What hedge funds are most similar to Waterway Wealth Management, LLC?

The funds with the most similar 13F portfolios to Waterway Wealth Management, LLC are Advocacy Wealth, NZS, CARDEROCK, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Waterway Wealth

13F Portfolio OverlapQ2 2026Waterway Wealth portfolio →

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Most similar hedge funds by 13F overlap

Waterway Wealth Management, LLC is an institutional investor managing $490M across 96 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 Waterway Wealth are Advocacy Wealth, NZS, CARDEROCK, with shared positions in $SPGI, $ETN, $APH, $UBER, $ABT, $SYK. The full ranking of 25 similar funds is below.

#1Advocacy Wealth Management, LLCActive

Some overlap · 7 shared positions

$SPGI $ETN $APH $UBER $ABT $SYK

$2.8B

151 positions

#2NZS Capital, LLCActive

Some overlap · 7 shared positions

$APH $UBER $SYK $AXON $CRWD $PWR

$3.9B

61 positions

#3CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 6 shared positions

$SPGI $MCO $APH $SYK $PWR $CDNS

$456M

67 positions

#4Bell Asset Management LtdPassive

Some overlap · 6 shared positions

$ETN $SPGI $APH $UBER $ABT $WM

$375M

63 positions

#5Wilian Securities, LLCPassive

Some overlap · 6 shared positions

$SPGI $APH $UBER $CRWD $SYK $PWR

$169M

89 positions

#6Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Some overlap · 6 shared positions

$MCO $APH $MSCI $UBER $ROL $SNPS

$373M

28 positions

#7Suncoast Equity ManagementActive

Some overlap · 6 shared positions

$SPGI $ETN $APH $UBER $SYK $ROL

$798M

63 positions

#8Strong Retirement Solutions LLCPassive

Some overlap · 6 shared positions

$APH $UBER $CRWD $SPGI $PWR $SYK

$167M

82 positions

#9Bey-Douglas LLC

Some overlap · 6 shared positions

$SPGI $ETN $APH $SYK $UBER $MDT

$115M

56 positions

#10TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Some overlap · 6 shared positions

$ETN $UBER $ABT $SYK $CRWD $WM

$238M

118 positions

#11Strategic Global Advisors, LLCPassive

Some overlap · 6 shared positions

$MCO $APH $MSCI $SPOT $ROL $LNG

$702M

129 positions

#12MIDDLETON & CO INC/MAActive

Some overlap · 6 shared positions

$ETN $SPGI $SYK $MSCI $SNPS $APH

$942M

170 positions

#13Providence Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$ETN $SPGI $SYK $PWR $MDT $WM

$660M

385 positions

#14NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Some overlap · 6 shared positions

$APH $UBER $BSX $ABT $ROL $SNPS

$606M

79 positions

#15Eos Management, L.P.Active

Some overlap · 7 shared positions

$APH $CRWD $SPGI $CDNS $SNPS $UBER

$252M

35 positions

#16Parsonex Advisory Services, Inc.Passive

Some overlap · 5 shared positions

$BSX $ETN $UBER $SPOT $CRWD

$115M

50 positions

#17Blue Chip Partners, LLCActive

Some overlap · 6 shared positions

$ETN $CRWD $ABT $PWR $ROL $WM

$1.6B

184 positions

#18DB Fitzpatrick & Co, IncActive

Some overlap · 6 shared positions

$ETN $MSCI $SYK $PWR $SNPS $WM

$124M

100 positions

#19EDGEWOOD MANAGEMENT LLCActive

Some overlap · 7 shared positions

$APH $MSCI $SPOT $AXON $SNPS $SPGI

$9.7B

90 positions

#20ABN AMRO Bank N.V.Active

Some overlap · 6 shared positions

$SPGI $SYK $UBER $PWR $SPOT $CRWD

$7.7B

231 positions

#21Progressive Investment Management CorpActive

Some overlap · 5 shared positions

$SPGI $MCO $APH $MSCI $CDNS

$454M

56 positions

#22BURLING WEALTH PARTNERS, LLCPassive

Some overlap · 6 shared positions

$ETN $ABT $SYK $APH $CDNS $WM

$683M

180 positions

#23MERIDIAN MANAGEMENT COActive

Some overlap · 6 shared positions

$SPGI $CRWD $PWR $CDNS $UBER $SNPS

$446M

84 positions

#24Trivant Custom Portfolio Group, LLCPassive

Some overlap · 6 shared positions

$MSCI $UBER $SYK $CRWD $ABT $LNG

$188M

82 positions

#25Ascent Wealth Partners, LLCActive

Some overlap · 6 shared positions

$APH $SYK $AXON $PWR $ETN $WM

$1.0B

200 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.