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Hedge Funds Similar to Shearwater

13F Portfolio OverlapQ1 2026Shearwater portfolio →
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Most similar hedge funds by 13F overlap

Shearwater Capital LLC is an institutional investor managing $209M across 65 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 Shearwater are VESTIA PERSONAL WEALTH ADVISORS, Index Fund Advisors,, JACKSON THORNTON WEALTH ,, with shared positions in $NKE, $NSC, $HUM, $MAR, $NEE, $NET. The full ranking of 25 similar funds is below.

#1VESTIA PERSONAL WEALTH ADVISORSActive
Substantial overlap · 3 shared positions
$NKE$NSC$HUM
$213M
99 positions
#2Index Fund Advisors, Inc.Smart money
Substantial overlap · 4 shared positions
$NKE$MAR$NEE$NET
$2.2B
127 positions
#3JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$NKE$NEE$LMT
$1.1B
286 positions
#4DIXON FNANCIAL SERVICES, INC.Smart money
Substantial overlap · 3 shared positions
$NKE$NSC$NEE
$223M
44 positions
#5Hill Investment Group Partners, LLCSmart money
Substantial overlap · 3 shared positions
$NKE$NSC$LMT
$906M
50 positions
#6KEB ASSET MANAGEMENT, LLCActive
Substantial overlap · 5 shared positions
$NKE$DE$NEE$NTRB$MAR
$522M
97 positions
#7DOPKINS WEALTH MANAGEMENT, LLCActive
Substantial overlap · 4 shared positions
$NKE$HUM$NEE$NTRB
$249M
92 positions
#8PINNEY & SCOFIELD, INC.Active
Substantial overlap · 3 shared positions
$NKE$NSC$NEE
$185M
243 positions
#9Planning Center, Inc.Smart money
Substantial overlap · 5 shared positions
$NKE$NSC$DE$HUM$NEE
$987M
78 positions
#10CLARIS ADVISORS, LLC / MO /Active
Substantial overlap · 3 shared positions
$NKE$BA$NEE
$334M
70 positions
#11Lauterbach Financial Advisors, LLCActive
Substantial overlap · 5 shared positions
$NKE$MAR$HUM$NEE$NTRB
$205M
79 positions
#12Meritas Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$NKE$NEE$NSC
$221M
60 positions
#13Oceanside Advisors LLCActive
Substantial overlap · 3 shared positions
$NKE$NSC$NEE
$175M
53 positions
#14Squire Investment Management Company, LLCActive
Substantial overlap · 3 shared positions
$NKE$MAR$NTRB
$360M
76 positions
#15GREAT OAK CAPITAL PARTNERS, LLCSmart money
Substantial overlap · 4 shared positions
$NKE$NEE$ADBE$MAR
$430M
47 positions
#16FISCHER INVESTMENT STRATEGIES, LLCActive
Notable overlap · 3 shared positions
$NKE$MAR$NTRB
$171M
45 positions
#17Wealth Management NebraskaSmart money
Notable overlap · 3 shared positions
$NKE$NTRB$NEE
$987M
100 positions
#18FMB WEALTH MANAGEMENTActive
Notable overlap · 5 shared positions
$NKE$NSC$MAR$BA$NEE
$242M
73 positions
#19ELEVATE WEALTH ADVISORY, INCActive
Notable overlap · 4 shared positions
$NKE$NEE$MAR$NSC
$158M
125 positions
#20Rather & Kittrell, Inc.Active
Notable overlap · 3 shared positions
$NKE$NSC$NEE
$648M
113 positions
#21McCartney Wealth Management LLCActive
Notable overlap · 3 shared positions
$NKE$NSC$NEE
$119M
65 positions
#22Cedar Point Capital Partners, LLCPassive
Notable overlap · 4 shared positions
$NKE$DE$NEE$NTRB
$154M
71 positions
#23MARKET STREET WEALTH MANAGEMENT ADVISORS LLCActive
Notable overlap · 4 shared positions
$NKE$NSC$NEE$MAR
$634M
106 positions
#24Sterling Financial Planning, Inc.Active
Notable overlap · 4 shared positions
$NKE$NSC$HUM$DE
$337M
117 positions
#25LAM GROUP, INC.Passive
Notable overlap · 5 shared positions
$NKE$MAR$BA$NSC$NEE
$182M
136 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.