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Hedge Funds Similar to Tumwater Wealth

13F Portfolio OverlapQ2 2026Tumwater Wealth portfolio →
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Most similar hedge funds by 13F overlap

Tumwater Wealth Management, LLC is an institutional investor managing $277M across 33 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 Tumwater Wealth are Safe Harbor Fiduciary, Athena Wealth, TOEWS, with shared positions in $STX, $SCHW, $FCX, $IDA. The full ranking of 4 similar funds is below.

#1Safe Harbor Fiduciary, LLCPassive
Some overlap · 3 shared positions
$STX$SCHW$FCX
$128M
61 positions
#2Athena Wealth Management, LLCActive
Some overlap · 3 shared positions
$FCX$SCHW$STX
$134M
104 positions
#3TOEWS CORP /ADVActive
Some overlap · 3 shared positions
$STX$FCX$SCHW
$686M
151 positions
#4RW Investment Management LLCSmart money
Slight overlap · 3 shared positions
$IDA$FCX$SCHW
$1.1B
115 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.