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Hedge Funds Similar to SIMON QUICK ADVISORS,

13F Portfolio OverlapQ1 2026SIMON QUICK ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

SIMON QUICK ADVISORS, LLC is an institutional investor managing $2.2B across 378 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SIMON QUICK ADVISORS, are New England Private Wealth Advisors, BARINGS, CORNERSTONE ADVISORS ASSET ,, with shared positions in $JHG, $DOV, $MAR, $MKL, $COP, $SE. The full ranking of 25 similar funds is below.

#1New England Private Wealth Advisors LLCActive
Some overlap · 5 shared positions
$JHG$DOV$MAR$MKL$COP
$866M
194 positions
#2BARINGS LLCActive
Some overlap · 5 shared positions
$JHG$DOV$MAR$SE$COP
$6.2B
179 positions
#3CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Some overlap · 9 shared positions
$JHG$MAR$MKL$DDOG$IBM$SE
$648M
134 positions
#4Addison Capital CoPassive
Some overlap · 4 shared positions
$JHG$DOV$SE$COP
$562M
182 positions
#5Bulwark Capital CorpActive
Some overlap · 6 shared positions
$JHG$MAR$RELX$VLTO$COP$MS
$162M
100 positions
#6Value Investment Professionals, LLCPassive
Some overlap · 3 shared positions
$JHG$DOV$MKL
$89M
81 positions
#7HIGHLINE WEALTH PARTNERS LLCPassive
Some overlap · 5 shared positions
$JHG$MAR$SE$DDOG$ETN
$392M
1,298 positions
#8VISTA INVESTMENT MANAGEMENTPassive
Some overlap · 4 shared positions
$JHG$MAR$RELX$COP
$301M
176 positions
#9Quaker Wealth Management, LLCActive
Some overlap · 4 shared positions
$JHG$MAR$RELX$COP
$320M
972 positions
#10Ifrah Financial Services, Inc.Passive
Some overlap · 5 shared positions
$JHG$RELX$SE$MKL$ETN
$378M
200 positions
#11tru Independence LLCPassive
Some overlap · 3 shared positions
$JHG$BAC$MAR
$202M
102 positions
#12Destiny Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$JHG$DOV$VLTO$MS
$914M
1,148 positions
#13Fusion Capital, LLCActive
Some overlap · 4 shared positions
$JHG$BAC$RELX$C
$371M
104 positions
#14One Charles Private Wealth Services, LLCActive
Some overlap · 3 shared positions
$JHG$MAR$BAC
$400M
159 positions
#15Merkkuri Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$JHG$MAR$SE$MS
$151M
399 positions
#16CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$JHG$RELX$MAR$ETN
$309M
132 positions
#17Brown Financial AdvisorsPassive
Some overlap · 5 shared positions
$JHG$BAC$MS$ETN$COP
$264M
209 positions
#18Gradient Investments LLCPassive
Some overlap · 5 shared positions
$JHG$BAC$MS$ETN$COP
$6.5B
420 positions
#19Sage Mountain Advisors LLCActive
Some overlap · 4 shared positions
$JHG$MAR$MKL$DDOG
$1.4B
281 positions
#20Advisor OS, LLCPassive
Some overlap · 4 shared positions
$JHG$RELX$MAR$MKL
$1.4B
575 positions
#21Colter Lewis Investment Partners LLCPassive
Some overlap · 4 shared positions
$JHG$DOV$MAR$MKL
$106M
111 positions
#22PFS Partners, LLCActive
Some overlap · 4 shared positions
$JHG$MAR$MS$IBM
$218M
590 positions
#23Stony Point Wealth Management Inc.Passive
Some overlap · 4 shared positions
$JHG$MAR$BAC$MKL
$252M
96 positions
#24PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 3 shared positions
$JHG$MAR$DOV
$292M
114 positions
#25Divergent Planning, LLC
Some overlap · 5 shared positions
$JHG$DOV$MAR$MS$DDOG
$392M
36 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.