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 DEARBORN PARTNERS, Destination Wealth, Walsky Investment, 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 OverlapQ2 2026BROADWATER portfolio →

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Most similar hedge funds by 13F overlap

BROADWATER CAPITAL MANAGEMENT LLC is an institutional investor managing $138M across 208 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BROADWATER are DEARBORN PARTNERS, Destination Wealth, Walsky Investment, with shared positions in $MCD, $WEC, $SYK, $ECL, $SPGI, $ABT. The full ranking of 25 similar funds is below.

#1DEARBORN PARTNERS LLCPassive

Notable overlap · 9 shared positions

$MCD $WEC $SYK $ECL $SPGI $ABT

$1.8B

269 positions

#2Destination Wealth ManagementPassive

Notable overlap · 10 shared positions

$ADI $ECL $MCD $SYK $ABT $DIS

$4.3B

344 positions

#3Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$MCD $SO $SPGI $ABT $ADP $CL

$108M

52 positions

#4CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$ADI $SO $WEC $SYK $SPGI $CL

$6.4B

290 positions

#5BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$ADI $SYK $MCD $ABT $GD $SPGI

$346M

113 positions

#6WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 9 shared positions

$MCD $ECL $SYK $ABT $ADP $CL

$947M

155 positions

#7Somerset Trust CoPassive

Notable overlap · 7 shared positions

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

$354M

186 positions

#8Boit C F DavidPassive

Notable overlap · 8 shared positions

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

$238M

85 positions

#9CINCINNATI INSURANCE COActive

Notable overlap · 7 shared positions

$ADI $WEC $MCD $ABT $MMM $QCOM

$6.9B

64 positions

#10Palisade Asset Management, LLCPassive

Notable overlap · 9 shared positions

$ECL $MCD $SYK $ABT $GD $ADP

$1.1B

204 positions

#11ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$ADI $MCD $ABT $ADP $FAST $PEP

$878M

73 positions

#12Cincinnati Specialty Underwriters Insurance COActive

Notable overlap · 7 shared positions

$ADI $WEC $ABT $ADP $MMM $MCD

$449M

45 positions

#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$MCD $SO $WEC $GD $VZ $PEP

$233M

122 positions

#14KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$MCD $ECL $ABT $SO $ADP $MMM

$1.5B

228 positions

#15Nicholson Wealth Management Group, LLCPassive

Notable overlap · 8 shared positions

$ADI $WEC $SO $MCD $GD $O

$170M

111 positions

#16Minot DeBlois Advisors LLCPassive

Notable overlap · 7 shared positions

$ADI $ECL $ABT $DIS $ADP $VZ

$116M

240 positions

#17VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 8 shared positions

$MCD $SO $ADI $O $VZ $QCOM

$201M

57 positions

#18TOTH FINANCIAL ADVISORY CORPPassive

Notable overlap · 8 shared positions

$ECL $SYK $MCD $ABT $GD $CVS

$1.0B

880 positions

#19Paradiem, LLCPassive

Notable overlap · 8 shared positions

$ADI $SYK $GD $ABT $ADP $CL

$464M

68 positions

#20HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 6 shared positions

$MCD $ADI $ABT $O $PEP $WEC

$252M

43 positions

#21OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 6 shared positions

$SO $WEC $MCD $POR $QCOM $PEP

$2.7B

54 positions

#22Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 6 shared positions

$ADI $MCD $GD $MMM $O $VZ

$327M

94 positions

#23Sky Investment Group LLCPassive

Notable overlap · 8 shared positions

$MCD $SO $ECL $ABT $SYK $GD

$637M

146 positions

#24CINCINNATI FINANCIAL CORPActive

Some overlap · 6 shared positions

$ADI $MCD $ADP $MMM $QCOM $ABT

$5.2B

56 positions

#25Bath Savings Trust CoActive

Some overlap · 8 shared positions

$ECL $SYK $ABT $MCD $ADP $CL

$965M

177 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.