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Hedge Funds Similar to NEPC

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

NEPC LLC is an institutional investor managing $5.0B across 51 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 NEPC are Strategic Financial Services,, CYPRESS FINANCIAL PLANNING, Foundation Wealth , \PA, with shared positions in $COP, $USB, $UPST, $GLDM, $BRZE, $DDOG. The full ranking of 25 similar funds is below.

#1Strategic Financial Services, Inc.Smart money
Substantial overlap · 6 shared positions
$COP$USB$UPST$GLDM$BRZE$DDOG
$2.1B
152 positions
#2CYPRESS FINANCIAL PLANNING LLCActive
Substantial overlap · 3 shared positions
$USB$COP$DDOG
$363M
102 positions
#3Foundation Wealth Management, LLC\PAActive
Substantial overlap · 3 shared positions
$USB$COP$EPAM
$284M
91 positions
#4Hassell Wealth Management, LLCSmart money
Substantial overlap · 4 shared positions
$USB$COP$UPST$DDOG
$298M
28 positions
#5DecisionPoint Financial, LLCActive
Substantial overlap · 5 shared positions
$USB$COP$DOV$UPST$BRZE
$464M
679 positions
#6SpringVest Wealth Management LLCActive
Substantial overlap · 3 shared positions
$USB$COP$DDOG
$146M
67 positions
#7Shotwell Rutter Baer IncActive
Substantial overlap · 3 shared positions
$USB$COP$NOW
$170M
38 positions
#8BluePrint Investing LLCActive
Substantial overlap · 3 shared positions
$USB$UPST$COP
$126M
26 positions
#9Beacon Financial Strategies CORPActive
Notable overlap · 4 shared positions
$COP$UPST$DOV$BRZE
$176M
177 positions
#10Cordant, Inc.Active
Notable overlap · 3 shared positions
$USB$COP$UPST
$246M
75 positions
#11KEYVANTAGE WEALTH, LLCActive
Notable overlap · 3 shared positions
$USB$COP$DDOG
$227M
92 positions
#12Aspen Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$USB$DOV$BRZE
$404M
77 positions
#13AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 3 shared positions
$COP$UPST$DDOG
$445M
77 positions
#14CAPSTONE CAPITAL WEALTH ADVISORSSmart money
Notable overlap · 3 shared positions
$COP$USB$DDOG
$155M
22 positions
#15Golden Bell Financial Planning LLCActive
Notable overlap · 3 shared positions
$USB$DOV$DDOG
$125M
37 positions
#16Marion Wealth ManagementPassive
Notable overlap · 3 shared positions
$USB$COP$UPST
$451M
146 positions
#17Dodds Wealth, LLCSmart money
Notable overlap · 3 shared positions
$USB$DOV$BRZE
$407M
51 positions
#18Legacy Edge Advisors, LLCActive
Notable overlap · 4 shared positions
$USB$COP$NOW$DDOG
$951M
223 positions
#19NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active
Notable overlap · 3 shared positions
$USB$EPAM$BRZE
$149M
55 positions
#20WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$USB$COP$API
$508M
107 positions
#21Pioneer Wealth Management GroupSmart money
Notable overlap · 3 shared positions
$USB$NOW$DDOG
$357M
50 positions
#22MilWealth Group LLCSmart money
Notable overlap · 3 shared positions
$USB$COP$BRZE
$420M
81 positions
#23PRUDENTIAL PLCActive
Notable overlap · 3 shared positions
$USB$COP$DOV
$17.1B
680 positions
#24VERUS WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$USB$COP$DDOG
$108M
49 positions
#25Cascade Wealth Advisors, IncActive
Notable overlap · 4 shared positions
$USB$COP$UPST$DDOG
$228M
60 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.