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Hedge Funds Similar to Straight Path Wealth

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

Straight Path Wealth Management is an institutional investor managing $428M across 141 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 Straight Path Wealth are MRP Investments, FirstWave, M & L Ltd, with shared positions in $ALAB, $PLTR, $BE, $PFE, $LUMN, $CRDO. The full ranking of 25 similar funds is below.

#1MRP Capital Investments, LLCPassive
Some overlap · 5 shared positions
$ALAB$PLTR$BE$PFE$LUMN
$136M
223 positions
#2FirstWave Capital Management LLCPassive
Some overlap · 5 shared positions
$ALAB$CRDO$BE$COHR$RBRK
$227M
63 positions
#3M & L Capital Management LtdActive
Some overlap · 5 shared positions
$ALAB$CRDO$COHR$BE$HOOD
$370M
17 positions
#4Z3 Capital Partners, LLCPassive
Some overlap · 5 shared positions
$ALAB$PLTR$CRDO$RBRK$PM
$476M
192 positions
#5Timothy G. Youngquist 2020 Irrevocable TrustActive
Some overlap · 6 shared positions
$ALAB$BE$COHR$HOOD$CLS$IONQ
$660M
115 positions
#6PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$ALAB$BE$PLTR$HOOD$CLS
$174M
92 positions
#7Whale Rock Capital Management LLCActive
Some overlap · 4 shared positions
$ALAB$BE$COHR$CLS
$12.5B
35 positions
#8Genesis Financial Group, LLCPassive
Some overlap · 3 shared positions
$ALAB$PLTR$BE
$154M
100 positions
#9Clear Street Group Inc.Active
Some overlap · 6 shared positions
$BE$COHR$PLTR$CRDO$ALAB$HOOD
$39.5B
1,414 positions
#10Dedeker Financial LLCActive
Some overlap · 4 shared positions
$ALAB$PLTR$COHR$SLV
$176M
55 positions
#11BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 3 shared positions
$ALAB$CRDO$BE
$462M
122 positions
#12Spear Advisors LLCActive
Some overlap · 3 shared positions
$ALAB$CRDO$COHR
$291M
28 positions
#13Talos Eurisko Asset Management LPActive
Some overlap · 3 shared positions
$ALAB$CRDO$COHR
$703M
25 positions
#14Atreides Management, LPSmart money
Some overlap · 3 shared positions
$ALAB$CRDO$COHR
$14.3B
49 positions
#15MRA Advisory GroupPassive
Some overlap · 3 shared positions
$ALAB$CRDO$BE
$276M
159 positions
#16Fortis Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$PLTR$ALAB$CRDO$HOOD$CLS$SLV
$889M
408 positions
#17Firsthand Capital Management, Inc.Active
Some overlap · 4 shared positions
$PLTR$BE$COHR$HOOD
$63M
54 positions
#18JT Stratford LLCPassive
Some overlap · 5 shared positions
$BE$PLTR$PFE$ALAB$LUMN
$912M
321 positions
#19Ionic Capital Management LLCSmart money
Some overlap · 3 shared positions
$ALAB$CRDO$BE
$690M
120 positions
#20United Capital Management of KS, Inc.Passive
Some overlap · 3 shared positions
$ALAB$PLTR$IONQ
$763M
98 positions
#21Bay Rivers GroupPassive
Some overlap · 4 shared positions
$PLTR$BE$CRDO$CLS
$293M
126 positions
#22Integrated Financial Solutions, Inc.Smart money
Some overlap · 5 shared positions
$ALAB$BE$CRDO$CLS$PFE
$185M
36 positions
#23Rakuten Securities, Inc.Active
Some overlap · 6 shared positions
$PLTR$ALAB$CRDO$BE$IONQ$RBRK
$430M
914 positions
#24FULLER & THALER ASSET MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$BE$ALAB$CRDO$ONB$DVN
$36.7B
504 positions
#25Greenline Wealth Management LLCPassive
Some overlap · 5 shared positions
$PLTR$CRDO$ALAB$CLS$COHR
$122M
131 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.