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Hedge Funds Similar to Quotient Wealth Partners,

13F Portfolio OverlapQ1 2026Quotient Wealth Partners, portfolio →
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Most similar hedge funds by 13F overlap

Quotient Wealth Partners, LLC is an institutional investor managing $3.8B across 377 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 Quotient Wealth Partners, are LifeGoal Investments,, Stonebridge Financial Group,, TBH Global Asset ,, with shared positions in $MS, $DDOG, $TXN, $COP, $PSX, $UNIT. The full ranking of 25 similar funds is below.

#1LifeGoal Investments, LLCPassive
Some overlap · 4 shared positions
$MS$DDOG$TXN$COP
$175M
112 positions
#2Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$MS$DDOG$TXN
$1.2B
262 positions
#3TBH Global Asset Management, LLCPassive
Some overlap · 3 shared positions
$MS$DDOG$PSX
$497M
245 positions
#4STEVENS CAPITAL PARTNERSPassive
Some overlap · 4 shared positions
$MS$DDOG$UNIT$AMD
$416M
126 positions
#5SVRN Asset Management, LLCActive
Some overlap · 3 shared positions
$MS$DDOG$UNIT
$103M
37 positions
#6STAGE HARBOR FINANCIAL, LLCActive
Some overlap · 3 shared positions
$MS$DDOG$UNIT
$151M
61 positions
#7Red Tortoise LLCPassive
Some overlap · 3 shared positions
$MS$DDOG$UNIT
$240M
591 positions
#8Madson Wealth Advisors IncPassive
Some overlap · 3 shared positions
$MS$TXN$MDLZ
$120M
84 positions
#9Hamlin Capital Management, LLCActive
Some overlap · 3 shared positions
$MS$TXN$COP
$4.1B
30 positions
#10APS Management Group, Inc.Passive
Some overlap · 3 shared positions
$MS$TXN$COP
$117M
72 positions
#11TRB Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MS$DDOG$COP
$704M
285 positions
#12Wealthfront Advisers LLCActive
Some overlap · 3 shared positions
$MS$DDOG$AMD
$45.6B
1,076 positions
#13Alhambra Investment Partners LLCPassive
Some overlap · 3 shared positions
$MS$DDOG$UNIT
$217M
176 positions
#14FC Advisory LLCActive
Some overlap · 3 shared positions
$MS$DDOG$COP
$342M
115 positions
#15MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$MS$TXN$LMT
$1.1B
105 positions
#16Socorro Asset Management LPPassive
Some overlap · 3 shared positions
$MS$TXN$XEL
$221M
32 positions
#17Silver Coast Investments LLCActive
Some overlap · 4 shared positions
$MS$DDOG$LMT$UNIT
$313M
119 positions
#18Valley Financial Group, Inc.Active
Some overlap · 3 shared positions
$MS$DDOG$COP
$185M
63 positions
#19Ritter Daniher Financial Advisory LLC / DEActive
Some overlap · 3 shared positions
$MS$DDOG$UNIT
$589M
590 positions
#20Wolff Financial Management LLCActive
Some overlap · 4 shared positions
$MS$DDOG$COP$UNIT
$453M
103 positions
#21CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 4 shared positions
$MS$DDOG$COP$LMT
$363M
102 positions
#22Beacon Bridge Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$MS$MDLZ$COP$LMT
$299M
101 positions
#23CONSILIO WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$MS$DDOG$COP$AMD
$342M
101 positions
#24Scott Capital Advisors, LLCActive
Some overlap · 3 shared positions
$MS$DDOG$COP
$493M
58 positions
#25Wall Street Financial Group, Inc.Passive
Some overlap · 3 shared positions
$MS$TXN$AMD
$169M
667 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.