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Hedge Funds Similar to Breakwater Group

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

Breakwater Capital Group is an institutional investor managing $833M across 377 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 Breakwater Group are Savant ,, Prism Advisors,, MBA Advisors, with shared positions in $SOLV, $WT, $NKE, $SNOW, $NEE, $SE. The full ranking of 25 similar funds is below.

#1Savant Capital, LLCActive
Notable overlap · 7 shared positions
$SOLV$WT$NKE$SNOW$NEE$SE
$20.7B
1,500 positions
#2Prism Advisors, Inc.Active
Notable overlap · 5 shared positions
$SOLV$WT$NKE$MS$AGQ
$375M
75 positions
#3MBA Advisors LLCPassive
Notable overlap · 6 shared positions
$SOLV$WT$JHG$SNOW$AGQ$GE
$260M
146 positions
#4Spectrum Wealth Advisory Group, LLCActive
Notable overlap · 6 shared positions
$SOLV$WT$GD$AGQ$NEE$JHG
$269M
58 positions
#5Sanchez Wealth Management GroupActive
Notable overlap · 5 shared positions
$SOLV$WT$JHG$AGQ$MS
$462M
53 positions
#6Vertex Planning Partners, LLCActive
Some overlap · 6 shared positions
$SOLV$WT$SE$TXN$MDY$JHG
$515M
135 positions
#7Alpha Zero LLCActive
Some overlap · 3 shared positions
$SOLV$WT$JHG
$198M
79 positions
#8Goldstone Financial Group, LLCPassive
Some overlap · 4 shared positions
$SOLV$WT$MS$AGQ
$922M
228 positions
#9RVW Wealth, LLCActive
Some overlap · 4 shared positions
$SOLV$WT$MS$MDY
$1.3B
176 positions
#10Per Stirling Capital Management, LLC.Passive
Some overlap · 7 shared positions
$SOLV$WT$JHG$NKE$SNOW$MS
$905M
310 positions
#11Peck Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SOLV$WT$SNOW$GE
$100M
122 positions
#12REDW Wealth LLCActive
Some overlap · 6 shared positions
$SOLV$USB$WT$SE$SNOW$MDY
$251M
99 positions
#13Able Wealth Management LLCPassive
Some overlap · 5 shared positions
$SOLV$JHG$SE$NKE$WT
$374M
138 positions
#14KELLY FINANCIAL GROUP LLCActive
Some overlap · 4 shared positions
$SOLV$NKE$SNOW$SE
$398M
100 positions
#15ST GERMAIN D J CO INCPassive
Some overlap · 4 shared positions
$SOLV$JHG$NEE$SE
$2.5B
901 positions
#16Edge Financial Advisors LLC
Some overlap · 4 shared positions
$SOLV$MDY$NEE$USB
$238M
135 positions
#17SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 4 shared positions
$SOLV$JHG$SNOW$AGQ
$119M
61 positions
#18PETRA FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$SOLV$WT$USB$GE
$162M
117 positions
#19Madrid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SOLV$SNOW$MS$GE$USB
$133M
70 positions
#20Quadcap Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SOLV$NTRB$NEE$MS
$879M
398 positions
#21TRIAN FUND MANAGEMENT, L.P.Smart money
Some overlap · 3 shared positions
$SOLV$JHG$GE
$3.9B
8 positions
#22Madson Wealth Advisors IncPassive
Some overlap · 4 shared positions
$SOLV$SE$MS$TXN
$120M
84 positions
#23Clarus Wealth AdvisorsPassive
Some overlap · 6 shared positions
$SOLV$NTRB$GD$AGQ$MS$NEE
$235M
88 positions
#24Tenzing Financial LLCActive
Some overlap · 3 shared positions
$SOLV$JHG$GE
$133M
70 positions
#25Sage Mountain Advisors LLCActive
Some overlap · 3 shared positions
$SOLV$JHG$NKE
$1.4B
281 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.