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 Breachway Investments

13F Portfolio OverlapQ1 2026Breachway Investments portfolio →

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Most similar hedge funds by 13F overlap

Breachway Investments LLC is an institutional investor managing $66M across 74 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 Breachway Investments are RVW Wealth,, Summit Asset ,, LITTLEJOHN FINANCIAL SERVICES,, with shared positions in $SSL, $HLT, $WT, $REGN, $MDY, $GEV. The full ranking of 25 similar funds is below.

#1RVW Wealth, LLCActive

Notable overlap · 6 shared positions

$SSL $HLT $WT $REGN $MDY $GEV

$1.3B

176 positions

#2Summit Asset Management, LLCActive

Notable overlap · 4 shared positions

$SSL $HLT $WT $UNP

$719M

172 positions

#3LITTLEJOHN FINANCIAL SERVICES, INC.Passive

Notable overlap · 3 shared positions

$SSL $HLT $SAN

$133M

61 positions

#4CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 4 shared positions

$REGN $WT $SAN $KKR

$149M

96 positions

#5Windsor Capital Management, LLCActive

Some overlap · 3 shared positions

$SSL $HLT $GMM

$355M

123 positions

#6AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Some overlap · 4 shared positions

$REGN $WT $GMM $MO

$206M

97 positions

#7Capital Asset Advisory Services LLCActive

Some overlap · 4 shared positions

$REGN $WT $GMM $AMAT

$2.6B

299 positions

#8Winthrop Partners - WNY, LLCPassive

Some overlap · 4 shared positions

$SSL $HLT $KKR $UNP

$188M

87 positions

#9Paradigm, Strategies in Wealth Management, LLCActive

Some overlap · 5 shared positions

$SSL $HLT $MDY $MO $T

$147M

55 positions

#10WOODMONT INVESTMENT COUNSEL LLCActive

Some overlap · 4 shared positions

$SSL $HLT $GMM $KKR

$1.6B

263 positions

#11InvesTrustPassive

Some overlap · 3 shared positions

$SSL $HLT $KKR

$238M

91 positions

#12First International Bank of Israel Ltd.Active

Some overlap · 3 shared positions

$SSL $HLT $SAN

$340M

59 positions

#13Sound View Wealth Advisors Group, LLCPassive

Some overlap · 3 shared positions

$SSL $HLT $KKR

$1.5B

422 positions

#14Kathmere Capital Management, LLCPassive

Some overlap · 3 shared positions

$SSL $HLT $WT

$1.6B

623 positions

#15Gratus Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$SSL $HLT $GE

$691M

138 positions

#16MEMBERS WEALTH LLCActive

Some overlap · 3 shared positions

$SSL $HLT $MDY

$167M

113 positions

#17American Alpha Advisors, LLCActive

Some overlap · 4 shared positions

$REGN $WT $MO $T

$188M

96 positions

#18ARCADIA INVESTMENT ADVISORS LLCActive

Some overlap · 5 shared positions

$SSL $HLT $WT $GE $GEV

$212M

81 positions

#19GLR Partners, LLCPassive

Some overlap · 3 shared positions

$REGN $WT $MDY

$183M

100 positions

#20Winter & Associates, Inc.Passive

Some overlap · 3 shared positions

$REGN $WT $MDY

$114M

84 positions

#21Marathon Mission, Inc.Active

Some overlap · 3 shared positions

$WT $SSL $HLT

$200M

57 positions

#22Fortune Financial Group, Inc.Active

Some overlap · 3 shared positions

$REGN $WT $SSL

$111M

84 positions

#23Sylvest Advisors, LLCActive

Some overlap · 3 shared positions

$REGN $WT $MO

$188M

70 positions

#24Financial Security Advisor, Inc.Active

Some overlap · 3 shared positions

$REGN $WT $MO

$544M

160 positions

#25Team Financial Group, LLCActive

Some overlap · 4 shared positions

$REGN $WT $KKR $GE

$220M

273 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.