13F Pro

Hedge Funds Similar to Verde

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

Verde Capital Management is an institutional investor managing $541M across 80 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 Verde are Foundation Wealth, Sloy Dahl & Holst, Gross & Hartman Investments, with shared positions in $BTC, $PLTR, $IBIT, $GBTC, $AZO, $ETH. The full ranking of 25 similar funds is below.

#1Foundation Wealth Management, LLCSmart money
Notable overlap · 5 shared positions
$BTC$PLTR$IBIT$GBTC$AZO
$169M
51 positions
#2Sloy Dahl & Holst, LLCSmart money
Notable overlap · 6 shared positions
$BTC$PLTR$ETH$GBTC$ETHE$IBIT
$811M
122 positions
#3Gross & Hartman Investments LLCActive
Notable overlap · 7 shared positions
$PLTR$ABNB$WELL$EQIX$PLD$AMT
$226M
80 positions
#4MORGENS WATERFALL VINTIADIS & CO INCActive
Notable overlap · 4 shared positions
$PLTR$SPOT$HOOD$SNPS
$131M
18 positions
#5Alamar Capital Management, LLCActive
Notable overlap · 4 shared positions
$SPOT$HOOD$PGR$ABNB
$198M
88 positions
#6Reliant Wealth PlanningSmart money
Some overlap · 3 shared positions
$BTC$ETH$IBIT
$364M
54 positions
#7KALEIDOSCOPE CAPITAL LPSmart money
Some overlap · 3 shared positions
$BTC$ETH$IBIT
$271M
16 positions
#8ATX Financial Planning, LLC
Some overlap · 3 shared positions
$BTC$ETH$IBIT
$151M
83 positions
#9ParaFi Capital LPActive
Some overlap · 3 shared positions
$BTC$HOOD$IBIT
$361M
24 positions
#10Cartenna Capital, LPActive
Some overlap · 4 shared positions
$SPOT$ORLY$EQIX$AZO
$4.2B
49 positions
#11Pasadena Private Wealth, LLCActive
Some overlap · 4 shared positions
$BTC$ETH$GBTC$ETHE
$786M
309 positions
#12Ardmore Road Asset Management LPPassive
Some overlap · 6 shared positions
$SPOT$EQIX$HOOD$IBIT$AMT$INTU
$1.7B
70 positions
#13Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$BTC$SNPS$IBIT
$258M
228 positions
#14Heritage Family Offices, LLPPassive
Some overlap · 3 shared positions
$BTC$SNPS$IBIT
$259M
233 positions
#15Kinsale Capital Group, Inc.Active
Some overlap · 5 shared positions
$PGR$SNPS$AZO$HEI$MCD
$754M
41 positions
#16CIM, LLCPassive
Some overlap · 4 shared positions
$PGR$SPOT$SNPS$INTU
$773M
171 positions
#17MARSHFIELD ASSOCIATESActive
Some overlap · 3 shared positions
$ORLY$PGR$AZO
$4.3B
17 positions
#18MIDDLETON & CO INC/MAActive
Some overlap · 5 shared positions
$ORLY$EQIX$SNPS$AMT$SYK
$942M
170 positions
#19Daiwa Securities Group Inc.Active
Some overlap · 4 shared positions
$PLTR$WELL$PLD$EQIX
$51.1B
1,194 positions
#20Kingstone Capital Partners Texas, LLCActive
Some overlap · 3 shared positions
$PLTR$HOOD$IBIT
$188M
60 positions
#21Cushing Capital Partners, LLCPassive
Some overlap · 4 shared positions
$BTC$PLD$MCD$SYK
$145M
99 positions
#22ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 5 shared positions
$WELL$EQIX$PLD$AMT$MCD
$102M
87 positions
#23Nikko Asset Management Americas, Inc.Passive
Some overlap · 3 shared positions
$PLTR$HOOD$SPOT
$7.7B
276 positions
#24SORA INVESTORS LLCPassive
Some overlap · 4 shared positions
$SNPS$EQIX$ABNB$SPOT
$1.3B
76 positions
#25ACCOUNT MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$ORLY$SNPS$AMT$INTU
$99M
22 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.