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 OverlapQ2 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 Q2 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 January Advisors, Warren Street Wealth Advisors, OakTrust Wealth Advisors, with shared positions in $GLDM, $AMGN, $SNDK, $WDC, $KLAC, $AXP. The full ranking of 25 similar funds is below.

#1January Capital Advisors LLCActive

Notable overlap · 4 shared positions

$GLDM $AMGN $SNDK $WDC

$120M

55 positions

#2Warren Street Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $AMGN $KLAC

$448M

156 positions

#3OakTrust Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $AMGN $AXP

$116M

69 positions

#4Compass Wealth Management, LLC/GAActive

Notable overlap · 3 shared positions

$GLDM $SNDK $WDC

$251M

74 positions

#5Kraft, Davis & Associates, LLCActive

Notable overlap · 3 shared positions

$GLDM $KLAC $FLEX

$479M

155 positions

#6Magnolia Private Wealth, LLCPassive

Some overlap · 3 shared positions

$GLDM $WDC $STX

$182M

153 positions

#7Parcion Private Wealth LLCPassive

Some overlap · 3 shared positions

$GLDM $AMGN $KLAC

$1.8B

529 positions

#8LifeGoal Investments, LLCActive

Some overlap · 4 shared positions

$GLDM $SNDK $WDC $STX

$218M

155 positions

#9KICKSTAND VENTURES, LLC.Active

Some overlap · 4 shared positions

$GLDM $KLAC $WDC $STX

$550M

154 positions

#10Hobbs Group Advisors, LLCActive

Some overlap · 3 shared positions

$GLDM $AXP $LNG

$380M

164 positions

#11ENTRUST FINANCIAL LLCActive

Some overlap · 3 shared positions

$GLDM $FLEX $STX

$154M

445 positions

#12Purus Wealth Management, LLCPassive

Some overlap · 4 shared positions

$GLDM $AMGN $SNDK $AXP

$363M

171 positions

#13China Universal Asset Management Co., Ltd.Passive

Some overlap · 5 shared positions

$GLDM $AMGN $KLAC $SNDK $WDC

$1.7B

513 positions

#14Evergreen Quality Fund GP, Ltd.Active

Some overlap · 4 shared positions

$GLDM $Q $SNDK $STX

$6.2B

43 positions

#15Financial Planning Hawaii, Inc.Passive

Some overlap · 3 shared positions

$GLDM $AMGN $AXP

$186M

134 positions

#16Pitcairn Wealth Advisors LLCActive

Some overlap · 3 shared positions

$GLDM $WDC $STX

$913M

281 positions

#17Zhang Financial LLCActive

Some overlap · 4 shared positions

$GLDM $AMGN $KLAC $AXP

$3.4B

392 positions

#18REXFORD CAPITAL INCPassive

Some overlap · 5 shared positions

$AMGN $KLAC $AXP $WDC $STX

$163M

301 positions

#19Sumitomo Mitsui DS Asset Management Company, LtdActive

Some overlap · 4 shared positions

$GLDM $AMGN $AXP $KLAC

$14.5B

767 positions

#20STANCE CAPITAL LLCPassive

Some overlap · 5 shared positions

$AMGN $AXP $SNDK $WDC $STX

$328M

340 positions

#21FORONJY FINANCIAL LLCActive

Some overlap · 3 shared positions

$GLDM $AMGN $KLAC

$272M

108 positions

#22HARBOR INVESTMENT ADVISORY, LLCPassive

Some overlap · 4 shared positions

$GLDM $AMGN $KLAC $SNDK

$1.4B

1,315 positions

#23Walleye Capital LLCPassive

Some overlap · 5 shared positions

$KLAC $Q $SNDK $AMGN $MCHP

$28.0B

4,674 positions

#24Paul R. Ried Financial Group, LLCActive

Some overlap · 3 shared positions

$GLDM $STX $AMGN

$229M

47 positions

#25NEOS Investment Management LLCActive

Slight overlap · 5 shared positions

$KLAC $SNDK $AMGN $WDC $STX

$27.1B

578 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.