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Hedge Funds Similar to QTR Family Wealth,

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

QTR Family Wealth, LLC is an institutional investor managing $240M across 287 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 QTR Family Wealth, are Z3 Partners,, VERUS PARTNERS,, ATWOOD & PALMER, with shared positions in $JHG, $PLTR, $MU, $REGN, $AGQ, $IBIT. The full ranking of 25 similar funds is below.

#1Z3 Capital Partners, LLCPassive
Some overlap · 4 shared positions
$JHG$PLTR$MU$REGN
$395M
187 positions
#2VERUS CAPITAL PARTNERS, LLCActive
Some overlap · 5 shared positions
$JHG$PLTR$REGN$MU$AGQ
$1.5B
469 positions
#3ATWOOD & PALMER INCPassive
Some overlap · 3 shared positions
$JHG$PLTR$REGN
$1.8B
531 positions
#4Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 3 shared positions
$JHG$PLTR$MU
$144M
387 positions
#5BYRNE FINANCIAL FREEDOM, LLCPassive
Some overlap · 3 shared positions
$JHG$PLTR$MU
$209M
103 positions
#6Whalen Wealth Management Inc.Passive
Some overlap · 4 shared positions
$JHG$PLTR$MU$IBIT
$187M
174 positions
#7LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$JHG$REGN$MU$AGQ$PLTR
$174M
65 positions
#8NORTHBRIDGE FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$JHG$REGN$PLTR$IBIT
$232M
168 positions
#9Aprio Wealth Management, LLCPassive
Some overlap · 4 shared positions
$JHG$REGN$AGQ$BMY
$1.8B
613 positions
#10Camelot Portfolios, LLCPassive
Some overlap · 3 shared positions
$JHG$FBTC$PLTR
$135M
195 positions
#11StoneCrest Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$JHG$MU$PLTR$AGQ
$236M
73 positions
#12WESPAC Advisors SoCal, LLCPassive
Some overlap · 3 shared positions
$JHG$PLTR$MU
$470M
119 positions
#13AXS Investments LLCActive
Some overlap · 4 shared positions
$JHG$PLTR$MU$AGQ
$248M
189 positions
#14Accel Wealth ManagementPassive
Some overlap · 4 shared positions
$JHG$PLTR$AGQ$MU
$383M
290 positions
#15COLUMBIA ADVISORY PARTNERS LLCActive
Some overlap · 4 shared positions
$JHG$MU$REGN$BXSL
$157M
92 positions
#16Pine Valley Investments Ltd Liability CoPassive
Some overlap · 4 shared positions
$JHG$MU$AGQ$PLTR
$2.2B
574 positions
#17BNB Wealth Management, LLCPassive
Some overlap · 3 shared positions
$JHG$MU$REGN
$156M
90 positions
#18Secure Asset Management, LLCPassive
Some overlap · 3 shared positions
$JHG$PLTR$IBIT
$632M
327 positions
#19Sanchez Wealth Management GroupActive
Some overlap · 3 shared positions
$JHG$REGN$AGQ
$462M
53 positions
#20Prasad Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$JHG$PLTR$AGQ$MU
$367M
146 positions
#21Paragon Advisors, LLCActive
Some overlap · 3 shared positions
$JHG$PLTR$AGQ
$371M
76 positions
#22PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 3 shared positions
$JHG$IBIT$PLTR
$292M
114 positions
#23Split Rock Private Trading & Wealth Management, LLCActive
Some overlap · 4 shared positions
$JHG$FBTC$AGQ$UPS
$129M
46 positions
#24EPIQ PARTNERS, LLCPassive
Some overlap · 3 shared positions
$JHG$IBIT$GBTC
$214M
83 positions
#25E6 Portfolios, LLCActive
Some overlap · 3 shared positions
$JHG$IBIT$MU
$96M
58 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.