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Hedge Funds Similar to Downshift Financial

13F Portfolio OverlapQ3 2026Downshift Financial portfolio →
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Most similar hedge funds by 13F overlap

Downshift Financial, LLC is an institutional investor managing $232M across 725 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Downshift Financial are Breakwater Investment, PARTNERS INVESTMENT GROUP, LLP, PLANNING DIRECTIONS, with shared positions in $DOV, $SNPS, $PLTR, $TMO, $IAU, $NEE. The full ranking of 25 similar funds is below.

#1Breakwater Investment ManagementActive
Notable overlap · 5 shared positions
$DOV$SNPS$PLTR$TMO$IAU
$302M
774 positions
#2PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 3 shared positions
$DOV$SNPS$IAU
$2.8B
186 positions
#3PLANNING DIRECTIONS INCActive
Notable overlap · 4 shared positions
$DOV$NEE$NSC$PLTR
$216M
110 positions
#4Wealth Management NebraskaSmart money
Notable overlap · 3 shared positions
$DOV$NEE$FBTC
$1.1B
109 positions
#5Catalyst Investment Management LLCActive
Notable overlap · 3 shared positions
$DOV$NEE$IAU
$113M
74 positions
#6HOGE FINANCIAL SERVICES, LLCActive
Notable overlap · 3 shared positions
$DOV$NSC$NEE
$209M
83 positions
#7Five Pine Wealth ManagementActive
Notable overlap · 3 shared positions
$DOV$FBTC$IAU
$177M
50 positions
#8Sageworth Trust CoActive
Notable overlap · 3 shared positions
$DOV$IAU$PLTR
$2.5B
127 positions
#9Vantage Point Financial LLCActive
Notable overlap · 3 shared positions
$DOV$PLTR$IAU
$328M
188 positions
#10Sollinda Capital Management LLCActive
Notable overlap · 3 shared positions
$DOV$NSC$PLTR
$468M
80 positions
#11NavPoint Financial, Inc.Active
Notable overlap · 3 shared positions
$DOV$IAU$PLTR
$283M
75 positions
#12LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$DOV$PLTR$IAU
$713M
379 positions
#13FC Advisory LLCActive
Notable overlap · 3 shared positions
$DOV$SNPS$NSC
$382M
113 positions
#14Verus Financial Partners, Inc.Smart money
Some overlap · 5 shared positions
$DOV$NSC$FBTC$IAU$GWW
$1.2B
127 positions
#15OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 3 shared positions
$DOV$TMO$IAU
$560M
145 positions
#16Endowment Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$DOV$FBTC$IAU$PLTR
$259M
181 positions
#17Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$IAU$NEE
$212M
171 positions
#18CINCINNATI FINANCIAL CORPActive
Some overlap · 3 shared positions
$DOV$NSC$TMO
$5.2B
56 positions
#19NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 4 shared positions
$DOV$SNPS$TTWO$FISV
$595M
264 positions
#20Creekside PartnersPassive
Some overlap · 3 shared positions
$DOV$SNPS$NEE
$276M
193 positions
#21Compass Ion Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$NEE$FBTC
$1.2B
306 positions
#22Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$DOV$FBTC$PLTR
$277M
87 positions
#23Pictet North America Advisors SAActive
Some overlap · 3 shared positions
$DOV$IAU$TMO
$1.2B
189 positions
#24DEEPWATER ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$CRDO$TTWO$SNPS
$220M
35 positions
#25MCDANIEL TERRY & COActive
Some overlap · 3 shared positions
$DOV$TMO$GWW
$1.3B
81 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.