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Hedge Funds Similar to Breakwater Investment

13F Portfolio OverlapQ3 2026Breakwater Investment portfolio →
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Most similar hedge funds by 13F overlap

Breakwater Investment Management is an institutional investor managing $302M across 774 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 Breakwater Investment are PARTNERS INVESTMENT GROUP, LLP, Investments & Financial Planning, Sageworth, with shared positions in $DOV, $SNPS, $HLT, $IAU, $BA, $MDY. The full ranking of 25 similar funds is below.

#1PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Substantial overlap · 4 shared positions
$DOV$SNPS$HLT$IAU
$2.8B
186 positions
#2Investments & Financial Planning, LLCSmart money
Notable overlap · 3 shared positions
$DOV$SNPS$BA
$211M
40 positions
#3Sageworth Trust CoActive
Notable overlap · 5 shared positions
$DOV$MDY$PLTR$IAU$TJX
$2.5B
127 positions
#4Orcam Financial GroupActive
Notable overlap · 4 shared positions
$DOV$MDY$IAU$TJX
$205M
105 positions
#5Rakuten Investment Management, Inc.Smart money
Notable overlap · 3 shared positions
$DOV$PLTR$ISRG
$34.6B
467 positions
#6Sollinda Capital Management LLCActive
Notable overlap · 3 shared positions
$DOV$PLTR$LOW
$468M
80 positions
#73EDGE Asset Management, LPActive
Notable overlap · 3 shared positions
$DOV$MDY$IAU
$2.2B
94 positions
#8Zhang Financial LLCActive
Notable overlap · 3 shared positions
$DOV$AMP$IAU
$3.4B
392 positions
#9PLANNING DIRECTIONS INCActive
Notable overlap · 3 shared positions
$DOV$PLTR$LOW
$216M
110 positions
#10Weil Company, Inc.Passive
Notable overlap · 4 shared positions
$DOV$MDY$SBUX$IAU
$580M
134 positions
#11Downshift Financial, LLCActive
Notable overlap · 5 shared positions
$DOV$SNPS$PLTR$TMO$IAU
$232M
725 positions
#12Vantage Point Financial LLCActive
Notable overlap · 4 shared positions
$DOV$PLTR$ROK$IAU
$328M
188 positions
#13CINCINNATI CASUALTY COSmart money
Notable overlap · 3 shared positions
$DOV$TMO$TJX
$188M
24 positions
#14New England Private Wealth Advisors LLCPassive
Notable overlap · 3 shared positions
$DOV$MDY$IAU
$1.0B
205 positions
#15HRC WEALTH MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$DOV$SBUX$BA
$251M
69 positions
#16Three Bridge Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$DOV$SBUX$IAU
$399M
87 positions
#17LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$DOV$PLTR$AMP$IAU
$713M
379 positions
#18NavPoint Financial, Inc.Active
Notable overlap · 3 shared positions
$DOV$PLTR$IAU
$283M
75 positions
#19Evelyn Partners Asset Management Ltd
Some overlap · 3 shared positions
$DOV$ISRG$IAU
$406M
308 positions
#20Silver Oak Advisory Group, Inc.Active
Some overlap · 3 shared positions
$DOV$MDY$SBUX
$254M
86 positions
#21Coordinated Financial Services, Inc.
Some overlap · 3 shared positions
$DOV$MDY$BA
$174M
176 positions
#22Financial Gravity Companies, Inc. (FGCO)Passive
Some overlap · 5 shared positions
$SNPS$PLTR$ISRG$SBUX$BA
$616M
1,040 positions
#23OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 4 shared positions
$DOV$TMO$IAU$ECL
$560M
145 positions
#24Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$DOV$IAU$BA
$637M
125 positions
#25FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$DOV$IAU$BA
$149M
144 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.