What hedge funds are most similar to Quantum Private Wealth, LLC?

The funds with the most similar 13F portfolios to Quantum Private Wealth, LLC are Markin Volterra Fund, Retireful, VMS Asset Limited, based on overlapping conviction holdings in the latest SEC filings.

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 Quantum Private Wealth

13F Portfolio OverlapQ3 2026Quantum Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Quantum Private Wealth, LLC is an institutional investor managing $391M across 164 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 Quantum Private Wealth are Markin Volterra Fund, Retireful, VMS Asset Limited, with shared positions in $MRVL, $DELL, $ARM, $CRWD, $VRT, $PLTR. The full ranking of 25 similar funds is below.

#1Markin Volterra Fund LPActive

Notable overlap · 9 shared positions

$MRVL $DELL $ARM $CRWD $VRT $PLTR

$147M

69 positions

#2Retireful, LLCPassive

Notable overlap · 7 shared positions

$MRVL $DELL $CRWD $VRT $DDOG $GLW

$116M

86 positions

#3VMS Asset Management LimitedActive

Notable overlap · 7 shared positions

$MRVL $CRWD $DELL $ARM $VRT $DDOG

$264M

32 positions

#4Laurion Capital Management LPPassive

Notable overlap · 9 shared positions

$DELL $SNOW $QCOM $VRT $PLTR $DDOG

$3.9B

420 positions

#5Newbridge Financial Services Group, Inc.Passive

Notable overlap · 7 shared positions

$MRVL $CRWD $SNOW $ARM $PLTR $DELL

$868M

1,314 positions

#6RPG Investment Advisory, LLCPassive

Notable overlap · 6 shared positions

$POWL $CRWD $SNOW $PLTR $PWR $NOW

$540M

85 positions

#7KERR FINANCIAL PLANNING CorpPassive

Some overlap · 7 shared positions

$MRVL $CRWD $ARM $VRT $DELL $PLTR

$90M

545 positions

#8Cornerstone Select Advisors, LLCPassive

Some overlap · 7 shared positions

$DELL $CRWD $TGTX $VRT $PLTR $GLW

$238M

149 positions

#9RED REEF ADVISORS LLCPassive

Some overlap · 6 shared positions

$DELL $CRWD $MRVL $TSHA $PLTR $NOW

$108M

183 positions

#10HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive

Some overlap · 7 shared positions

$MRVL $DELL $EME $PLTR $GLW $PWR

$217M

352 positions

#11ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Some overlap · 8 shared positions

$CRWD $SNOW $DELL $VRT $DDOG $MRVL

$4.4B

118 positions

#12Bouvel Investment Partners, LLCPassive

Some overlap · 6 shared positions

$MRVL $CRWD $SNOW $VRT $DDOG $PWR

$433M

85 positions

#13Fedenia Advisers LLCActive

Some overlap · 7 shared positions

$MRVL $DELL $ARM $GLW $KLAC $PLTR

$425M

121 positions

#14WIN ADVISORS, INCActive

Some overlap · 4 shared positions

$MRVL $DELL $CRWD $VRT

$281M

75 positions

#15Avalon Global Asset Management LLCActive

Some overlap · 6 shared positions

$CRWD $MRVL $SNOW $VRT $PLTR $NOW

$917M

38 positions

#16HARTLINE INVESTMENT CORP/Active

Some overlap · 6 shared positions

$MRVL $DELL $VRT $PLTR $GLW $NOW

$1.1B

115 positions

#17Citizens Business BankActive

Some overlap · 5 shared positions

$MRVL $DELL $SNOW $PLTR $PWR

$664M

139 positions

#18MN Wealth Advisors, LLCActive

Some overlap · 7 shared positions

$DELL $CRWD $VKTX $PLTR $SNOW $NOW

$247M

140 positions

#19Triton Financial Group IncPassive

Some overlap · 4 shared positions

$MRVL $DELL $CRWD $GLW

$174M

99 positions

#20Broadleaf Partners, LLCPassive

Some overlap · 7 shared positions

$MRVL $ARM $VRT $PLTR $DDOG $PWR

$517M

86 positions

#21Alpha Financial Advisors, LLCActive

Some overlap · 5 shared positions

$DELL $MRVL $ARM $QCOM $GLW

$382M

114 positions

#22Geneva Partners, LLCPassive

Some overlap · 6 shared positions

$MRVL $DELL $VRT $GLW $KLAC $PWR

$334M

81 positions

#23PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 7 shared positions

$CRWD $DELL $EME $VRT $DDOG $GLW

$389M

77 positions

#24Defiance ETFs, LLCPassive

Some overlap · 7 shared positions

$MRVL $ARM $SNOW $QCOM $VRT $PWR

$7.4B

388 positions

#25Goldstream Capital Management LtdActive

Some overlap · 5 shared positions

$MRVL $CRWD $QCOM $VRT $GLW

$132M

45 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.