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Hedge Funds Similar to Quadrant Private Wealth

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

Quadrant Private Wealth Management, LLC is an institutional investor managing $447M across 177 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 Quadrant Private Wealth are TRAPHAGEN INVESTMENT ADVISORS, Amitell Pte Ltd, Stamos Partners, with shared positions in $BPRE, $CME, $VZ, $CRWV, $YMM, $PHYS. The full ranking of 25 similar funds is below.

#1TRAPHAGEN INVESTMENT ADVISORS LLCSmart money
Some overlap · 3 shared positions
$BPRE$CME$VZ
$1.4B
219 positions
#2Amitell Capital Pte LtdActive
Some overlap · 3 shared positions
$CRWV$YMM$PHYS
$109M
26 positions
#3Stamos Capital Partners, L.P.Passive
Some overlap · 6 shared positions
$CRM$BX$CME$T$VZ$BLK
$653M
140 positions
#4Kamunting Street Capital Management, L.P.Active
Some overlap · 4 shared positions
$CEG$BX$CRM$BABA
$179M
25 positions
#5CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 5 shared positions
$CEG$BX$YMM$BLK$PLTR
$78M
44 positions
#6Crumly & Associates Inc.Passive
Some overlap · 3 shared positions
$CRWV$CEG$BLK
$522M
196 positions
#7WealthPoint Financial, LLCPassive
Some overlap · 3 shared positions
$BPRE$T$BLK
$137M
126 positions
#8LaFleur & Godfrey LLCPassive
Some overlap · 4 shared positions
$CEG$CRM$BXSL$PLTR
$842M
149 positions
#9Wedbush Fund Advisers, LLCActive
Some overlap · 3 shared positions
$CRWV$CRM$PLTR
$1.1B
103 positions
#10Latitude Advisors, LLCPassive
Some overlap · 5 shared positions
$PHYS$RCL$T$VZ$PLTR
$251M
239 positions
#11Summit Place Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$YMM$BX$BLK$BABA
$228M
110 positions
#12Glass Jacobson Investment Advisors llcPassive
Some overlap · 3 shared positions
$BPRE$CEG$PLTR
$321M
618 positions
#13Koa Wealth Management, LLCActive
Some overlap · 3 shared positions
$YMM$BX$CME
$147M
54 positions
#14Privium Fund Management (UK) LtdActive
Some overlap · 3 shared positions
$CEG$BX$GSBD
$240M
29 positions
#15Embree Financial GroupPassive
Some overlap · 5 shared positions
$BX$CME$BXSL$BLK$PLTR
$999M
290 positions
#16IronBridge Private Wealth, LLCActive
Some overlap · 3 shared positions
$CRWV$PLTR$BABA
$304M
47 positions
#17Oasis Management Co Ltd.Smart money
Some overlap · 3 shared positions
$CRWV$PLTR$BABA
$1.9B
108 positions
#18Bienville Capital Management, LLCPassive
Some overlap · 3 shared positions
$CRWV$PLTR$SE
$750M
95 positions
#19Anchor Bay Capital, Inc.Passive
Some overlap · 5 shared positions
$CEG$CRM$T$VZ$BLK
$185M
341 positions
#20Unify Financial AdvisorsPassive
Some overlap · 3 shared positions
$CEG$CRM$VZ
$108M
90 positions
#21VectorGlobal IAG, Inc.
Some overlap · 4 shared positions
$CEG$PHYS$PLTR$YMM
$385M
134 positions
#22MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 4 shared positions
$BX$PHYS$VZ$PLTR
$230M
143 positions
#23SHIKIAR ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$BXSL$CEG$CRM$PLTR
$396M
113 positions
#24Orographic Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$CEG$T$VZ$PYPL
$151M
105 positions
#25Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 4 shared positions
$BX$CRM$T$VZ
$327M
94 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.