Hedge Funds Similar to Destiny

13F Portfolio OverlapQ2 2026Destiny portfolio →

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Most similar hedge funds by 13F overlap

Destiny Capital Corp/CO is an institutional investor managing $215M across 58 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 Destiny are Upper Left Wealth, Graetz Wealth, Walkner Condon Financial Advisors, with shared positions in $GLDM, $IBIT, $STT, $OUNZ, $UAL. The full ranking of 21 similar funds is below.

#1Upper Left Wealth Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $IBIT $STT

$180M

73 positions

#2Graetz Wealth LLCActive

Notable overlap · 3 shared positions

$IBIT $STT $GLDM

$125M

84 positions

#3Walkner Condon Financial Advisors LLCPassive

Notable overlap · 3 shared positions

$GLDM $STT $OUNZ

$871M

344 positions

#4Daviman Financial, LLCActive

Notable overlap · 3 shared positions

$GLDM $IBIT $STT

$181M

92 positions

#5ELEMENT POINTE ADVISORS, LLCSmart money

Notable overlap · 3 shared positions

$GLDM $STT $IBIT

$621M

90 positions

#6Copia Wealth Management

Notable overlap · 3 shared positions

$GLDM $IBIT $STT

$166M

570 positions

#7Go Invest LLCSmart money

Notable overlap · 3 shared positions

$IBIT $STT $GLDM

$426M

129 positions

#8Collaborative Wealth Managment Inc.Active

Some overlap · 3 shared positions

$GLDM $STT $IBIT

$238M

170 positions

#9Pitcairn Wealth Advisors LLCActive

Some overlap · 3 shared positions

$STT $GLDM $OUNZ

$913M

281 positions

#10Financial Enhancement Group LLCPassive

Some overlap · 3 shared positions

$STT $GLDM $IBIT

$839M

137 positions

#11MATAURO, LLCActive

Some overlap · 3 shared positions

$STT $IBIT $OUNZ

$756M

158 positions

#12FORONJY FINANCIAL LLCActive

Some overlap · 3 shared positions

$GLDM $STT $IBIT

$272M

108 positions

#13Pacific Excel Wealth Advisors, Inc.Passive

Some overlap · 3 shared positions

$GLDM $STT $IBIT

$258M

228 positions

#14Heritage Family Offices, LLPPassive

Some overlap · 3 shared positions

$GLDM $STT $IBIT

$259M

233 positions

#15WEALTHCARE CAPITAL MANAGEMENT LLCSmart money

Slight overlap · 3 shared positions

$GLDM $STT $IBIT

$1.1B

105 positions

#16NICOLET BANKSHARES INCActive

Slight overlap · 3 shared positions

$STT $UAL $IBIT

$3.1B

615 positions

#17MPWM ADVISORY SOLUTIONS, LLCPassive

Slight overlap · 3 shared positions

$OUNZ $STT $UAL

$218M

571 positions

#18Betterment LLCActive

Slight overlap · 3 shared positions

$IBIT $STT $GLDM

$59.1B

675 positions

#19TOTAL INVESTMENT MANAGEMENT INCActive

Slight overlap · 3 shared positions

$IBIT $UAL $GLDM

$948M

89 positions

#20Cornerstone Planning Group LLCPassive

Slight overlap · 3 shared positions

$STT $GLDM $IBIT

$794M

1,867 positions

#21Glassman Wealth ServicesActive

Slight overlap · 4 shared positions

$IBIT $STT $GLDM $OUNZ

$835M

236 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.