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Hedge Funds Similar to WATERSHED PRIVATE WEALTH

13F Portfolio OverlapQ2 2026WATERSHED PRIVATE WEALTH portfolio →
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Most similar hedge funds by 13F overlap

WATERSHED PRIVATE WEALTH LLC is an institutional investor managing $355M across 120 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 WATERSHED PRIVATE WEALTH are GILDER GAGNON HOWE, GenTrust, Colter Lewis Investment Partners, with shared positions in $SHOP, $ANET, $NBIS, $DASH, $ABNB, $IBIT. The full ranking of 25 similar funds is below.

#1GILDER GAGNON HOWE & CO LLCPassive
Some overlap · 5 shared positions
$SHOP$ANET$NBIS$DASH$ABNB
$9.7B
274 positions
#2GenTrust, LLCActive
Some overlap · 5 shared positions
$DASH$IBIT$PLTR$ABNB$MDY
$2.6B
201 positions
#3Colter Lewis Investment Partners LLCActive
Some overlap · 4 shared positions
$DASH$IBIT$ETHA$MDY
$225M
114 positions
#4Faithward Advisors, LLCPassive
Some overlap · 5 shared positions
$SHOP$ANET$NBIS$PLTR$VRT
$819M
339 positions
#5Stony Point Capital LLCActive
Some overlap · 3 shared positions
$DASH$SHOP$PLTR
$1.5B
30 positions
#6Sunstone Asset Management, L.P.Passive
Some overlap · 4 shared positions
$DASH$SHOP$ANET$ABNB
$92M
57 positions
#7Exane Asset ManagementActive
Some overlap · 3 shared positions
$DASH$SHOP$ABNB
$277M
28 positions
#8NZS Capital, LLCActive
Some overlap · 3 shared positions
$DASH$SHOP$TT
$3.9B
61 positions
#9Benchstone Capital Management LPActive
Some overlap · 3 shared positions
$DASH$SHOP$NBIS
$828M
37 positions
#10Bosman Wealth Management, LLCPassive
Some overlap · 6 shared positions
$IBIT$ANET$PLTR$NBIS$WDC$VRT
$161M
56 positions
#11ALKEON CAPITAL MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$DASH$SHOP$PLTR$VRT
$74.1B
109 positions
#12Forefront Wealth Partners, LLC
Some overlap · 5 shared positions
$IBIT$SHOP$ANET$PLTR$VRT
$323M
177 positions
#13CAP Partners, LLCPassive
Some overlap · 4 shared positions
$SHOP$ANET$IBIT$PLTR
$204M
155 positions
#14Ardmore Road Asset Management LPPassive
Some overlap · 3 shared positions
$DASH$SHOP$IBIT
$1.7B
70 positions
#15Synergy Financial Group, LTDPassive
Some overlap · 4 shared positions
$SHOP$ANET$LMND$ABNB
$139M
119 positions
#16SOMA EQUITY PARTNERS LPActive
Some overlap · 3 shared positions
$DASH$ANET$NBIS
$1.4B
24 positions
#17Arbor Wealth Management LLC\AZActive
Some overlap · 3 shared positions
$SHOP$IBIT$ANET
$113M
26 positions
#18ITHAKA GROUP LLCActive
Some overlap · 4 shared positions
$SHOP$ANET$PLTR$VRT
$551M
40 positions
#19Illumine Investment Management, LLCPassive
Some overlap · 3 shared positions
$DASH$ANET$LMND
$154M
95 positions
#20CATALYST PRIVATE WEALTH, LLCActive
Some overlap · 4 shared positions
$DASH$PLTR$ANET$IBIT
$207M
82 positions
#21Capital Impact Advisors, LLCActive
Some overlap · 3 shared positions
$DASH$ANET$PLTR
$1.8B
29 positions
#22Steadview Capital Management LLCActive
Some overlap · 3 shared positions
$DASH$NBIS$PLTR
$333M
14 positions
#23Bellecapital International Ltd.Passive
Some overlap · 3 shared positions
$SHOP$ANET$IBIT
$625M
123 positions
#24Genesis Financial Group, LLCPassive
Some overlap · 4 shared positions
$SHOP$NBIS$LMND$PLTR
$154M
100 positions
#25Cache Advisors, LLCActive
Slight overlap · 4 shared positions
$DASH$ANET$PLTR$WDC
$1.2B
139 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.