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Hedge Funds Similar to Red Wave Investments

13F Portfolio OverlapQ2 2026Red Wave Investments portfolio →
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Most similar hedge funds by 13F overlap

Red Wave Investments LLC is an institutional investor managing $394M across 122 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 Red Wave Investments are Basecamp Wealth Advisors, Novak & Powell Financial Services, Copia Wealth, with shared positions in $DOV, $KLAC, $GLW, $SO, $PNC, $SNOW. The full ranking of 25 similar funds is below.

#1Basecamp Wealth Advisors LLCActive
Some overlap · 3 shared positions
$DOV$KLAC$GLW
$537M
1,822 positions
#2Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DOV$SO$GLW$PNC
$212M
171 positions
#3Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$SO$SNOW
$166M
570 positions
#4LongView Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$CHD$SO
$390M
227 positions
#5Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$DOV$SO$GLW
$1.2B
127 positions
#6South Shore Capital AdvisorsPassive
Some overlap · 3 shared positions
$DOV$KLAC$GLW
$149M
154 positions
#7SC&H Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$DOV$GLW$PNC
$754M
160 positions
#8MAYPORT, LLCSmart money
Some overlap · 3 shared positions
$DOV$KLAC$GLW
$645M
134 positions
#9PARTHENON LLCActive
Some overlap · 3 shared positions
$DOV$GLW$PNC
$962M
133 positions
#10MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$DOV$KLAC$GLW
$174M
78 positions
#11OLD SECOND NATIONAL BANK OF AURORAPassive
Slight overlap · 3 shared positions
$DOV$KLAC$GLW
$530M
275 positions
#12River Street Advisors LLCPassive
Slight overlap · 3 shared positions
$DOV$KLAC$GLW
$340M
177 positions
#13UNITED BANKActive
Slight overlap · 3 shared positions
$DOV$KLAC$GLW
$853M
130 positions
#14ATLAS CAPITAL ADVISORS LLCPassive
Slight overlap · 3 shared positions
$DOV$KLAC$GLW
$914M
1,049 positions
#15LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive
Slight overlap · 3 shared positions
$DOV$SO$GLW
$2.5B
117 positions
#16Cannon Financial Strategists, Inc.Active
Slight overlap · 3 shared positions
$DOV$SO$GLW
$879M
133 positions
#17BRIGHTON JONES LLCActive
Slight overlap · 3 shared positions
$DOV$KLAC$SNOW
$5.4B
1,423 positions
#18Successful Portfolios LLCPassive
Slight overlap · 3 shared positions
$DOV$SO$GLW
$214M
199 positions
#19Triton Financial Group IncPassive
Slight overlap · 3 shared positions
$DOV$CHD$GLW
$174M
99 positions
#20Phillip James Consulting Co.Passive
Slight overlap · 4 shared positions
$DOV$GLW$KLAC$CHD
$150M
332 positions
#21VISTA CAPITAL PARTNERS, INC.Smart money
Slight overlap · 3 shared positions
$DOV$SO$GLW
$1.1B
170 positions
#22Roble, Belko & Company, IncActive
Slight overlap · 3 shared positions
$DOV$GLW$PNC
$925M
486 positions
#23Brickley Wealth ManagementSmart money
Slight overlap · 3 shared positions
$DOV$KLAC$SNOW
$696M
68 positions
#24KIM, LLCActive
Slight overlap · 3 shared positions
$CHYM$SO$SNOW
$1.0B
69 positions
#25Joel Isaacson & Co., LLCActive
Slight overlap · 3 shared positions
$DOV$GLW$PNC
$3.5B
482 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.