What hedge funds are most similar to QUEST INVESTMENT MANAGEMENT LLC?

The funds with the most similar 13F portfolios to QUEST INVESTMENT MANAGEMENT LLC are Asempa Wealth Advisors, CHATHAM GROUP,, FORBES J M & LLP, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to QUEST INVESTMENT

13F Portfolio OverlapQ1 2026QUEST INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

QUEST INVESTMENT MANAGEMENT LLC is an institutional investor managing $857M across 122 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to QUEST INVESTMENT are Asempa Wealth Advisors, CHATHAM GROUP,, FORBES J M & LLP, with shared positions in $MDLZ, $IAU, $MKL, $KKR, $DHR, $GEV. The full ranking of 25 similar funds is below.

#1Asempa Wealth AdvisorsPassive

Some overlap · 5 shared positions

$MDLZ $IAU $MKL $KKR $DHR

$115M

115 positions

#2CHATHAM CAPITAL GROUP, INC.Passive

Some overlap · 5 shared positions

$IAU $MKL $GEV $AGQ $GE

$689M

198 positions

#3FORBES J M & CO LLPActive

Some overlap · 7 shared positions

$IAU $ETN $PLD $APH $ANET $ORLY

$1.2B

150 positions

#4Cushing Capital Partners, LLCPassive

Some overlap · 5 shared positions

$IAU $AGQ $KKR $DHR $MDLZ

$130M

96 positions

#5REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$IAU $AGQ $GE $APH $UBER

$697M

218 positions

#6CADINHA & CO LLCActive

Some overlap · 6 shared positions

$IAU $GEV $GE $DHR $PLTR $APH

$537M

103 positions

#7BLAIR WILLIAM & CO/ILPassive

Some overlap · 8 shared positions

$GEV $MKL $APH $DHR $NOW $PANW

$34.9B

1,922 positions

#8Paragon Advisors, LLCActive

Some overlap · 7 shared positions

$AGQ $APH $MPWR $GEV $ANET $PLTR

$371M

76 positions

#9HOWLAND CAPITAL MANAGEMENT LLCActive

Some overlap · 7 shared positions

$MKL $ORLY $APH $DHR $NOW $UBER

$2.5B

262 positions

#10Benchmark Investment Advisors LLCPassive

Some overlap · 8 shared positions

$PANW $GE $APH $ANET $PLTR $GEV

$172M

76 positions

#11Kaydan Wealth Management, Inc.Active

Some overlap · 4 shared positions

$IAU $MDLZ $AGQ $GE

$299M

109 positions

#12Meridian Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$IAU $MDLZ $ETN $ORLY

$756M

202 positions

#13Cresset Asset Management, LLCActive

Some overlap · 6 shared positions

$MKL $MDLZ $AGQ $ANET $IAU $PLTR

$23.1B

1,657 positions

#14Rachor Investment Advisory Services, LLCActive

Some overlap · 6 shared positions

$IAU $GEV $GE $PANW $ECL $ORLY

$190M

464 positions

#15Generate Investment Management LtdActive

Some overlap · 8 shared positions

$GEV $APH $ETN $PLD $NOW $DHR

$2.0B

70 positions

#165T Wealth, LLCPassive

Some overlap · 5 shared positions

$IAU $MDLZ $KKR $ANET $ETN

$253M

129 positions

#17Knollwood Investment Advisory, LLCPassive

Some overlap · 8 shared positions

$PANW $APH $ANET $PLTR $IAU $ORLY

$992M

303 positions

#18Nova Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$MDLZ $IAU $AGQ $PLTR $APH $PANW

$154M

545 positions

#19MIDDLETON & CO INC/MAActive

Some overlap · 7 shared positions

$ORLY $ETN $PANW $MDLZ $DHR $NOW

$877M

164 positions

#20F/m Investments LLCPassive

Some overlap · 6 shared positions

$MKL $ETN $PANW $ORLY $ANET $NOW

$1.5B

333 positions

#21Regency Capital Management Inc.\DEPassive

Some overlap · 4 shared positions

$IAU $MKL $PANW $APH

$224M

60 positions

#22Pacific Point Advisors, LLCActive

Some overlap · 5 shared positions

$IAU $ORLY $ETN $ANET $ECL

$190M

133 positions

#23Left Brain Wealth Management, LLCPassive

Some overlap · 7 shared positions

$ORLY $GE $APH $MPWR $ANET $PLTR

$255M

79 positions

#24Bigelow Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$IAU $KKR $ECL $ETN $ANET $DHR

$250M

153 positions

#25Davis Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$IAU $MDLZ $NOW $GE $GEV $AGQ

$120M

72 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.