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Hedge Funds Similar to QP WEALTH

13F Portfolio OverlapQ2 2026QP WEALTH portfolio →
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Most similar hedge funds by 13F overlap

QP WEALTH MANAGEMENT, LLC is an institutional investor managing $70M across 71 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 QP WEALTH are Parkway Wealth Group, Williamson Legacy Group, BERKSHIRE, with shared positions in $WDC, $HWM, $CIEN, $PLTR, $BE, $SIMO. The full ranking of 25 similar funds is below.

#1Parkway Wealth Management Group, LLCActive
Notable overlap · 4 shared positions
$WDC$HWM$CIEN$PLTR
$866M
147 positions
#2Williamson Legacy Group, LLCPassive
Notable overlap · 4 shared positions
$WDC$BE$CIEN$HWM
$201M
75 positions
#3BERKSHIRE CAPITAL HOLDINGS INCActive
Notable overlap · 4 shared positions
$BE$WDC$SIMO$CIEN
$462M
122 positions
#4Dilation Capital Management LPActive
Notable overlap · 4 shared positions
$WDC$HWM$SPCX$ASX
$248M
20 positions
#5UNICOM Systems, Inc.Active
Notable overlap · 6 shared positions
$WDC$PLTR$BE$CIEN$IONQ$SIMO
$1.5B
39 positions
#6Firsthand Capital Management, Inc.Active
Notable overlap · 4 shared positions
$BE$PLTR$VSAT$PL
$63M
54 positions
#7Harvest Investment Services, LLCPassive
Notable overlap · 6 shared positions
$WDC$HWM$VSAT$PLTR$PL$CW
$647M
383 positions
#8CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Notable overlap · 3 shared positions
$BE$CW$PLTR
$78M
44 positions
#9NAVELLIER & ASSOCIATES INCPassive
Notable overlap · 6 shared positions
$BE$HWM$CIEN$KGC$PLTR$SIMO
$1.3B
322 positions
#10PRAKASH INVESTMENT ADVISORS LLCPassive
Notable overlap · 3 shared positions
$BE$WDC$PLTR
$174M
92 positions
#11Avala Global LPActive
Notable overlap · 3 shared positions
$WDC$BE$SPCX
$2.7B
30 positions
#12Englebert Financial Advisers, LLCActive
Notable overlap · 4 shared positions
$WDC$HWM$BE$CIEN
$102M
65 positions
#13Dedeker Financial LLCActive
Notable overlap · 3 shared positions
$WDC$PLTR$SPCX
$176M
55 positions
#14MARIETTA INVESTMENT PARTNERS LLCPassive
Notable overlap · 3 shared positions
$BE$HWM$PLTR
$582M
170 positions
#15FengHe Fund Management Pte. Ltd.Active
Notable overlap · 4 shared positions
$HWM$CIEN$WDC$SIMO
$1.1B
18 positions
#16Elite Wealth Management, Inc.Active
Some overlap · 4 shared positions
$HWM$PLTR$WDC$BE
$337M
47 positions
#17Capstone Capital Management LtdPassive
Some overlap · 5 shared positions
$WDC$BE$CIEN$ACMR$UMC
$224M
160 positions
#18SCALAR GAUGE MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$WDC$HWM$SIMO
$182M
27 positions
#19RPg Family Wealth Advisory, LLCPassive
Some overlap · 4 shared positions
$HWM$PLTR$ACMR$SPCX
$612M
141 positions
#20Science & Technology Partners, L.P.Active
Some overlap · 4 shared positions
$BE$PL$SPCX$PLTR
$593M
84 positions
#21Dorsey Wright & AssociatesPassive
Some overlap · 3 shared positions
$HWM$CW$WDC
$590M
131 positions
#22SMART Wealth LLCPassive
Some overlap · 3 shared positions
$WDC$CIEN$HWM
$464M
222 positions
#23Genesis Financial Group, LLCPassive
Some overlap · 3 shared positions
$BE$PLTR$PL
$154M
100 positions
#24Mezzasalma Advisors, LLCPassive
Some overlap · 3 shared positions
$BE$HWM$SPCX
$498M
171 positions
#25Bosman Wealth Management, LLCPassive
Some overlap · 3 shared positions
$BE$PLTR$WDC
$161M
56 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.