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Hedge Funds Similar to Great Waters Wealth

13F Portfolio OverlapQ1 2026Great Waters Wealth portfolio →
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Most similar hedge funds by 13F overlap

Great Waters Wealth Management is an institutional investor managing $1.1B across 127 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 Great Waters Wealth are Birchwood Financial Partners,, Generali Powszechne Towarzystwo Emerytalne, Robocap Asset Ltd, with shared positions in $UNH, $MMM, $DCI, $NOW, $SNOW, $XEL. The full ranking of 25 similar funds is below.

#1Birchwood Financial Partners, Inc.Passive
Notable overlap · 8 shared positions
$UNH$MMM$DCI$NOW$SNOW$XEL
$104M
348 positions
#2Generali Powszechne Towarzystwo EmerytalneActive
Notable overlap · 7 shared positions
$UNH$NOW$SNOW$MU$HON$MCD
$566M
28 positions
#3Robocap Asset Management LtdActive
Notable overlap · 6 shared positions
$HON$DDOG$NOW$TER$MU$AMD
$94M
23 positions
#4BAYBANPassive
Some overlap · 4 shared positions
$UNH$MMM$SNOW$XEL
$115M
671 positions
#5CINCINNATI FINANCIAL CORPActive
Some overlap · 4 shared positions
$HON$UNH$MMM$MCD
$5.0B
55 positions
#6WIREGRASS INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$UNH$MMM$MU$MCD
$121M
96 positions
#7Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$HON$UNH$MDT$PFE$MCD
$218M
69 positions
#8Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$UNH$HON$MU$MDT$PFE
$151M
135 positions
#9MWA Asset ManagementPassive
Some overlap · 5 shared positions
$MMM$HON$NOW$SNOW$WT
$182M
154 positions
#10NAN FUNG TRINITY (HK) LtdPassive
Some overlap · 3 shared positions
$UNH$HON$AMD
$911M
62 positions
#11Persium Advisors, LLCActive
Some overlap · 5 shared positions
$HON$UNH$MDT$PFE$MCD
$127M
60 positions
#12FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 6 shared positions
$HON$MU$NOW$UPST$MDT$MCD
$5.0B
201 positions
#13Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Some overlap · 6 shared positions
$NOW$DDOG$SNOW$MU$PFE$AMD
$194M
146 positions
#14RIVERPARK CAPITAL MANAGEMENT LLC
Some overlap · 4 shared positions
$UNH$DDOG$NOW$MCD
$52M
36 positions
#15Bouvel Investment Partners, LLCPassive
Some overlap · 4 shared positions
$HON$DDOG$SNOW$TER
$345M
78 positions
#16Newport Trust Company, LLCSmart money
Some overlap · 3 shared positions
$HON$MMM$XEL
$40.7B
64 positions
#17Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$HON$NOW$SNOW$MCK$MCD
$353M
78 positions
#18KTF INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$UNH$MU$HON
$584M
91 positions
#19CANTOR FITZGERALD, L. P.Active
Some overlap · 3 shared positions
$UNH$NOW$AMD
$6.8B
259 positions
#20ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive
Some overlap · 6 shared positions
$UNH$HON$MMM$MCD$MU$AMD
$155M
150 positions
#21Argo Wealth Advisory, LLCActive
Some overlap · 5 shared positions
$HON$UNH$MCK$PFE$WT
$170M
48 positions
#22U S WEALTH GROUP, LLC.
Some overlap · 4 shared positions
$HON$UNH$PFE$MCD
$152M
43 positions
#23Stamos Capital Partners, L.P.Active
Some overlap · 3 shared positions
$DDOG$UNH$PFE
$640M
142 positions
#24Everest Financial Group LLCPassive
Some overlap · 5 shared positions
$UNH$NOW$MU$SNOW$AMD
$607M
199 positions
#25Rare Wolf Capital LLCPassive
Some overlap · 6 shared positions
$NOW$UNH$DDOG$PFE$AMD$WT
$154M
127 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.