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Hedge Funds Similar to Quotient Wealth Partners

13F Portfolio OverlapQ2 2026Quotient Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Quotient Wealth Partners, LLC is an institutional investor managing $4.2B across 409 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 Quotient Wealth Partners are Campion Asset, Exeter Financial, Canal Insurance, with shared positions in $TXN, $LMT, $COP, $PSX, $BP, $XEL. The full ranking of 25 similar funds is below.

#1Campion Asset ManagementActive
Some overlap · 4 shared positions
$TXN$LMT$COP$PSX
$164M
83 positions
#2Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$TXN$LMT$COP$PSX
$261M
101 positions
#3Canal Insurance COActive
Some overlap · 4 shared positions
$LMT$COP$PSX$BP
$456M
76 positions
#4Willis Investment CounselActive
Some overlap · 3 shared positions
$TXN$LMT$COP
$2.1B
125 positions
#5Outlook Capital Management, LLCActive
Some overlap · 3 shared positions
$TXN$LMT$COP
$310M
42 positions
#6EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$TXN$LMT$COP
$1.3B
58 positions
#7Stegent Equity Advisors, Inc.Passive
Some overlap · 4 shared positions
$COP$PSX$LMT$TXN
$140M
112 positions
#8Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 3 shared positions
$TXN$LMT$PSX
$111M
62 positions
#9Glass Wealth Management Co LLCPassive
Some overlap · 3 shared positions
$TXN$LMT$PSX
$299M
69 positions
#10First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$TXN$LMT$PSX
$529M
75 positions
#11Kesler, Norman & Wride, LLCPassive
Some overlap · 3 shared positions
$TXN$LMT$PSX
$631M
271 positions
#12SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$TXN$COP$PSX
$606M
79 positions
#13PINKERTON WEALTH, LLCActive
Some overlap · 3 shared positions
$TXN$COP$PSX
$1.2B
103 positions
#14MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 3 shared positions
$TXN$COP$PSX
$3.8B
152 positions
#15Disciplined Investments, LLCActive
Some overlap · 3 shared positions
$TXN$COP$PSX
$310M
144 positions
#16SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 3 shared positions
$TXN$COP$PSX
$1.3B
97 positions
#17Taikang Asset Management (Hong Kong) Co LtdPassive
Some overlap · 3 shared positions
$LMT$COP$TXN
$1.1B
77 positions
#18Stack Financial Management, IncActive
Some overlap · 3 shared positions
$LMT$COP$PSX
$1.3B
54 positions
#19Carolina Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$TXN$LMT$BP
$255M
278 positions
#20Avantax Planning Partners, Inc.Active
Some overlap · 3 shared positions
$TXN$LMT$COP
$4.0B
454 positions
#21Principal Street Partners, LLCPassive
Some overlap · 3 shared positions
$TXN$LMT$XEL
$683M
277 positions
#22Crescent Sterling, Ltd.Passive
Slight overlap · 3 shared positions
$TXN$LMT$PSX
$112M
85 positions
#23ACIMA PRIVATE WEALTH, LLCActive
Slight overlap · 3 shared positions
$LMT$TXN$COP
$344M
173 positions
#24MORTON COMMUNITY BANKPassive
Slight overlap · 3 shared positions
$LMT$COP$XEL
$491M
120 positions
#25Enhancing Capital LLCPassive
Slight overlap · 3 shared positions
$TXN$COP$XEL
$145M
90 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.