Hedge Funds Similar to CHERRYDALE WEALTH

13F Portfolio OverlapQ2 2026CHERRYDALE WEALTH portfolio →

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Most similar hedge funds by 13F overlap

CHERRYDALE WEALTH MANAGEMENT, LLC is an institutional investor managing $382M across 84 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 CHERRYDALE WEALTH are SEEDS INVESTOR, City Center Advisors, Markin Volterra Fund, with shared positions in $KLAC, $GLW, $WDC, $STX, $GBTC. The full ranking of 25 similar funds is below.

#1SEEDS INVESTOR LLCPassive

Slight overlap · 4 shared positions

$KLAC $GLW $WDC $STX

$973M

379 positions

#2City Center Advisors, LLCPassive

Slight overlap · 4 shared positions

$KLAC $GLW $WDC $STX

$123M

170 positions

#3Markin Volterra Fund LPActive

Slight overlap · 4 shared positions

$KLAC $GLW $WDC $STX

$147M

69 positions

#4Fedenia Advisers LLCPassive

Slight overlap · 4 shared positions

$KLAC $GLW $WDC $STX

$421M

459 positions

#5Persistent Asset Partners LtdPassive

Slight overlap · 4 shared positions

$KLAC $GLW $WDC $STX

$335M

818 positions

#6Genus Capital Management Inc.Passive

Slight overlap · 4 shared positions

$KLAC $GLW $WDC $STX

$1.0B

204 positions

#7Polar Capital Holdings PlcActive

Slight overlap · 4 shared positions

$KLAC $GLW $WDC $STX

$42.4B

245 positions

#8PATTON FUND MANAGEMENT, INC.Passive

Slight overlap · 4 shared positions

$KLAC $GLW $WDC $STX

$462M

86 positions

#9BERKSHIRE CAPITAL HOLDINGS INCActive

Slight overlap · 4 shared positions

$KLAC $GLW $WDC $STX

$462M

122 positions

#10Park Capital Management, LLC / WIPassive

Slight overlap · 4 shared positions

$KLAC $GLW $WDC $STX

$170M

161 positions

#11REXFORD CAPITAL INCPassive

Slight overlap · 4 shared positions

$KLAC $GLW $WDC $STX

$163M

301 positions

#12Retireful, LLCPassive

Slight overlap · 4 shared positions

$KLAC $GLW $WDC $STX

$107M

81 positions

#13SeaCrest Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$KLAC $GLW $WDC $STX

$903M

550 positions

#14E Fund Management Co., Ltd.Active

Slight overlap · 4 shared positions

$KLAC $GLW $WDC $STX

$4.5B

488 positions

#15Wahed Invest LLCActive

Slight overlap · 4 shared positions

$KLAC $GLW $WDC $STX

$958M

227 positions

#16ATLAS CAPITAL ADVISORS LLCPassive

Slight overlap · 4 shared positions

$KLAC $GLW $WDC $STX

$914M

1,049 positions

#17Claro Advisors LLCPassive

Slight overlap · 3 shared positions

$GBTC $KLAC $GLW

$953M

533 positions

#18Wealthstar Advisors, LLCSmart money

Slight overlap · 3 shared positions

$KLAC $GLW $WDC

$343M

114 positions

#19Center For Asset Management LLCPassive

Slight overlap · 3 shared positions

$KLAC $GLW $WDC

$225M

151 positions

#20CogentBlue Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$KLAC $GLW $WDC

$175M

103 positions

#21Fairvoy Private Wealth, LLCPassive

Slight overlap · 3 shared positions

$KLAC $GLW $WDC

$495M

200 positions

#22KEYVANTAGE WEALTH, LLCActive

Slight overlap · 3 shared positions

$KLAC $GLW $WDC

$264M

96 positions

#23Providence First Trust CoPassive

Slight overlap · 3 shared positions

$KLAC $GLW $WDC

$358M

196 positions

#24Virtus Investment Advisers, LLCPassive

Slight overlap · 3 shared positions

$KLAC $GLW $WDC

$429M

463 positions

#25BNB Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$KLAC $GLW $WDC

$183M

94 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.