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Hedge Funds Similar to Quad-Cities Investment Group,

13F Portfolio OverlapQ1 2026Quad-Cities Investment Group, portfolio →
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Most similar hedge funds by 13F overlap

Quad-Cities Investment Group, LLC is an institutional investor managing $278M across 209 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 Quad-Cities Investment Group, are Accel Wealth, Flagship, Crumly & Associates, with shared positions in $MS, $JHG, $DE, $AGQ, $KMI, $UBER. The full ranking of 25 similar funds is below.

#1Accel Wealth ManagementPassive
Notable overlap · 5 shared positions
$MS$JHG$DE$AGQ$KMI
$383M
290 positions
#2Flagship Capital Management Inc.Active
Notable overlap · 3 shared positions
$MS$JHG$UBER
$136M
48 positions
#3Crumly & Associates Inc.Passive
Notable overlap · 4 shared positions
$JHG$MS$EPD$FITB
$476M
200 positions
#4Ritter Daniher Financial Advisory LLC / DEActive
Notable overlap · 3 shared positions
$MS$JHG$WFC
$589M
590 positions
#5PFS Partners, LLCActive
Notable overlap · 3 shared positions
$MS$JHG$VLO
$218M
590 positions
#6Advisory Resource GroupPassive
Some overlap · 4 shared positions
$JHG$FITB$MS$VLO
$581M
172 positions
#7Destiny Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$JHG$MS$UBER
$914M
1,148 positions
#8SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 5 shared positions
$JHG$FITB$EPD$KMI$AGQ
$119M
61 positions
#9J.P. Marvel Investment Advisors, LLCActive
Some overlap · 3 shared positions
$MS$DE$AXON
$705M
60 positions
#10Teewinot Capital Advisers, L.L.C.Active
Some overlap · 3 shared positions
$MS$WFC$UBER
$1.3B
33 positions
#11Dynamic Financial GroupActive
Some overlap · 3 shared positions
$JHG$DE$MS
$122M
69 positions
#12Autumn Glory Partners, LLCPassive
Some overlap · 3 shared positions
$MS$JHG$AGQ
$272M
204 positions
#13SWEENEY & MICHEL, LLCActive
Some overlap · 4 shared positions
$MS$KMI$WFC$RQI
$340M
145 positions
#14Argent Advisors, Inc.Passive
Some overlap · 4 shared positions
$MS$WFC$EPD$TRV
$366M
173 positions
#15Per Stirling Capital Management, LLC.Passive
Some overlap · 4 shared positions
$JHG$MS$AGQ$KMI
$905M
310 positions
#16OneAscent Wealth Management LLCActive
Some overlap · 4 shared positions
$JHG$WFC$VLO$FLEX
$302M
157 positions
#17PARTNERS WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$JHG$MS$AGQ$WFC
$97M
109 positions
#18ATWOOD & PALMER INCPassive
Some overlap · 3 shared positions
$JHG$FITB$UBER
$1.8B
531 positions
#19Atlas Private Wealth AdvisorsPassive
Some overlap · 3 shared positions
$MS$JHG$FITB
$425M
132 positions
#20Paladin Wealth, LLCPassive
Some overlap · 3 shared positions
$JHG$MS$AGQ
$145M
125 positions
#21Split Rock Private Trading & Wealth Management, LLCActive
Some overlap · 3 shared positions
$JHG$MS$AGQ
$129M
46 positions
#22Objectivity Squared, LLCActive
Some overlap · 3 shared positions
$MS$EPD$UBER
$159M
55 positions
#23Lynch Investment Planning, LLCActive
Some overlap · 4 shared positions
$MS$DE$WFC$KMI
$111M
54 positions
#24NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$JHG$DE$KMI
$367M
141 positions
#25Hidden Cove Wealth Management, LLCPassive
Some overlap · 3 shared positions
$JHG$FITB$WFC
$156M
109 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.