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 QTR Family Wealth

13F Portfolio OverlapQ2 2026QTR Family Wealth portfolio →

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Most similar hedge funds by 13F overlap

QTR Family Wealth, LLC is an institutional investor managing $287M across 337 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 QTR Family Wealth are Osbon, PRAKASH INVESTMENT ADVISORS, Dedeker Financial, with shared positions in $BXSL, $FBTC, $CRWD, $PLTR, $WDC, $FIX. The full ranking of 25 similar funds is below.

#1Osbon Capital Management LLCPassive

Some overlap · 4 shared positions

$BXSL $FBTC $CRWD $PLTR

$127M

427 positions

#2PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 4 shared positions

$PLTR $CRWD $WDC $FIX

$174M

92 positions

#3Dedeker Financial LLCActive

Some overlap · 4 shared positions

$PLTR $CRWD $WDC $FIX

$176M

55 positions

#4Kessler Investment Group, LLCPassive

Slight overlap · 3 shared positions

$PLTR $UPS $CRWD

$234M

81 positions

#5Centric Wealth ManagementPassive

Slight overlap · 3 shared positions

$PLTR $UPS $CRWD

$643M

209 positions

#6Markin Volterra Fund LPActive

Slight overlap · 4 shared positions

$PLTR $CRWD $WDC $FIX

$147M

69 positions

#7Oder Investment Management, LLCPassive

Slight overlap · 3 shared positions

$PLTR $UPS $CRWD

$149M

113 positions

#8IQ EQ FUND MANAGEMENT (IRELAND) LtdPassive

Slight overlap · 3 shared positions

$PLTR $UPS $CRWD

$1.6B

289 positions

#9Cherry Creek Investment Advisors, Inc.Passive

Slight overlap · 3 shared positions

$PLTR $UPS $CRWD

$254M

128 positions

#10COGENT STRATEGIC WEALTH LLCActive

Slight overlap · 4 shared positions

$PLTR $WDC $BMY $FIX

$105M

58 positions

#11MAINSAIL ASSET MANAGEMENT, LLCActive

Slight overlap · 4 shared positions

$PLTR $WDC $BMY $FIX

$255M

197 positions

#12VestGen Advisors, LLCPassive

Slight overlap · 4 shared positions

$PLTR $CRWD $FIX $UPS

$3.4B

1,091 positions

#13Sage Capital Advisors,llcPassive

Slight overlap · 3 shared positions

$PLTR $UPS $BMY

$482M

140 positions

#14EverSource Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$PLTR $FBTC $CRWD

$3.0B

4,392 positions

#15SevenBridge Financial Group, LLCPassive

Slight overlap · 3 shared positions

$PLTR $FBTC $CRWD

$680M

212 positions

#16RIVERSEDGE ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$PLTR $WDC $BMY $FIX

$759M

316 positions

#17High Note Wealth, LLCPassive

Slight overlap · 3 shared positions

$PLTR $CRWD $FBTC

$586M

959 positions

#18Strategies Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$PLTR $FBTC $CRWD

$1.1B

202 positions

#19Avail Investment Partners, LLCPassive

Slight overlap · 4 shared positions

$UPS $WDC $BMY $FIX

$130M

199 positions

#20LJI Wealth Management, LLCSmart money

Slight overlap · 3 shared positions

$PLTR $UPS $BMY

$714M

201 positions

#21PeakShares LLCActive

Slight overlap · 3 shared positions

$PLTR $CRWD $WDC

$134.4B

122 positions

#22Comprehensive Financial Planning, Inc./PAPassive

Slight overlap · 3 shared positions

$PLTR $CRWD $WDC

$188M

427 positions

#23Allegiance Financial Group Advisory Services LLCActive

Slight overlap · 4 shared positions

$PLTR $WDC $BMY $FIX

$578M

205 positions

#24MADDEN SECURITIES CorpPassive

Slight overlap · 3 shared positions

$PLTR $CRWD $BMY

$360M

118 positions

#25Harvest Portfolios Group Inc.Active

Slight overlap · 3 shared positions

$PLTR $CRWD $BMY

$7.1B

267 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.