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 OverlapQ1 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 $320M across 972 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 Quaker Wealth , are VSM Wealth Advisory,, White Lighthouse Investment, Employees' Retirement Fund of the City of Fort Worth, with shared positions in $COP, $KKR, $MAR, $HUM, $HSY, $WM. The full ranking of 25 similar funds is below.

#1VSM Wealth Advisory, LLCPassive

Substantial overlap · 6 shared positions

$COP $KKR $MAR $HUM $HSY $WM

$335M

505 positions

#2White Lighthouse Investment Management Inc.Active

Substantial overlap · 5 shared positions

$KKR $COP $MAR $USB $HUM

$721M

145 positions

#3Employees' Retirement Fund of the City of Fort WorthActive

Substantial overlap · 3 shared positions

$COP $KKR $HUM

$230M

21 positions

#4Wolff Financial Management LLCActive

Notable overlap · 4 shared positions

$KKR $COP $MAR $HUM

$453M

103 positions

#5CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 3 shared positions

$COP $USB $HUM

$363M

102 positions

#6SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$KKR $USB $MAR $HUM

$272M

554 positions

#7DAGCO, INC.Passive

Notable overlap · 6 shared positions

$KKR $COP $MAR $HUM $JHG $NSC

$461M

353 positions

#8Montis Financial, LLCActive

Notable overlap · 4 shared positions

$COP $KKR $USB $HUM

$484M

150 positions

#9AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$COP $MAR $HSY $CL

$445M

77 positions

#10Hilton Capital Management, LLCActive

Notable overlap · 4 shared positions

$COP $USB $JHG $HON

$1.3B

129 positions

#11Causey Wealth LLCPassive

Notable overlap · 5 shared positions

$KKR $USB $COP $JHG $HUM

$236M

81 positions

#12DecisionPoint Financial, LLCActive

Notable overlap · 4 shared positions

$COP $USB $MAR $IBIT

$464M

679 positions

#13Berkeley Capital Partners, LLCActive

Notable overlap · 5 shared positions

$KKR $USB $COP $MAR $CB

$431M

184 positions

#14Tide Cove Capital Partners LLCSmart money

Notable overlap · 4 shared positions

$KKR $COP $USB $HUM

$147M

13 positions

#15Fischer Financial Services, Inc.Active

Notable overlap · 3 shared positions

$COP $MAR $HSY

$297M

56 positions

#16Piedmont Capital Management, LLCActive

Notable overlap · 3 shared positions

$KKR $USB $HUM

$197M

50 positions

#17Alliance Wealth Advisors, LLC /UTPassive

Notable overlap · 4 shared positions

$KKR $USB $TXN $IBIT

$462M

228 positions

#18truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$KKR $COP $HUM

$97M

49 positions

#19INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$KKR $JHG $HUM $TXN

$803M

181 positions

#20Foundation Wealth Management, LLC\PAActive

Notable overlap · 3 shared positions

$COP $USB $MAR

$284M

91 positions

#21SpringVest Wealth Management LLCActive

Notable overlap · 3 shared positions

$COP $USB $HUM

$146M

67 positions

#22Tandem Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$COP $MAR $HSY $CB

$224M

47 positions

#23Forum Private Client Group LLCActive

Notable overlap · 4 shared positions

$KKR $COP $USB $HUM

$300M

80 positions

#24Sunburst Financial Group, LLCActive

Notable overlap · 4 shared positions

$COP $KKR $HUM $MAR

$543M

132 positions

#25Buska Wealth Management, LLCActive

Notable overlap · 4 shared positions

$KKR $USB $HUM $WM

$249M

74 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.