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 Quaker Wealth

13F Portfolio OverlapQ2 2026Quaker Wealth portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Quaker Wealth Management, LLC is an institutional investor managing $344M across 967 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 Quaker Wealth are DDD Partners, LIBERTY ONE INVESTMENT, Rodgers Brothers, with shared positions in $TXN, $CB, $BA, $PLD, $QCOM, $CL. The full ranking of 25 similar funds is below.

#1DDD Partners, LLCActive

Some overlap · 5 shared positions

$TXN $CB $BA $PLD $QCOM

$1.6B

165 positions

#2LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$TXN $CL $CB $WM $PLD

$1.0B

154 positions

#3Rodgers Brothers Inc.Active

Some overlap · 4 shared positions

$TFX $CL $TXN $GLW

$1.0B

247 positions

#4Calamos Wealth Management LLCPassive

Some overlap · 5 shared positions

$TXN $CB $WM $BA $PLD

$3.3B

463 positions

#5Nicholson Wealth Management Group, LLCPassive

Some overlap · 4 shared positions

$TXN $CL $CB $PLD

$170M

111 positions

#6MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Some overlap · 4 shared positions

$TXN $CB $WM $TER

$272M

149 positions

#7BEACON FINANCIAL GROUPPassive

Some overlap · 4 shared positions

$TXN $CB $WM $QCOM

$1.1B

377 positions

#8Piscataqua Savings BankPassive

Some overlap · 4 shared positions

$TXN $CL $WM $GLW

$148M

412 positions

#9Aberdeen Wealth Management LLCActive

Some overlap · 4 shared positions

$TXN $CL $WM $NSC

$208M

427 positions

#10LONDON CO OF VIRGINIAActive

Some overlap · 4 shared positions

$TXN $CB $NSC $GLW

$17.5B

169 positions

#11Community Bank, N.A.Passive

Slight overlap · 4 shared positions

$TXN $CB $GLW $QCOM

$926M

530 positions

#12Estabrook Capital ManagementPassive

Slight overlap · 5 shared positions

$CB $TXN $NSC $GLW $CP

$739M

344 positions

#13J. Team Financial, Inc.Passive

Slight overlap · 4 shared positions

$TXN $WM $TER $NTAP

$103M

102 positions

#14Ballast, Inc.Active

Slight overlap · 4 shared positions

$TXN $CB $BA $GLW

$530M

156 positions

#15Blossom Wealth ManagementActive

Slight overlap · 4 shared positions

$TXN $WTRG $WM $QCOM

$71M

72 positions

#16Palouse Capital Management, Inc.Passive

Slight overlap · 4 shared positions

$TXN $BA $QCOM $NTAP

$160M

124 positions

#17Goldstream Capital Management LtdActive

Slight overlap · 4 shared positions

$TXN $GLW $TER $QCOM

$132M

45 positions

#18Cottage Street Advisors LLCPassive

Slight overlap · 4 shared positions

$TXN $NSC $GLW $FCX

$259M

149 positions

#19WILKINS INVESTMENT COUNSEL INCActive

Slight overlap · 3 shared positions

$TXN $CL $CB

$742M

119 positions

#20Portland Global Advisors LLCActive

Slight overlap · 3 shared positions

$TXN $CL $CB

$1.1B

154 positions

#21Financial Sense Advisors, Inc.Passive

Slight overlap · 5 shared positions

$IBIT $BA $GLW $QCOM $FCX

$508M

137 positions

#22Landmark Wealth Management, LLCActive

Slight overlap · 4 shared positions

$TXN $BA $GLW $FCX

$418M

151 positions

#23Advanced Asset Management Advisors IncActive

Slight overlap · 4 shared positions

$TXN $NSC $QCOM $FCX

$380M

85 positions

#24Nan Shan Life Insurance Co., Ltd.Active

Slight overlap · 4 shared positions

$TXN $GLW $QCOM $FCX

$3.2B

82 positions

#25DIAMOND HILL CAPITAL MANAGEMENT INCActive

Slight overlap · 3 shared positions

$TXN $CL $WM

$12.5B

186 positions

Compare Quaker Wealth’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 Quaker Wealth’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.