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Hedge Funds Similar to QUANTUM FINANCIAL PARTNERS

13F Portfolio OverlapQ3 2026QUANTUM FINANCIAL PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

QUANTUM FINANCIAL PARTNERS LLC is an institutional investor managing $194M across 152 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to QUANTUM FINANCIAL PARTNERS are Hubbell Strickland Wealth, Southland Equity Partners, National Wealth Group, with shared positions in $MCD, $PHYS, $PLTR, $BAH, $NEE, $SLV. The full ranking of 25 similar funds is below.

#1Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$MCD$PHYS$PLTR
$277M
87 positions
#2Southland Equity Partners LLCPassive
Some overlap · 3 shared positions
$BAH$MCD$NEE
$583M
292 positions
#3National Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$BAH$SLV$PLTR$VRT
$347M
214 positions
#4Walser Wealth Management Company, A Ltd Liability CoPassive
Some overlap · 5 shared positions
$PHYS$SLV$VRT$MO$MS
$250M
217 positions
#5GREAT VALLEY ADVISOR GROUP, INC.Passive
Some overlap · 7 shared positions
$BAH$SLV$VRT$MCD$NEE$MO
$6.3B
1,055 positions
#6Garden State Investment Advisory Services LLCPassive
Some overlap · 4 shared positions
$BAH$PLTR$CRWD$PWR
$553M
365 positions
#7Independent Solutions Wealth Management, LLCActive
Some overlap · 6 shared positions
$HOOD$CASY$VLO$MCD$PLTR$MO
$766M
194 positions
#8Beacon Financial Advisory LLCPassive
Some overlap · 3 shared positions
$BAH$CRWD$MCD
$529M
421 positions
#9Volterra Technologies LPPassive
Some overlap · 4 shared positions
$MCD$CRWD$PLTR$KMI
$694M
303 positions
#10NCM Capital Management, LLCPassive
Some overlap · 4 shared positions
$BAH$NEE$MS$MCD
$324M
194 positions
#11Clarus Wealth AdvisorsActive
Some overlap · 6 shared positions
$HOOD$PWR$PLTR$VRT$NEE$CASY
$275M
86 positions
#12Centerpoint Advisory GroupPassive
Some overlap · 3 shared positions
$BAH$CRWD$VRT
$161M
120 positions
#13Consolidated Planning CorpActive
Some overlap · 3 shared positions
$BAH$CASY$MS
$735M
186 positions
#14RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 4 shared positions
$MCD$CRWD$VLO$NEE
$794M
188 positions
#15Hilton Head Capital Partners, LLCPassive
Some overlap · 6 shared positions
$PWR$VLO$PLTR$NEE$MO$VRT
$185M
877 positions
#16Mayflower Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$MCD$NEE$MO$MS
$1.2B
499 positions
#17Onyx Bridge Wealth Group LLCPassive
Some overlap · 4 shared positions
$BAH$PLTR$CRWD$MO
$1.1B
404 positions
#18Integras Partners LLCPassive
Some overlap · 4 shared positions
$MCD$NEE$CRWD$PWR
$181M
100 positions
#19WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$HOOD$CRWD$CASY$NEE$VRT
$263M
78 positions
#20MACROVIEW INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$PHYS$BAH$MS$CRWD
$167M
106 positions
#21KOM Wealth Management Group, LLCActive
Some overlap · 3 shared positions
$PHYS$PWR$PLTR
$201M
96 positions
#22LITTLEJOHN FINANCIAL SERVICES, INC.Active
Some overlap · 3 shared positions
$MCD$PHYS$PLTR
$138M
71 positions
#23HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$MCD$CRWD$CASY$NEE$MS
$1.7B
479 positions
#24Heritage Wealth AdvisorsActive
Some overlap · 3 shared positions
$PHYS$MCD$MO
$2.9B
703 positions
#25SARD WEALTH MANAGEMENT GROUP, LLCActive
Some overlap · 3 shared positions
$BAH$PLTR$MS
$250M
65 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.