How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Quattro Advisors

13F Portfolio OverlapQ1 2026Quattro Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Quattro Advisors LLC is an institutional investor managing $115M across 51 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 Quattro Advisors are IAM Advisory,, Reyes Financial Architecture,, ACT Advisors,, with shared positions in $WT, $PLTR, $PNC, $PANW, $AMD, $MCD. The full ranking of 25 similar funds is below.

#1IAM Advisory, LLCActive

Substantial overlap · 5 shared positions

$WT $PLTR $PNC $PANW $AMD

$446M

95 positions

#2Reyes Financial Architecture, Inc.Active

Substantial overlap · 4 shared positions

$WT $MCD $TJX $KO

$122M

348 positions

#3ACT Advisors, LLC.Active

Substantial overlap · 3 shared positions

$WT $KO $PLTR

$235M

78 positions

#4Lauer Wealth, LLCActive

Substantial overlap · 4 shared positions

$WT $PLTR $IBIT $AMD

$126M

67 positions

#5MB, LEVIS & ASSOCIATES, LLCActive

Substantial overlap · 3 shared positions

$WT $PNC $LOW

$240M

234 positions

#6tru Independence LLCActive

Substantial overlap · 3 shared positions

$WT $MCD $HSY

$202M

102 positions

#7Lunt Capital Management, Inc.Active

Substantial overlap · 3 shared positions

$WT $PANW $TPL

$260M

97 positions

#8Wealthcare Capital Partners, LLCActive

Substantial overlap · 3 shared positions

$WT $HSY $LOW

$213M

153 positions

#9Fiduciary Planning LLCActive

Substantial overlap · 3 shared positions

$WT $PLTR $IBIT

$331M

76 positions

#10SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Substantial overlap · 3 shared positions

$WT $TJX $AMD

$139M

37 positions

#11COLUMBIA ADVISORY PARTNERS LLCActive

Substantial overlap · 3 shared positions

$WT $MCD $COIN

$157M

92 positions

#12Nvest Wealth Strategies, Inc.Active

Substantial overlap · 3 shared positions

$WT $PLTR $MCD

$143M

395 positions

#13Team Financial Group, LLCActive

Substantial overlap · 3 shared positions

$WT $PLTR $IBIT

$220M

273 positions

#14Spinnaker Investment Group, LLCActive

Substantial overlap · 3 shared positions

$WT $KO $HSY

$491M

147 positions

#15Serenus Wealth Advisors, LLCSmart money

Substantial overlap · 3 shared positions

$WT $AMD $PANW

$501M

68 positions

#16Stenger Family Office, LLCActive

Notable overlap · 3 shared positions

$WT $MCD $PANW

$566M

117 positions

#17Catalina Capital Group, LLCPassive

Notable overlap · 3 shared positions

$WT $KO $TJX

$168M

176 positions

#18Etesian Wealth Advisors, Inc.Active

Notable overlap · 3 shared positions

$WT $MCD $SCHW

$313M

138 positions

#19Berkeley, IncActive

Notable overlap · 4 shared positions

$WT $TJX $LOW $PLTR

$298M

81 positions

#20AMERICAN FINANCIAL & TAX STRATEGIES INCActive

Notable overlap · 3 shared positions

$WT $KO $SCHW

$206M

97 positions

#21Key FInancial IncPassive

Notable overlap · 4 shared positions

$WT $PLTR $MCD $KO

$562M

1,394 positions

#22Value Investment Professionals, LLCActive

Notable overlap · 3 shared positions

$WT $MCD $SCHW

$89M

81 positions

#23Phillip James Consulting Co.Passive

Notable overlap · 3 shared positions

$WT $SCHW $AMD

$132M

378 positions

#24Sharper & Granite LLCActive

Notable overlap · 3 shared positions

$WT $HSY $SCHW

$293M

107 positions

#25Encompass More Asset ManagementPassive

Notable overlap · 4 shared positions

$WT $RKLB $PLTR $IBIT

$597M

251 positions

Compare Quattro Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Quattro Advisors’s holdings

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.