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Hedge Funds Similar to Waterfront Wealth

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

Waterfront Wealth Inc. is an institutional investor managing $645M across 298 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 Waterfront Wealth are GatePass, PMG Family Office, COMMERCE BANK, with shared positions in $ADX, $BN, $HPE, $BDJ, $RVT, $CBSH. The full ranking of 25 similar funds is below.

#1GatePass Capital, LLCPassive
Some overlap · 3 shared positions
$ADX$BN$HPE
$263M
189 positions
#2PMG Family Office LLCPassive
Some overlap · 3 shared positions
$ADX$BDJ$RVT
$109M
114 positions
#3COMMERCE BANKActive
Some overlap · 4 shared positions
$CBSH$UPS$MS$UNP
$22.8B
1,332 positions
#4GoodHaven Capital Management, LLCSmart money
Some overlap · 3 shared positions
$JEF$BN$KKR
$318M
26 positions
#5CLARIS ADVISORS, LLC / MO /Active
Some overlap · 3 shared positions
$CBSH$MRVL$CI
$383M
74 positions
#6Oak Harvest Investment ServicesPassive
Some overlap · 4 shared positions
$MRVL$CI$UNP$MS
$1.1B
168 positions
#7MARCO INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MRVL$CI$UNP$UPS
$1.5B
245 positions
#8Smith, Salley & AssociatesPassive
Some overlap · 3 shared positions
$MRVL$BN$UNP
$2.3B
275 positions
#9BCV Asset Management Inc.Active
Some overlap · 3 shared positions
$MRVL$BN$UNP
$3.3B
116 positions
#10DAVENPORT & Co LLCPassive
Some overlap · 3 shared positions
$BN$MRVL$UNP
$20.4B
1,356 positions
#11Partners Group Holding AGActive
Some overlap · 3 shared positions
$BN$KKR$UNP
$1.5B
52 positions
#12Nordwand Advisors, LLCPassive
Some overlap · 3 shared positions
$MRVL$UNP$MS
$652M
146 positions
#13AAFMAA Wealth Management & Trust LLCPassive
Some overlap · 3 shared positions
$HPE$UNP$MS
$286M
95 positions
#14JMAC ENTERPRISES LLCActive
Some overlap · 4 shared positions
$UNP$MS$HPE$JAZZ
$593M
122 positions
#15Arnhold LLCActive
Some overlap · 3 shared positions
$MRVL$KD$PYPL
$1.4B
113 positions
#16Barnett & Company, Inc.Passive
Some overlap · 3 shared positions
$HPE$UNP$UNM
$135M
86 positions
#17Principal Street Partners, LLCPassive
Some overlap · 3 shared positions
$HPE$MS$UNM
$683M
277 positions
#18Sylvest Advisors, LLCActive
Slight overlap · 3 shared positions
$JEF$UPS$DMC
$222M
78 positions
#19Fortis Advisors, LLCPassive
Slight overlap · 3 shared positions
$UPS$BN$UNP
$214M
122 positions
#20Maj Invest Holding A/SActive
Slight overlap · 4 shared positions
$UPS$CI$UNP$BIDU
$2.2B
40 positions
#21TrueMark Investments, LLCPassive
Slight overlap · 3 shared positions
$UPS$CI$UNP
$798M
187 positions
#22Stack Financial Management, IncActive
Slight overlap · 3 shared positions
$UPS$CI$UNP
$1.3B
54 positions
#23OPAL CAPITAL LLCPassive
Slight overlap · 3 shared positions
$UPS$CI$UNP
$560M
136 positions
#24Center for Wealth Management AdvisoryActive
Slight overlap · 3 shared positions
$UPS$CI$MS
$159M
62 positions
#25CORTLAND ASSOCIATES INC/MOActive
Slight overlap · 4 shared positions
$KKR$CI$KD$BN
$692M
62 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.