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Hedge Funds Similar to Destiny /

13F Portfolio OverlapQ1 2026Destiny / portfolio →
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Most similar hedge funds by 13F overlap

Destiny Capital Corp/CO is an institutional investor managing $188M across 53 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 / are NavPoint Financial,, Graetz Wealth, Upper Left Wealth ,, with shared positions in $IBIT, $GLDM, $GMM, $OUNZ. The full ranking of 12 similar funds is below.

#1NavPoint Financial, Inc.Active
Slight overlap · 3 shared positions
$IBIT$GLDM$GMM
$247M
71 positions
#2Graetz Wealth LLCPassive
Slight overlap · 3 shared positions
$IBIT$GLDM$GMM
$112M
80 positions
#3Upper Left Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$IBIT$GLDM$GMM
$169M
68 positions
#4Apeiron RIA LLCPassive
Slight overlap · 3 shared positions
$IBIT$GLDM$GMM
$431M
204 positions
#5Financial Enhancement Group LLCPassive
Slight overlap · 3 shared positions
$IBIT$GLDM$GMM
$807M
135 positions
#6Heritage Family Offices, LLPPassive
Slight overlap · 3 shared positions
$GLDM$IBIT$GMM
$225M
196 positions
#7Archer Investment Management, LLCPassive
Slight overlap · 3 shared positions
$IBIT$GLDM$GMM
$238M
108 positions
#8BlackDiamond Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$GLDM$IBIT$GMM
$208M
203 positions
#9My Portfolio Guide, LLCActive
Slight overlap · 3 shared positions
$GLDM$OUNZ$GMM
$181M
166 positions
#10Walkner Condon Financial Advisors LLCPassive
Slight overlap · 3 shared positions
$GLDM$OUNZ$GMM
$759M
322 positions
#11Spectrum Planning & Advisory Services Inc.Passive
Slight overlap · 3 shared positions
$GLDM$OUNZ$GMM
$202M
114 positions
#12KWB WealthActive
Slight overlap · 3 shared positions
$GLDM$GMM$IBIT
$1.0B
166 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.