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Hedge Funds Similar to Northwest Quadrant Wealth ,

13F Portfolio OverlapQ1 2026Northwest Quadrant Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Northwest Quadrant Wealth Management, LLC is an institutional investor managing $481M across 67 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 Northwest Quadrant Wealth , are Marotta Asset, Grove Street Fiduciary,, BHK Investment Advisors,, with shared positions in $UNIT, $SCHW, $LMT, $DE, $ADP, $PM. The full ranking of 25 similar funds is below.

#1Marotta Asset ManagementActive
Notable overlap · 4 shared positions
$UNIT$SCHW$LMT$DE
$543M
103 positions
#2Grove Street Fiduciary, LLCActive
Notable overlap · 3 shared positions
$UNIT$ADP$PM
$227M
74 positions
#3BHK Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$UNIT$ADP$HUBB
$299M
79 positions
#4Silver Coast Investments LLCActive
Notable overlap · 5 shared positions
$UNIT$SCHW$CMI$LMT$DE
$313M
119 positions
#5Payne Capital Management, LLCActive
Notable overlap · 5 shared positions
$UNIT$SCHW$PM$UNP$BAC
$331M
79 positions
#6Fee-Only Financial Planning, L.C.Smart money
Notable overlap · 4 shared positions
$UNIT$SCHW$PM$BAC
$166M
43 positions
#7WALLER FINANCIAL PLANNING GROUP, INCActive
Notable overlap · 3 shared positions
$UNIT$SCHW$PM
$453M
74 positions
#8Traveka Wealth, LLCPassive
Notable overlap · 3 shared positions
$UNIT$SCHW$UNP
$262M
186 positions
#9Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Notable overlap · 3 shared positions
$UNIT$CMI$PCAR
$111M
63 positions
#10FAMILY WEALTH PARTNERS, LLCActive
Notable overlap · 3 shared positions
$UNIT$SCHW$LMT
$293M
105 positions
#11Clayton Financial Group LLCActive
Notable overlap · 3 shared positions
$UNIT$SCHW$AXP
$195M
614 positions
#12Weinberger Asset Management, IncActive
Notable overlap · 4 shared positions
$UNIT$DE$PM$BAC
$267M
92 positions
#13FLYWHEEL PRIVATE WEALTH LLCPassive
Notable overlap · 3 shared positions
$UNIT$SCHW$PSX
$176M
104 positions
#14Partners in Financial PlanningActive
Notable overlap · 3 shared positions
$UNIT$SCHW$PM
$603M
122 positions
#15Sterling Wealth Management, Inc.Active
Some overlap · 7 shared positions
$UNIT$SCHW$DE$CMI$HUBB$AXP
$364M
112 positions
#16Abacus Planning Group, Inc.Active
Some overlap · 3 shared positions
$UNIT$UNP$BAC
$743M
264 positions
#17Nabity-Jensen Investment Management IncActive
Some overlap · 3 shared positions
$UNIT$SCHW$UNP
$144M
70 positions
#18PRESILIUM PRIVATE WEALTH, LLCActive
Some overlap · 3 shared positions
$UNIT$SCHW$PM
$567M
75 positions
#19General Partner, Inc.Active
Some overlap · 5 shared positions
$UNIT$SCHW$PM$UNP$BAC
$164M
165 positions
#20Jacobs Equity LLCPassive
Some overlap · 3 shared positions
$UNIT$SCHW$PSX
$112M
105 positions
#21Brickley Wealth ManagementSmart money
Some overlap · 3 shared positions
$UNIT$LMT$SCHW
$583M
60 positions
#22Cherry Tree Wealth Management, LLCPassive
Some overlap · 3 shared positions
$UNIT$SCHW$AXP
$473M
582 positions
#23Meramec Financial Planners, LLCPassive
Some overlap · 3 shared positions
$UNIT$SCHW$PM
$252M
520 positions
#24STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$UNIT$UNP$BAC
$547M
180 positions
#25Pioneer Wealth Management GroupSmart money
Some overlap · 3 shared positions
$UNIT$SCHW$UNP
$357M
50 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.