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Hedge Funds Similar to Darwin Wealth ,

13F Portfolio OverlapQ1 2026Darwin Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Darwin Wealth Management, LLC is an institutional investor managing $321M across 604 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Darwin Wealth , are Leelyn Smith,, ALKEON, Mach-1 Financial Group,, with shared positions in $NTRB, $ADI, $ICE, $ADSK, $KKR, $LRCX. The full ranking of 25 similar funds is below.

#1Leelyn Smith, LLCPassive
Some overlap · 5 shared positions
$NTRB$ADI$ICE$ADSK$KKR
$713M
154 positions
#2ALKEON CAPITAL MANAGEMENT LLCSmart money
Some overlap · 6 shared positions
$LRCX$ADI$VRT$ICE$TJX$UBER
$59.5B
102 positions
#3Mach-1 Financial Group, LLCPassive
Some overlap · 5 shared positions
$FCFS$ADI$TEL$TJX$ADSK
$284M
161 positions
#4My Portfolio Guide, LLCActive
Some overlap · 3 shared positions
$FCFS$FND$VRT
$181M
166 positions
#5Navalign, LLCPassive
Some overlap · 5 shared positions
$FCFS$UBER$KO$TJX$TEL
$396M
127 positions
#6McLaughlin Asset Management, Inc.Passive
Some overlap · 6 shared positions
$LRCX$VRT$KO$TJX$HWM$BSX
$105M
91 positions
#7NICHOLAS COMPANY, INC.Active
Some overlap · 6 shared positions
$KO$ICE$LRCX$TJX$ETN$AMD
$5.1B
203 positions
#8Wagner Wealth Management, CorpPassive
Some overlap · 3 shared positions
$FCFS$SAN$KO
$111M
103 positions
#9Trifecta Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$LRCX$VRT$TJX$ETN$UBER$AMD
$646M
274 positions
#10Nova Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$FCFS$SAN$MDLZ$AMD
$154M
545 positions
#11Live Oak Investment PartnersPassive
Some overlap · 3 shared positions
$FCFS$HWM$KO
$169M
93 positions
#12Raab & Moskowitz Asset Management LLCPassive
Some overlap · 4 shared positions
$NTRB$TJX$KKR$KO
$450M
187 positions
#13Prasad Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$FCFS$ETN$TEL$ADSK$LRCX
$367M
146 positions
#14Clarus Wealth AdvisorsPassive
Some overlap · 3 shared positions
$NTRB$AMD$TJX
$235M
88 positions
#15WIN ADVISORS, INCPassive
Some overlap · 4 shared positions
$FND$LRCX$VRT$JBL
$219M
78 positions
#16Apriem AdvisorsActive
Some overlap · 3 shared positions
$NTRB$LRCX$ADSK
$1.0B
186 positions
#17PETREDIS INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$NTRB$TJX$AMD
$1.2B
108 positions
#18NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$VRT$KO$ADI$ICE$TJX
$1.3B
161 positions
#19STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive
Some overlap · 3 shared positions
$FCFS$LRCX$KO
$113M
82 positions
#20DUPONT CAPITAL MANAGEMENT CORPPassive
Some overlap · 5 shared positions
$KO$ADI$TJX$ETN$AMD
$879M
101 positions
#21Stone Wealth PartnersPassive
Some overlap · 3 shared positions
$NTRB$LRCX$MDLZ
$111M
59 positions
#22JACKSON SQUARE CAPITAL, LLCPassive
Some overlap · 5 shared positions
$LRCX$VRT$TJX$SAN$HWM
$477M
129 positions
#23SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$LRCX$VRT$ETN$UBER$AMD
$229M
137 positions
#24Invera Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$LRCX$ICE$TJX$ETN$AMD
$156M
98 positions
#25MEANS INVESTMENT CO., INC.Active
Some overlap · 5 shared positions
$NTRB$LRCX$KKR$MDLZ$TJX
$1.1B
212 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.