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Hedge Funds Similar to Wealth Quarterback

13F Portfolio OverlapQ1 2026Wealth Quarterback portfolio →
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Most similar hedge funds by 13F overlap

Wealth Quarterback LLC is an institutional investor managing $254M across 163 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 Wealth Quarterback are Financial Harvest,, BCWM,, Harbour Wealth Group,, with shared positions in $IAU, $LMT, $AMD, $IBM, $KO, $INTC. The full ranking of 25 similar funds is below.

#1Financial Harvest, LLCActive
Notable overlap · 7 shared positions
$IAU$LMT$AMD$IBM$KO$INTC
$170M
57 positions
#2BCWM, LLCPassive
Notable overlap · 5 shared positions
$IAU$AMD$LMT$BMY$VZ
$353M
57 positions
#3Harbour Wealth Management Group, Inc.Passive
Notable overlap · 5 shared positions
$IAU$SHW$KO$AMD$INTC
$133M
89 positions
#4AVAII WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$IAU$FBTC$BMY$AMD
$287M
158 positions
#5MFA WEALTH ADVISORS, LLCActive
Notable overlap · 7 shared positions
$IAU$SHW$SAN$LMT$KO$AMD
$508M
88 positions
#6Regency Capital Management Inc.\DEPassive
Notable overlap · 4 shared positions
$IAU$ASML$CB$SHW
$224M
60 positions
#7Arlington Capital Management, Inc.Passive
Notable overlap · 5 shared positions
$IAU$SAN$AMD$SHW$DELL
$177M
111 positions
#8STEPHEN J. GARRY & ASSOCIATES, LLCActive
Notable overlap · 3 shared positions
$IAU$SAN$SLV
$124M
51 positions
#9Arnhold LLCActive
Notable overlap · 4 shared positions
$IAU$SLV$BMY$VZ
$1.4B
118 positions
#10Citrine Capital LLCActive
Notable overlap · 3 shared positions
$IAU$FBTC$IBM
$231M
58 positions
#11West Family Investments, Inc.Passive
Notable overlap · 5 shared positions
$IAU$KO$MCD$ASML$VZ
$285M
259 positions
#12CURIO WEALTH, LLCActive
Notable overlap · 4 shared positions
$IAU$LMT$AMD$IBM
$293M
1,255 positions
#13LifePlan Financial, LLCPassive
Notable overlap · 4 shared positions
$IAU$AMD$VZ$MCD
$135M
83 positions
#14Forza Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$IAU$BMY$VZ$IBM
$287M
188 positions
#15FORBES J M & CO LLPActive
Notable overlap · 4 shared positions
$IAU$VZ$IBM$KO
$1.2B
150 positions
#16Impact Investors, IncPassive
Notable overlap · 4 shared positions
$IAU$ASML$BMY$AMD
$144M
106 positions
#17PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADVActive
Notable overlap · 3 shared positions
$IAU$LMT$BMY
$112M
38 positions
#18MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 4 shared positions
$IAU$SLV$OKE$IBM
$1.3B
143 positions
#19Signet Investment Advisory Group, Inc.Passive
Notable overlap · 4 shared positions
$IAU$LMT$KO$MCD
$218M
69 positions
#20Private Harbour Investment Management & Counsel, LLCActive
Notable overlap · 3 shared positions
$IAU$SLV$INTC
$91M
36 positions
#21Burk Holdings LLCPassive
Notable overlap · 4 shared positions
$IAU$AMD$OKE$IBM
$233M
676 positions
#22CADINHA & CO LLCActive
Notable overlap · 3 shared positions
$IAU$SAN$MCD
$537M
103 positions
#23Rachor Investment Advisory Services, LLCActive
Notable overlap · 3 shared positions
$IAU$AMD$ASML
$190M
464 positions
#24CPR Investments Inc.Active
Notable overlap · 3 shared positions
$IAU$SLV$LMT
$150M
51 positions
#25Modus Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$LMT$MCD
$363M
117 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.