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Hedge Funds Similar to Quantum Financial Planning Services

13F Portfolio OverlapQ2 2026Quantum Financial Planning Services portfolio →
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Most similar hedge funds by 13F overlap

Quantum Financial Planning Services, Inc. is an institutional investor managing $323M across 58 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 Quantum Financial Planning Services are INFRASTRUCTURE ADVISORS, LONGFELLOW INVESTMENT, EAGLE GLOBAL ADVISORS, with shared positions in $WES, $MPLX, $BA, $ET, $PLTR, $IBIT. The full ranking of 25 similar funds is below.

#1INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$WES$MPLX$BA$ET
$1.7B
185 positions
#2LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 4 shared positions
$WES$MPLX$BA$ET
$489M
244 positions
#3EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 4 shared positions
$WES$MPLX$ET$BA
$3.0B
277 positions
#4Prospect Financial Services LLCPassive
Some overlap · 4 shared positions
$PLTR$BA$IBIT$ET
$197M
115 positions
#5Oxbow Advisors, LLCPassive
Some overlap · 4 shared positions
$MPLX$BA$ET$BKNG
$1.2B
265 positions
#6BITTERROOT CAPITAL ADVISORS LLCSmart money
Some overlap · 3 shared positions
$WES$MPLX$IBIT
$166M
53 positions
#7Financial Connections Group, Inc.
Some overlap · 3 shared positions
$GBCI$PLTR$BA
$288M
251 positions
#8ALPS ADVISORS INCActive
Some overlap · 3 shared positions
$WES$MPLX$ET
$21.3B
1,170 positions
#9Arrow Investment Advisors, LLCActive
Some overlap · 3 shared positions
$WES$MPLX$ET
$103M
75 positions
#10Heronetta Management, L.P.Smart money
Some overlap · 3 shared positions
$WES$MPLX$ET
$109M
15 positions
#11Fractal Investments LLCActive
Some overlap · 3 shared positions
$WES$MPLX$ET
$867M
80 positions
#12SL ADVISORS, LLCActive
Some overlap · 3 shared positions
$WES$MPLX$ET
$57M
32 positions
#13KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 3 shared positions
$WES$MPLX$ET
$5.1B
53 positions
#14Adams Asset Advisors, LLCActive
Some overlap · 3 shared positions
$WES$MPLX$ET
$882M
88 positions
#15Recurrent Investment Advisors LLCActive
Some overlap · 3 shared positions
$WES$MPLX$ET
$1.6B
71 positions
#16CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$WES$MPLX$ET
$2.8B
97 positions
#17TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 3 shared positions
$WES$MPLX$ET
$9.8B
91 positions
#18RR Advisors, LLCActive
Some overlap · 3 shared positions
$WES$MPLX$ET
$346M
25 positions
#19CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 3 shared positions
$WES$MPLX$ET
$2.2B
73 positions
#20MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 3 shared positions
$WES$MPLX$ET
$3.8B
152 positions
#21Catalyst Capital Advisors LLCActive
Some overlap · 3 shared positions
$WES$MPLX$ET
$6.0B
369 positions
#22UDINE WEALTH MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$PLTR$IBIT$BA
$243M
40 positions
#23Blackstone Inc.Active
Some overlap · 3 shared positions
$WES$MPLX$ET
$32.9B
518 positions
#24Lionhunter Capital Management, LLCPassive
Some overlap · 3 shared positions
$MPLX$BA$ET
$222M
109 positions
#25Financial Sense Advisors, Inc.Passive
Some overlap · 3 shared positions
$PLTR$BA$IBIT
$508M
137 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.