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Hedge Funds Similar to Breakwater Group

13F Portfolio OverlapQ2 2026Breakwater Group portfolio →
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Most similar hedge funds by 13F overlap

Breakwater Capital Group is an institutional investor managing $833M across 377 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 Breakwater Group are TKG Advisors, Murphy, Middleton, Hinkle & Parker, TruNorth, with shared positions in $TT, $MDY, $C, $GD, $WFC, $ETN. The full ranking of 25 similar funds is below.

#1TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$TT$MDY$C
$288M
94 positions
#2Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 4 shared positions
$MDY$TT$GD$WFC
$246M
140 positions
#3TruNorth Capital Management, LLCSmart money
Some overlap · 3 shared positions
$TT$MDY$ETN
$623M
123 positions
#4Clarendon Private LLCPassive
Some overlap · 6 shared positions
$MDY$TT$ETN$WFC$MS$NEE
$156M
124 positions
#5G&S Capital LLCPassive
Some overlap · 3 shared positions
$MDY$TT$C
$345M
155 positions
#6Paladin Advisory Group, LLCPassive
Some overlap · 5 shared positions
$MDY$TT$ETN$MS$WFC
$151M
243 positions
#7VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MDY$GD$WFC$NEE
$142M
108 positions
#8NBT BANK N A /NYPassive
Some overlap · 3 shared positions
$TT$MDY$NEE
$1.5B
1,069 positions
#9Gladwyn Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$MDY$TT$GD$NEE
$160M
82 positions
#10TTP Investments, Inc.Active
Some overlap · 3 shared positions
$TT$MRVL$ETN
$247M
30 positions
#11Meridian Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$TT$ETN$MS
$880M
211 positions
#12Pacific Center for Financial ServicesActive
Some overlap · 5 shared positions
$MDY$ETN$WFC$C$NEE
$448M
500 positions
#13RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$TT$MDY$ETN
$414M
188 positions
#14ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 3 shared positions
$TT$GD$WFC
$130M
106 positions
#15Consilium Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$TT$C$WFC
$337M
101 positions
#16Henshaw Capital LLCActive
Some overlap · 3 shared positions
$MDY$MRVL$C
$3.1B
160 positions
#17Michael Brady & Co., LLCActive
Some overlap · 3 shared positions
$TT$GD$ETN
$113M
58 positions
#18Massachusetts Wealth ManagementPassive
Some overlap · 4 shared positions
$TT$C$PFE$WFC
$262M
98 positions
#19Myriad Asset Management US LPActive
Some overlap · 5 shared positions
$MRVL$C$ETN$WFC$MS
$72M
52 positions
#20NORTH DALLAS BANK & TRUST COPassive
Some overlap · 5 shared positions
$MRVL$GD$ETN$MS$NEE
$169M
113 positions
#21Firestone Capital ManagementActive
Some overlap · 4 shared positions
$MDY$TT$NEE$MS
$537M
168 positions
#22HARTLINE INVESTMENT CORP/Active
Some overlap · 5 shared positions
$MRVL$C$ETN$MS$NEE
$1.1B
115 positions
#23ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Some overlap · 4 shared positions
$TT$MRVL$GD$NEE
$409M
182 positions
#24WealthShield Partners, LLCPassive
Some overlap · 3 shared positions
$TT$C$ETN
$654M
379 positions
#25DAVIDSON TRUST COPassive
Some overlap · 4 shared positions
$MDY$PFE$WFC$NEE
$256M
190 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.