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Hedge Funds Similar to YARGER WEALTH STRATEGIES

13F Portfolio OverlapQ2 2026YARGER WEALTH STRATEGIES portfolio →
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Most similar hedge funds by 13F overlap

YARGER WEALTH STRATEGIES, LLC is an institutional investor managing $278M across 136 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 YARGER WEALTH STRATEGIES are DEEPWATER ASSET, GENERAL AMERICAN INVESTORS, Forefront Wealth Partners, with shared positions in $MRVL, $CRDO, $ASML, $VRT, $SHOP, $TJX. The full ranking of 25 similar funds is below.

#1DEEPWATER ASSET MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$MRVL$CRDO$ASML$VRT$SHOP
$220M
35 positions
#2GENERAL AMERICAN INVESTORS CO INCActive
Some overlap · 5 shared positions
$MRVL$ASML$TJX$NOW$UBER
$1.7B
73 positions
#3Forefront Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$MRVL$ASML$NOW$VRT$SHOP$UBER
$323M
177 positions
#4Investment Insight Wealth Management, LLCSmart money
Some overlap · 5 shared positions
$MRVL$ASML$NOW$SHOP$VRT
$115M
44 positions
#5HARTLINE INVESTMENT CORP/Active
Some overlap · 5 shared positions
$MRVL$VRT$SHOP$UBER$NOW
$1.1B
115 positions
#6M & L Capital Management LtdActive
Some overlap · 4 shared positions
$MRVL$CRDO$VRT$SPCX
$370M
17 positions
#7SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$MRVL$ASML$VRT$UBER
$255M
144 positions
#8ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 6 shared positions
$CRDO$MRVL$ASML$VRT$SHOP$UBER
$4.4B
109 positions
#9Newbridge Financial Services Group, Inc.Passive
Some overlap · 4 shared positions
$MRVL$NOW$MO$UBER
$808M
1,245 positions
#10Rafferty Asset Management, LLCActive
Some overlap · 3 shared positions
$MRVL$CRDO$ASML
$43.9B
1,133 positions
#11Marex Group plcPassive
Some overlap · 4 shared positions
$MRVL$NOW$VRT$SPCX
$23.6B
1,117 positions
#12Torrey Growth & Income AdvisorsActive
Some overlap · 4 shared positions
$MRVL$NOW$SHOP$UBER
$294M
108 positions
#13ARTHUR M. COHEN & ASSOCIATES, LLCActive
Some overlap · 4 shared positions
$MRVL$ASML$SHOP$VRT
$640M
139 positions
#14Wealth Advisory Solutions, LLCPassive
Some overlap · 4 shared positions
$MRVL$ASML$NOW$UBER
$487M
150 positions
#15SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 4 shared positions
$MRVL$VRT$SHOP$SPCX
$895M
185 positions
#16Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$ASML$MRVL$NOW$VRT$UBER
$228M
70 positions
#17BFSG, LLCPassive
Some overlap · 3 shared positions
$MRVL$ASML$TJX
$1.1B
768 positions
#18Camarda Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$MRVL$ASML$TJX
$331M
122 positions
#19Ring Mountain Capital, LLCActive
Some overlap · 4 shared positions
$MRVL$VRT$SPCX$UBER
$238M
107 positions
#20W.G. Shaheen & Associates DBA Whitney & CoActive
Some overlap · 3 shared positions
$MRVL$ASML$NOW
$1.4B
179 positions
#21Fund Advisors of America Inc/FLPassive
Some overlap · 3 shared positions
$MRVL$ASML$MO
$110M
120 positions
#22Benchstone Capital Management LPActive
Some overlap · 5 shared positions
$CRDO$ASML$TJX$SHOP$NOW
$828M
37 positions
#23Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$ASML$TJX$NOW$VRT$UBER
$115M
89 positions
#24VMS Asset Management LimitedPassive
Some overlap · 3 shared positions
$MRVL$CRDO$VRT
$315M
33 positions
#25Markin Volterra Fund LPActive
Some overlap · 3 shared positions
$MRVL$CRDO$VRT
$147M
69 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.