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Hedge Funds Similar to Darden Wealth Group

13F Portfolio OverlapQ2 2026Darden Wealth Group portfolio →
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Most similar hedge funds by 13F overlap

Darden Wealth Group Inc is an institutional investor managing $252M across 155 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 Darden Wealth Group are Once, Firsthand, UNICOM Systems, with shared positions in $RKLB, $CRWD, $MRVL, $ANET, $ASML, $PWR. The full ranking of 25 similar funds is below.

#1Once Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$RKLB$CRWD$MRVL
$1.2B
24 positions
#2Firsthand Capital Management, Inc.Active
Notable overlap · 4 shared positions
$RKLB$ANET$ASML$PWR
$63M
54 positions
#3UNICOM Systems, Inc.Active
Notable overlap · 6 shared positions
$RKLB$ASML$APP$ARM$MRVL$SNDK
$1.5B
39 positions
#4ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Notable overlap · 7 shared positions
$CRWD$RKLB$ANET$APP$PWR$MRVL
$4.4B
109 positions
#5Connective Portfolio Management, LLCPassive
Notable overlap · 4 shared positions
$RKLB$MRVL$PWR$ARM
$60M
39 positions
#6PRAKASH INVESTMENT ADVISORS LLCPassive
Notable overlap · 6 shared positions
$CRWD$CLS$APP$ALAB$MRVL$AGX
$174M
92 positions
#7Bluebird Wealth Management LLCPassive
Notable overlap · 4 shared positions
$CRWD$ANET$ETN$ASML
$115M
89 positions
#8Gunderson Capital Management Inc.Active
Notable overlap · 8 shared positions
$ANET$CLS$ASML$MRVL$PWR$ARM
$370M
52 positions
#9GUERRA PAN ADVISORS, LLCPassive
Some overlap · 4 shared positions
$CRWD$ANET$ASML$BA
$179M
118 positions
#10First Washington CORPActive
Some overlap · 4 shared positions
$CRWD$ANET$ETN$MRVL
$418M
51 positions
#11Benchmark Investment Advisors LLCPassive
Some overlap · 6 shared positions
$ANET$CRWD$ASML$APP$MRVL$SNDK
$228M
70 positions
#12Legacy Bridge, LLCPassive
Some overlap · 5 shared positions
$ANET$CLS$ETN$ASML$PWR
$324M
322 positions
#13Spear Advisors LLCActive
Some overlap · 6 shared positions
$RKLB$ANET$MRVL$ALAB$ARM$CRWD
$291M
28 positions
#14Rockingstone Advisors LLCPassive
Some overlap · 4 shared positions
$CRWD$CLS$PWR$BA
$249M
115 positions
#15Capital Impact Advisors, LLCActive
Some overlap · 4 shared positions
$RKLB$ANET$APP$ALAB
$1.8B
29 positions
#16WD RUTHERFORD LLCPassive
Some overlap · 3 shared positions
$CRWD$ANET$APP
$276M
75 positions
#17GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$CRWD$ANET$APP$SNDK
$363M
43 positions
#18United Capital Management of KS, Inc.Passive
Some overlap · 5 shared positions
$RKLB$ASML$MRVL$ALAB$ARM
$763M
98 positions
#19Snider Financial GroupPassive
Some overlap · 4 shared positions
$CRWD$ANET$ASML$MRVL
$393M
103 positions
#20Broadleaf Partners, LLCPassive
Some overlap · 6 shared positions
$ANET$ASML$APP$MRVL$PWR$ARM
$517M
86 positions
#21NCP Inc.Active
Some overlap · 5 shared positions
$CRWD$BA$ALAB$ARM$RKLB
$72M
78 positions
#22Legacy Advisory Services, LLCActive
Some overlap · 3 shared positions
$RKLB$CRWD$ETN
$142M
54 positions
#23Spartan Wealth Advisory Services LLCPassive
Some overlap · 4 shared positions
$CRWD$ANET$ASML$SNDK
$1.2B
320 positions
#24Winslow Capital Management, LLCActive
Some overlap · 6 shared positions
$ANET$ASML$APP$TT$PWR$SNDK
$29.1B
66 positions
#25Avalon Global Asset Management LLCActive
Some overlap · 3 shared positions
$CRWD$ETN$MRVL
$917M
38 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.