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Hedge Funds Similar to Daner Wealth ,

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

Daner Wealth Management, LLC is an institutional investor managing $170M across 88 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 Daner Wealth , are Alpha Cubed Investments,, MITCHELL & PAHL PRIVATE WEALTH,, EASTERN BANK, with shared positions in $NEE, $MCD, $AMD, $PANW, $CRWD, $UNH. The full ranking of 25 similar funds is below.

#1Alpha Cubed Investments, LLC
Some overlap · 7 shared positions
$NEE$MCD$AMD$PANW$CRWD$UNH
$2.9B
299 positions
#2MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$NEE$VLO$MCD$UNH$GD
$246M
145 positions
#3EASTERN BANKPassive
Some overlap · 6 shared positions
$NEE$MCD$AMD$PANW$ANET$ETN
$6.5B
1,038 positions
#4MOSELEY INVESTMENT MANAGEMENT INCPassive
Some overlap · 5 shared positions
$NEE$VLO$AMD$CRWD$ETN
$314M
163 positions
#5TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 5 shared positions
$NEE$VLO$AMD$UNH$ETN
$182M
115 positions
#6Ark Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$NEE$VLO$MCD$CVS
$101M
80 positions
#7CAPITAL CITY TRUST CO/FLActive
Some overlap · 6 shared positions
$NEE$MCD$MPC$ANET$GD$ETN
$437M
114 positions
#8Greenfield Savings BankPassive
Some overlap · 4 shared positions
$NEE$MCD$VLO$UNH
$234M
143 positions
#9Elevated Private Wealth, LLC
Some overlap · 6 shared positions
$NEE$MRVL$AMD$CRWD$UNH$CVS
$97M
94 positions
#10Elite Life Management LLCActive
Some overlap · 7 shared positions
$NEE$MCD$AMD$ANET$CRWD$GD
$80M
57 positions
#11NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$NEE$MCD$ANET$GD$ETN
$367M
141 positions
#12BAHL & GAYNOR INCActive
Some overlap · 5 shared positions
$NEE$MCD$UNH$GD$ETN
$19.8B
327 positions
#13SFE Investment CounselPassive
Some overlap · 5 shared positions
$NEE$MRVL$AMD$PANW$ETN
$635M
143 positions
#14MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$NEE$MCD$UNH$GD$CEG
$835M
170 positions
#15Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$NEE$MCD$UNH$ETN$CVS
$218M
69 positions
#16Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 4 shared positions
$NEE$VLO$MCD$UNH
$412M
46 positions
#17Farmers National BankPassive
Some overlap · 5 shared positions
$NEE$MCD$UNH$GD$CVS
$453M
185 positions
#18GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 5 shared positions
$NEE$MCD$PANW$UNH$ETN
$908M
286 positions
#19Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$NEE$MCD$VLO
$223M
109 positions
#20WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$NEE$AMD$PANW$ANET$CRWD
$225M
71 positions
#21LGT Fund Management Co Ltd.Passive
Some overlap · 6 shared positions
$MCD$NEE$PANW$ANET$CRWD$CEG
$2.3B
242 positions
#22CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 5 shared positions
$NEE$AMD$PANW$ANET$ETN
$180M
58 positions
#23Greater Midwest Financial Group, LLCPassive
Some overlap · 5 shared positions
$NEE$AMD$PANW$CRWD$ETN
$186M
65 positions
#24M3 Wealth Management, LLCPassive
Some overlap · 4 shared positions
$NEE$VLO$PANW$ETN
$130M
35 positions
#25Community Financial Services Group, LLCPassive
Some overlap · 4 shared positions
$NEE$MCD$PANW$ETN
$568M
460 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.