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 Quantum Financial Advisors,

13F Portfolio OverlapQ1 2026Quantum Financial Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Quantum Financial Advisors, LLC is an institutional investor managing $1.0B across 251 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 Quantum Financial Advisors, are MB Generational Wealth,, Werba Rubin Papier Wealth, Seed Wealth ,, with shared positions in $AMN, $MDLZ, $UNIT, $GLDM, $VLTO, $MU. The full ranking of 25 similar funds is below.

#1MB Generational Wealth, LLCActive

Notable overlap · 3 shared positions

$AMN $MDLZ $UNIT

$181M

66 positions

#2Werba Rubin Papier Wealth ManagementPassive

Notable overlap · 3 shared positions

$AMN $GLDM $UNIT

$718M

278 positions

#3Seed Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$AMN $VLTO $UNIT

$145M

98 positions

#4Avid Wealth Partners LLCActive

Notable overlap · 3 shared positions

$GLDM $MDLZ $MU

$212M

71 positions

#5SNS Financial Group, LLCActive

Notable overlap · 4 shared positions

$MDLZ $GLDM $AMN $UNIT

$1.2B

208 positions

#6Greenline Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $AMN $LNG

$930M

144 positions

#7Wilkerson Advisory Group LLCPassive

Notable overlap · 3 shared positions

$AMN $GLDM $T

$291M

617 positions

#8Rialto Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$VLTO $AMN $AMGN $UNIT

$445M

1,730 positions

#9Integrity Wealth Solutions LLCPassive

Notable overlap · 3 shared positions

$AMN $GLDM $UNIT

$255M

130 positions

#10COWA, LLCActive

Notable overlap · 4 shared positions

$AMN $SSL $AMGN $T

$371M

158 positions

#11Austin Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$GLDM $AMN $AXP $UNIT

$440M

118 positions

#12Intelligence Driven Advisers, LLCActive

Notable overlap · 3 shared positions

$VLTO $AMN $MU

$574M

130 positions

#13Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$GLDM $VLTO $UNIT

$163M

67 positions

#14COLLECTIVE FAMILY OFFICE LLCPassive

Notable overlap · 3 shared positions

$AMN $GLDM $UNIT

$489M

161 positions

#15Midwest Financial Group LLCPassive

Notable overlap · 5 shared positions

$AMN $VLTO $AXP $MU $UNIT

$234M

126 positions

#16New England Capital Financial Advisors LLCActive

Notable overlap · 5 shared positions

$AMN $KO $T $MU $AXP

$365M

425 positions

#17EAGLE WEALTH STRATEGIES LLCActive

Notable overlap · 4 shared positions

$AMN $T $MU $LNG

$228M

114 positions

#18Parcion Private Wealth LLCPassive

Notable overlap · 4 shared positions

$GLDM $AMN $AMGN $KO

$1.6B

435 positions

#19Torren Management, LLCActive

Notable overlap · 4 shared positions

$AMN $MU $UNIT $KO

$201M

983 positions

#20Meredith Wealth PlanningActive

Notable overlap · 4 shared positions

$AMN $MU $GLDM $UNIT

$369M

70 positions

#21Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 4 shared positions

$AMN $UNIT $AXP $KO

$931M

518 positions

#22Collaborative Wealth Managment Inc.Passive

Notable overlap · 3 shared positions

$AMN $GLDM $UNIT

$218M

162 positions

#23Family CFO IncActive

Notable overlap · 3 shared positions

$VLTO $UNIT $GLDM

$223M

41 positions

#24CLARIS ADVISORS, LLC / MO /Active

Notable overlap · 3 shared positions

$AMN $UNIT $MU

$334M

70 positions

#25Pine Harbor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $KO $LNG

$334M

102 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.