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Hedge Funds Similar to WATERSHED PRIVATE WEALTH

13F Portfolio OverlapQ1 2026WATERSHED PRIVATE WEALTH portfolio →
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Most similar hedge funds by 13F overlap

WATERSHED PRIVATE WEALTH LLC is an institutional investor managing $355M across 120 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 WATERSHED PRIVATE WEALTH are Bienville ,, CURTIS WEALTH, ONE Advisory Partners,, with shared positions in $SE, $DDOG, $DASH, $IBIT, $RBLX, $MDLZ. The full ranking of 25 similar funds is below.

#1Bienville Capital Management, LLCPassive
Some overlap · 5 shared positions
$SE$DDOG$DASH$IBIT$RBLX
$550M
74 positions
#2CURTIS WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$SE$DDOG$MDLZ$IBIT
$107M
50 positions
#3ONE Advisory Partners, LLCActive
Some overlap · 4 shared positions
$SE$DDOG$MDLZ$GMM
$324M
72 positions
#4Kinetic Partners Management, LPActive
Some overlap · 5 shared positions
$SE$DDOG$DASH$SHOP$RBLX
$1.8B
49 positions
#5Archer Investment Management, LLCPassive
Some overlap · 5 shared positions
$SE$DDOG$NKE$IBIT$GMM
$238M
108 positions
#6SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$SE$DASH$DDOG$SHOP$LRCX$RBLX
$25.5B
67 positions
#7Altiora Financial Group, LLCActive
Some overlap · 4 shared positions
$SE$DDOG$NKE$IBIT
$607M
110 positions
#8One Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$SE$DDOG$MDLZ
$803M
304 positions
#9Shared Vision Wealth Group LLCActive
Some overlap · 3 shared positions
$SE$DDOG$MDLZ
$245M
95 positions
#10Foster Group, Inc.Active
Some overlap · 4 shared positions
$SE$DDOG$NKE$PLTR
$3.4B
284 positions
#11AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 4 shared positions
$SE$DDOG$MDLZ$GMM
$206M
97 positions
#12Davis Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SE$DDOG$MDLZ$GMM
$120M
72 positions
#13RTD Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$SE$DDOG$NKE$GMM
$814M
114 positions
#14Sterling Financial Planning, Inc.Active
Some overlap · 3 shared positions
$SE$DDOG$NKE
$337M
117 positions
#15THEORY FINANCIAL LLCPassive
Some overlap · 4 shared positions
$SE$DDOG$MDLZ$GMM
$285M
94 positions
#16MB Generational Wealth, LLCActive
Some overlap · 5 shared positions
$SE$MDLZ$NKE$DDOG$GMM
$181M
66 positions
#17TSA Wealth Managment LLCPassive
Some overlap · 5 shared positions
$SE$MDLZ$DDOG$GMM$LRCX
$309M
105 positions
#18McNaughton Wealth Management, LLCActive
Some overlap · 3 shared positions
$SE$DDOG$GMM
$242M
70 positions
#19NewEdge Advisors, LLCPassive
Some overlap · 3 shared positions
$SE$DDOG$GMM
$2.2B
1,217 positions
#20TIAA TRUST, NATIONAL ASSOCIATIONPassive
Some overlap · 3 shared positions
$SE$DDOG$GMM
$1.6B
390 positions
#21TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive
Some overlap · 3 shared positions
$SE$DDOG$GMM
$26.0B
702 positions
#22Brooklyn FI, LLCActive
Some overlap · 3 shared positions
$SE$DDOG$GMM
$476M
78 positions
#23Wedmont Private CapitalActive
Some overlap · 3 shared positions
$SE$DDOG$PLTR
$3.1B
838 positions
#245T Wealth, LLCPassive
Some overlap · 3 shared positions
$SE$DDOG$MDLZ
$253M
129 positions
#25BAILLIE GIFFORD & COActive
Some overlap · 4 shared positions
$SE$DASH$SHOP$RBLX
$97.9B
271 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.