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Hedge Funds Similar to Chokshi & Queen Wealth Advisors,

13F Portfolio OverlapQ1 2026Chokshi & Queen Wealth Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Chokshi & Queen Wealth Advisors, Inc is an institutional investor managing $187M across 64 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 Chokshi & Queen Wealth Advisors, are Blue Sky Consultants Group,, Realta Investment Advisors, Discipline Wealth Solutions,, with shared positions in $MSTR, $AGQ, $HOOD, $BMNP, $PLTR, $MELI. The full ranking of 25 similar funds is below.

#1Blue Sky Capital Consultants Group, Inc.Passive
Some overlap · 7 shared positions
$MSTR$AGQ$HOOD$BMNP$PLTR$MELI
$210M
76 positions
#2Realta Investment AdvisorsPassive
Some overlap · 7 shared positions
$AGQ$MSTR$COIN$MAR$PLTR$ANET
$288M
367 positions
#3Discipline Wealth Solutions, LLCActive
Some overlap · 6 shared positions
$AGQ$MSTR$WT$IAU$HUM$FLEX
$950M
192 positions
#4J2 Capital Management IncActive
Some overlap · 5 shared positions
$AGQ$MSTR$IAU$HUM$VRT
$146M
116 positions
#5Timonier Family Office, LTD.
Some overlap · 4 shared positions
$EPAM$AGQ$MAR$IAU
$315M
56 positions
#6Jump Financial, LLCPassive
Some overlap · 7 shared positions
$AGQ$MSTR$DIA$COIN$ANET$MELI
$7.5B
1,820 positions
#7GTS SECURITIES LLCPassive
Some overlap · 5 shared positions
$AGQ$MAR$PLTR$MSTR$DIA
$2.8B
1,482 positions
#8Latitude Advisors, LLCPassive
Some overlap · 5 shared positions
$AGQ$DIA$MAR$HUM$CRM
$218M
213 positions
#9SMITH, MOORE & CO.Passive
Some overlap · 6 shared positions
$AGQ$WT$MAR$IAU$HUM$CRM
$1.4B
558 positions
#10TWO SIGMA SECURITIES, LLCPassive
Some overlap · 5 shared positions
$AGQ$MAR$WT$DIA$NOW
$861M
1,599 positions
#11Vienna Asset Management LLCPassive
Some overlap · 6 shared positions
$MSTR$COIN$HOOD$BMNP$NOW$FLEX
$129M
60 positions
#12AXS Investments LLCActive
Some overlap · 6 shared positions
$AGQ$WT$PLTR$NOW$VRT$CRM
$248M
189 positions
#13Innova Wealth PartnersPassive
Some overlap · 4 shared positions
$AGQ$MSTR$WT$HUM
$211M
166 positions
#14NATIONS FINANCIAL GROUP INC, /IA/ /ADVPassive
Some overlap · 4 shared positions
$EPAM$DIA$AGQ$HUM
$1.9B
773 positions
#15IMC-Chicago, LLCPassive
Some overlap · 4 shared positions
$AGQ$BMNP$DIA$PLTR
$278.4B
5,950 positions
#16Paragon Advisors, LLCActive
Some overlap · 6 shared positions
$AGQ$PLTR$ANET$MELI$NOW$VRT
$371M
76 positions
#17Belvedere Trading LLCActive
Some overlap · 7 shared positions
$MSTR$AGQ$PLTR$COIN$MAR$IAU
$84.4B
731 positions
#18CAP Partners, LLCPassive
Some overlap · 5 shared positions
$MSTR$AGQ$COIN$ANET$MELI
$177M
146 positions
#19Arta Finance Wealth Management LLCPassive
Some overlap · 5 shared positions
$AGQ$WT$PLTR$IAU$CRM
$202M
95 positions
#20Mosaic Advisors LLCPassive
Some overlap · 4 shared positions
$EPAM$DIA$MAR$HUM
$67M
42 positions
#21BigSur Wealth Management LLCPassive
Some overlap · 4 shared positions
$EPAM$DIA$MAR$NOW
$356M
163 positions
#22ATX Financial Planning, LLCPassive
Some overlap · 4 shared positions
$AGQ$MAR$WT$IAU
$132M
81 positions
#23Connective Capital Management, LLCPassive
Some overlap · 4 shared positions
$AGQ$HOOD$MELI$PLTR
$121M
66 positions
#24HANOVER ADVISORS INCActive
Some overlap · 5 shared positions
$EPAM$MAR$PLTR$WT$HUM
$246M
118 positions
#25CANTOR FITZGERALD, L. P.Active
Some overlap · 5 shared positions
$MSTR$HOOD$BMNP$PLTR$NOW
$6.8B
259 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.