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Hedge Funds Similar to Sloy Dahl & Holst,

13F Portfolio OverlapQ1 2026Sloy Dahl & Holst, portfolio →
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Most similar hedge funds by 13F overlap

Sloy Dahl & Holst, LLC is an institutional investor managing $728M across 112 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 Sloy Dahl & Holst, are SJBENEN ADVISORY,, KALEIDOSCOPE, Haven Private,, with shared positions in $PLTR, $COIN, $IBIT, $BTC, $ETH, $ETHA. The full ranking of 25 similar funds is below.

#1SJBENEN ADVISORY, LLCSmart money
Some overlap · 3 shared positions
$PLTR$COIN$IBIT
$120M
27 positions
#2KALEIDOSCOPE CAPITAL LPActive
Some overlap · 5 shared positions
$BTC$ETH$ETHA$XRP$IBIT
$260M
15 positions
#3Haven Private, LLCPassive
Some overlap · 6 shared positions
$ETH$WT$GBTC$PLTR$ETHE$VZ
$230M
166 positions
#4Parisi Gray Wealth ManagementPassive
Some overlap · 3 shared positions
$PLTR$WT$LRCX
$420M
137 positions
#5REAP Financial Group, LLCPassive
Some overlap · 3 shared positions
$BTC$WT$GBTC
$507M
533 positions
#6Ovata Capital Management LtdActive
Some overlap · 3 shared positions
$COIN$BTC$IBIT
$715M
38 positions
#7DGS Capital Management, LLCPassive
Some overlap · 3 shared positions
$COIN$PLTR$LRCX
$609M
629 positions
#8McGuire Investment Group, LLCActive
Some overlap · 3 shared positions
$PLTR$WT$LRCX
$885M
121 positions
#9Exit Wealth Advisors, LLC.Active
Some overlap · 8 shared positions
$BTC$WT$LRCX$GBTC$ETH$JHG
$195M
131 positions
#10Paragon Advisors, LLCActive
Some overlap · 4 shared positions
$BTC$PLTR$LRCX$JHG
$371M
76 positions
#11HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PLTR$WT$HUM$JHG$BRZE
$238M
142 positions
#12Prospect Financial Services LLCPassive
Some overlap · 6 shared positions
$PLTR$HUM$WT$ARKO$VZ$IBIT
$164M
104 positions
#13Sustainable Insight Capital Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$HUM$LRCX
$298M
86 positions
#14Verde Capital ManagementActive
Some overlap · 5 shared positions
$PLTR$ETH$GBTC$ETHE$IBIT
$468M
69 positions
#15Triton Financial Group IncPassive
Some overlap · 4 shared positions
$PLTR$WT$JHG$ARKO
$57M
62 positions
#16Paragon Capital Management LtdActive
Some overlap · 4 shared positions
$COIN$HUM$WT$REGN
$476M
199 positions
#17Pasadena Private Wealth, LLCPassive
Some overlap · 7 shared positions
$BTC$WT$GBTC$ETH$ETHE$JHG
$723M
277 positions
#18Three Magnolias Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$WT$JHG$ARKO
$157M
103 positions
#19DB&C Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$HUM$VZ
$77M
67 positions
#20Deuterium Capital Management, LLCActive
Some overlap · 3 shared positions
$PLTR$ETHA$ETHE
$86M
26 positions
#21ParaFi Capital LPActive
Some overlap · 3 shared positions
$BTC$COIN$IBIT
$462M
22 positions
#22Nova Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$PLTR$WT$BTC$JHG
$154M
545 positions
#23SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 3 shared positions
$PLTR$HUM$LRCX
$1.1B
322 positions
#24Benson Wealth Management INCPassive
Some overlap · 8 shared positions
$BTC$GBTC$COIN$ETH$GDDY$REGN
$73M
354 positions
#25FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$PLTR$LRCX$JHG
$399M
173 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.