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 OverlapQ2 2026Quattro Advisors portfolio →

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Most similar hedge funds by 13F overlap

Quattro Advisors LLC is an institutional investor managing $150M across 58 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 Quattro Advisors are United of KS, Tempus Wealth Planning, Raab & Moskowitz Asset, with shared positions in $RKLB, $TJX, $PLTR, $STX, $PEP, $HSY. The full ranking of 25 similar funds is below.

#1United Capital Management of KS, Inc.Passive

Some overlap · 4 shared positions

$RKLB $TJX $PLTR $STX

$763M

98 positions

#2Tempus Wealth Planning, LLCPassive

Slight overlap · 5 shared positions

$RKLB $TJX $PEP $PLTR $HSY

$511M

282 positions

#3Raab & Moskowitz Asset Management LLCPassive

Slight overlap · 5 shared positions

$MCD $TJX $PNC $PEP $STX

$497M

198 positions

#4BERKSHIRE CAPITAL HOLDINGS INCActive

Slight overlap · 3 shared positions

$RKLB $NBIS $STX

$462M

122 positions

#5Harbour Trust & Investment Management CoActive

Slight overlap · 5 shared positions

$MCD $TJX $PEP $PLTR $LOW

$1.0B

160 positions

#6UNICOM Systems, Inc.Active

Slight overlap · 3 shared positions

$RKLB $PLTR $STX

$1.5B

39 positions

#7SANDERS MORRIS HARRIS LLCActive

Slight overlap · 3 shared positions

$RKLB $MCD $SCHW

$172M

75 positions

#8BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Slight overlap · 6 shared positions

$MCD $PNC $PEP $LOW $HSY $SCHW

$2.5B

270 positions

#9Lakeridge Wealth Management LLCPassive

Slight overlap · 4 shared positions

$RKLB $MCD $PNC $PEP

$272M

188 positions

#10McGuire Investment Group, LLCActive

Slight overlap · 3 shared positions

$RKLB $PLTR $SCHW

$1.1B

137 positions

#11ARBOR TRUST WEALTH ADVISORS, LLCPassive

Slight overlap · 5 shared positions

$MCD $TJX $PEP $LOW $SCHW

$248M

96 positions

#12WILLIAM JOHN SEMPOLINSKIActive

Slight overlap · 3 shared positions

$RKLB $NBIS $STX

$248M

106 positions

#13GLENMEDE TRUST CO NAPassive

Slight overlap · 5 shared positions

$TJX $MCD $PNC $PEP $SCHW

$22.7B

1,487 positions

#14Slagle Financial, LLCPassive

Slight overlap · 4 shared positions

$MCD $TJX $PEP $LOW

$334M

127 positions

#15NBT BANK N A /NYPassive

Slight overlap · 4 shared positions

$MCD $TJX $PEP $LOW

$1.5B

1,069 positions

#16Focused Investors LLCActive

Slight overlap · 4 shared positions

$MCD $TJX $PEP $LOW

$3.0B

23 positions

#17PIONEER TRUST BANK N A/ORPassive

Slight overlap · 4 shared positions

$MCD $TJX $PEP $LOW

$441M

87 positions

#18Haverford Trust CoActive

Slight overlap · 4 shared positions

$MCD $TJX $PEP $LOW

$11.6B

424 positions

#19BRADY FAMILY WEALTH, LLCPassive

Slight overlap · 4 shared positions

$MCD $TJX $PEP $LOW

$346M

113 positions

#20Alhambra Investment Partners LLCPassive

Slight overlap · 4 shared positions

$TJX $MCD $PNC $PEP

$229M

182 positions

#21COLTON GROOME FINANCIAL ADVISORS, LLCActive

Slight overlap · 5 shared positions

$TJX $PNC $PEP $LOW $SCHW

$414M

164 positions

#22S.A. Mason LLCPassive

Slight overlap · 4 shared positions

$TJX $MCD $PEP $PLTR

$326M

282 positions

#23EVERETT HARRIS & CO /CA/Active

Slight overlap · 4 shared positions

$MCD $TJX $PEP $SCHW

$8.1B

292 positions

#24Guardian Asset Advisors, LLCPassive

Slight overlap · 5 shared positions

$MCD $PNC $PLTR $HSY $SCHW

$217M

124 positions

#25LifeGuide Financial Advisors, LLCSmart money

Slight overlap · 4 shared positions

$MCD $BHRB $PNC $HSY

$351M

47 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.