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Hedge Funds Similar to Quad-Cities Investment Group

13F Portfolio OverlapQ3 2026Quad-Cities Investment Group portfolio →
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Most similar hedge funds by 13F overlap

Quad-Cities Investment Group, LLC is an institutional investor managing $280M across 213 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 Quad-Cities Investment Group are Steigerwald, Gordon & Koch, Flagstone Financial, VIRTUE ASSET, with shared positions in $WFC, $DE, $KMI, $TRV, $VLO, $PEP. The full ranking of 25 similar funds is below.

#1Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 4 shared positions
$WFC$DE$KMI$TRV
$1.0B
765 positions
#2Flagstone Financial ManagementSmart money
Some overlap · 4 shared positions
$WFC$DE$VLO$PEP
$447M
77 positions
#3VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$DE$WFC$TRV$UBER$PEP$ASML
$147M
106 positions
#4DMKC Advisory Services, LLCActive
Some overlap · 3 shared positions
$WFC$DE$PEP
$530M
92 positions
#5BCR Wealth Strategies, LLCActive
Some overlap · 3 shared positions
$WFC$DE$PEP
$356M
32 positions
#6Eldred Rock Partners, LLCActive
Some overlap · 4 shared positions
$DE$WFC$PEP$ASML
$451M
29 positions
#7SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$WFC$DE$CP$UBER$FCX$ASML
$254M
141 positions
#8Allied Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$WFC$DE$PEP
$1.1B
112 positions
#9Washington Trust Advisors, Inc.Passive
Some overlap · 6 shared positions
$DE$UBER$PWR$PEP$ASML$KMI
$1.4B
700 positions
#10R.H. Investment Group, LLCActive
Some overlap · 5 shared positions
$WFC$EPD$TRV$PEP$AXON
$133M
47 positions
#11Somerset Group LLCActive
Some overlap · 4 shared positions
$WFC$TRV$PEP$BX
$142M
58 positions
#12Armor Investment Advisors, LLCActive
Some overlap · 4 shared positions
$DE$VLO$KMI$ASML
$312M
155 positions
#13Asset Allocation & Management Company, LLCActive
Some overlap · 3 shared positions
$WFC$VLO$TRV
$321M
69 positions
#14WEALTHSPAN PARTNERS, LLCActive
Some overlap · 4 shared positions
$DE$WFC$AXON$OKE
$317M
129 positions
#15Adams Asset Advisors, LLCActive
Some overlap · 5 shared positions
$WFC$VLO$EPD$SUN$PEP
$984M
94 positions
#16SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$WFC$EPD$FCX$PEP$OKE
$298M
133 positions
#17Jacksonville Wealth Management, LLCActive
Some overlap · 4 shared positions
$DE$AXON$ASML$WFC
$177M
76 positions
#18COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$DE$WFC$PEP
$166M
90 positions
#19LANE BROTHERS & CO INCActive
Some overlap · 3 shared positions
$WFC$DE$FCX
$153M
95 positions
#20Allen Capital Group, LLCPassive
Some overlap · 6 shared positions
$DE$KMI$PEP$OKE$BX$ASML
$1.2B
319 positions
#21BCM ADVISORS, LLCSmart money
Some overlap · 5 shared positions
$DE$VLO$EPD$KMI$PEP
$514M
80 positions
#22Blume Capital Management, Inc.Passive
Some overlap · 4 shared positions
$WFC$DE$UBER$FCX
$678M
357 positions
#23MERIDIAN MANAGEMENT COActive
Some overlap · 4 shared positions
$DE$PWR$UBER$ASML
$446M
84 positions
#24Accel Wealth ManagementPassive
Some overlap · 4 shared positions
$DE$KMI$PEP$BX
$464M
309 positions
#25Pinnacle West Asset Management, Inc.Passive
Some overlap · 5 shared positions
$DE$EPD$KMI$OKE$BX
$145M
104 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.