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 WATERS PARKERSON

13F Portfolio OverlapQ2 2026WATERS PARKERSON portfolio →

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Most similar hedge funds by 13F overlap

WATERS PARKERSON & CO., LLC is an institutional investor managing $2.0B across 200 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 WATERS PARKERSON are M. Kraus, Rodgers Brothers, Roberts Wealth Advisors, with shared positions in $ROK, $TMO, $ABT, $PEP, $NSC, $MCHP. The full ranking of 25 similar funds is below.

#1M. Kraus & CoPassive

Notable overlap · 7 shared positions

$ROK $TMO $ABT $PEP $NSC $MCHP

$377M

86 positions

#2Rodgers Brothers Inc.Active

Notable overlap · 3 shared positions

$COHR $ROK $ABT

$1.0B

247 positions

#3Roberts Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$COHR $ROK $TMO $DIS

$440M

111 positions

#4SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

Notable overlap · 7 shared positions

$TMO $AFL $ABT $O $J $PEP

$169M

104 positions

#5RBO & CO LLCActive

Notable overlap · 5 shared positions

$PM $ABT $WM $PEP $DIS

$628M

56 positions

#6VISTA INVESTMENT MANAGEMENTPassive

Notable overlap · 5 shared positions

$COHR $TMO $DIS $MCHP $PEP

$333M

178 positions

#7FLOSSBACH VON STORCH SEActive

Notable overlap · 4 shared positions

$TMO $ABT $PEP $ACN

$22.1B

106 positions

#8PHILADELPHIA TRUST COActive

Notable overlap · 3 shared positions

$COHR $ROK $ABT

$1.6B

269 positions

#9Baker Chad RActive

Notable overlap · 4 shared positions

$ROK $WM $ABT $NSC

$620M

51 positions

#10HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 5 shared positions

$PM $ABT $PEP $O $NSC

$252M

43 positions

#11LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive

Notable overlap · 5 shared positions

$TMO $AFL $PEP $DIS $COHR

$361M

59 positions

#12NORRIS PERNE & FRENCH LLP/MIActive

Notable overlap · 4 shared positions

$COHR $WM $ABT $TMO

$1.7B

147 positions

#13North Growth Management Ltd.Active

Notable overlap · 3 shared positions

$COHR $TMO $J

$780M

48 positions

#14SECURITY NATIONAL BANK OF SO DAK

Notable overlap · 5 shared positions

$TMO $AFL $J $ABT $PEP

$207M

119 positions

#15CALEDONIA INVESTMENTS PLCSmart money

Notable overlap · 3 shared positions

$TMO $PM $POOL

$883M

15 positions

#16Dash Acquisitions Inc.Active

Notable overlap · 4 shared positions

$TMO $PM $ACN $CACI

$494M

72 positions

#17DLK Investment Management, LLCPassive

Notable overlap · 5 shared positions

$ABT $WM $PEP $ACN $DIS

$235M

96 positions

#18Ilex Capital Partners (UK) LLPActive

Some overlap · 4 shared positions

$PM $ABT $TMO $ACN

$4.9B

147 positions

#19CINCINNATI FINANCIAL CORPActive

Some overlap · 6 shared positions

$PM $NSC $MCHP $TMO $ACN $ABT

$5.2B

56 positions

#20Summit Wealth Group, LLCActive

Some overlap · 3 shared positions

$COHR $NSC $PEP

$490M

129 positions

#21Broyhill Asset Management, LLCPassive

Some overlap · 3 shared positions

$TMO $PM $CACI

$112M

77 positions

#22DAVIS-REA LTD.Active

Some overlap · 5 shared positions

$TMO $ABT $DIS $ROK $ACN

$351M

45 positions

#23Aurdan Capital Management, LLCActive

Some overlap · 5 shared positions

$PM $ABT $MCHP $AFL $DIS

$394M

99 positions

#24HALL LAURIE J TRUSTEEPassive

Some overlap · 4 shared positions

$ROK $ABT $WM $PEP

$322M

103 positions

#25Brentview Investment Management LLCActive

Some overlap · 4 shared positions

$PM $WM $PEP $O

$253M

63 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.