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Hedge Funds Similar to Blue Water Asset

13F Portfolio OverlapQ2 2026Blue Water Asset portfolio →
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Most similar hedge funds by 13F overlap

Blue Water Asset Management is an institutional investor managing $310M across 108 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 Blue Water Asset are Arbor Wealth Advisors, CONNORS INVESTOR SERVICES, Blue Chip Partners, with shared positions in $ETN, $F, $DTB, $DTM, $BA, $SYK. The full ranking of 25 similar funds is below.

#1Arbor Wealth Advisors LLCSmart money
Some overlap · 5 shared positions
$ETN$F$DTB$DTM$BA
$161M
60 positions
#2CONNORS INVESTOR SERVICES INCPassive
Some overlap · 5 shared positions
$ETN$SYK$MS$CB$VZ
$1.2B
153 positions
#3Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$ETN$DTB$MS$XEL
$1.6B
184 positions
#4BRASADA CAPITAL MANAGEMENT, LPPassive
Some overlap · 3 shared positions
$CMS$ETN$MS
$558M
152 positions
#5DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$ETN$SYK$CB$BA
$121M
100 positions
#6REAVES W H & CO INCActive
Some overlap · 4 shared positions
$CMS$DTB$DTM$XEL
$6.6B
94 positions
#7InTrack Investment Management IncPassive
Some overlap · 4 shared positions
$ETN$SYK$CB$GLDM
$207M
106 positions
#8Nemes Rush Group LLCPassive
Some overlap · 3 shared positions
$ETN$F$CB
$1.2B
954 positions
#9Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 4 shared positions
$ETN$MS$CB$VZ
$371M
198 positions
#10William Mack & Associates, Inc.Active
Some overlap · 4 shared positions
$DTB$F$SYK$DTM
$284M
108 positions
#11Mystic Asset Management, Inc.Passive
Some overlap · 4 shared positions
$ETN$SYK$MS$BA
$451M
214 positions
#12Alley Investment Management Company, LLCActive
Some overlap · 3 shared positions
$ETN$SYK$MS
$856M
89 positions
#13Carnegie Investment CounselPassive
Some overlap · 4 shared positions
$ETN$SYK$CB$VZ
$5.0B
551 positions
#14Hopwood Nicholas HunterActive
Some overlap · 5 shared positions
$DTB$F$SLV$DTM$GLDM
$365M
131 positions
#15Miller Financial Services LLCPassive
Some overlap · 4 shared positions
$ETN$SYK$SLV$VZ
$132M
155 positions
#16ABNER HERRMAN & BROCK LLCActive
Some overlap · 6 shared positions
$SYK$MS$CB$BA$AON$VZ
$1.0B
121 positions
#17River Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$ETN$SYK$CB
$956M
217 positions
#18Perkins Coie Trust CoPassive
Some overlap · 3 shared positions
$ETN$SYK$CB
$626M
499 positions
#19BEARING POINT CAPITAL, LLCPassive
Some overlap · 3 shared positions
$ETN$SYK$CB
$740M
203 positions
#20WETZEL INVESTMENT ADVISORS, INC.Active
Some overlap · 4 shared positions
$ETN$JXN$FITB$CB
$290M
133 positions
#21NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$MS$SYK$CB$ETN$AON
$82M
37 positions
#22BRIGHT FINANCIAL ADVISORS, INC.Active
Some overlap · 4 shared positions
$ETN$SYK$GLDM$VZ
$239M
72 positions
#23Private Harbour Investment Management & Counsel, LLCActive
Some overlap · 3 shared positions
$ETN$SYK$SLV
$84M
36 positions
#24Centennial Wealth Advisory LLCPassive
Some overlap · 6 shared positions
$DTB$CMS$F$SLV$VZ$MDLZ
$486M
195 positions
#25HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 4 shared positions
$ETN$CB$BA$VZ
$465M
139 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.