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Hedge Funds Similar to Darwin Wealth

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

Darwin Wealth Management, LLC is an institutional investor managing $365M across 777 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 Darwin Wealth are Bluebird Wealth, First Pacific Advisors, SYCOMORE ASSET, with shared positions in $VRT, $TJX, $UBER, $ETN, $C, $UPS. The full ranking of 25 similar funds is below.

#1Bluebird Wealth Management LLCPassive
Notable overlap · 6 shared positions
$VRT$TJX$UBER$ETN$C$UPS
$115M
89 positions
#2First Pacific Advisors, LPActive
Some overlap · 5 shared positions
$ADI$TEL$C$INTU$UBER
$8.1B
75 positions
#3SYCOMORE ASSET MANAGEMENTActive
Some overlap · 4 shared positions
$VRT$ADI$ETN$WDAY
$932M
72 positions
#4CTC Alternative Strategies, Ltd.Passive
Some overlap · 4 shared positions
$VRT$UBER$HWM$INTU
$69M
83 positions
#5Incline Global Management LLCActive
Some overlap · 3 shared positions
$VRT$ADI$FLEX
$357M
20 positions
#6Advocacy Wealth Management, LLCActive
Some overlap · 4 shared positions
$VRT$UBER$ETN$INTU
$2.8B
151 positions
#7Reynders McVeigh Capital Management, LLC
Some overlap · 4 shared positions
$TJX$ADI$UBER$VRT
$2.0B
195 positions
#8CMH Wealth Management LLCPassive
Some overlap · 3 shared positions
$TJX$VRT$ETN
$655M
117 positions
#9JOHNSTON ASSET MANAGEMENT CORPActive
Some overlap · 4 shared positions
$VRT$HWM$C$UBER
$2.9B
77 positions
#10Oribel Capital Management, LPPassive
Some overlap · 3 shared positions
$ADI$FLEX$JBL
$3.3B
143 positions
#11Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$VRT$FLEX$HWM
$513M
70 positions
#12PUZO MICHAEL JPassive
Some overlap · 3 shared positions
$TJX$ADI$UBER
$388M
66 positions
#13Elefante Mark BActive
Some overlap · 3 shared positions
$TJX$ADI$UBER
$232M
60 positions
#14Dempze Nancy EPassive
Some overlap · 3 shared positions
$TJX$ADI$UBER
$209M
91 positions
#15Renaissance Investment Group LLCPassive
Some overlap · 3 shared positions
$TJX$TEL$HWM
$508M
84 positions
#16Robeco Schweiz AGActive
Some overlap · 3 shared positions
$VRT$ADI$ADSK
$6.2B
126 positions
#17BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$TJX$ADI$ETN$UBER
$8.0B
1,334 positions
#18Delaney Dennis RActive
Some overlap · 3 shared positions
$TJX$ADI$UBER
$314M
61 positions
#19Notis-McConarty EdwardActive
Some overlap · 3 shared positions
$TJX$ADI$UBER
$231M
67 positions
#20Hemenway Trust Co LLCActive
Some overlap · 3 shared positions
$TJX$ADI$UBER
$1.4B
135 positions
#21Rithm Capital Corp.Active
Some overlap · 3 shared positions
$VRT$FLEX$ETN
$81M
38 positions
#22Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$TJX$ADI$UBER
$1.3B
62 positions
#23SOMERVILLE KURT FActive
Some overlap · 3 shared positions
$TJX$ADI$UBER
$419M
97 positions
#24AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 4 shared positions
$TJX$ETN$C$UBER
$1.6B
118 positions
#25Avalon Global Asset Management LLCActive
Some overlap · 3 shared positions
$VRT$ADI$ETN
$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.