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Hedge Funds Similar to Brightwater Advisory

13F Portfolio OverlapQ2 2026Brightwater Advisory portfolio →
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Most similar hedge funds by 13F overlap

Brightwater Advisory LLC is an institutional investor managing $158M across 59 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 Brightwater Advisory are Orcam Financial Group, DC Investments, Henshaw, with shared positions in $DOV, $MDY, $AFL, $AEE. The full ranking of 5 similar funds is below.

#1Orcam Financial GroupActive
Some overlap · 3 shared positions
$DOV$MDY$AFL
$205M
105 positions
#2DC Investments Management, LLCActive
Some overlap · 3 shared positions
$DOV$MDY$AEE
$293M
55 positions
#3Henshaw Capital LLCActive
Some overlap · 3 shared positions
$MDY$AFL$DOV
$3.1B
160 positions
#4Brand Asset Management Group, Inc.Active
Some overlap · 3 shared positions
$DOV$MDY$AEE
$452M
223 positions
#5Berman McAleer LLCActive
Slight overlap · 3 shared positions
$MDY$AFL$DOV
$864M
175 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.