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Hedge Funds Similar to Sloy Dahl & Holst

13F Portfolio OverlapQ2 2026Sloy Dahl & Holst portfolio →
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Most similar hedge funds by 13F overlap

Sloy Dahl & Holst, LLC is an institutional investor managing $811M across 122 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 Sloy Dahl & Holst are Verde, Foundation Wealth, Reliant Wealth Planning, with shared positions in $BTC, $PLTR, $ETH, $GBTC, $ETHE, $IBIT. The full ranking of 25 similar funds is below.

#1Verde Capital ManagementActive
Notable overlap · 6 shared positions
$BTC$PLTR$ETH$GBTC$ETHE$IBIT
$541M
80 positions
#2Foundation Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$BTC$PLTR$GBTC$IBIT
$169M
51 positions
#3Reliant Wealth PlanningSmart money
Some overlap · 5 shared positions
$BTC$ETH$ETHA$OUNZ$IBIT
$364M
54 positions
#4KALEIDOSCOPE CAPITAL LPSmart money
Some overlap · 5 shared positions
$BTC$ETH$ETHA$XRP$IBIT
$271M
16 positions
#5SJBENEN ADVISORY, LLCSmart money
Some overlap · 3 shared positions
$PLTR$COIN$IBIT
$176M
34 positions
#6Pasadena Private Wealth, LLCActive
Some overlap · 4 shared positions
$BTC$ETH$GBTC$ETHE
$786M
309 positions
#7Nikko Asset Management Americas, Inc.Passive
Some overlap · 3 shared positions
$COIN$PLTR$SPCX
$7.7B
276 positions
#8ATX Financial Planning, LLCActive
Some overlap · 3 shared positions
$BTC$ETH$IBIT
$151M
83 positions
#9ARK Investment Management LLCActive
Some overlap · 3 shared positions
$PLTR$COIN$SPCX
$15.4B
191 positions
#10Hartmann Taylor Wealth Management, LLCActive
Some overlap · 3 shared positions
$PLTR$GBTC$ETHE
$151M
54 positions
#11ParaFi Capital LPActive
Some overlap · 3 shared positions
$BTC$COIN$IBIT
$361M
24 positions
#12Titan Wealth (CI) LtdPassive
Some overlap · 3 shared positions
$PLTR$COIN$IBIT
$269M
51 positions
#13IronBridge Private Wealth, LLCActive
Some overlap · 3 shared positions
$PLTR$ETH$XRP
$304M
47 positions
#14Harvest Portfolios Group Inc.Active
Some overlap · 3 shared positions
$PLTR$COIN$SPCX
$7.1B
267 positions
#15Lauer Wealth, LLCActive
Some overlap · 5 shared positions
$PLTR$ETHA$SPCX$VZ$IBIT
$167M
75 positions
#16Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$BTC$GBTC$IBIT
$180M
73 positions
#17Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 3 shared positions
$PLTR$ETHA$SPCX
$142M
408 positions
#18Deuterium Capital Management, LLCActive
Some overlap · 3 shared positions
$PLTR$ETHA$ETHE
$92M
24 positions
#19COMPASS CAPITAL CORP /MA/ /ADVPassive
Some overlap · 3 shared positions
$PLTR$ETHA$IBIT
$307M
205 positions
#20MSRH, LLC
Some overlap · 3 shared positions
$BTC$GBTC$IBIT
$113M
29 positions
#21Vienna Asset Management LLCPassive
Some overlap · 3 shared positions
$COIN$ETHA$IBIT
$143M
73 positions
#22Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$COIN$ETHA$IBIT
$240M
74 positions
#23Warburton Capital Management, LLCActive
Some overlap · 3 shared positions
$PLTR$UNP$VZ
$246M
75 positions
#24High Note Wealth, LLCPassive
Some overlap · 3 shared positions
$PLTR$UNP$IBIT
$586M
959 positions
#25Refined Wealth ManagementActive
Some overlap · 3 shared positions
$COIN$UNP$XRP
$166M
49 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.