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Hedge Funds Similar to Morey & Quinn Wealth Partners

13F Portfolio OverlapQ2 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 $155M across 143 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 Morey & Quinn Wealth Partners are Cohen, Legacy Advisory Services, Guilbault, with shared positions in $DE, $EPD, $MAR, $CVS, $UNP, $ALL. The full ranking of 25 similar funds is below.

#1Cohen Capital Management, Inc.Active
Some overlap · 5 shared positions
$DE$EPD$MAR$CVS$UNP
$735M
152 positions
#2Legacy Advisory Services, LLCActive
Some overlap · 3 shared positions
$UNP$EPD$MAR
$142M
54 positions
#3Guilbault Capital LLCPassive
Some overlap · 3 shared positions
$UNP$ALL$OKE
$100M
73 positions
#4Axiom Investment Management LLCPassive
Some overlap · 3 shared positions
$UNP$EPD$WCN
$150M
528 positions
#5WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 4 shared positions
$UNP$DE$MAR$OKE
$97M
110 positions
#6Hiley Hunt Wealth ManagementActive
Some overlap · 3 shared positions
$UNP$EPD$VMI
$253M
49 positions
#7Legacy CG, LLCPassive
Some overlap · 3 shared positions
$UNP$WELL$CVS
$391M
45 positions
#8Pinnacle West Asset Management, Inc.Passive
Some overlap · 4 shared positions
$DE$EPD$UNP$OKE
$145M
104 positions
#9SMA Capital LLCPassive
Some overlap · 3 shared positions
$UNP$DE$SGI
$238M
121 positions
#10BCV Asset Management Inc.Active
Some overlap · 3 shared positions
$UNP$DE$WCN
$3.3B
116 positions
#11Capital Innovations LLCPassive
Some overlap · 3 shared positions
$UNP$WCN$OKE
$385M
51 positions
#12BOWEN HANES & CO INCActive
Some overlap · 3 shared positions
$DE$UNP$WELL
$4.1B
151 positions
#13Cherokee Insurance CoPassive
Some overlap · 3 shared positions
$UNP$EPD$OKE
$259M
124 positions
#14Miramar Capital, LLCPassive
Some overlap · 3 shared positions
$UNP$OKE$CW
$455M
57 positions
#15Vivid Wealth Management, LLCPassive
Some overlap · 3 shared positions
$DE$UNP$OKE
$284M
73 positions
#16NICOLA WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$UNP$DE$WCN
$868M
61 positions
#17MORTON COMMUNITY BANKPassive
Some overlap · 4 shared positions
$DE$ALL$LECO$CVS
$491M
120 positions
#18TECTONIC ADVISORS LLCActive
Some overlap · 4 shared positions
$EPD$OKE$SGI$NNN
$2.1B
289 positions
#19BRASADA CAPITAL MANAGEMENT, LPPassive
Some overlap · 4 shared positions
$WELL$FTAI$MPWR$WCN
$558M
152 positions
#20Fort Sheridan Advisors LLCPassive
Some overlap · 4 shared positions
$EPD$OKE$DE$ALL
$928M
299 positions
#21OUTFITTERS FINANCIAL LLCPassive
Some overlap · 3 shared positions
$EPD$DE$OKE
$143M
80 positions
#22Baer Investment Advisory LLCPassive
Some overlap · 3 shared positions
$DE$EPD$CW
$119M
43 positions
#23ARK & TLK INVESTMENTS, LLCSmart money
Some overlap · 3 shared positions
$UNP$EPD$OKE
$406M
127 positions
#24Sone Capital Management, LLCPassive
Some overlap · 3 shared positions
$UNP$MAR$LECO
$1.3B
108 positions
#25VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 3 shared positions
$DE$ALL$LECO
$5.0B
245 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.