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Hedge Funds Similar to Quartz Partners,

13F Portfolio OverlapQ1 2026Quartz Partners, portfolio →
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Most similar hedge funds by 13F overlap

Quartz Partners, LLC is an institutional investor managing $259M across 168 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 Quartz Partners, are Blue Line , / IL, Martin Investment ,, KENSICO, with shared positions in $WAB, $USB, $LDOS, $VRT, $ALPS, $APP. The full ranking of 25 similar funds is below.

#1Blue Line Capital, LLC / ILPassive
Some overlap · 6 shared positions
$WAB$USB$LDOS$VRT$ALPS$APP
$88M
65 positions
#2Martin Investment Management, LLCActive
Some overlap · 4 shared positions
$WAB$NVS$LDOS$ADBE
$334M
46 positions
#3KENSICO CAPITAL MANAGEMENT CORPSmart money
Some overlap · 3 shared positions
$APP$HLT$PGR
$4.9B
20 positions
#4Zuckerman Investment Group, LLCActive
Some overlap · 5 shared positions
$PGR$ADBE$ICLR$VRT$KKR
$1.1B
135 positions
#5Napier Financial, LLCPassive
Some overlap · 4 shared positions
$WT$APP$USB$GLDM
$436M
609 positions
#6Private Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$RL$WT$ALPS$USB
$356M
95 positions
#7Comprehensive Wealth Management, LLCActive
Some overlap · 3 shared positions
$APP$WT$USB
$198M
39 positions
#8Financial Gravity Asset Management, Inc.Passive
Some overlap · 3 shared positions
$WT$RL$NVS
$562M
973 positions
#9Payne Capital LLCPassive
Some overlap · 4 shared positions
$WT$USB$NVS$ALPS
$109M
55 positions
#10BDFS Capital LLCActive
Some overlap · 5 shared positions
$WT$ADBE$USB$COR$ORLY
$208M
137 positions
#11KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 6 shared positions
$USB$ALPS$WT$ADBE$GLDM$KKR
$123M
99 positions
#12Summit Asset Management, LLCActive
Some overlap · 3 shared positions
$WT$HLT$USB
$719M
172 positions
#13Left Brain Wealth Management, LLCPassive
Some overlap · 5 shared positions
$COR$PGR$VRT$ALPS$ORLY
$255M
79 positions
#14OLD MISSION CAPITAL LLCActive
Some overlap · 3 shared positions
$WT$RL$USB
$6.3B
1,062 positions
#15IAM Advisory, LLCActive
Some overlap · 4 shared positions
$WT$USB$NVS$VRT
$446M
95 positions
#16Darrow Company, Inc.Active
Some overlap · 4 shared positions
$APP$WT$KKR$USB
$222M
56 positions
#17Joseph Group Capital ManagementPassive
Some overlap · 4 shared positions
$WT$PGR$GLDM$KKR
$400M
379 positions
#18Second Line Capital, LLCActive
Some overlap · 3 shared positions
$APP$WT$PGR
$528M
185 positions
#19GFS Advisors, LLCPassive
Some overlap · 3 shared positions
$WT$APP$USB
$785M
159 positions
#20Gibraltar Capital Management, Inc.Active
Some overlap · 3 shared positions
$WAB$LDOS$ADBE
$581M
125 positions
#21Smart Money Group LLCSmart money
Some overlap · 4 shared positions
$WT$NVS$APP$GLDM
$344M
84 positions
#22INVESTED ADVISORSPassive
Some overlap · 5 shared positions
$WT$RL$NVS$VRT$KKR
$99M
138 positions
#23Cascade Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$NVS$HLT$USB
$169M
116 positions
#24Riverbend Wealth Management, LLCPassive
Some overlap · 4 shared positions
$WT$USB$ALPS$KKR
$175M
152 positions
#25Ruggaard & Associates LLCPassive
Some overlap · 3 shared positions
$WT$HLT$NVS
$252M
122 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.