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Hedge Funds Similar to Quest 10 Wealth Builders

13F Portfolio OverlapQ2 2026Quest 10 Wealth Builders portfolio →
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Most similar hedge funds by 13F overlap

Quest 10 Wealth Builders, Inc. is an institutional investor managing $129M across 776 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 Quest 10 Wealth Builders are Vertrix Wealth, PEAK FINANCIAL ADVISORS, GQG Partners, with shared positions in $DUK, $CVS, $CRWD, $GLDM, $MO, $VZ. The full ranking of 25 similar funds is below.

#1Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$DUK$CVS$CRWD
$297M
103 positions
#2PEAK FINANCIAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$GLDM$CVS$MO
$242M
78 positions
#3GQG Partners LLCActive
Some overlap · 4 shared positions
$DUK$CVS$MO$VZ
$53.8B
102 positions
#4Mayflower Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$DUK$MO$VZ$DOV
$1.2B
499 positions
#5BCWM, LLCPassive
Some overlap · 4 shared positions
$DUK$MO$VZ$DHI
$342M
57 positions
#6Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$DUK$MO$VZ$PNC
$159M
62 positions
#7CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$DUK$CVS$DHI
$1.5B
118 positions
#8Reliant Investment Partners, LLCPassive
Some overlap · 4 shared positions
$DUK$STX$VZ$CRWD
$147M
126 positions
#9Principal Street Partners, LLCPassive
Some overlap · 4 shared positions
$CVS$DUK$MO$VZ
$683M
277 positions
#10LifePlan Financial, LLCPassive
Some overlap · 3 shared positions
$DUK$CVS$VZ
$143M
89 positions
#11NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 4 shared positions
$DUK$CVS$VZ$PNC
$863M
131 positions
#12Persium Advisors, LLCSmart money
Some overlap · 3 shared positions
$DUK$CVS$VZ
$153M
69 positions
#13My Portfolio Guide, LLC
Some overlap · 3 shared positions
$GLDM$CVS$MO
$181M
166 positions
#14Hobbs Group Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$CVS$CRWD
$380M
164 positions
#15MARSHALL INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DUK$VZ$CRWD$CVS
$241M
497 positions
#16Lynx Investment AdvisoryPassive
Some overlap · 4 shared positions
$GLDM$VZ$DOV$PNC
$305M
230 positions
#17Measured Risk Portfolios, Inc.Active
Some overlap · 3 shared positions
$DUK$MO$VZ
$112M
63 positions
#18Seven Springs Wealth Group, LLCActive
Some overlap · 4 shared positions
$DUK$VZ$CRWD$DOV
$458M
85 positions
#19ARS Wealth Advisors Group, LLCActive
Some overlap · 3 shared positions
$DUK$MO$VZ
$1.3B
220 positions
#20Fortis Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$CVS$STX
$214M
122 positions
#21Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$GLDM$MO$CRWD
$251M
74 positions
#22WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 5 shared positions
$CVS$DUK$STX$ZTS$DHI
$1.3B
73 positions
#23BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$DUK$MO$VZ$CRWD$DOV
$515M
142 positions
#24Stablepoint Partners, LLCPassive
Some overlap · 4 shared positions
$CVS$DUK$STX$VZ
$723M
260 positions
#25Noble Wealth Partners LLCPassive
Some overlap · 3 shared positions
$GLDM$MO$DOV
$115M
76 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.