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Hedge Funds Similar to Quantum Financial Planning Services,

13F Portfolio OverlapQ1 2026Quantum Financial Planning Services, portfolio →
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Most similar hedge funds by 13F overlap

Quantum Financial Planning Services, Inc. is an institutional investor managing $323M across 58 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 Quantum Financial Planning Services, are Marks Wealth,, McCarthy Asset ,, Strategic Financial Services,, with shared positions in $COP, $BA, $ET, $BRZE, $DDOG, $CRM. The full ranking of 25 similar funds is below.

#1Marks Wealth, LLCActive
Substantial overlap · 3 shared positions
$COP$BA$ET
$380M
12 positions
#2McCarthy Asset Management, Inc.
Substantial overlap · 3 shared positions
$COP$BRZE$ET
$192M
27 positions
#3Strategic Financial Services, Inc.Smart money
Notable overlap · 3 shared positions
$COP$BRZE$DDOG
$2.1B
152 positions
#4Rockbridge Investment Management, LCCSmart money
Notable overlap · 3 shared positions
$COP$BRZE$DDOG
$1.1B
137 positions
#5Johnson Bixby & Associates, LLCActive
Notable overlap · 4 shared positions
$COP$CRM$DDOG$AFRM
$806M
127 positions
#6NEPC LLCSmart money
Notable overlap · 3 shared positions
$COP$BRZE$DDOG
$5.0B
51 positions
#7Quaker Wealth Management, LLCActive
Notable overlap · 3 shared positions
$COP$IBIT$HON
$320M
972 positions
#8Mustard Seed Financial, LLCPassive
Notable overlap · 3 shared positions
$COP$BRZE$DDOG
$167M
92 positions
#9Generali Powszechne Towarzystwo EmerytalneActive
Notable overlap · 4 shared positions
$COP$CRM$HON$BA
$566M
28 positions
#10Bear Mountain Capital, Inc.Active
Notable overlap · 4 shared positions
$COP$DDOG$AFRM$BA
$333M
198 positions
#11Minot DeBlois Advisors LLCPassive
Notable overlap · 3 shared positions
$COP$CRM$HON
$110M
226 positions
#12Trellis Wealth Advisors LLCSmart money
Notable overlap · 3 shared positions
$COP$BRZE$DDOG
$263M
47 positions
#13Advisory Resource GroupPassive
Notable overlap · 3 shared positions
$COP$CRM$HON
$581M
172 positions
#14DecisionPoint Financial, LLCActive
Notable overlap · 3 shared positions
$COP$BRZE$IBIT
$464M
679 positions
#15PROFFITT & GOODSON INCActive
Notable overlap · 3 shared positions
$COP$BRZE$DDOG
$649M
283 positions
#16Stordahl Capital Management, Inc.Smart money
Notable overlap · 4 shared positions
$COP$DDOG$IBIT$BRZE
$486M
63 positions
#17Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$COP$BRZE$DDOG
$578M
118 positions
#18Towneley Capital Management, Inc / DESmart money
Some overlap · 3 shared positions
$COP$BRZE$DDOG
$478M
42 positions
#19Ankerstar Wealth, LLCPassive
Some overlap · 4 shared positions
$COP$BRZE$HON$IBIT
$95M
955 positions
#20Integrity Investment Advisors, LLCActive
Some overlap · 3 shared positions
$COP$DDOG$IBIT
$184M
74 positions
#21Steele Capital Management, Inc.Active
Some overlap · 4 shared positions
$COP$BRZE$DDOG$GSAT
$2.4B
86 positions
#22VAN STRUM & TOWNE INC.Passive
Some overlap · 3 shared positions
$COP$CRM$BRZE
$343M
111 positions
#23Stonebridge Capital Advisors LLCPassive
Some overlap · 3 shared positions
$COP$HON$BA
$1.4B
211 positions
#24Seaside Wealth Management, Inc.Smart money
Some overlap · 3 shared positions
$COP$DDOG$HON
$356M
65 positions
#25White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$COP$BRZE$DDOG$AFRM
$721M
145 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.