13F Pro

Hedge Funds Similar to Red Wave Investments

13F Portfolio OverlapQ1 2026Red Wave Investments portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Red Wave Investments LLC is an institutional investor managing $335M across 112 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 Red Wave Investments are Pacific Park Financial,, Prime Buchholz, Orcam Financial Group, with shared positions in $DOV, $BRZE, $SNOW, $MU, $SCHW, $GMM. The full ranking of 25 similar funds is below.

#1Pacific Park Financial, Inc.Active
Notable overlap · 4 shared positions
$DOV$BRZE$SNOW$MU
$153M
73 positions
#2Prime Buchholz LLCActive
Notable overlap · 3 shared positions
$DOV$BRZE$SCHW
$191M
22 positions
#3Orcam Financial GroupSmart money
Notable overlap · 3 shared positions
$DOV$BRZE$GMM
$141M
62 positions
#4Global Endowment Management, LPActive
Notable overlap · 6 shared positions
$DOV$BRZE$SCHW$GMM$RELX$AMD
$896M
126 positions
#5Vernal Point Advisors, LLCSmart money
Notable overlap · 3 shared positions
$DOV$BRZE$SCHW
$246M
21 positions
#6Rakuten Investment Management, Inc.Smart money
Notable overlap · 3 shared positions
$DOV$BRZE$MU
$49.2B
464 positions
#7Zhang Financial LLCActive
Notable overlap · 4 shared positions
$DOV$BRZE$SNOW$MU
$2.9B
367 positions
#8RETIREMENT CAPITAL STRATEGIESActive
Notable overlap · 3 shared positions
$DOV$SNOW$RELX
$265M
62 positions
#9Cogent Private Wealth, Inc.Passive
Notable overlap · 4 shared positions
$DOV$SNOW$GMM$MU
$139M
98 positions
#10Investments & Financial Planning, LLCSmart money
Notable overlap · 3 shared positions
$DOV$SNOW$SCHW
$184M
36 positions
#11HOGE FINANCIAL SERVICES, LLCActive
Notable overlap · 3 shared positions
$DOV$SNOW$BRZE
$187M
72 positions
#12Breakwater Investment ManagementPassive
Notable overlap · 5 shared positions
$DOV$BRZE$SNOW$SCHW$GMM
$269M
506 positions
#13Addison Capital CoPassive
Some overlap · 3 shared positions
$DOV$SNOW$SCHW
$562M
182 positions
#14Compass Advisory Group LLCActive
Some overlap · 3 shared positions
$DOV$SCHW$SNOW
$374M
86 positions
#15CAMBRIDGE ASSOCIATES LLC /MA/ /ADVSmart money
Some overlap · 3 shared positions
$DOV$BRZE$SCHW
$6.3B
64 positions
#16Alta Advisers LtdActive
Some overlap · 3 shared positions
$DOV$MU$AMD
$276M
206 positions
#17NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$DOV$SNOW$GMM
$247M
71 positions
#18David Kennon IncSmart money
Some overlap · 4 shared positions
$BRZE$GMM$SCHW$RELX
$279M
41 positions
#19JIM SAULNIER & ASSOCIATES, LLCPassive
Some overlap · 4 shared positions
$GMM$SNOW$SCHW$BRZE
$205M
139 positions
#20Wrenne Financial Planning LLCSmart money
Some overlap · 3 shared positions
$BRZE$GMM$SCHW
$255M
49 positions
#21Fonville Wealth Management LLCPassive
Some overlap · 4 shared positions
$GMM$SCHW$SNOW$BRZE
$525M
138 positions
#22TRB Wealth Management, LLCPassive
Some overlap · 4 shared positions
$BRZE$GMM$SNOW$RELX
$704M
285 positions
#23Silver Coast Investments LLCActive
Some overlap · 4 shared positions
$DOV$SCHW$SNOW$BRZE
$313M
119 positions
#24Clarity Capital Advisors, LLCActive
Some overlap · 4 shared positions
$BRZE$SCHW$SNOW$GMM
$215M
95 positions
#25Grey Fox Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$GMM$SCHW$SNOW$BRZE
$518M
140 positions

Compare Red Wave Investments’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Red Wave Investments’s holdings

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.