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Hedge Funds Similar to High Note Wealth

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

High Note Wealth, LLC is an institutional investor managing $586M across 959 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 High Note Wealth are Titan Wealth (CI) Ltd, AGP FRANKLIN, SHEPHERD WEALTH Ltd LIABILITY, with shared positions in $CRWD, $PLTR, $UBER, $EBAY, $LMT, $IBIT. The full ranking of 25 similar funds is below.

#1Titan Wealth (CI) LtdPassive
Notable overlap · 6 shared positions
$CRWD$PLTR$UBER$EBAY$LMT$IBIT
$269M
51 positions
#2AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$AZO
$231M
93 positions
#3SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY CoActive
Some overlap · 4 shared positions
$PLTR$CRWD$UBER$LMT
$181M
57 positions
#4BIRCHBROOK, INC.Active
Some overlap · 4 shared positions
$CRWD$UBER$MUFG$LMT
$213M
305 positions
#5Canvas Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$UBER$CRWD
$717M
251 positions
#6Processus Wealth & Capital Management, LLCActive
Some overlap · 3 shared positions
$CRWD$PLTR$GD
$169M
35 positions
#7Modus Advisors, LLCPassive
Some overlap · 5 shared positions
$CRWD$UBER$LMT$PLTR$IBIT
$405M
118 positions
#8AlphaStar Capital Management, LLCActive
Some overlap · 3 shared positions
$PLTR$CRWD$IBIT
$1.6B
280 positions
#9Destiny Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$CRWD$PLTR$UBER
$709M
186 positions
#10Rydar Equities, Inc.Passive
Some overlap · 6 shared positions
$CRWD$PLTR$LMT$AZO$TRV$UNP
$178M
107 positions
#11ATWOOD & PALMER INCPassive
Some overlap · 3 shared positions
$PLTR$LMT$UBER
$1.9B
495 positions
#12Trifecta Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$CRWD$UBER$PLTR$LMT
$776M
493 positions
#13PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$PLTR$LMT$UBER
$3.2B
77 positions
#14Vident Advisory, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$GD$LMT
$13.9B
1,919 positions
#15MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Some overlap · 3 shared positions
$PLTR$GD$LMT
$188M
513 positions
#16Aristotle Capital Management, LLCActive
Some overlap · 4 shared positions
$MUFG$UBER$GD$ECL
$47.7B
212 positions
#17Juno Financial Group LLCActive
Some overlap · 4 shared positions
$CRWD$UBER$LMT$UNP
$282M
73 positions
#18United Capital Management of KS, Inc.Passive
Some overlap · 3 shared positions
$PLTR$LMT$FBTC
$763M
98 positions
#19Orion Investment CoActive
Some overlap · 3 shared positions
$PLTR$GD$UNP
$343M
73 positions
#20Owen LaRue, LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$IBIT
$288M
141 positions
#21KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PLTR$CRWD$UBER$LMT$UNP
$351M
166 positions
#22Kapstone Financial Advisors LLCActive
Some overlap · 4 shared positions
$PLTR$UBER$LMT$IBIT
$239M
175 positions
#23Valtrion Capital Management, LLCActive
Some overlap · 4 shared positions
$CRWD$GD$UBER$TRV
$134M
103 positions
#24Thomasville National BankPassive
Some overlap · 4 shared positions
$CRWD$GD$UBER$BKNG
$1.8B
241 positions
#25Wisconsin Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$CRWD$PLTR$UBER
$117M
90 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.