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Hedge Funds Similar to SIMON QUICK ADVISORS

13F Portfolio OverlapQ2 2026SIMON QUICK ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

SIMON QUICK ADVISORS, LLC is an institutional investor managing $2.5B across 421 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 SIMON QUICK ADVISORS are Addis & Hill, SCS, MidAtlantic, with shared positions in $DOV, $WMB, $ET, $KMI, $MS, $TFC. The full ranking of 25 similar funds is below.

#1Addis & Hill, IncSmart money
Some overlap · 4 shared positions
$DOV$WMB$ET$KMI
$181M
29 positions
#2SCS Capital Management LLCActive
Some overlap · 4 shared positions
$DOV$MS$ET$TFC
$10.6B
485 positions
#3MidAtlantic Capital Management, Inc.Active
Some overlap · 3 shared positions
$DOV$HUBB$STT
$161M
86 positions
#4Goldstone Financial Group, LLCPassive
Some overlap · 5 shared positions
$DOV$STT$MS$GD$C
$1.1B
243 positions
#5McKinley Carter Wealth Services, Inc.Active
Some overlap · 5 shared positions
$DOV$HUBB$C$MS$GD
$1.9B
322 positions
#6PROFFITT & GOODSON INCActive
Some overlap · 4 shared positions
$DOV$ETN$EMR$STT
$728M
298 positions
#7Newton One Investments LLCActive
Some overlap · 4 shared positions
$DOV$MS$EMR$STT
$397M
146 positions
#8Wealth Management NebraskaSmart money
Some overlap · 3 shared positions
$DOV$HUBB$FITB
$1.1B
106 positions
#9Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 4 shared positions
$DOV$BLK$WMB$C
$418M
232 positions
#10Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$DOV$MS$GD
$336M
121 positions
#11OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 3 shared positions
$DOV$COMP$BLK
$560M
145 positions
#12St. Louis Trust CoActive
Some overlap · 3 shared positions
$DOV$EMR$BLK
$875M
125 positions
#13Addison Capital CoActive
Some overlap · 3 shared positions
$DOV$STT$BLK
$610M
184 positions
#14Park Edge Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$MS$EMR
$475M
154 positions
#15HT Partners LLCSmart money
Some overlap · 3 shared positions
$DOV$EMR$GD
$361M
53 positions
#16XY Planning Network, Inc.Passive
Some overlap · 3 shared positions
$DOV$STT$MS
$797M
340 positions
#17Luminist Capital LLCActive
Some overlap · 3 shared positions
$DOV$STT$C
$89M
418 positions
#18HTG Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$DOV$EMR$MS
$390M
88 positions
#19LongView Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$DLR$ET
$390M
227 positions
#20MCDANIEL TERRY & COActive
Some overlap · 3 shared positions
$DOV$ETN$EMR
$1.3B
81 positions
#21OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 5 shared positions
$DOV$MS$ETN$FITB$BLK
$530M
275 positions
#22Asset Advisors Investment Management, LLCActive
Some overlap · 3 shared positions
$DOV$KMI$BLK
$1.1B
102 positions
#23Intergy Private Wealth, LLCActive
Some overlap · 3 shared positions
$DOV$STT$MS
$433M
147 positions
#24South Shore Capital AdvisorsPassive
Some overlap · 3 shared positions
$DOV$WMB$STT
$149M
154 positions
#25SECURITY NATIONAL BANK OF SO DAK
Some overlap · 3 shared positions
$DOV$DLR$STT
$207M
119 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.