What hedge funds are most similar to BROADWATER CAPITAL MANAGEMENT LLC?

The funds with the most similar 13F portfolios to BROADWATER CAPITAL MANAGEMENT LLC are Stokes Advisors,, MORGAN DEMPSEY, Sky Investment Group, based on overlapping conviction holdings in the latest SEC filings.

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 BROADWATER

13F Portfolio OverlapQ4 2025BROADWATER portfolio →

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Most similar hedge funds by 13F overlap

BROADWATER CAPITAL MANAGEMENT LLC is an institutional investor managing $134M across 211 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BROADWATER are Stokes Advisors,, MORGAN DEMPSEY, Sky Investment Group, with shared positions in $MCD, $KO, $SYK, $IBM, $ABT, $HON. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$MCD $KO $SYK $IBM $ABT $HON

$446M

104 positions

#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$KO $MCD $SO $WEC $IBM $GD

$220M

148 positions

#3Sky Investment Group LLCPassive

Notable overlap · 9 shared positions

$KO $MCD $SO $ABT $ECL $SYK

$583M

140 positions

#4HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 6 shared positions

$MCD $KO $ADI $ABT $O $WEC

$243M

44 positions

#5Palisade Asset Management, LLCActive

Notable overlap · 9 shared positions

$ECL $MCD $IBM $ABT $SYK $GD

$996M

195 positions

#6Financial & Tax Architects, LLCPassive

Notable overlap · 7 shared positions

$KO $MCD $ECL $IBM $ABT $GD

$448M

108 positions

#7MCDANIEL TERRY & COActive

Notable overlap · 6 shared positions

$ISRG $KO $ECL $SYK $ADP $HON

$1.2B

81 positions

#8TRUSTCO BANK CORP N YPassive

Notable overlap · 8 shared positions

$KO $MCD $ABT $IBM $DIS $INTC

$113M

71 positions

#9MONARCH CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$MCD $KO $ABT $SYK $INTC $ADP

$409M

127 positions

#10Windle Wealth, LLCActive

Notable overlap · 6 shared positions

$MCD $KO $SO $MMM $VZ $O

$237M

32 positions

#11ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 8 shared positions

$MCD $SYK $DIS $GD $ADP $HON

$1.7B

86 positions

#12DEARBORN PARTNERS LLCActive

Notable overlap · 7 shared positions

$MCD $WEC $SYK $ABT $ECL $ADP

$1.8B

269 positions

#13Walsky Investment Management, Inc.Passive

Notable overlap · 6 shared positions

$MCD $SO $ABT $HON $ADP $CL

$98M

50 positions

#14RBO & CO LLCActive

Notable overlap · 4 shared positions

$MCD $KO $ABT $DIS

$620M

57 positions

#15NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Notable overlap · 9 shared positions

$ADI $IBM $ABT $KO $MCD $GD

$367M

141 positions

#16KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$MCD $ECL $ABT $IBM $KO $ADP

$1.4B

221 positions

#17Boit C F DavidPassive

Notable overlap · 6 shared positions

$MCD $ADI $SYK $ABT $ADP $CL

$225M

117 positions

#18SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 7 shared positions

$ADI $SYK $ISRG $ABT $INTC $ECL

$1.3B

158 positions

#19Skandinaviska Enskilda Banken AB (publ)Active

Notable overlap · 6 shared positions

$MCD $SYK $IBM $INTC $GD $ADP

$4.3B

163 positions

#20CINCINNATI INSURANCE COActive

Notable overlap · 6 shared positions

$ADI $MCD $WEC $ABT $HON $MMM

$6.6B

63 positions

#21LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$MCD $KO $SO $NOC $VZ

$970M

154 positions

#22PENINSULA ASSET MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$ECL $SYK $IBM $ABT $ADP $ROP

$196M

53 positions

#23Somerset Trust CoPassive

Notable overlap · 6 shared positions

$ADI $MCD $ABT $WEC $GD $ADP

$326M

174 positions

#24TOTH FINANCIAL ADVISORY CORPPassive

Notable overlap · 8 shared positions

$SYK $ABT $ECL $MCD $GD $KO

$911M

918 positions

#25Kinloch Capital, LLCPassive

Notable overlap · 6 shared positions

$KO $MCD $IBM $ABT $GD $O

$245M

83 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.