13F Pro

Hedge Funds Similar to QUATTRO FINANCIAL ADVISORS

13F Portfolio OverlapQ1 2026QUATTRO FINANCIAL ADVISORS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

QUATTRO FINANCIAL ADVISORS LLC is an institutional investor managing $468M across 93 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 QUATTRO FINANCIAL ADVISORS are Generali Powszechne Towarzystwo Emerytalne, ADAMS NATURAL RESOURCES FUND,, DIAMOND HILL, with shared positions in $COP, $CRM, $FCX, $SHW, $EQT, $EXE. The full ranking of 25 similar funds is below.

#1Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 3 shared positions
$COP$CRM$FCX
$566M
28 positions
#2ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 5 shared positions
$COP$FCX$SHW$EQT$EXE
$863M
54 positions
#3DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$COP$CRM$TMO$EQT
$16.0B
187 positions
#4Titiun YejielPassive
Some overlap · 4 shared positions
$COP$SHW$TMO$IBIT
$99M
57 positions
#5PKO BP BANKOWY Universal Pension Society JSCActive
Some overlap · 3 shared positions
$COP$CRM$FCX
$214M
13 positions
#6Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna InsuranActive
Some overlap · 3 shared positions
$COP$CRM$FCX
$262M
28 positions
#7MARINER INVESTMENT GROUP LLCActive
Some overlap · 3 shared positions
$IBIT$COP$EQT
$362M
161 positions
#8Corecam Pte. Ltd.Active
Some overlap · 3 shared positions
$IBIT$FCX$EQT
$231M
65 positions
#9Transcendent Capital Group LLCPassive
Some overlap · 3 shared positions
$COP$IBIT$UPST
$219M
112 positions
#10Sagace Wealth Management LLCPassive
Some overlap · 3 shared positions
$COP$IBIT$UNIT
$149M
70 positions
#11Howard Capital Management Group, LLCActive
Some overlap · 4 shared positions
$COP$CRM$TMO$EQT
$1.5B
143 positions
#12Aegis Wealth Management LLCPassive
Some overlap · 4 shared positions
$UNIT$FCX$COP$UPST
$175M
118 positions
#13Lauer Wealth, LLCActive
Some overlap · 3 shared positions
$IBIT$UPST$COP
$126M
67 positions
#14Belvedere Trading LLCActive
Some overlap · 3 shared positions
$IBIT$LKFT$SAN
$84.4B
731 positions
#15Integrity Advisory Solutions, LLCActive
Some overlap · 3 shared positions
$COP$CRM$SHW
$757M
293 positions
#16Addison Capital CoPassive
Some overlap · 3 shared positions
$COP$IBIT$FCX
$562M
182 positions
#17Magnus Financial Group LLCPassive
Some overlap · 4 shared positions
$IBIT$COP$LRCX$TMO
$1.2B
373 positions
#18Merited Wealth, LLCPassive
Some overlap · 3 shared positions
$CRM$SHW$UNIT
$121M
79 positions
#19NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$IBIT$COP$SHW
$247M
71 positions
#20MILFORD FUNDS LTDActive
Some overlap · 3 shared positions
$COP$CRM$TMO
$4.8B
75 positions
#21Mascagni Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$CRM$SHW$UNIT
$140M
127 positions
#22Glass Jacobson Investment Advisors llcPassive
Some overlap · 3 shared positions
$COP$UNIT$UPST
$290M
607 positions
#23E&R Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$COP$UNIT$UPST
$100M
12 positions
#24Hegarty Advisors, LLCActive
Some overlap · 3 shared positions
$COP$UNIT$UPST
$127M
57 positions
#25CWC Advisors, LLC.Passive
Some overlap · 3 shared positions
$COP$UNIT$UPST
$210M
149 positions

Compare QUATTRO FINANCIAL ADVISORS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View QUATTRO FINANCIAL ADVISORS’s holdings

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.