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 Wealthquest

13F Portfolio OverlapQ2 2026Wealthquest portfolio →

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Most similar hedge funds by 13F overlap

Wealthquest Corp is an institutional investor managing $1.6B across 177 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 Wealthquest are 1834 INVESTMENT ADVISORS, Eliot Finkel Investment Counsel, Tudor Financial, with shared positions in $APA, $USB, $HSY, $ITW, $APD, $MCD. The full ranking of 25 similar funds is below.

#11834 INVESTMENT ADVISORS COPassive

Some overlap · 3 shared positions

$APA $USB $HSY

$883M

211 positions

#2Eliot Finkel Investment Counsel, LLCActive

Slight overlap · 6 shared positions

$USB $ITW $HSY $APD $MCD $AMGN

$214M

33 positions

#3Tudor Financial Inc.Passive

Slight overlap · 5 shared positions

$CTAS $HSY $APD $AMGN $ABT

$222M

152 positions

#4UNITED BANKActive

Slight overlap · 6 shared positions

$ITW $HSY $APD $MCD $AMGN $ABT

$853M

130 positions

#5Exeter Financial, LLCPassive

Slight overlap · 5 shared positions

$USB $ITW $APD $MCD $AMGN

$261M

101 positions

#6WOODSTOCK CORPActive

Slight overlap · 4 shared positions

$APA $ITW $APD $ABT

$1.2B

163 positions

#7KANAWHA CAPITAL MANAGEMENT LLCActive

Slight overlap · 5 shared positions

$USB $ITW $APD $MCD $ABT

$1.5B

228 positions

#8Sawyer & Company, IncPassive

Slight overlap · 4 shared positions

$CTAS $ITW $MCD $AMGN

$298M

202 positions

#9HORAN Wealth, LLCActive

Slight overlap · 5 shared positions

$USB $ITW $APD $AMGN $ABT

$1.2B

217 positions

#10Aurdan Capital Management, LLCActive

Slight overlap · 5 shared positions

$USB $ITW $APD $AMGN $ABT

$394M

99 positions

#11Legacy Financial Strategies, LLCActive

Slight overlap · 4 shared positions

$CTAS $ITW $MCD $ABT

$646M

152 positions

#12Liberty Capital Management, Inc.Passive

Slight overlap · 4 shared positions

$CTAS $ITW $MCD $ABT

$582M

184 positions

#13DEARBORN PARTNERS LLCActive

Slight overlap · 4 shared positions

$CTAS $ITW $MCD $ABT

$1.8B

269 positions

#14CONNING INC.Passive

Slight overlap · 5 shared positions

$USB $ITW $MCD $AMGN $ABT

$3.3B

327 positions

#15First Long Island Investors, LLCActive

Slight overlap · 5 shared positions

$USB $ITW $MCD $AMGN $ABT

$1.4B

73 positions

#16Riverview Trust CoActive

Slight overlap · 5 shared positions

$USB $ITW $MCD $AMGN $ABT

$84M

166 positions

#17Smart Portfolios, LLC

Slight overlap · 5 shared positions

$USB $APD $MCD $AMGN $ABT

$100M

99 positions

#18Lineweaver Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$CTAS $MCD $AMGN $ABT

$845M

182 positions

#19HAMEL ASSOCIATES, INC.Passive

Slight overlap · 5 shared positions

$ITW $HSY $MCD $AMGN $ABT

$363M

92 positions

#20BRADY FAMILY WEALTH, LLCPassive

Slight overlap · 5 shared positions

$ITW $APD $MCD $AMGN $ABT

$346M

113 positions

#21Somerset Trust CoPassive

Slight overlap · 5 shared positions

$ITW $APD $MCD $AMGN $ABT

$354M

186 positions

#22Paradigm Capital Management, LLC/NVActive

Slight overlap · 4 shared positions

$APA $USB $MCD $AMGN

$116M

65 positions

#23CARDEROCK CAPITAL MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$CTAS $ITW $APD

$456M

67 positions

#24MCDANIEL TERRY & COActive

Slight overlap · 3 shared positions

$CTAS $ITW $APD

$1.3B

81 positions

#25InvesTrustPassive

Slight overlap · 4 shared positions

$USB $ITW $APD $MCD

$260M

95 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.