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Hedge Funds Similar to Destiny Wealth Partners

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

Destiny Wealth Partners, LLC is an institutional investor managing $709M across 186 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 Destiny Wealth Partners are Titan Wealth (CI) Ltd, ITHAKA GROUP, Newbridge Financial Services Group, with shared positions in $CRWD, $PLTR, $UBER, $RDDT, $SNOW, $OKLO. The full ranking of 25 similar funds is below.

#1Titan Wealth (CI) LtdPassive
Notable overlap · 4 shared positions
$CRWD$PLTR$UBER$RDDT
$269M
51 positions
#2ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$CRWD$UBER$PLTR
$551M
40 positions
#3Newbridge Financial Services Group, Inc.Passive
Some overlap · 4 shared positions
$CRWD$PLTR$UBER$SNOW
$808M
1,245 positions
#4Palacios Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$CRWD$UBER$PLTR
$169M
76 positions
#5Wedbush Fund Advisers, LLCActive
Some overlap · 4 shared positions
$CRWD$PLTR$OKLO$SNOW
$1.1B
103 positions
#6Rockingstone Advisors LLCPassive
Some overlap · 4 shared positions
$CRWD$UBER$DOV$TSEM
$249M
115 positions
#7Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$CRWD$UBER$RDDT$UPS
$115M
89 positions
#8Meadowbrook Wealth Management, LLCPassive
Some overlap · 5 shared positions
$CRWD$PDI$PLTR$UBER$RDDT
$93M
81 positions
#9Avalon Global Asset Management LLCActive
Some overlap · 3 shared positions
$CRWD$PLTR$SNOW
$917M
38 positions
#10AGP FRANKLIN, LLCPassive
Some overlap · 6 shared positions
$CRWD$PLTR$DGX$ORLY$DRI$SNOW
$231M
93 positions
#11Parsonex Advisory Services, Inc.Passive
Some overlap · 3 shared positions
$CRWD$UBER$RCL
$115M
50 positions
#12Kessler Investment Group, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$HCA$UPS
$234M
81 positions
#13High Note Wealth, LLCPassive
Some overlap · 3 shared positions
$CRWD$PLTR$UBER
$586M
959 positions
#14BLODGETT WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$CRWD$UBER$PLTR$SNOW
$149M
72 positions
#15BRANDYWINE MANAGERS, LLCSmart money
Some overlap · 3 shared positions
$CRWD$UBER$SNOW
$202M
46 positions
#16Wisconsin Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$CRWD$PLTR$UBER
$117M
90 positions
#17Secure Asset Management, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$DOV$UBER
$714M
333 positions
#18Valtrion Capital Management, LLCActive
Some overlap · 3 shared positions
$CRWD$UBER$SNOW
$134M
103 positions
#19AlphaStar Capital Management, LLCActive
Some overlap · 4 shared positions
$PLTR$CRWD$OKLO$PDI
$1.6B
280 positions
#20Canvas Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$UBER$CRWD$SPCX
$717M
251 positions
#21LAKE STREET PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$UBER$SNOW
$874M
275 positions
#22PEREGRINE CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$CRWD$UBER$RDDT$SNOW
$3.1B
282 positions
#23Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 4 shared positions
$CRWD$UBER$MAR$RCL
$2.7B
206 positions
#24PeakShares LLCActive
Some overlap · 3 shared positions
$CRWD$UBER$PLTR
$134.4B
122 positions
#25Dedeker Financial LLCActive
Some overlap · 3 shared positions
$CRWD$PLTR$SPCX
$176M
55 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.