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Hedge Funds Similar to Daner Wealth

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

Daner Wealth Management, LLC is an institutional investor managing $184M across 96 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 Daner Wealth are Leelyn Smith, Cambridge Financial Group, RESOURCES /CT, with shared positions in $MCD, $MRVL, $CRWD, $ANET, $ETN, $GD. The full ranking of 25 similar funds is below.

#1Leelyn Smith, LLCActive
Some overlap · 6 shared positions
$MCD$MRVL$CRWD$ANET$ETN$GD
$822M
157 positions
#2Cambridge Financial Group, Inc.Active
Some overlap · 5 shared positions
$VLO$MCD$ANET$ETN$C
$287M
33 positions
#3RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 5 shared positions
$MCD$CRWD$MRVL$VLO$NEE
$794M
188 positions
#4Banco de Sabadell, S.APassive
Some overlap · 4 shared positions
$VLO$MCD$ETN$NEE
$170M
61 positions
#5Bank & Trust CoPassive
Some overlap · 4 shared positions
$VLO$MCD$MPC$C
$159M
308 positions
#6Riggs Asset Managment Co. Inc.Passive
Some overlap · 6 shared positions
$CRWD$MRVL$ANET$MTB$ETN$C
$560M
132 positions
#7ADELL HARRIMAN & CARPENTER INCActive
Some overlap · 5 shared positions
$VLO$MRVL$CRWD$ETN$C
$2.0B
158 positions
#8Independent Solutions Wealth Management, LLCActive
Some overlap · 5 shared positions
$MRVL$VLO$ANET$MCD$ETN
$766M
194 positions
#9RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$VLO$MCD$ETN$NEE
$1.1B
90 positions
#10SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Some overlap · 4 shared positions
$VLO$MPC$CRWD$NEE
$537M
304 positions
#11RED REEF ADVISORS LLCPassive
Some overlap · 5 shared positions
$MRVL$CRWD$ANET$ETN$NOW
$108M
183 positions
#12United Capital Management of KS, Inc.Passive
Some overlap · 3 shared positions
$VLO$MRVL$MPC
$763M
98 positions
#13Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$VLO$MRVL$MPC
$334M
81 positions
#14SWS PartnersPassive
Some overlap · 5 shared positions
$MRVL$MPC$ANET$ETN$GD
$465M
108 positions
#15Axecap Investments, LLCPassive
Some overlap · 5 shared positions
$CRWD$VLO$MPC$ANET$C
$169M
77 positions
#16CAPITAL CITY TRUST CO/FLPassive
Some overlap · 6 shared positions
$MPC$ANET$MCD$ETN$GD$NEE
$484M
118 positions
#17FIRST UNITED BANK & TRUSTPassive
Some overlap · 4 shared positions
$MCD$VLO$ANET$MTB
$347M
408 positions
#18Advisory Resource GroupPassive
Some overlap · 4 shared positions
$VLO$CRWD$ANET$GD
$695M
184 positions
#19DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.Active
Some overlap · 3 shared positions
$VLO$MRVL$MPC
$2.4B
236 positions
#20Forefront Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$MRVL$CRWD$ANET$ETN$NOW
$323M
177 positions
#21TrueNorth, Inc.Passive
Some overlap · 4 shared positions
$MRVL$VLO$CRWD$C
$1.6B
1,393 positions
#22OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 3 shared positions
$VLO$MCD$ETN
$2.2B
70 positions
#23QUANTUM FINANCIAL PARTNERS LLCPassive
Some overlap · 4 shared positions
$MCD$CRWD$VLO$NEE
$194M
152 positions
#24Community Bank & Trust, Waco, TexasActive
Some overlap · 3 shared positions
$VLO$MCD$GD
$612M
173 positions
#25Paradiem, LLCPassive
Some overlap · 4 shared positions
$VLO$MRVL$GD$NEE
$464M
68 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.