How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Waterway Wealth ,

13F Portfolio OverlapQ1 2026Waterway Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Waterway Wealth Management, LLC is an institutional investor managing $490M across 96 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 Waterway Wealth , are RVW Wealth,, Sanchez Wealth Group, Vertex Planning Partners,, with shared positions in $WT, $SOLV, $GEV, $NOW, $FLEX, $HLT. The full ranking of 25 similar funds is below.

#1RVW Wealth, LLCActive

Substantial overlap · 7 shared positions

$WT $SOLV $GEV $NOW $FLEX $HLT

$1.3B

176 positions

#2Sanchez Wealth Management GroupActive

Substantial overlap · 4 shared positions

$WT $SOLV $ABT $ETN

$462M

53 positions

#3Vertex Planning Partners, LLCActive

Notable overlap · 3 shared positions

$WT $SOLV $ABT

$515M

135 positions

#4Warren Street Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $SOLV $FLEX

$393M

129 positions

#5Etesian Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $KKR $FLEX

$313M

138 positions

#6626 Financial, LLCActive

Notable overlap · 3 shared positions

$WT $SYK $CRWD

$224M

121 positions

#7Encompass More Asset ManagementPassive

Notable overlap · 3 shared positions

$WT $CRWD $CDNS

$597M

251 positions

#8AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 3 shared positions

$WT $NOW $SNPS

$206M

97 positions

#9Marathon Mission, Inc.Active

Notable overlap · 3 shared positions

$WT $ETN $HLT

$200M

57 positions

#10Boothe Investment Group, Inc.Active

Notable overlap · 3 shared positions

$WT $NOW $CRWD

$311M

40 positions

#11ESL Trust Services, LLCSmart money

Notable overlap · 3 shared positions

$WT $SYK $GEV

$524M

258 positions

#12KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$WT $SOLV $FICO

$743M

262 positions

#13Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 3 shared positions

$WT $ETN $CRWD

$153M

344 positions

#14MBA Advisors LLCPassive

Notable overlap · 3 shared positions

$WT $SOLV $KKR

$260M

146 positions

#15FLAGSHIP WEALTH ADVISORS, LLCPassive

Notable overlap · 3 shared positions

$WT $KKR $CRWD

$233M

350 positions

#16Guided Capital Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $PWR $NOW

$152M

34 positions

#17BEACON FINANCIAL GROUPPassive

Notable overlap · 3 shared positions

$WT $KKR $ETN

$1.0B

348 positions

#18Capital Planning Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $GEV $ETN $ABT

$692M

146 positions

#19Warner Group LLCPassive

Notable overlap · 3 shared positions

$WT $PWR $CRWD

$153M

78 positions

#20Shore Point Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $FLEX $SNPS $SYK

$253M

76 positions

#21MOLLER WEALTH PARTNERSActive

Notable overlap · 5 shared positions

$WT $GEV $FLEX $NOW $KKR

$507M

67 positions

#22First Financial Group CorpActive

Notable overlap · 3 shared positions

$WT $GEV $CRWD

$122M

80 positions

#23PRECEDENT WEALTH PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$WT $KKR $HLT

$500M

166 positions

#24Andina Capital Management, LLCPassive

Notable overlap · 3 shared positions

$WT $SOLV $MCO

$113M

119 positions

#25Peck Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SOLV $WT $MCO

$100M

122 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.