 shared positions
$MDY$WDC$SNDK
$186M
132 positions
#9McGinn Penninger Investment Management, Inc.Active
Some overlap · 3 shared positions
$FDX$FDXF$DOV
$164M
38 positions
#10F&V Capital Management, LLCPassive
Some overlap · 3 shared positions
$FDX$FDXF$DOV
$542M
63 positions
#11Providence First Trust CoPassive
Some overlap · 5 shared positions
$MDY$FDX$WDC$CMI$SNDK
$358M
196 positions
#12GLR Partners, LLCPassive
Some overlap · 3 shared positions
$MDY$FIX$CMI
$215M
111 positions
#13CAMBIAR INVESTORS LLCActive
Some overlap · 3 shared positions
$FDXF$FDX$CNC
$2.3B
150 positions
#14Kelman-Lazarov, Inc.Active
Some overlap · 3 shared positions
$MDY$FDX$FDXF
$763M
154 positions
#15MIZUHO MARKETS AMERICAS LLCPassive
Some overlap · 3 shared positions
$FDXF$FDX$SNDK
$6.5B
234 positions
#16Henshaw Capital LLCActive
Some overlap · 4 shared positions
$MDY$FDX$DOV$VRT
$3.1B
160 positions
#17Galilei Investment Office LLPSmart money
Some overlap · 3 shared positions
$FDX$FDXF$DOV
$218M
28 positions
#18NEW SOUTH CAPITAL MANAGEMENT INCActive
Slight overlap · 4 shared positions
$FDX$FDXF$AZO$VRT
$2.3B
48 positions
#19SEEDS INVESTOR LLCPassive
Slight overlap · 5 shared positions
$MDY$WDC$FIX$COHR$SNDK
$973M
379 positions
#20Redhawk Wealth Advisors, Inc.Passive
Slight overlap · 3 shared positions
$MDY$FIX$VRT
$1.0B
408 positions
#21Intelligent Financial StrategiesSmart money
Slight overlap · 3 shared positions
$MDY$DOV$CMI
$208M
60 positions
#22Park Capital Management, LLC / WIPassive
Slight overlap · 5 shared positions
$MDY$WDC$FIX$COHR$SNDK
$170M
161 positions
#23Electron Capital Partners, LLCActive
Slight overlap · 3 shared positions
$FDXF$COHR$VRT
$2.5B
46 positions
#24Sageworth Trust CoActive
Slight overlap · 3 shared positions
$MDY$DOV$CMI
$2.5B
127 positions
#25GGM Financials LLCActive
Slight overlap · 3 shared positions
$FDX$AZO$VRT
$264M
265 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.