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Hedge Funds Similar to Quest 10 Wealth Builders,

13F Portfolio OverlapQ1 2026Quest 10 Wealth Builders, portfolio →
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Most similar hedge funds by 13F overlap

Quest 10 Wealth Builders, Inc. is an institutional investor managing $114M across 763 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 Quest 10 Wealth Builders, are Compass Ion Advisors,, FORTE ASSET, Clear Trail Advisors,, with shared positions in $MS, $DHR, $DUK, $GLDM, $MAR, $KKR. The full ranking of 25 similar funds is below.

#1Compass Ion Advisors, LLCActive
Some overlap · 6 shared positions
$MS$DHR$DUK$GLDM$MAR$KKR
$1.0B
279 positions
#2FORTE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MS$DRI$DHR
$228M
76 positions
#3Clear Trail Advisors, LLCPassive
Some overlap · 3 shared positions
$MS$DRI$JHG
$601M
149 positions
#4Eldridge Investment Advisors, Inc.Passive
Some overlap · 6 shared positions
$MS$DHR$JHG$KKR$MAR$DIA
$456M
154 positions
#5Atlas Private Wealth AdvisorsPassive
Some overlap · 4 shared positions
$MS$DHR$JHG$DIA
$425M
132 positions
#6Hamlin Capital Management, LLCActive
Some overlap · 3 shared positions
$MS$DRI$CVS
$4.1B
30 positions
#7APS Management Group, Inc.Passive
Some overlap · 4 shared positions
$MS$DHR$KKR$MAR
$117M
72 positions
#8COFG Advisors, LLCPassive
Some overlap · 4 shared positions
$MS$DHR$KKR$AMD
$404M
241 positions
#9Madison Wealth Partners, IncPassive
Some overlap · 4 shared positions
$MS$DHR$KKR$MAR
$627M
220 positions
#10First Citizens Financial CorpPassive
Some overlap · 3 shared positions
$DRI$DHR$MS
$212M
135 positions
#11Oak Harvest Investment ServicesPassive
Some overlap · 6 shared positions
$MS$DUK$KKR$UPST$DIA$MAR
$958M
176 positions
#12Hubbell Strickland Wealth Management, LLCActive
Some overlap · 4 shared positions
$MS$DHR$KKR$DIA
$251M
83 positions
#13Beacon Bridge Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$MS$DHR$GLDM
$299M
101 positions
#14J.W. COLE ADVISORS, INC.Passive
Some overlap · 6 shared positions
$MS$JHG$DHR$DUK$DIA$MAR
$3.0B
785 positions
#15Cambridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$MS$DHR$KKR$DIA
$295M
168 positions
#16Autumn Glory Partners, LLCPassive
Some overlap · 5 shared positions
$MS$JHG$UPST$DIA$MAR
$272M
204 positions
#17Counterweight Ventures, LLCPassive
Some overlap · 4 shared positions
$DHR$MS$DUK$AMD
$178M
80 positions
#18Capital Investment Counsel, LLCPassive
Some overlap · 3 shared positions
$MS$DRI$DUK
$730M
147 positions
#19MBE Wealth Management, LLCActive
Some overlap · 5 shared positions
$MS$DUK$KKR$GLDM$UPST
$241M
141 positions
#20Buck Wealth Strategies, LLCActive
Some overlap · 3 shared positions
$MS$GLDM$JHG
$810M
166 positions
#21TBH Global Asset Management, LLCPassive
Some overlap · 3 shared positions
$MS$DHR$KKR
$497M
245 positions
#22Mendel Money ManagementPassive
Some overlap · 4 shared positions
$DHR$DUK$JHG$MS
$239M
137 positions
#23Conservest Capital Advisors, Inc.Active
Some overlap · 6 shared positions
$MS$KKR$UPST$DIA$DRI$MAR
$1.1B
127 positions
#24Stonebridge Financial Planning Group, LLCPassive
Some overlap · 4 shared positions
$MS$JHG$KKR$MAR
$272M
171 positions
#25AssuredPartners Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$DHR$MS$JHG$KKR
$919M
402 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.