Hedge Funds Similar to Darden Wealth Group

13F Portfolio OverlapQ1 2026Darden Wealth Group portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Darden Wealth Group Inc is an institutional investor managing $196M across 150 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 Darden Wealth Group are Benchmark Investment Advisors, First Washington, ZEVENBERGEN INVESTMENTS, with shared positions in $MU, $CRWD, $ANET, $APP, $ASML, $GEV. The full ranking of 25 similar funds is below.

Notable overlap · 7 shared positions
$172M
76 positions
Notable overlap · 5 shared positions
$353M
50 positions
Notable overlap · 6 shared positions
$3.5B
110 positions
Some overlap · 7 shared positions
$262M
320 positions
Some overlap · 7 shared positions
$371M
76 positions
Some overlap · 5 shared positions
$976M
32 positions
Some overlap · 5 shared positions
$722M
61 positions
Some overlap · 7 shared positions
$607M
199 positions
Some overlap · 4 shared positions
$382M
43 positions
Some overlap · 6 shared positions
$2.8B
64 positions
Some overlap · 7 shared positions
$470M
119 positions
Some overlap · 5 shared positions
$128M
80 positions
Some overlap · 5 shared positions
$186M
65 positions
Some overlap · 6 shared positions
$105M
119 positions
Some overlap · 6 shared positions
$688M
180 positions
Some overlap · 4 shared positions
$236M
73 positions
Some overlap · 6 shared positions
$96M
179 positions
Some overlap · 5 shared positions
$160M
124 positions
#19Eddie Patel IncPassive
Some overlap · 5 shared positions
$130M
95 positions
Some overlap · 4 shared positions
$94M
24 positions
Some overlap · 4 shared positions
$638M
53 positions
Some overlap · 5 shared positions
$1.9B
182 positions
#23Robbins FarleyPassive
Some overlap · 5 shared positions
$226M
143 positions
Some overlap · 5 shared positions
$225M
71 positions
Some overlap · 5 shared positions
$946M
216 positions

Compare Darden Wealth Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

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.