How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to NATIONS FINANCIAL GROUP , /IA

13F Portfolio OverlapQ2 2026NATIONS FINANCIAL GROUP , /IA portfolio →

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Most similar hedge funds by 13F overlap

NATIONS FINANCIAL GROUP INC, /IA/ /ADV is an institutional investor managing $2.1B across 789 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 NATIONS FINANCIAL GROUP , /IA are LINCOLN, Pathway Financial Advisers, Jones Kertz & Associates, with shared positions in $KLAC, $GLW, $BAH, $AMGN, $EPD, $BA. The full ranking of 25 similar funds is below.

#1LINCOLN CAPITAL CORPPassive

Some overlap · 4 shared positions

$KLAC $GLW $BAH $AMGN

$308M

99 positions

#2Pathway Financial Advisers, LLCPassive

Some overlap · 4 shared positions

$KLAC $GLW $EPD $AMGN

$397M

167 positions

#3Jones Kertz & Associates, Inc.Active

Some overlap · 4 shared positions

$KLAC $GLW $BA $AMGN

$217M

66 positions

#4GILPIN WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$KLAC $EPD $CORZ $AMGN

$145M

1,064 positions

#5DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 4 shared positions

$KLAC $EPD $CASY $AMGN

$517M

137 positions

#6Westover Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$KLAC $GLW $CASY $PWR

$602M

240 positions

#7Geneva Partners, LLCPassive

Some overlap · 4 shared positions

$KLAC $GLW $EPD $PWR

$375M

75 positions

#8Cornerstone Select Advisors, LLCPassive

Some overlap · 3 shared positions

$KLAC $GLW $EPD

$238M

149 positions

#9CENTRAL BANK & TRUST COActive

Slight overlap · 4 shared positions

$KLAC $GLW $PWR $AMGN

$705M

185 positions

#10Security National BankPassive

Slight overlap · 3 shared positions

$KLAC $GLW $CASY

$838M

392 positions

#11Clearwave Capital, LLCPassive

Slight overlap · 4 shared positions

$GLW $EPD $KLAC $AMGN

$181M

166 positions

#12Harfst & Associates, Inc.Active

Slight overlap · 3 shared positions

$KLAC $BAH $GLW

$643M

124 positions

#13Consolidated Planning CorpActive

Slight overlap · 3 shared positions

$KLAC $BAH $CASY

$742M

159 positions

#14CITIZENS & NORTHERN CORPActive

Slight overlap · 3 shared positions

$KLAC $GLW $BA

$438M

117 positions

#15JSF Financial, LLCActive

Slight overlap · 3 shared positions

$KLAC $GLW $CASY

$632M

142 positions

#16WASHINGTON TRUST CoPassive

Slight overlap · 3 shared positions

$KLAC $GLW $PWR

$3.2B

296 positions

#17Paragon Private Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$KLAC $GLW $PWR

$383M

226 positions

#18River Street Advisors LLCPassive

Slight overlap · 3 shared positions

$KLAC $GLW $PWR

$340M

177 positions

#19Hilltop National BankPassive

Slight overlap · 3 shared positions

$KLAC $GLW $PWR

$468M

805 positions

#20HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive

Slight overlap · 3 shared positions

$KLAC $GLW $PWR

$217M

352 positions

#21Markin Volterra Fund LPActive

Slight overlap · 3 shared positions

$KLAC $GLW $PWR

$147M

69 positions

#22Center For Asset Management LLCPassive

Slight overlap · 3 shared positions

$KLAC $GLW $AMGN

$225M

151 positions

#23Great Diamond Partners, LLCPassive

Slight overlap · 3 shared positions

$KLAC $GLW $AMGN

$582M

238 positions

#24Deseret Mutual Benefit AdministratorsPassive

Slight overlap · 3 shared positions

$KLAC $GLW $AMGN

$306M

518 positions

#25REXFORD CAPITAL INCPassive

Slight overlap · 3 shared positions

$KLAC $GLW $AMGN

$163M

301 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.