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Hedge Funds Similar to NICOLET BANKSHARES

13F Portfolio OverlapQ2 2026NICOLET BANKSHARES portfolio →
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Most similar hedge funds by 13F overlap

NICOLET BANKSHARES INC is an institutional investor managing $3.1B across 615 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 NICOLET BANKSHARES are CAMPBELL NEWMAN ASSET, TENET WEALTH PARTNERS, Ellenbecker Investment Group, with shared positions in $WEC, $STT, $ETN, $PEP, $PM, $IBIT. The full ranking of 25 similar funds is below.

#1CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$WEC$STT$ETN$PEP
$1.3B
99 positions
#2TENET WEALTH PARTNERS, LLCActive
Some overlap · 5 shared positions
$WEC$ETN$PM$IBIT$PEP
$134M
101 positions
#3Ellenbecker Investment GroupSmart money
Some overlap · 4 shared positions
$WEC$ETN$PM$PEP
$860M
149 positions
#4Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$STT$ETN$BA$PM$IBIT
$258M
228 positions
#5Heritage Family Offices, LLPPassive
Some overlap · 5 shared positions
$STT$ETN$BA$PM$IBIT
$259M
233 positions
#6Walsh & Associates, LLCActive
Some overlap · 4 shared positions
$WEC$STT$PM$PEP
$122M
245 positions
#7Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$WEC$PM$PEP$TJX
$253M
63 positions
#8Friday FinancialActive
Some overlap · 5 shared positions
$STT$UMBF$IBIT$MDY$WEC
$373M
108 positions
#9Tandem Wealth Advisors LLCActive
Some overlap · 5 shared positions
$ETN$STT$BA$MDY$TJX
$251M
48 positions
#10Emprise BankActive
Some overlap · 5 shared positions
$ETN$BA$PM$PEP$MDY
$271M
109 positions
#11Shakespeare Wealth Management, LLCActive
Slight overlap · 3 shared positions
$WEC$STT$BFC
$378M
79 positions
#12Private Harbour Investment Management & Counsel, LLCActive
Slight overlap · 4 shared positions
$WEC$ETN$PEP$TJX
$84M
36 positions
#13Verity & Verity, LLCActive
Slight overlap · 3 shared positions
$WEC$STT$PEP
$1.5B
138 positions
#14DMKC Advisory Services, LLCActive
Slight overlap · 4 shared positions
$STT$ETN$BA$PEP
$530M
92 positions
#15OLD REPUBLIC INTERNATIONAL CORPActive
Slight overlap · 3 shared positions
$WEC$ETN$PEP
$2.7B
54 positions
#16Beaton Management Co. Inc.Passive
Slight overlap · 4 shared positions
$STT$BA$PM$PEP
$245M
157 positions
#17GLOBALT Investments LLC / GAActive
Slight overlap · 4 shared positions
$STT$ETN$PM$TJX
$3.0B
213 positions
#18FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Slight overlap · 4 shared positions
$STT$ETN$PM$TJX
$8.2B
442 positions
#19MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$WEC$PM$PEP
$233M
122 positions
#20STEPHENSON NATIONAL BANK & TRUSTActive
Slight overlap · 3 shared positions
$WEC$PM$MDY
$395M
283 positions
#21Financial Engines Advisors L.L.C.Active
Slight overlap · 4 shared positions
$STT$BA$IBIT$MDY
$56.3B
552 positions
#22Addison Capital CoActive
Slight overlap · 4 shared positions
$STT$PM$IBIT$PEP
$610M
184 positions
#23South Street Advisors LLCActive
Slight overlap · 3 shared positions
$WEC$ETN$TJX
$769M
84 positions
#24Cincinnati Specialty Underwriters Insurance COActive
Slight overlap · 3 shared positions
$WEC$PM$TJX
$449M
45 positions
#25Bill Few Associates, Inc.Passive
Slight overlap · 4 shared positions
$STT$ETN$PEP$TJX
$470M
227 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.