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Hedge Funds Similar to Quadcap Wealth ,

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

Quadcap Wealth Management, LLC is an institutional investor managing $879M across 398 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 Quadcap Wealth , are Ballast Financial Advisors, Hughes Financial Services,, Strategent Financial,, with shared positions in $SOLV, $MS, $KKR, $AMN, $UNIT, $BAC. The full ranking of 25 similar funds is below.

#1Ballast Financial Advisors LLCActive
Notable overlap · 6 shared positions
$SOLV$MS$KKR$AMN$UNIT$BAC
$98M
68 positions
#2Hughes Financial Services, LLCActive
Notable overlap · 4 shared positions
$SOLV$MS$NTRB$LMT
$651M
1,720 positions
#3Strategent Financial, LLCActive
Notable overlap · 3 shared positions
$SOLV$NEE$AMN
$147M
41 positions
#4Savant Capital, LLCActive
Notable overlap · 4 shared positions
$SOLV$NEE$AMN$UNIT
$20.7B
1,500 positions
#5Madrid Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$SOLV$MS$KKR$AMN
$133M
70 positions
#6LAWOOD & COPassive
Notable overlap · 3 shared positions
$SOLV$NEE$MS
$108M
90 positions
#7RVW Wealth, LLCActive
Notable overlap · 3 shared positions
$SOLV$MS$AMN
$1.3B
176 positions
#8Edge Financial Advisors LLC
Notable overlap · 4 shared positions
$SOLV$NEE$DUK$KKR
$238M
135 positions
#9TME FINANCIAL, INC.Passive
Notable overlap · 4 shared positions
$MS$NTRB$KKR$UNIT
$144M
65 positions
#10MORTON COMMUNITY BANKPassive
Some overlap · 5 shared positions
$MS$NEE$DUK$ETR$LMT
$460M
115 positions
#11Goldstone Financial Group, LLCPassive
Some overlap · 5 shared positions
$SOLV$KKR$MS$BAC$AMN
$922M
228 positions
#12MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$MS$NEE$KKR$LMT
$1.1B
105 positions
#13Sanchez Wealth Management GroupActive
Some overlap · 3 shared positions
$SOLV$MS$LMT
$462M
53 positions
#14Nelson, Van Denburg & Campbell Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$MS$AMN$UNIT$NTRB$KKR
$3.5B
825 positions
#15Rooted Wealth Advisors, Inc.Active
Some overlap · 4 shared positions
$MS$GSAT$KKR$UNIT
$379M
144 positions
#16Baugh & Associates, LLCActive
Some overlap · 3 shared positions
$MS$NEE$BAC
$232M
44 positions
#17Compass Ion Advisors, LLCActive
Some overlap · 6 shared positions
$MS$AMN$DUK$UNIT$NEE$KKR
$1.0B
279 positions
#18D'Orazio & Associates, Inc.Active
Some overlap · 3 shared positions
$MS$SOLV$LMT
$772M
299 positions
#19Stonebridge Financial Planning Group, LLCPassive
Some overlap · 3 shared positions
$MS$GSAT$KKR
$272M
171 positions
#20APS Management Group, Inc.Passive
Some overlap · 3 shared positions
$MS$GSAT$KKR
$117M
72 positions
#21Talisman Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$MS$KKR$NEE$LMT
$124M
101 positions
#22MidAtlantic Capital Management, Inc.Passive
Some overlap · 4 shared positions
$MS$NTRB$KKR$UNIT
$145M
84 positions
#23Echo Wealth Management, LLCActive
Some overlap · 3 shared positions
$MS$NTRB$AMN
$174M
47 positions
#24Collaborative Wealth Managment Inc.Passive
Some overlap · 6 shared positions
$SOLV$GSAT$AMN$KKR$MS$UNIT
$218M
162 positions
#25Fingerlakes Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$MS$NEE$NTRB$KKR$LMT
$151M
97 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.