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Hedge Funds Similar to Dynasty Wealth

13F Portfolio OverlapQ2 2026Dynasty Wealth portfolio →
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Most similar hedge funds by 13F overlap

Dynasty Wealth Management, LLC is an institutional investor managing $13.5B across 367 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 Dynasty Wealth are CPA Asset, MBA Advisors, White Lighthouse Investment, with shared positions in $IAU, $ASML, $MS, $MPC, $AXP, $PM. The full ranking of 25 similar funds is below.

#1CPA Asset Management LLCActive
Notable overlap · 5 shared positions
$IAU$ASML$MS$MPC$AXP
$357M
86 positions
#2MBA Advisors LLCPassive
Notable overlap · 4 shared positions
$IAU$ASML$PM$MPC
$297M
166 positions
#3White Lighthouse Investment Management Inc.Active
Notable overlap · 4 shared positions
$IAU$ASML$PM$AZN
$829M
148 positions
#4RiverGlades Family Offices LLCActive
Notable overlap · 4 shared positions
$IAU$KLAC$PM$MPC
$218M
108 positions
#5SkyView Investment Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$ASML$USFD$CRH
$128M
278 positions
#6JSF Financial, LLCActive
Notable overlap · 4 shared positions
$IAU$DELL$FLEX$KLAC
$655M
146 positions
#7Wealth Quarterback LLCActive
Notable overlap · 3 shared positions
$IAU$DELL$ASML
$328M
180 positions
#8Argos Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$KLAC$ASML$USFD
$378M
224 positions
#9Impact Investors, IncActive
Notable overlap · 3 shared positions
$IAU$ASML$KLAC
$137M
88 positions
#10Sharkey, Howes & JaverActive
Notable overlap · 3 shared positions
$IAU$DELL$AXP
$830M
159 positions
#11ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Notable overlap · 3 shared positions
$IAU$DELL$MRVL
$753M
223 positions
#12Altiora Financial Group, LLCActive
Notable overlap · 3 shared positions
$IAU$KLAC$NEM
$634M
112 positions
#13NOTTINGHAM ADVISORS, INC.Active
Notable overlap · 3 shared positions
$IAU$KLAC$DELL
$838M
122 positions
#14Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 3 shared positions
$IAU$PM$MCK
$637M
125 positions
#15KITCHING PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$PM$AXP
$116M
40 positions
#16Midwest Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$KLAC$MRVL
$246M
210 positions
#17MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$IAU$PM$MCK
$1.4B
144 positions
#18GM Advisory Group, LLC
Notable overlap · 3 shared positions
$IAU$KLAC$AXP
$2.6B
374 positions
#19SAGE PRIVATE WEALTH GROUP, LLCActive
Notable overlap · 3 shared positions
$IAU$MPC$AXP
$298M
135 positions
#20Kelly Financial Services LLCActive
Notable overlap · 3 shared positions
$IAU$KLAC$PM
$463M
130 positions
#21Meridian Wealth Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$MPC$MS$MCK
$880M
211 positions
#22ROGCO, LPActive
Notable overlap · 3 shared positions
$IAU$MS$MRVL
$327M
224 positions
#23Independent Family Office, LLCActive
Notable overlap · 3 shared positions
$IAU$AXP$NEM
$249M
85 positions
#24TRUE Private Wealth AdvisorsPassive
Notable overlap · 4 shared positions
$IAU$URI$MS$MRVL
$1.2B
289 positions
#25EHRLICH FINANCIAL GROUPActive
Notable overlap · 3 shared positions
$IAU$AXP$MRVL
$193M
120 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.