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Hedge Funds Similar to WAYCROSS PARTNERS

13F Portfolio OverlapQ2 2026WAYCROSS PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

WAYCROSS PARTNERS, LLC is an institutional investor managing $1.2B across 72 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 WAYCROSS PARTNERS are PENINSULA ASSET, DELTA ASSET, MASTERS, with shared positions in $SHW, $LOW, $ECL, $EMR, $BDX, $HON. The full ranking of 25 similar funds is below.

#1PENINSULA ASSET MANAGEMENT INCActive
Notable overlap · 5 shared positions
$SHW$LOW$ECL$EMR$BDX
$209M
54 positions
#2DELTA ASSET MANAGEMENT LLC/TNActive
Notable overlap · 6 shared positions
$LOW$ECL$BDX$HON$HONA$EMR
$1.2B
599 positions
#3MASTERS CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$C$BA$DAL
$3.9B
80 positions
#4BOURGEON CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$C$ECL$BA$NXPI$BSX
$679M
104 positions
#5SWP Investment Management LLCPassive
Notable overlap · 5 shared positions
$C$EMR$DAL$BDX$AXP
$145M
43 positions
#6MCDANIEL TERRY & COActive
Notable overlap · 5 shared positions
$ECL$EMR$ISRG$HON$HONA
$1.3B
81 positions
#7Financial & Tax Architects, LLCPassive
Notable overlap · 4 shared positions
$SHW$LOW$EMR$MCD
$474M
110 positions
#8MCRAE CAPITAL MANAGEMENT INCPassive
Notable overlap · 5 shared positions
$LOW$MRSH$BDX$HON$HONA
$508M
113 positions
#9Allen Mooney & Barnes Investment Advisors LLCPassive
Notable overlap · 6 shared positions
$LOW$C$BDX$HON$HONA$AXP
$658M
152 positions
#10Vertrix Wealth Management, LLCPassive
Notable overlap · 8 shared positions
$LOW$EMR$MCD$AXP$HON$HONA
$297M
103 positions
#11Eastover Investment Advisors LLCActive
Notable overlap · 3 shared positions
$C$LOW$ISRG
$254M
49 positions
#12CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Notable overlap · 5 shared positions
$C$BA$MCD$DE$LMT
$200M
76 positions
#13ABNER HERRMAN & BROCK LLCActive
Notable overlap · 6 shared positions
$BA$MCD$C$EMR$AXP$ISRG
$1.1B
111 positions
#14Sarasin & Partners LLPActive
Notable overlap · 7 shared positions
$C$EMR$ISRG$ECL$MRSH$DE
$8.5B
94 positions
#15Newport Trust Company, LLCActive
Some overlap · 5 shared positions
$BA$EMR$HON$DAL$ETR
$41.5B
63 positions
#16SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$BA$C$NXPI
$3.2B
40 positions
#17Foyston, Gordon, & Payne IncPassive
Some overlap · 5 shared positions
$MRSH$BDX$HON$HONA$AXP
$468M
68 positions
#18DB Fitzpatrick & Co, IncActive
Some overlap · 6 shared positions
$BA$SHW$ECL$DE$AMGN$LMT
$124M
100 positions
#19Walsky Investment Management, Inc.Passive
Some overlap · 7 shared positions
$MCD$EMR$LOW$HON$HONA$SHW
$108M
52 positions
#20Glenview Trust CoActive
Some overlap · 11 shared positions
$ISRG$LOW$BA$HON$MCD$ECL
$6.4B
500 positions
#21Mirova US LLCActive
Some overlap · 4 shared positions
$ECL$LOW$ISRG$BSX
$9.3B
45 positions
#22First Pacific Advisors, LPActive
Some overlap · 3 shared positions
$C$NXPI$BDX
$8.1B
75 positions
#23Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$C$BA$MRSH$BDX
$160M
124 positions
#24Cambridge Financial Group, Inc.Active
Some overlap · 3 shared positions
$C$BA$MCD
$287M
33 positions
#25Richwood Investment Advisors, LLCActive
Some overlap · 10 shared positions
$LOW$BA$MCD$C$DAL$AXP
$142M
106 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.