Hedge Funds Similar to Cliffwater

13F Portfolio OverlapQ1 2026Cliffwater portfolio →

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Most similar hedge funds by 13F overlap

Cliffwater LLC is an institutional investor managing $377M across 20 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Cliffwater are BLUELINE ADVISORS, KLEIN PAVLIS & PEASLEY FINANCIAL,, GCM Grosvenor ,, with shared positions in $COP, $SCHW, $NU, $TOST, $OTF, $BBDC. The full ranking of 21 similar funds is below.

#1BLUELINE ADVISORS LLCActive

Some overlap · 3 shared positions

$129M

217 positions

#2KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive

Some overlap · 3 shared positions

$SCHW $COP $TOST

$181M

93 positions

#3GCM Grosvenor Holdings, LLCSmart money

Some overlap · 3 shared positions

$901M

22 positions

#4BARINGS LLCActive

Some overlap · 3 shared positions

$6.2B

179 positions

#5Integrity Investment Advisors, LLCActive

Slight overlap · 3 shared positions

$184M

74 positions

#6Allen Investment Management, LLCActive

Slight overlap · 3 shared positions

$8.1B

221 positions

#7Urban Financial Advisory CorpSmart money

Slight overlap · 3 shared positions

$283M

57 positions

#8Coronation Fund Managers Ltd.Active

Slight overlap · 3 shared positions

$SCHW $CVNA $NU

$2.2B

53 positions

#9D1 Capital Partners L.P.Active

Slight overlap · 3 shared positions

$SCHW $CVNA $NU

$11.2B

44 positions

#10ARES MANAGEMENT LLCSmart money

Slight overlap · 3 shared positions

$OTF $BBDC $CGBD

$1.5B

37 positions

#11Senator Investment Group LPActive

Slight overlap · 3 shared positions

$2.2B

59 positions

#12Larry Mathis Financial Planning, LLCPassive

Slight overlap · 3 shared positions

$112M

156 positions

#13Livet Wealth, LLCPassive

Slight overlap · 3 shared positions

$157M

117 positions

#14PRICE T ROWE ASSOCIATES INC /MD/Passive

Slight overlap · 3 shared positions

$COP $SCHW $CVNA

$865M

3,133 positions

#15SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive

Slight overlap · 3 shared positions

$SCHW $BBDC $NU

$191M

88 positions

#16Octahedron Capital Management L.P.Active

Slight overlap · 3 shared positions

$CVNA $RBRK $NU

$138M

18 positions

#17General Equity Holdings LPActive

Slight overlap · 3 shared positions

$CVNA $NU $OSCR

$135M

11 positions

#18Dragoneer Investment Group, LLCSmart money

Slight overlap · 3 shared positions

$CVNA $NU $OSCR

$3.0B

17 positions

#19DEEPWATER ASSET MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$TOST $RBRK $NU

$158M

39 positions

#20HAMILTON LANE ADVISORS LLCActive

Slight overlap · 3 shared positions

$TOST $RBRK $NU

$140M

20 positions

#21GLYNN CAPITAL MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$TOST $NU $OSCR

$209M

42 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.