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Hedge Funds Similar to Quadcap Wealth

13F Portfolio OverlapQ2 2026Quadcap Wealth portfolio →
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Most similar hedge funds by 13F overlap

Quadcap Wealth Management, LLC is an institutional investor managing $1.0B across 432 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 Quadcap Wealth are GODSEY & GIBB, Cullen, Blake Schutter Theil Wealth Advisors, with shared positions in $DUK, $ETR, $ETN, $NVS, $MS, $TRV. The full ranking of 25 similar funds is below.

#1GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$DUK$ETR$ETN$NVS
$1.2B
383 positions
#2Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$DUK$MS$TRV$NVS$CB
$10.2B
208 positions
#3Blake Schutter Theil Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$DUK$MS$TRV$NVS$CB
$148M
110 positions
#4GQG Partners LLCActive
Some overlap · 5 shared positions
$DUK$DELL$TRV$NVS$CB
$53.8B
102 positions
#5GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 5 shared positions
$ETR$MS$ASML$TRV$NVS
$2.2B
268 positions
#6ADVISORS MANAGEMENT GROUP INC /ADVActive
Some overlap · 3 shared positions
$DUK$ETR$DELL
$604M
159 positions
#7Rithm Capital Corp.Active
Some overlap · 3 shared positions
$DUK$ETR$ETN
$81M
38 positions
#8Principal Street Partners, LLCPassive
Some overlap · 3 shared positions
$ETR$DUK$MS
$683M
277 positions
#9Alley Investment Management Company, LLCActive
Some overlap · 4 shared positions
$DUK$MS$ASML$ETN
$856M
89 positions
#10AAFMAA Wealth Management & Trust LLCPassive
Some overlap · 4 shared positions
$ETR$MS$DELL$ETN
$286M
95 positions
#11LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$DUK$ETR$TRV$CB
$1.0B
154 positions
#12Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 4 shared positions
$ETR$MS$ETN$CB
$378M
205 positions
#13CONNORS INVESTOR SERVICES INCPassive
Some overlap · 4 shared positions
$DUK$MS$ETN$CB
$1.2B
153 positions
#14Empire Financial Management Company, LLCPassive
Some overlap · 4 shared positions
$DUK$TRV$NVS$CB
$253M
139 positions
#15DELTA FINANCIAL ADVISORS LLCPassive
Some overlap · 4 shared positions
$ETR$DUK$TRV$CB
$421M
152 positions
#16MORTON COMMUNITY BANKPassive
Some overlap · 3 shared positions
$ETR$DUK$ETN
$491M
120 positions
#17VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 3 shared positions
$ETR$DUK$ETN
$5.0B
245 positions
#18Finward BancorpPassive
Some overlap · 3 shared positions
$ETR$DUK$TRV
$132M
107 positions
#19United Asset Strategies, Inc.Passive
Some overlap · 4 shared positions
$DUK$ETR$ASML$ETN
$1.4B
259 positions
#20PITTENGER & ANDERSON INCPassive
Some overlap · 5 shared positions
$MS$ASML$ETN$TRV$CB
$2.8B
507 positions
#21LOWE BROCKENBROUGH & CO INCActive
Slight overlap · 4 shared positions
$DUK$MS$ETN$CB
$2.2B
341 positions
#22BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$DUK$ASML$ETN$CB
$8.0B
1,334 positions
#23PAYDEN & RYGELPassive
Slight overlap · 3 shared positions
$DUK$MS$ETN
$1.3B
131 positions
#24Oak Harvest Investment ServicesPassive
Slight overlap · 3 shared positions
$DUK$MS$ETN
$1.1B
168 positions
#25VIKING FUND MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$ETR$MS$DELL
$1.1B
146 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.