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 Nelson ,

13F Portfolio OverlapQ1 2026Nelson , portfolio →

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Most similar hedge funds by 13F overlap

Nelson Capital Management, LLC is an institutional investor managing $819M across 108 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 Nelson , are Evelyn Partners Investment Services Ltd, Evelyn Partners Investment LLP, Spears Abacus Advisors, with shared positions in $TJX, $SYK, $LIN, $DIS, $TMO, $ISRG. The full ranking of 25 similar funds is below.

#1Evelyn Partners Investment Management Services LtdPassive

Some overlap · 8 shared positions

$TJX $SYK $LIN $DIS $TMO $ISRG

$850M

281 positions

#2Evelyn Partners Investment Management LLPActive

Some overlap · 7 shared positions

$TJX $AEM $SYK $LIN $TMO $ISRG

$3.7B

410 positions

#3Spears Abacus Advisors LLCPassive

Some overlap · 5 shared positions

$AEM $TJX $DIS $TMO $CB

$5.0B

398 positions

#4Harrington Investments, INCPassive

Some overlap · 6 shared positions

$TJX $SYK $AMGN $SCHW $TMO $EMR

$190M

84 positions

#5Pine Haven Investment Counsel, IncPassive

Some overlap · 6 shared positions

$TJX $SYK $AMGN $SCHW $ISRG $EMR

$136M

114 positions

#6ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Some overlap · 4 shared positions

$AEM $TJX $AMGN $EMR

$417M

199 positions

#7YHB Investment Advisors, Inc.Passive

Some overlap · 5 shared positions

$TJX $SYK $AMGN $TMO $ISRG

$1.4B

298 positions

#8Ridge Creek Global, IncActive

Some overlap · 4 shared positions

$AEM $SYK $LIN $DIS

$118M

85 positions

#9FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Some overlap · 5 shared positions

$TJX $SYK $LIN $DIS $SCHW

$102M

56 positions

#10Alecta Tjanstepension OmsesidigtActive

Some overlap · 5 shared positions

$TJX $SYK $LIN $DIS $TMO

$20.5B

78 positions

#11LS Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$TJX $LIN $DIS $SCHW $EMR $CB

$668M

126 positions

#12Perennial Advisors, LLCPassive

Some overlap · 5 shared positions

$TJX $AMGN $LIN $DIS $TMO

$587M

122 positions

#13Petros Family Wealth, LLCPassive

Some overlap · 5 shared positions

$TJX $SYK $AMGN $ISRG $EMR

$140M

131 positions

#14Talbot Financial, LLCActive

Some overlap · 6 shared positions

$SYK $AMGN $SCHW $TMO $EMR $CB

$1.2B

66 positions

#15BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$TJX $SYK $LIN $DIS $CB

$1.6B

435 positions

#16Capital Wealth Planning, LLCActive

Some overlap · 3 shared positions

$AEM $TJX $AMGN

$18.1B

151 positions

#17FIRST MERCHANTS CORPActive

Slight overlap · 5 shared positions

$TJX $SYK $LIN $SCHW $CB

$2.6B

359 positions

#18Town & Country Bank & Trust CO dba First Bankers Trust COPassive

Slight overlap · 5 shared positions

$TJX $SYK $LIN $TMO $CB

$296M

146 positions

#19WINDWARD CAPITAL MANAGEMENT CO /CAActive

Slight overlap · 5 shared positions

$TJX $AMGN $LIN $DIS $TMO

$1.2B

69 positions

#20Greystone Financial Group, LLCPassive

Slight overlap · 5 shared positions

$TJX $AMGN $LIN $TMO $EMR

$353M

78 positions

#21Vertrix Wealth Management, LLCPassive

Slight overlap · 5 shared positions

$TJX $AMGN $LIN $TMO $EMR

$272M

95 positions

#22GW HENSSLER & ASSOCIATES LTDPassive

Slight overlap · 4 shared positions

$AEM $AMGN $SCHW $TMO

$2.1B

232 positions

#23BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Slight overlap · 5 shared positions

$TJX $AMGN $LIN $TMO $CB

$7.8B

1,278 positions

#24CHELSEA COUNSEL COPassive

Slight overlap · 4 shared positions

$AEM $AMGN $TMO $EMR

$233M

238 positions

#25DoubleLine ETF Adviser LPPassive

Slight overlap · 5 shared positions

$TJX $AMGN $DIS $TMO $ISRG

$263M

176 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.