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Hedge Funds Similar to Chokshi & Queen Wealth Advisors

13F Portfolio OverlapQ2 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 $216M across 60 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 Chokshi & Queen Wealth Advisors are Marex Group plc, Markin Volterra Fund, Kessler Investment Group, with shared positions in $VRT, $MSTR, $SNDK, $GLW, $SPCX, $MARA. The full ranking of 25 similar funds is below.

#1Marex Group plcPassive
Some overlap · 7 shared positions
$VRT$MSTR$SNDK$GLW$SPCX$MARA
$23.6B
1,117 positions
#2Markin Volterra Fund LPActive
Some overlap · 6 shared positions
$VRT$PLTR$SNDK$GLW$FLEX$ANET
$147M
69 positions
#3Kessler Investment Group, LLCPassive
Some overlap · 6 shared positions
$VRT$MSTR$PLTR$GLW$NOW$ANET
$234M
81 positions
#4CANTOR FITZGERALD, L. P.Active
Some overlap · 6 shared positions
$MSTR$SNDK$PLTR$GLW$SPCX$NOW
$9.2B
319 positions
#5True Vision MN LLC
Some overlap · 5 shared positions
$VRT$MSTR$PLTR$IAU$ANET
$194M
98 positions
#6Riggs Asset Managment Co. Inc.Passive
Some overlap · 5 shared positions
$VRT$PLTR$SNDK$GLW$ANET
$560M
132 positions
#7Benchmark Investment Advisors LLCPassive
Slight overlap · 5 shared positions
$VRT$PLTR$SNDK$NOW$ANET
$228M
70 positions
#8Retireful, LLCPassive
Slight overlap · 5 shared positions
$VRT$SNDK$GLW$FLEX$ANET
$107M
81 positions
#9Clear Street Group Inc.Active
Slight overlap · 5 shared positions
$PLTR$SNDK$GLW$SPCX$MSTR
$39.5B
1,414 positions
#10FFG Partners, LLCActive
Slight overlap · 4 shared positions
$VRT$PLTR$SNDK$IAU
$352M
42 positions
#11KERR FINANCIAL PLANNING CorpPassive
Slight overlap · 4 shared positions
$VRT$PLTR$GLW$SPCX
$90M
545 positions
#12REX Advisers, LLCPassive
Slight overlap · 4 shared positions
$VRT$SNDK$GLW$SPCX
$56M
59 positions
#13Blue Line Capital, LLC / ILPassive
Slight overlap · 4 shared positions
$VRT$PLTR$SNDK$NOW
$120M
92 positions
#14GLYNN CAPITAL MANAGEMENT LLCActive
Slight overlap · 4 shared positions
$VRT$PLTR$SNDK$ANET
$363M
43 positions
#15Aubrey Capital Management LtdPassive
Slight overlap · 4 shared positions
$VRT$PLTR$SNDK$ANET
$160M
39 positions
#16Greenline Wealth Management LLCPassive
Slight overlap · 4 shared positions
$VRT$PLTR$SNDK$ANET
$122M
131 positions
#17Westwind CapitalPassive
Slight overlap · 4 shared positions
$VRT$PLTR$SNDK$NOW
$422M
77 positions
#18Polar Capital Holdings PlcActive
Slight overlap · 5 shared positions
$VRT$SNDK$GLW$FLEX$ANET
$42.4B
245 positions
#19N10 WEALTH, LLCActive
Slight overlap · 4 shared positions
$VRT$PLTR$SNDK$SPCX
$282M
43 positions
#20S.A. Mason LLCPassive
Slight overlap · 4 shared positions
$VRT$PLTR$SNDK$MCD
$326M
282 positions
#21Wealth Management Partners, LLCPassive
Slight overlap · 4 shared positions
$VRT$PLTR$SPCX$IAU
$425M
154 positions
#22BECK CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$VRT$SNDK$GLW$IAU
$543M
140 positions
#23PATTON FUND MANAGEMENT, INC.Passive
Slight overlap · 4 shared positions
$VRT$SNDK$GLW$IAU
$462M
86 positions
#24Realta Investment AdvisorsPassive
Slight overlap · 4 shared positions
$MSTR$VRT$PLTR$ANET
$322M
378 positions
#25HARTLINE INVESTMENT CORP/Active
Slight overlap · 4 shared positions
$VRT$PLTR$GLW$NOW
$1.1B
115 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.