Hedge Funds Similar to DRIVE WEALTH

13F Portfolio OverlapQ2 2026DRIVE WEALTH portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

DRIVE WEALTH MANAGEMENT, LLC is an institutional investor managing $561M across 459 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 DRIVE WEALTH are Evansbrook, Skyline Advisors, FACTORY MUTUAL INSURANCE, with shared positions in $CRWD, $PM, $WFC, $DE, $BLK, $KLAC. The full ranking of 25 similar funds is below.

#1Evansbrook LLCActive

Slight overlap · 5 shared positions

$CRWD $PM $WFC $DE $BLK

$168M

127 positions

#2Skyline Advisors, Inc.Active

Slight overlap · 5 shared positions

$CRWD $PM $KLAC $DE $WFC

$319M

123 positions

#3FACTORY MUTUAL INSURANCE COActive

Slight overlap · 5 shared positions

$CRWD $PM $KLAC $DE $UNP

$10.6B

205 positions

#4Severin Investments, LLCPassive

Slight overlap · 5 shared positions

$CRWD $PM $WFC $BLK $UNP

$133M

174 positions

#5Capital Research Global InvestorsActive

Slight overlap · 5 shared positions

$PM $WFC $BLK $PGR $UNP

$716.9B

426 positions

#6Accretive Wealth Partners, LLCPassive

Slight overlap · 5 shared positions

$PM $WFC $BLK $PGR $UNP

$412M

181 positions

#7Papamarkou Wellner Asset Management inc.Passive

Slight overlap · 5 shared positions

$PM $DE $BLK $PGR $UNP

$159M

75 positions

#8BRIDGES INVESTMENT MANAGEMENT INCActive

Slight overlap · 5 shared positions

$WFC $KLAC $BLK $PGR $UNP

$8.2B

401 positions

#9Alaethes Wealth, LLCPassive

Slight overlap · 4 shared positions

$CRWD $PM $KLAC $DE

$345M

111 positions

#10WOODWARD DIVERSIFIED CAPITAL, LLCPassive

Slight overlap · 4 shared positions

$CRWD $PM $WFC $BLK

$227M

181 positions

#11Blue Chip Partners, LLCActive

Slight overlap · 4 shared positions

$CRWD $PM $KLAC $BLK

$1.6B

184 positions

#12HOWE & RUSLING INCPassive

Slight overlap · 4 shared positions

$CRWD $PM $KLAC $UNP

$1.7B

479 positions

#13Private Wealth Asset Management, LLCPassive

Slight overlap · 4 shared positions

$CRWD $PM $DE $UNP

$1.0B

930 positions

#14Fire Capital Management LLCPassive

Slight overlap · 4 shared positions

$CRWD $PM $DE $UNP

$246M

122 positions

#15Cunning Capital Partners, LPActive

Slight overlap · 4 shared positions

$CRWD $WFC $KLAC $PGR

$248M

55 positions

#16TENET WEALTH PARTNERS, LLCActive

Slight overlap · 4 shared positions

$PM $WFC $KLAC $DE

$134M

101 positions

#17Juno Financial Group LLCActive

Slight overlap · 4 shared positions

$CRWD $PM $DE $UNP

$282M

73 positions

#18Fjell Capital, LLCPassive

Slight overlap · 4 shared positions

$CRWD $KLAC $DE $UNP

$147M

66 positions

#19Valley Brook Capital Group, Inc.Passive

Slight overlap · 4 shared positions

$CRWD $KLAC $DE $UNP

$176M

120 positions

#20Realta Investment AdvisorsPassive

Slight overlap · 4 shared positions

$CRWD $KLAC $DE $UNP

$322M

378 positions

#213Chopt Investment Partners, LLCPassive

Slight overlap · 4 shared positions

$PM $WFC $KLAC $PGR

$532M

274 positions

#22Cannon Wealth Management Services, LLCPassive

Slight overlap · 4 shared positions

$PM $WFC $KLAC $PGR

$183M

99 positions

#23KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$CRWD $KLAC $BLK $UNP

$351M

166 positions

#24SevenBridge Financial Group, LLCPassive

Slight overlap · 4 shared positions

$CRWD $DE $BLK $UNP

$680M

212 positions

#25GLOBALT Investments LLC / GAActive

Slight overlap · 4 shared positions

$PM $WFC $KLAC $UNP

$3.0B

213 positions

Compare DRIVE WEALTH’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View DRIVE WEALTH’s holdings

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.