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Hedge Funds Similar to Waterford Advisors

13F Portfolio OverlapQ2 2026Waterford Advisors portfolio →
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Most similar hedge funds by 13F overlap

Waterford Advisors, LLC is an institutional investor managing $366M across 64 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 Waterford Advisors are DEMMING FINANCIAL SERVICES, JLB & ASSOCIATES, Port, with shared positions in $KEY, $PGR, $SHW, $APH, $AMGN, $CARR. The full ranking of 25 similar funds is below.

#1DEMMING FINANCIAL SERVICES CORP /ADVSmart money
Some overlap · 3 shared positions
$KEY$PGR$SHW
$157M
41 positions
#2JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$PGR$APH$AMGN$SHW
$748M
68 positions
#3Port Capital LLCActive
Some overlap · 3 shared positions
$APH$PGR$SHW
$2.5B
108 positions
#4Raub Brock Capital Management LPActive
Some overlap · 3 shared positions
$APH$CARR$SHW
$326M
47 positions
#56th Street Advisors, LLCActive
Some overlap · 3 shared positions
$APH$PGR$SO
$173M
61 positions
#6Wilkinson Global Asset Management LLCActive
Some overlap · 4 shared positions
$PGR$SAN$AMGN$SHW
$1.3B
62 positions
#7Advance Capital Management, Inc.Smart money
Some overlap · 3 shared positions
$PGR$AMGN$APH
$3.1B
197 positions
#8Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$PGR$AMGN$SHW
$754M
41 positions
#9Second Line Capital, LLCActive
Some overlap · 3 shared positions
$APH$PGR$SO
$537M
176 positions
#10INVESCO, LLCActive
Some overlap · 4 shared positions
$APH$AMGN$SHW$SO
$321M
131 positions
#11Arbejdsmarkedets TillaegspensionPassive
Some overlap · 6 shared positions
$APH$CBSH$PGR$AMGN$MTB$SHW
$4.6B
164 positions
#12Tempo Wealth, LLCPassive
Some overlap · 3 shared positions
$PGR$SO$SHW
$821M
245 positions
#13AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 3 shared positions
$APH$CARR$AMGN
$1.6B
120 positions
#14Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 3 shared positions
$CARR$OTIS$AMGN
$1.0B
765 positions
#15PineStone Asset Management Inc.Active
Some overlap · 3 shared positions
$CARR$OTIS$SHW
$15.4B
43 positions
#16CHILTON INVESTMENT CO INC.Active
Some overlap · 3 shared positions
$APH$PGR$SHW
$4.2B
299 positions
#17American Trust Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$CARR$SAN$SO
$203M
81 positions
#18LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$CARR$AMGN$OTIS
$273M
104 positions
#19Nicholson Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$APH$AMGN$SHW$SO
$170M
111 positions
#20ARWA LLCPassive
Some overlap · 3 shared positions
$CARR$APH$AMGN
$272M
145 positions
#21EADS & HEALD WEALTH MANAGEMENTPassive
Some overlap · 3 shared positions
$APH$AMGN$SHW
$204M
148 positions
#22Forbes Financial Planning, Inc.Active
Some overlap · 3 shared positions
$APH$AMGN$SO
$182M
38 positions
#23Lincoln Capital LLCActive
Some overlap · 3 shared positions
$CARR$OTIS$APH
$570M
138 positions
#24SHUTTLEWORTH & CoPassive
Some overlap · 3 shared positions
$APH$SHW$SO
$125M
51 positions
#25Peloton Wealth StrategistsPassive
Some overlap · 3 shared positions
$APH$PGR$AMGN
$271M
91 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.