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 Wealth Quarterback

13F Portfolio OverlapQ2 2026Wealth Quarterback portfolio →

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Most similar hedge funds by 13F overlap

Wealth Quarterback LLC is an institutional investor managing $324M across 172 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 Wealth Quarterback are Five Pine Wealth, Arkos Global Advisors, LifeWealth Investments, with shared positions in $IAU, $FBTC, $SLV, $DELL, $LMT, $OKE. The full ranking of 25 similar funds is below.

#1Five Pine Wealth ManagementActive

Notable overlap · 3 shared positions

$IAU $FBTC $SLV

$177M

51 positions

#2Arkos Global AdvisorsActive

Notable overlap · 3 shared positions

$IAU $FBTC $SLV

$844M

124 positions

#3LifeWealth Investments, LLCActive

Notable overlap · 4 shared positions

$IAU $SLV $DELL $LMT

$374M

136 positions

#4MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 4 shared positions

$IAU $SLV $OKE $BNY

$1.4B

144 positions

#5Broussard Financial Group LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $FBTC

$125M

35 positions

#6RiverGlades Family Offices LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $OKE

$218M

108 positions

#7ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 3 shared positions

$IAU $DELL $LMT

$753M

223 positions

#8Proficio Capital Partners LLCPassive

Notable overlap · 3 shared positions

$IAU $SLV $DELL

$2.8B

691 positions

#9CPR Investments Inc.Active

Notable overlap · 3 shared positions

$IAU $SLV $LMT

$130M

55 positions

#10WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $SLV $FBTC

$536M

107 positions

#11NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$IAU $DELL $SLV

$838M

122 positions

#12WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$IAU $SLV $OKE

$317M

129 positions

#13Sage Investment Advisers LLCPassive

Notable overlap · 5 shared positions

$IAU $LMT $PH $BNY $SLV

$149M

98 positions

#14Dynasty Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $DELL $ASML

$13.5B

367 positions

#15Arnhold LLCActive

Notable overlap · 3 shared positions

$IAU $BMY $SLV

$1.4B

113 positions

#16Cushing Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$IAU $SLV $CB $PH

$145M

99 positions

#17AVAII WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$IAU $FBTC $BMY

$341M

176 positions

#18Global Wealth Strategies & AssociatesActive

Notable overlap · 3 shared positions

$IAU $LMT $ASML

$528M

97 positions

#19Regency Capital Management Inc.\DEPassive

Notable overlap · 3 shared positions

$IAU $ASML $CB

$251M

64 positions

#20BCWM, LLCPassive

Notable overlap · 3 shared positions

$IAU $LMT $BMY

$342M

57 positions

#21Intentional Wealth Strategies, LLCActive

Notable overlap · 3 shared positions

$IAU $FBTC $PH

$107M

68 positions

#22Red Mountain Financial, LLCPassive

Notable overlap · 3 shared positions

$IAU $LMT $SLV

$119M

82 positions

#23Strathmore Capital Advisors, Inc.Active

Some overlap · 3 shared positions

$IAU $CB $LMT

$371M

142 positions

#24EverSource Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$IAU $FBTC $ASML $DELL

$3.0B

4,392 positions

#25WealthCare Investment Partners, LLCPassive

Some overlap · 3 shared positions

$IAU $SLV $DELL

$412M

206 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.