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Hedge Funds Similar to Parkwoods Wealth Partners

13F Portfolio OverlapQ2 2026Parkwoods Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Parkwoods Wealth Partners, LLC is an institutional investor managing $622M across 168 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 Parkwoods Wealth Partners are DIVIDEND ASSETS, WP Advisors, EAGLE GLOBAL ADVISORS, with shared positions in $EPD, $OKE, $MCK, $NEE, $AXP, $APH. The full ranking of 25 similar funds is below.

#1DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$EPD$OKE$MCK$NEE
$517M
137 positions
#2WP Advisors, LLCActive
Some overlap · 4 shared positions
$EPD$AXP$OKE$APH
$413M
119 positions
#3EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 4 shared positions
$EPD$OKE$NEE$AXP
$3.0B
277 positions
#4Fort Sheridan Advisors LLCPassive
Some overlap · 3 shared positions
$EPD$OKE$AXP
$928M
299 positions
#5Energy Income Partners, LLCActive
Some overlap · 3 shared positions
$EPD$OKE$NEE
$6.4B
88 positions
#6LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$ROK$MNST$AXP$MCK
$213M
124 positions
#7Morey & Quinn Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$EPD$OKE$WELL
$155M
143 positions
#8Strategic Global Advisors, LLCPassive
Some overlap · 4 shared positions
$ROK$MNST$MCK$APH
$702M
129 positions
#9Argyle Capital Partners, LLCPassive
Some overlap · 3 shared positions
$EPD$OKE$NEE
$159M
177 positions
#10C2C Wealth Management, LLCPassive
Some overlap · 3 shared positions
$EPD$OKE$WELL
$128M
95 positions
#11Sovereign Investment Advisors, LLCActive
Some overlap · 4 shared positions
$EPD$OKE$ROK$NEE
$533M
109 positions
#12INVESCO, LLCActive
Some overlap · 4 shared positions
$MNST$AXP$MCK$APH
$323M
133 positions
#13Elefante Mark BActive
Some overlap · 4 shared positions
$ROK$AXP$NEE$APH
$232M
60 positions
#14SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Some overlap · 4 shared positions
$WELL$EPD$NEE$OKE
$530M
308 positions
#15Baer Investment Advisory LLCPassive
Some overlap · 3 shared positions
$EPD$NEE$APH
$119M
43 positions
#16Hemenway Trust Co LLCActive
Some overlap · 4 shared positions
$ROK$AXP$NEE$APH
$1.4B
135 positions
#17Catalyst Capital Advisors LLCActive
Some overlap · 3 shared positions
$EPD$OKE$APH
$6.0B
369 positions
#18Heron Bay Capital ManagementPassive
Some overlap · 3 shared positions
$ROK$BRO$MCK
$1.1B
97 positions
#19HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$EPD$AXP$OKE
$252M
43 positions
#20Renaissance Investment Group LLCPassive
Some overlap · 3 shared positions
$EPD$NEE$APH
$508M
84 positions
#21Vivid Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MNST$OKE$AXP
$284M
73 positions
#22Teamwork Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$MNST$OKE$AXP
$1.1B
215 positions
#23SOMERVILLE KURT FActive
Some overlap · 3 shared positions
$ROK$AXP$NEE
$419M
97 positions
#24Delaney Dennis R
Some overlap · 3 shared positions
$ROK$AXP$NEE
$314M
61 positions
#25Notis-McConarty EdwardActive
Some overlap · 3 shared positions
$ROK$AXP$NEE
$231M
67 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.