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 Breakwater Investment

13F Portfolio OverlapQ1 2026Breakwater Investment portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Breakwater Investment Management is an institutional investor managing $269M across 506 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 Investment are Hartmann Taylor Wealth ,, White Lighthouse Investment, Orcam Financial Group, with shared positions in $BRZE, $MKL, $DOV, $HUM, $PLTR, $KKR. The full ranking of 25 similar funds is below.

#1Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 5 shared positions

$BRZE $MKL $DOV $HUM $PLTR

$151M

54 positions

#2White Lighthouse Investment Management Inc.Active

Notable overlap · 10 shared positions

$BRZE $KKR $HUM $SCHW $UPST $SNOW

$721M

145 positions

#3Orcam Financial GroupSmart money

Notable overlap · 7 shared positions

$BRZE $DOV $MKL $UPST $DDOG $GMM

$141M

62 positions

#4FIDUCIARY ADVISORS, INC.Active

Notable overlap · 5 shared positions

$BRZE $MKL $KKR $DOV $MAR

$133M

121 positions

#5St. Louis Trust CoActive

Notable overlap · 4 shared positions

$BRZE $MKL $DOV $SNOW

$856M

145 positions

#6Vanguard National Trust CoActive

Notable overlap · 9 shared positions

$BRZE $MKL $DOV $HUM $DDOG $KKR

$1.6B

751 positions

#7Seneca Financial Advisors LLCActive

Notable overlap · 5 shared positions

$BRZE $KKR $HUM $DDOG $SNOW

$341M

64 positions

#8Verus Financial Partners, Inc.Smart money

Notable overlap · 6 shared positions

$BRZE $MKL $SNOW $DDOG $DOV $UPST

$1.1B

121 positions

#9Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$BRZE $KKR $HUM $SCHW

$255M

70 positions

#10STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$BRZE $MKL $HUM $SNOW

$140M

29 positions

#11SVRN Asset Management, LLCActive

Notable overlap · 5 shared positions

$BRZE $MKL $HUM $SCHW $DDOG

$103M

37 positions

#12Zhang Financial LLCActive

Notable overlap · 5 shared positions

$BRZE $DOV $KKR $SNOW $NTRB

$2.9B

367 positions

#13Clarity Capital Advisors, LLCActive

Notable overlap · 9 shared positions

$BRZE $KKR $SNOW $UPST $SCHW $MKL

$215M

95 positions

#14Charis Legacy Partners, LLCSmart money

Notable overlap · 5 shared positions

$BRZE $MKL $KKR $UPST $WT

$68M

27 positions

#15Luminvest Wealth Management LLCSmart money

Notable overlap · 6 shared positions

$BRZE $MKL $DDOG $KKR $HUM $SCHW

$382M

55 positions

#16McClarren Financial Advisors, Inc.Active

Notable overlap · 8 shared positions

$BRZE $HUM $NTRB $KKR $MKL $SCHW

$169M

79 positions

#17Cornerstone Financial Group, LLC /NE/Active

Notable overlap · 7 shared positions

$BRZE $DOV $UPST $MKL $KKR $WT

$156M

73 positions

#18Topsail Wealth Management, LLCActive

Notable overlap · 7 shared positions

$BRZE $MKL $DDOG $TKO $MAR $HUM

$678M

294 positions

#19ANGELES WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$BRZE $DOV $NTRB $KKR

$1.8B

524 positions

#20Prospera Capital Management, LLCSmart money

Notable overlap · 7 shared positions

$BRZE $MKL $DDOG $HUM $SNOW $PLTR

$199M

45 positions

#21Family CFO IncActive

Notable overlap · 4 shared positions

$BRZE $HUM $MKL $SCHW

$223M

41 positions

#22McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$BRZE $HUM $SNOW

$192M

27 positions

#23Charter Oak Capital Management, LLCActive

Notable overlap · 5 shared positions

$BRZE $MKL $KKR $HUM $DOV

$1.3B

208 positions

#24Manuka Financial, LLCActive

Notable overlap · 7 shared positions

$BRZE $SNOW $DOV $DDOG $KKR $MKL

$162M

56 positions

#25Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 6 shared positions

$BRZE $MKL $DOV $DDOG $HUM $SCHW

$578M

118 positions

Compare Breakwater Investment’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Breakwater Investment’s holdings

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.