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Hedge Funds Similar to NICOLET BANKSHARES

13F Portfolio OverlapQ1 2026NICOLET BANKSHARES portfolio →
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Most similar hedge funds by 13F overlap

NICOLET BANKSHARES INC is an institutional investor managing $2.7B across 562 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 NICOLET BANKSHARES are NICOLET ADVISORY SERVICES,, MASTER'S WEALTH, Financial Plan,, with shared positions in $DDOG, $WEC, $ALPS, $KO, $UPST, $ABT. The full ranking of 25 similar funds is below.

#1NICOLET ADVISORY SERVICES, LLC
Some overlap · 10 shared positions
$DDOG$WEC$ALPS$KO$UPST$ABT
$1.5B
421 positions
#2MASTER'S WEALTH MANAGEMENT INC.Active
Some overlap · 5 shared positions
$DDOG$WEC$COP$KO$UPST
$295M
82 positions
#3Financial Plan, Inc.Active
Some overlap · 5 shared positions
$DDOG$COP$UPST$BA$ABT
$933M
94 positions
#4Cornerstone Financial Management LLCPassive
Some overlap · 4 shared positions
$DDOG$COP$KO$UPST
$109M
1,311 positions
#5AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$DDOG$COP$UPST$TJX
$445M
77 positions
#6Bear Mountain Capital, Inc.Active
Some overlap · 4 shared positions
$DDOG$COP$UPST$BA
$333M
198 positions
#7Acumen Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$DDOG$KO$ABT$TJX
$372M
439 positions
#8Firestone Capital ManagementPassive
Slight overlap · 3 shared positions
$DDOG$COP$KO
$480M
160 positions
#9Kuhn & Co Investment CounselPassive
Slight overlap · 3 shared positions
$DDOG$COP$UPST
$155M
142 positions
#10Hassell Wealth Management, LLCSmart money
Slight overlap · 3 shared positions
$DDOG$COP$UPST
$298M
28 positions
#11Unison Advisors LLCActive
Slight overlap · 3 shared positions
$DDOG$COP$UPST
$1.3B
175 positions
#12WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Slight overlap · 3 shared positions
$DDOG$COP$UPST
$350M
95 positions
#13Grove Bank & TrustPassive
Slight overlap · 3 shared positions
$DDOG$COP$UPST
$884M
856 positions
#14Level Wealth Management LLCSmart money
Slight overlap · 3 shared positions
$DDOG$COP$KO
$213M
67 positions
#15Mustard Seed Financial, LLCPassive
Slight overlap · 3 shared positions
$DDOG$COP$ABT
$167M
92 positions
#16ROBERTS GLORE & CO INC /IL/Passive
Slight overlap · 3 shared positions
$DDOG$COP$ABT
$364M
216 positions
#17ADVENT CAPITAL MANAGEMENT /DE/Passive
Slight overlap · 3 shared positions
$DDOG$WEC$BA
$3.6B
215 positions
#18Towneley Capital Management, Inc / DESmart money
Slight overlap · 3 shared positions
$DDOG$COP$UPST
$478M
42 positions
#19Eaton-Cambridge Inc.Smart money
Slight overlap · 3 shared positions
$DDOG$COP$MU
$320M
56 positions
#20GRAND WEALTH MANAGEMENT, LLCSmart money
Slight overlap · 3 shared positions
$DDOG$COP$ETN
$212M
87 positions
#21COOPER/HAIMS ADVISORS, LLCActive
Slight overlap · 4 shared positions
$DDOG$KO$ABT$TJX
$212M
103 positions
#22Leonard Rickey Investment Advisors P.L.L.C.Active
Slight overlap · 3 shared positions
$DDOG$COP$MU
$578M
118 positions
#23Hurlow Wealth Management Group, Inc.Active
Slight overlap · 3 shared positions
$DDOG$COP$TJX
$420M
120 positions
#24Bedel Financial Consulting, Inc.Active
Slight overlap · 3 shared positions
$DDOG$COP$KO
$888M
296 positions
#25VSM Wealth Advisory, LLCPassive
Slight overlap · 3 shared positions
$DDOG$COP$ETN
$335M
505 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.