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Hedge Funds Similar to Morey & Quinn Wealth Partners,

13F Portfolio OverlapQ1 2026Morey & Quinn Wealth Partners, portfolio →
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Most similar hedge funds by 13F overlap

Morey & Quinn Wealth Partners, LLC is an institutional investor managing $141M across 136 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 Morey & Quinn Wealth Partners, are Tribune Investment Group, Cohen ,, OUTFITTERS FINANCIAL, with shared positions in $FTAI, $UNP, $CW, $EPD, $DE, $MAR. The full ranking of 25 similar funds is below.

#1Tribune Investment Group LPActive
Some overlap · 3 shared positions
$FTAI$UNP$CW
$261M
30 positions
#2Cohen Capital Management, Inc.Passive
Some overlap · 5 shared positions
$EPD$DE$MAR$UNP$CVS
$644M
154 positions
#3OUTFITTERS FINANCIAL LLCPassive
Some overlap · 5 shared positions
$EPD$DE$OKE$FITB$BSX
$129M
80 positions
#4WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 4 shared positions
$UNP$DE$OKE$MAR
$87M
99 positions
#5NICOLA WEALTH MANAGEMENT LTD.Passive
Some overlap · 4 shared positions
$UNP$DE$WCN$T
$833M
62 positions
#6Wallington Asset Management, LLCActive
Some overlap · 4 shared positions
$UNP$DE$AMN$MU
$752M
61 positions
#7Fort Sheridan Advisors LLCPassive
Some overlap · 5 shared positions
$EPD$OKE$DE$ALL$T
$828M
282 positions
#8Cherokee Insurance CoPassive
Some overlap · 3 shared positions
$UNP$EPD$OKE
$263M
121 positions
#9Manchester Capital Management LLCPassive
Some overlap · 3 shared positions
$FTAI$MAR$UNP
$694M
1,306 positions
#10BCV Asset Management Inc.Active
Some overlap · 3 shared positions
$UNP$DE$WCN
$2.9B
120 positions
#11BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$FTAI$WELL$MU
$437M
115 positions
#12BOWEN HANES & CO INCActive
Some overlap · 3 shared positions
$UNP$DE$WELL
$4.1B
151 positions
#13Creegan & Nassoura Financial Group, LLC
Some overlap · 3 shared positions
$UNP$DE$EPD
$154M
78 positions
#14Miramar Capital, LLCPassive
Some overlap · 3 shared positions
$UNP$OKE$CW
$449M
56 positions
#15GKV Capital Management Co., Inc.Passive
Some overlap · 4 shared positions
$DE$OKE$MAR$MPWR
$201M
165 positions
#16TRUST CO OF OKLAHOMAPassive
Some overlap · 3 shared positions
$UNP$MAR$SGI
$343M
139 positions
#17DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$EPD$OKE$UNP
$501M
138 positions
#18S Harris Financial Group, LLCActive
Some overlap · 4 shared positions
$ALL$EXG$DE$ETY
$110M
107 positions
#19O'Brien Greene & Co. IncPassive
Some overlap · 3 shared positions
$UNP$BSX$CW
$353M
133 positions
#20VISTA INVESTMENT PARTNERS LLCPassive
Some overlap · 4 shared positions
$OKE$SGI$MAR$FITB
$378M
169 positions
#21Norman Fields, Gottscho Capital Management, LLCActive
Some overlap · 3 shared positions
$UNP$MU$DE
$302M
65 positions
#22Belleair Asset Management, LLCPassive
Some overlap · 5 shared positions
$DE$AMN$EPD$FITB$T
$110M
77 positions
#23GDS Wealth ManagementActive
Some overlap · 4 shared positions
$ALL$WELL$MPWR$MU
$1.7B
200 positions
#24ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 4 shared positions
$EPD$DE$AMN$MAR
$84M
65 positions
#25Pathway Financial Advisers, LLCPassive
Some overlap · 3 shared positions
$EPD$OKE$ETY
$354M
164 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.