What hedge funds are most similar to QUEST INVESTMENT MANAGEMENT LLC?

The funds with the most similar 13F portfolios to QUEST INVESTMENT MANAGEMENT LLC are FORBES J M & LLP, Ayrshire, Bigelow Investment Advisors, 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 QUEST INVESTMENT

13F Portfolio OverlapQ2 2026QUEST INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

QUEST INVESTMENT MANAGEMENT LLC is an institutional investor managing $856M across 115 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 INVESTMENT are FORBES J M & LLP, Ayrshire, Bigelow Investment Advisors, with shared positions in $IAU, $ETN, $ANET, $APH, $TJX, $ECL. The full ranking of 25 similar funds is below.

#1FORBES J M & CO LLPActive

Notable overlap · 9 shared positions

$IAU $ETN $ANET $APH $TJX $ECL

$1.3B

159 positions

#2Ayrshire Capital Management LLCPassive

Notable overlap · 7 shared positions

$ETN $APH $ANET $ECL $KLAC $TJX

$214M

50 positions

#3Bigelow Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$IAU $ANET $ETN $ECL $TJX $DHR

$276M

157 positions

#4Advocacy Wealth Management, LLCActive

Notable overlap · 5 shared positions

$IAU $ETN $APH $ANET $VIK

$2.8B

151 positions

#5BDFS Capital LLCActive

Some overlap · 6 shared positions

$MPWR $ETN $IAU $ANET $ECL $ORLY

$230M

116 positions

#6BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 7 shared positions

$ETN $ANET $KLAC $ORLY $TJX $UNP

$1.7B

401 positions

#7BEACON INVESTMENT ADVISORY SERVICES, INC.Passive

Some overlap · 5 shared positions

$IAU $ANET $ETN $TJX $DHR

$2.7B

812 positions

#8VCI Wealth Management LLCPassive

Some overlap · 5 shared positions

$IAU $APH $DHR $PLD $TJX

$399M

99 positions

#9KP Management LLCPassive

Some overlap · 6 shared positions

$APH $ETN $TDG $MPWR $KLAC $ORLY

$532M

86 positions

#10BLUEDOOR PRIVATE WEALTH, LLCPassive

Some overlap · 6 shared positions

$IAU $TJX $KLAC $DHR $TDG $UNP

$238M

164 positions

#11Williams Jones Wealth Management, LLC.Active

Some overlap · 6 shared positions

$ETN $APH $ECL $ORLY $TJX $DHR

$8.9B

547 positions

#12HOWLAND CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$APH $ECL $DHR $TDG $ORLY $TJX

$2.8B

278 positions

#13Pacific Point Advisors, LLCPassive

Some overlap · 4 shared positions

$IAU $ANET $ETN $ORLY

$219M

129 positions

#14Blossom Wealth ManagementActive

Some overlap · 4 shared positions

$IAU $APH $ECL $TJX

$71M

72 positions

#15Regency Capital Management Inc.\DEPassive

Some overlap · 4 shared positions

$IAU $APH $ETN $DHR

$251M

64 positions

#16BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$ETN $ANET $KLAC $TJX $PLTR $UNP

$414M

106 positions

#17Sun Financial IncPassive

Some overlap · 6 shared positions

$ETN $ANET $KLAC $TJX $PLTR $UNP

$212M

161 positions

#18Teamwork Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$ETN $ANET $KLAC $TJX $PLTR $UNP

$1.1B

215 positions

#19Faithward Advisors, LLCPassive

Some overlap · 4 shared positions

$IAU $ANET $KLAC $PLTR

$819M

339 positions

#20NORRIS PERNE & FRENCH LLP/MIActive

Some overlap · 6 shared positions

$ECL $DHR $ETN $KLAC $TJX $UNP

$1.7B

147 positions

#21YHB Investment Advisors, Inc.Passive

Some overlap · 6 shared positions

$APH $ECL $DHR $TJX $ETN $UNP

$1.6B

314 positions

#22DF DENT & CO INCPassive

Some overlap · 6 shared positions

$MPWR $ECL $DHR $TDG $ORLY $APH

$5.3B

271 positions

#23SIGMA INVESTMENT COUNSELORS INCActive

Some overlap · 6 shared positions

$IAU $ANET $KLAC $TJX $TDG $DHR

$2.1B

218 positions

#24Community Financial Services Group, LLCPassive

Some overlap · 6 shared positions

$ETN $KLAC $PLD $APH $ANET $ECL

$686M

532 positions

#25SAWGRASS ASSET MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$APH $ANET $DHR $KLAC $UNP $TDG

$757M

193 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.