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Hedge Funds Similar to Bridgewater Advisors

13F Portfolio OverlapQ2 2026Bridgewater Advisors portfolio →
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Most similar hedge funds by 13F overlap

Bridgewater Advisors Inc. is an institutional investor managing $1.8B across 478 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 Bridgewater Advisors are Affiance Financial, PENNINGTON PARTNERS, Zhang Financial, with shared positions in $DOV, $MAR, $NOW, $GLDM, $KLAC, $AXP. The full ranking of 25 similar funds is below.

#1Affiance Financial, LLCSmart money
Some overlap · 3 shared positions
$DOV$MAR$NOW
$701M
111 positions
#2PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 3 shared positions
$MAR$DOV$GLDM
$312M
131 positions
#3Zhang Financial LLCActive
Some overlap · 4 shared positions
$DOV$KLAC$AXP$GLDM
$3.4B
392 positions
#4Dodds Wealth, LLCSmart money
Some overlap · 3 shared positions
$DOV$MAR$DIS
$445M
56 positions
#5Frederick Financial Consultants, LLCActive
Some overlap · 4 shared positions
$MAR$DOV$KLAC$GLDM
$236M
121 positions
#6TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 3 shared positions
$MAR$KLAC$AXP
$217M
114 positions
#7DecisionPoint Financial, LLCActive
Some overlap · 3 shared positions
$MAR$DOV$AXP
$574M
1,419 positions
#8Applied Finance Capital Management, LLCPassive
Some overlap · 4 shared positions
$MAR$KLAC$CMI$DIS
$1.3B
218 positions
#9Cogent Private Wealth, Inc.Active
Some overlap · 3 shared positions
$DOV$KLAC$MAR
$160M
117 positions
#10ABNER HERRMAN & BROCK LLCActive
Some overlap · 3 shared positions
$MAR$AON$AXP
$1.0B
121 positions
#11Neumann Capital Management, LLCActive
Some overlap · 4 shared positions
$DOV$MAR$CMI$DIS
$391M
105 positions
#12OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 3 shared positions
$DOV$KLAC$CMI
$501M
276 positions
#13AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$KLAC$GLDM
$840M
251 positions
#14River Street Advisors LLCPassive
Some overlap · 3 shared positions
$DOV$KLAC$CMI
$324M
176 positions
#15UNITED BANKActive
Some overlap · 3 shared positions
$DOV$KLAC$CMI
$853M
130 positions
#16South Shore Capital AdvisorsPassive
Some overlap · 3 shared positions
$DOV$KLAC$AXP
$146M
157 positions
#17FIDUCIENT ADVISORS LLCActive
Some overlap · 3 shared positions
$DOV$AON$GLDM
$698M
153 positions
#18TEALWOOD ASSET MANAGEMENT INCPassive
Some overlap · 4 shared positions
$AON$KLAC$AXP$CMI
$251M
122 positions
#19HERITAGE INVESTORS MANAGEMENT CORPActive
Some overlap · 3 shared positions
$MAR$AXP$DIS
$3.6B
257 positions
#20LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MAR$AXP$DIS
$213M
124 positions
#21Ironwood Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$KLAC$AXP$NOW$CMI$DIS
$762M
267 positions
#22Colter Lewis Investment Partners LLCActive
Some overlap · 3 shared positions
$DOV$AXP$CL
$225M
114 positions
#23FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$MAR$AXP$DIS
$1.2B
181 positions
#24Weil Company, Inc.Passive
Some overlap · 3 shared positions
$DOV$AXP$NOW
$580M
134 positions
#25Westwind CapitalPassive
Some overlap · 3 shared positions
$MAR$NOW$KLAC
$426M
87 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.