13F Pro

Hedge Funds Similar to Nearwater Markets, Ltd

13F Portfolio OverlapQ1 2026Nearwater Markets, Ltd portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Nearwater Capital Markets, Ltd is an institutional investor managing $4.2B across 82 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 Nearwater Markets, Ltd are Castle Hook Partners, ABBINGTON INVESTMENT GROUP, Fielder Group, with shared positions in $SNDK, $DHR, $INSM, $AMAT, $ABT, $TME. The full ranking of 25 similar funds is below.

#1Castle Hook Partners LPSmart money
Notable overlap · 5 shared positions
$SNDK$DHR$INSM$AMAT$ABT
$23.4B
50 positions
#2ABBINGTON INVESTMENT GROUPActive
Notable overlap · 3 shared positions
$TME$USB$NEM
$172M
51 positions
#3Fielder Capital Group LLCPassive
Notable overlap · 3 shared positions
$TME$USB$GSAT
$459M
290 positions
#4Koa Wealth Management, LLCActive
Notable overlap · 5 shared positions
$DHR$NEM$USB$AMT$GSAT
$138M
56 positions
#5Camarda Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$USB$SNDK$TME$TTWO$AMAT
$190M
104 positions
#6Melqart Asset Management (UK) LtdActive
Some overlap · 3 shared positions
$SNDK$TERN$RVMD
$1.0B
41 positions
#7Riggs Asset Managment Co. Inc.Passive
Some overlap · 4 shared positions
$TME$DHR$ANET$GSAT
$486M
127 positions
#8Phraction Management LLCActive
Some overlap · 5 shared positions
$DHR$WFC$AMAT$IBIT$USB
$483M
65 positions
#9LifePlan Financial, LLCPassive
Some overlap · 6 shared positions
$USB$TER$AMAT$DHR$MCD$AMT
$135M
83 positions
#10Blue Whale Capital LLPActive
Some overlap · 3 shared positions
$SNDK$NEM$DHR
$2.1B
26 positions
#11Spartan Wealth Advisory Services LLCPassive
Some overlap · 5 shared positions
$SNDK$AMAT$ANET$USB$MCD
$1.1B
311 positions
#12Persistent Asset Partners LtdPassive
Some overlap · 4 shared positions
$SNDK$TER$RVMD$TERN
$268M
322 positions
#13S-Bank Fund Management LtdActive
Some overlap · 5 shared positions
$WFC$DHR$AMAT$MCD$ADBE
$671M
178 positions
#14Alliance Wealth Advisors, LLC /UTPassive
Some overlap · 4 shared positions
$DHR$USB$IBIT$MCD
$462M
228 positions
#15First Turn Management, LLCActive
Some overlap · 4 shared positions
$TERN$RVMD$CELC$INSM
$895M
33 positions
#16Copley Financial Group, Inc.Active
Some overlap · 3 shared positions
$TME$USB$MCD
$166M
115 positions
#17KVP Capital Advisors, LPActive
Some overlap · 4 shared positions
$TERN$RVMD$INSM$CELC
$134M
32 positions
#18Alta Park Capital, LPActive
Some overlap · 3 shared positions
$SNDK$TER$AMAT
$642M
25 positions
#19Tairen Capital LtdActive
Some overlap · 3 shared positions
$SNDK$TER$AMAT
$924M
44 positions
#20Anther Capital LtdActive
Some overlap · 3 shared positions
$SNDK$TER$AMAT
$3.8B
31 positions
#21Goldstream Capital Management LtdActive
Some overlap · 3 shared positions
$SNDK$TER$AMAT
$120M
30 positions
#22Vanderbilt UniversityActive
Some overlap · 4 shared positions
$USB$TME$DHR$AMT
$526M
71 positions
#23Corecam AGActive
Some overlap · 3 shared positions
$TME$GSAT$IBIT
$117M
59 positions
#24Carl P. Sherr & Co., LLCPassive
Some overlap · 3 shared positions
$DHR$USB$MCD
$213M
124 positions
#25Brookmont Capital ManagementActive
Some overlap · 4 shared positions
$WFC$USB$ABT$MCD
$179M
59 positions

Compare Nearwater Markets, Ltd’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 Nearwater Markets, Ltd’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.