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Hedge Funds Similar to Quadrant Private Wealth ,

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

Quadrant Private Wealth Management, LLC is an institutional investor managing $646M across 282 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 Quadrant Private Wealth , are ONTARIO TEACHERS PENSION PLAN BOARD, Integrity Advisory Solutions,, Intergy Private Wealth,, with shared positions in $SNOW, $PNC, $DIS, $CRM, $SE, $MDLZ. The full ranking of 25 similar funds is below.

#1ONTARIO TEACHERS PENSION PLAN BOARDActive
Some overlap · 5 shared positions
$SNOW$PNC$DIS$CRM$SE
$3.5B
162 positions
#2Integrity Advisory Solutions, LLCActive
Some overlap · 6 shared positions
$SNOW$CRM$MDLZ$SE$BPRE$USB
$757M
293 positions
#3Intergy Private Wealth, LLCActive
Some overlap · 5 shared positions
$SNOW$PNC$SCHW$SE$IBM
$341M
123 positions
#4Delta Global Management LPPassive
Some overlap · 4 shared positions
$SNOW$PNC$RCL$SCHW
$1.2B
154 positions
#5CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 5 shared positions
$PNC$IBM$SNOW$SCHW$SE
$971M
146 positions
#6Rossby Financial, LCCPassive
Some overlap · 4 shared positions
$SNOW$BPRE$USB$PHYS
$489M
2,271 positions
#7Unify Financial AdvisorsPassive
Some overlap · 6 shared positions
$CEG$SNOW$SCHW$SE$CRM$DAL
$96M
89 positions
#8Interval Partners, LPPassive
Some overlap · 5 shared positions
$PNC$RCL$SCHW$DAL$USB
$3.8B
262 positions
#9Westfuller Advisors, LLCPassive
Some overlap · 5 shared positions
$SNOW$IBM$SE$SCHW$DIS
$232M
756 positions
#10Beech Hill Advisors, Inc.Passive
Some overlap · 5 shared positions
$IBM$DIS$FSLR$CRM$FCX
$200M
94 positions
#11Smart Portfolios, LLCPassive
Some overlap · 4 shared positions
$SNOW$YMM$IBM$USB
$100M
99 positions
#12InvesTrustPassive
Some overlap · 4 shared positions
$SNOW$IBM$DIS$USB
$238M
91 positions
#13PARTHENON LLCActive
Some overlap · 5 shared positions
$DIS$PNC$CRM$SCHW$MDLZ
$875M
127 positions
#14Strategic Wealth Investment Group, LLCPassive
Some overlap · 5 shared positions
$IBM$FSLR$CRM$SCHW$USB
$788M
94 positions
#15O'ROURKE & COMPANY, IncPassive
Some overlap · 4 shared positions
$SNOW$IBM$SCHW$USB
$253M
171 positions
#16Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 5 shared positions
$SNOW$CRM$SCHW$USB$IBM
$257M
109 positions
#17American Trust Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$IBM$SCHW$MDLZ$CEG$FLR
$181M
76 positions
#18Eagle Strategies LLCPassive
Some overlap · 5 shared positions
$SNOW$FCX$YMM$SE$IBM
$837M
258 positions
#19JUNCTURE WEALTH STRATEGIES, LLCActive
Some overlap · 5 shared positions
$SNOW$YMM$SCHW$USB$PNC
$299M
133 positions
#20Addison Capital CoPassive
Some overlap · 5 shared positions
$SNOW$SCHW$MDLZ$SE$FCX
$562M
182 positions
#21Eaton Financial Holdings Company, LLCPassive
Some overlap · 4 shared positions
$SNOW$YMM$PHYS$USB
$305M
125 positions
#22B & T Capital Management DBA Alpha Capital ManagementActive
Some overlap · 4 shared positions
$SNOW$IBM$DIS$SCHW
$690M
115 positions
#23Smith Partners Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SNOW$SCHW$USB$SE
$112M
76 positions
#24Idaho Trust CoPassive
Some overlap · 4 shared positions
$SNOW$SCHW$USB$SE
$308M
97 positions
#25Family Office Research LLCActive
Some overlap · 3 shared positions
$BPRE$DAL$CRWV
$230M
75 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.