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Hedge Funds Similar to Great Waters Wealth

13F Portfolio OverlapQ3 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 131 U.S. equity positions as of Q3 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, Somerset Group, SilverOak Wealth, with shared positions in $MMM, $DCI, $XEL, $TTC, $MDT, $ECL. The full ranking of 25 similar funds is below.

#1Birchwood Financial Partners, Inc.Passive
Notable overlap · 6 shared positions
$MMM$DCI$XEL$TTC$MDT$ECL
$122M
352 positions
#2Somerset Group LLCActive
Some overlap · 4 shared positions
$MMM$ECL$MCD$TRV
$142M
58 positions
#3SilverOak Wealth Management LLCActive
Some overlap · 4 shared positions
$MMM$ECL$TT$DAL
$777M
126 positions
#4Leverty Financial Group, LLCSmart money
Some overlap · 3 shared positions
$MMM$XEL$ECL
$549M
48 positions
#5Newport Trust Company, LLCActive
Some overlap · 4 shared positions
$HON$MMM$DAL$XEL
$41.5B
63 positions
#6Valtinson Bruner Financial Planning LLCActive
Some overlap · 6 shared positions
$MDT$HON$XEL$ECL$MCK$TRV
$399M
189 positions
#7Clark & Stuart, IncPassive
Some overlap · 3 shared positions
$MMM$ECL$MDT
$162M
52 positions
#8USAdvisors Wealth Management, LLCActive
Some overlap · 4 shared positions
$MMM$ECL$MDT$XEL
$351M
148 positions
#9WHITE PINE CAPITAL LLCPassive
Some overlap · 3 shared positions
$MMM$ECL$TRV
$423M
240 positions
#10MCDANIEL TERRY & COActive
Some overlap · 3 shared positions
$DCI$HON$ECL
$1.3B
81 positions
#11DMKC Advisory Services, LLCActive
Some overlap · 3 shared positions
$MMM$MDT$PFE
$530M
92 positions
#12POINCIANA ADVISORS GROUP, LLCActive
Some overlap · 4 shared positions
$TER$MMM$XEL$DAL
$135M
113 positions
#13WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$MMM$MDT$CL
$742M
119 positions
#14DUDLEY & SHANLEY, INC.Active
Some overlap · 3 shared positions
$DCI$ECL$PFE
$629M
36 positions
#15MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$TER$MMM$ECL$MCD
$277M
147 positions
#16Partnership Wealth Management, LLCActive
Some overlap · 5 shared positions
$MDT$TT$CL$MCD$PFE
$140M
67 positions
#17KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$TER$MDT$MCK
$198M
97 positions
#18SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MMM$MDT$PFE
$606M
79 positions
#19Affiance Financial, LLCSmart money
Some overlap · 5 shared positions
$MMM$MCD$ECL$DCI$XEL
$701M
111 positions
#20LifePlan Financial, LLCPassive
Some overlap · 3 shared positions
$TER$MDT$CL
$141M
91 positions
#21Palisade Asset Management, LLCPassive
Some overlap · 5 shared positions
$MMM$ECL$CL$MCD$TRV
$1.1B
204 positions
#22Allied Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$MMM$MDT$PFE
$1.1B
112 positions
#23BayBridge Capital Group, LLCActive
Some overlap · 3 shared positions
$MMM$MDT$MCK
$190M
97 positions
#24Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$HON$MDT$PFE$MCD
$227M
73 positions
#25Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 4 shared positions
$MMM$MDT$MCD$PFE
$327M
94 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.