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Hedge Funds Similar to WISCONSIN

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

WISCONSIN CAPITAL MANAGEMENT LLC is an institutional investor managing $211M across 47 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 WISCONSIN are COMGEST GLOBAL INVESTORS S.A.S., BOYD WATTERSON ASSET, NZS, with shared positions in $AXP, $MELI, $ISRG, $SYK, $NU, $HON. The full ranking of 25 similar funds is below.

#1COMGEST GLOBAL INVESTORS S.A.S.Active
Some overlap · 5 shared positions
$AXP$MELI$ISRG$SYK$NU
$4.5B
55 positions
#2BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 6 shared positions
$AXP$HON$HONA$EMR$PEP$PSX
$371M
394 positions
#3NZS Capital, LLCActive
Some overlap · 8 shared positions
$MELI$SYK$ISRG$TOST$PWR$CDNS
$3.9B
61 positions
#4ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 5 shared positions
$AXP$SYK$HON$HONA$PEP
$1.9B
88 positions
#5AlpenGlobal Capital LLCActive
Some overlap · 3 shared positions
$AXP$MELI$SYK
$156M
35 positions
#6Stockman Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$AXP$HON$HONA$PEP$PWR
$968M
178 positions
#7DUTCH ASSET CorpPassive
Some overlap · 4 shared positions
$MOD$MELI$EMR$PWR
$201M
115 positions
#8Blue Whale Capital LLPActive
Some overlap · 3 shared positions
$MOD$HON$HONA
$3.2B
27 positions
#9MCDANIEL TERRY & COActive
Some overlap · 6 shared positions
$SYK$ISRG$HON$HONA$EMR$PEP
$1.3B
81 positions
#10Lionhunter Capital Management, LLCPassive
Some overlap · 5 shared positions
$AXP$HON$HONA$KMI$PEP
$222M
109 positions
#11Bull Street Advisors, LLCPassive
Some overlap · 6 shared positions
$AXP$EMR$HON$HONA$PEP$PSX
$219M
95 positions
#12ThornTree Capital Partners LPActive
Some overlap · 3 shared positions
$AXP$MELI$NU
$731M
19 positions
#13Adalta Capital Management LLCPassive
Some overlap · 3 shared positions
$AXP$MELI$NU
$228M
103 positions
#14HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$AXP$HON$EMR$ISRG$HONA$PEP
$321M
107 positions
#15HEADINVEST, LLCPassive
Some overlap · 4 shared positions
$AXP$KMI$EMR$PEP
$536M
217 positions
#16DCM Advisors, LLCActive
Some overlap · 4 shared positions
$AXP$PSX$PEP$MPC
$253M
38 positions
#17WAYCROSS PARTNERS, LLCActive
Some overlap · 5 shared positions
$ISRG$HON$HONA$AXP$EMR
$1.2B
72 positions
#18SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 4 shared positions
$AXP$SYK$ISRG$ARM
$1.5B
160 positions
#19Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 4 shared positions
$AXP$HON$HONA$PEP
$658M
152 positions
#20ABNER HERRMAN & BROCK LLCActive
Some overlap · 5 shared positions
$AXP$SYK$EMR$ISRG$PWR
$1.1B
111 positions
#21Stack Financial Management, IncActive
Some overlap · 5 shared positions
$PSX$SYK$EMR$PEP$PWR
$1.3B
54 positions
#22MayTech Global Investments, LLCSmart money
Some overlap · 4 shared positions
$MELI$SYK$ISRG$NU
$900M
22 positions
#23Foyston, Gordon, & Payne IncPassive
Some overlap · 3 shared positions
$AXP$HON$HONA
$468M
68 positions
#24Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AXP$EMR$HON$HONA
$297M
103 positions
#25Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$AXP$EMR$HON$HONA$PEP
$113M
58 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.