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Hedge Funds Similar to Destiny Wealth Partners,

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

Destiny Wealth Partners, LLC is an institutional investor managing $914M across 1,148 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 Destiny Wealth Partners, are Accel Wealth, Orion, Bulwark, with shared positions in $JHG, $MS, $NKE, $KKR, $APP, $HUM. The full ranking of 25 similar funds is below.

#1Accel Wealth ManagementPassive
Notable overlap · 7 shared positions
$JHG$MS$NKE$KKR$APP$HUM
$383M
290 positions
#2Orion Capital Management LLCPassive
Notable overlap · 6 shared positions
$JHG$HUM$KKR$PLTR$MS$AMD
$290M
485 positions
#3Bulwark Capital CorpActive
Notable overlap · 6 shared positions
$JHG$HUM$VLTO$KKR$OKE$MS
$162M
100 positions
#4DAHRING {-} CUSMANO LLCActive
Notable overlap · 4 shared positions
$JHG$HUM$KKR$PLTR
$163M
58 positions
#5Weaver Consulting GroupPassive
Notable overlap · 5 shared positions
$JHG$HUM$MS$KKR$OKTA
$420M
275 positions
#6Whipplewood Advisors, LLCPassive
Notable overlap · 3 shared positions
$JHG$HUM$DOV
$193M
1,065 positions
#7Flagship Capital Management Inc.Active
Notable overlap · 4 shared positions
$JHG$MS$NKE$UBER
$136M
48 positions
#8Comprehensive Financial Planning, Inc./PAPassive
Notable overlap · 5 shared positions
$JHG$PLTR$CRWD$MS$KKR
$144M
387 positions
#9MJP ASSOCIATES INC /ADVPassive
Notable overlap · 4 shared positions
$JHG$HUM$KKR$RDDT
$824M
231 positions
#10Seed Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$JHG$VLTO$PLTR$OKE
$145M
98 positions
#11CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Notable overlap · 6 shared positions
$JHG$HUM$KKR$OKE$DOV$MS
$648M
134 positions
#12WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$JHG$KKR$APP$HUM
$156M
139 positions
#13Medallion Wealth Advisors, LLCPassive
Notable overlap · 5 shared positions
$JHG$KKR$NKE$HUM$SOLV
$306M
1,121 positions
#14Miller Global Investments, LLCPassive
Notable overlap · 4 shared positions
$JHG$FSCO$OKE$AMD
$121M
295 positions
#15E6 Portfolios, LLCActive
Notable overlap · 3 shared positions
$JHG$NKE$MS
$96M
58 positions
#16Ritter Daniher Financial Advisory LLC / DEActive
Notable overlap · 4 shared positions
$JHG$MS$KKR$HUM
$589M
590 positions
#17New England Private Wealth Advisors LLCActive
Notable overlap · 5 shared positions
$JHG$HUM$DOV$KKR$OKTA
$866M
194 positions
#18MRA Advisory GroupPassive
Notable overlap · 4 shared positions
$JHG$PDI$PLTR$OKLO
$245M
142 positions
#19Sovereign Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$JHG$VLTO$OKE
$472M
106 positions
#20First Financial Group CorpActive
Notable overlap · 4 shared positions
$JHG$NKE$HUM$CRWD
$122M
80 positions
#21Kensington Asset Management, LLCSmart money
Notable overlap · 5 shared positions
$JHG$APP$FSCO$OKE$OKTA
$1.9B
41 positions
#22Bridgewealth Advisory Group, LLCActive
Notable overlap · 3 shared positions
$JHG$KKR$HUM
$482M
135 positions
#23Lionshead Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$JHG$PLTR$AMD
$136M
108 positions
#24Signature Wealth Management Partners, LLCPassive
Notable overlap · 4 shared positions
$JHG$DOV$CRWD$PLTR
$199M
116 positions
#25INSPIRION WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$JHG$KKR$HUM
$803M
181 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.