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Hedge Funds Similar to Equity Wealth Partners

13F Portfolio OverlapQ3 2026Equity Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Equity Wealth Partners, LLC is an institutional investor managing $304M across 109 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Equity Wealth Partners are ITHAKA GROUP, SANDS, DEEPWATER ASSET, with shared positions in $MELI, $SHOP, $AXON, $CRWD, $PLTR, $ISRG. The full ranking of 25 similar funds is below.

#1ITHAKA GROUP LLCActive
Notable overlap · 6 shared positions
$MELI$SHOP$AXON$CRWD$PLTR$ISRG
$551M
40 positions
#2SANDS CAPITAL MANAGEMENT, LLCActive
Notable overlap · 6 shared positions
$AXON$MELI$SHOP$ASML$ISRG$NET
$26.9B
71 positions
#3DEEPWATER ASSET MANAGEMENT, LLCActive
Notable overlap · 6 shared positions
$AXON$MELI$SHOP$ASML$ISRG$NET
$220M
35 positions
#4ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Notable overlap · 5 shared positions
$AXON$MELI$SHOP$CRWD$ASML
$4.4B
118 positions
#5Sycale Advisors (NY) LLCActive
Notable overlap · 4 shared positions
$AXON$MELI$PLTR$SHOP
$326M
24 positions
#6Synergy Financial Group, LTDPassive
Some overlap · 6 shared positions
$MELI$SHOP$CRWD$ASML$AXON$NET
$139M
119 positions
#7ATWOOD & PALMER INCPassive
Some overlap · 4 shared positions
$AMP$MELI$PLTR$LOW
$1.9B
496 positions
#8Ravenswood Partners LPActive
Some overlap · 4 shared positions
$AXON$MELI$SHOP$ASML
$313M
36 positions
#9Jacksonville Wealth Management, LLCActive
Some overlap · 8 shared positions
$AXON$CRWD$MELI$SHOP$ASML$ISRG
$177M
76 positions
#10Nikko Asset Management Americas, Inc.Passive
Some overlap · 5 shared positions
$PLTR$SHOP$MELI$CRWD$NET
$7.7B
276 positions
#11Ampersand Capital Group, L.P.Active
Some overlap · 4 shared positions
$AXON$MELI$SHOP$BKNG
$222M
7 positions
#12NZS Capital, LLCActive
Some overlap · 6 shared positions
$SHOP$AXON$MELI$CRWD$ISRG$NET
$3.9B
61 positions
#13Faithward Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$SHOP$CRWD$ASML$NET
$819M
339 positions
#14Stony Point Capital LLCActive
Some overlap · 4 shared positions
$AXON$SHOP$ASML$PLTR
$1.5B
30 positions
#15Forefront Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$MELI$ASML$CRWD$PLTR$SHOP$ISRG
$323M
177 positions
#16BAILLIE GIFFORD & COActive
Some overlap · 5 shared positions
$MELI$SHOP$AXON$ISRG$NET
$110.2B
273 positions
#17HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$CRWD$ASML$PEP$MCD$HON$HONA
$1.7B
479 positions
#18KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PLTR$CRWD$ASML$MELI$NET
$351M
166 positions
#19Hyperion Asset Management LtdActive
Some overlap · 4 shared positions
$AXON$PLTR$ASML$ISRG
$3.7B
20 positions
#20Strategy Capital LLCSmart money
Some overlap · 4 shared positions
$AXON$SHOP$CRWD$NET
$1.6B
11 positions
#21EDGEWOOD MANAGEMENT LLCActive
Some overlap · 4 shared positions
$AXON$SHOP$ASML$ISRG
$9.7B
90 positions
#22Slow Capital, Inc.Active
Some overlap · 5 shared positions
$MELI$CRWD$ASML$ISRG$NET
$890M
110 positions
#23Ted Buchan & CoActive
Some overlap · 4 shared positions
$MELI$SHOP$ASML$PEP
$303M
94 positions
#24Strathmore Capital Advisors, Inc.Active
Some overlap · 5 shared positions
$PLTR$AMP$BKNG$HON$LOW
$371M
142 positions
#25Parkwood LLCPassive
Some overlap · 4 shared positions
$AXON$SHOP$ASML$NET
$1.4B
72 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.