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Hedge Funds Similar to Ducere Wealth

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

Ducere Wealth Management LLC is an institutional investor managing $333M across 135 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 Ducere Wealth are Firsthand, ASSOCIATES, MARIETTA INVESTMENT PARTNERS, with shared positions in $BE, $ASML, $PLTR, $ANET, $UBER, $MPWR. The full ranking of 25 similar funds is below.

#1Firsthand Capital Management, Inc.Active
Notable overlap · 6 shared positions
$BE$ASML$PLTR$ANET$UBER$MPWR
$63M
54 positions
#2CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Notable overlap · 4 shared positions
$BE$ASML$PLTR$LNG
$78M
44 positions
#3MARIETTA INVESTMENT PARTNERS LLCPassive
Notable overlap · 5 shared positions
$BE$APH$ASML$PLTR$ANET
$582M
170 positions
#4PRAKASH INVESTMENT ADVISORS LLCPassive
Notable overlap · 5 shared positions
$BE$PLTR$CRWD$APP$NOW
$174M
92 positions
#5Essential Investment Partners LLCPassive
Notable overlap · 4 shared positions
$BE$QCOM$CRWD$APH
$125M
312 positions
#6Advocacy Wealth Management, LLCActive
Notable overlap · 8 shared positions
$APH$UBER$ASML$EW$SCHW$ANET
$2.8B
151 positions
#7Benchmark Investment Advisors LLCPassive
Notable overlap · 8 shared positions
$APH$ASML$UBER$PLTR$CRWD$APP
$228M
70 positions
#8Left Brain Wealth Management, LLCPassive
Notable overlap · 7 shared positions
$BE$UBER$MPWR$APH$CRWD$DELL
$332M
99 positions
#9Sandhill Capital Partners LLCActive
Notable overlap · 6 shared positions
$APH$UBER$SCHW$ANET$NOW$QCOM
$1.2B
98 positions
#10Paragon Advisors, LLCActive
Notable overlap · 9 shared positions
$APH$ASML$MPWR$CRWD$ANET$LNG
$476M
77 positions
#11Wellington Shields Capital Management, LLCPassive
Notable overlap · 4 shared positions
$BE$EW$ASML$UBER
$788M
334 positions
#12NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 4 shared positions
$APH$UBER$ASML$ANET
$606M
79 positions
#13Chicago Capital, LLCActive
Some overlap · 6 shared positions
$BE$UBER$ASML$DELL$APH$NOW
$4.2B
361 positions
#14SOMA EQUITY PARTNERS LPActive
Some overlap · 4 shared positions
$BE$UBER$ASML$ANET
$1.4B
24 positions
#15Asio Capital, LLCActive
Some overlap · 6 shared positions
$APH$UBER$ASML$CRWD$DELL$ANET
$781M
109 positions
#16Cox Capital Mgt LLCPassive
Some overlap · 4 shared positions
$APH$UBER$ASML$LNG
$180M
81 positions
#17Strong Retirement Solutions LLCPassive
Some overlap · 5 shared positions
$APH$UBER$SCHW$CRWD$NOW
$167M
82 positions
#18Mezzasalma Advisors, LLCPassive
Some overlap · 3 shared positions
$BE$ANET$CRWD
$498M
171 positions
#19Catalyst Funds Management Pty LtdPassive
Some overlap · 5 shared positions
$BE$QCOM$MPWR$UBER$SANM
$1.8B
643 positions
#20Genesis Financial Group, LLCPassive
Some overlap · 3 shared positions
$BE$UBER$PLTR
$154M
100 positions
#21ITHAKA GROUP LLCActive
Some overlap · 6 shared positions
$UBER$APH$PLTR$CRWD$ANET$NOW
$551M
40 positions
#22SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$UBER$ASML$APH$EW$APP$ANET
$255M
144 positions
#23Cornerstone Capital, Inc.Active
Some overlap · 4 shared positions
$APH$UBER$SCHW$CRWD
$1.1B
120 positions
#24Heard Capital LLCActive
Some overlap · 3 shared positions
$BE$PLTR$QCOM
$2.3B
21 positions
#25First Long Island Investors, LLCActive
Some overlap · 3 shared positions
$APH$QCOM$UBER
$1.4B
73 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.