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, Van Denburg & Campbell Wealth Group,

13F Portfolio OverlapQ1 2026Nelson, Van Denburg & Campbell Wealth Group, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Nelson, Van Denburg & Campbell Wealth Management Group, LLC is an institutional investor managing $3.8B across 787 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, Van Denburg & Campbell Wealth Group, are FC Advisory, Silver Coast Investments, Scott Advisors,, with shared positions in $MS, $SNOW, $MKL, $NTRB, $OKTA, $SCHW. The full ranking of 25 similar funds is below.

#1FC Advisory LLCActive

Notable overlap · 8 shared positions

$MS $SNOW $MKL $NTRB $OKTA $SCHW

$342M

115 positions

#2Silver Coast Investments LLCActive

Notable overlap · 6 shared positions

$MS $SNOW $USB $UNIT $SCHW $BRZE

$313M

119 positions

#3Scott Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$MS $SNOW $SLV $KKR $USB

$493M

58 positions

#4Echo Wealth Management, LLCActive

Notable overlap · 4 shared positions

$MS $SNOW $AMN $NTRB

$174M

47 positions

#5Madrid Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$MS $SNOW $KKR $AMN $USB

$133M

70 positions

#6Red Tortoise LLCPassive

Notable overlap · 5 shared positions

$MS $SNOW $MKL $UNIT $KKR

$240M

591 positions

#7Pearl Planning LLCActive

Notable overlap · 4 shared positions

$MS $SNOW $AMN $UNIT

$187M

52 positions

#8TRB Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$MS $SNOW $KKR $OKTA $BRZE

$704M

285 positions

#9FIFTH THIRD SECURITIES, INC.Passive

Notable overlap · 9 shared positions

$MS $SNOW $UNIT $SLV $SHW $USB

$1.5B

341 positions

#10Valley Financial Group, Inc.Active

Notable overlap · 5 shared positions

$MS $SNOW $MKL $SCHW $BRZE

$185M

63 positions

#11Balanced Rock Investment Advisors LLCPassive

Notable overlap · 4 shared positions

$MS $SNOW $NTRB $SCHW

$143M

96 positions

#12TME FINANCIAL, INC.Passive

Notable overlap · 6 shared positions

$MS $USB $UNIT $NTRB $KKR $SNOW

$144M

65 positions

#13American TrustActive

Notable overlap · 4 shared positions

$MS $SNOW $SLV $SCHW

$1.1B

313 positions

#14LifeGoal Investments, LLCPassive

Notable overlap · 4 shared positions

$MS $SNOW $USB $MU

$175M

112 positions

#15MidAtlantic Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$MS $SNOW $UNIT $NTRB $KKR $SLV

$145M

84 positions

#16Rooted Wealth Advisors, Inc.Active

Notable overlap · 6 shared positions

$MS $USB $KKR $SLV $BRZE $UNIT

$379M

144 positions

#17truNorth Financial Services, Inc.Active

Notable overlap · 4 shared positions

$MS $SLV $UNIT $KKR

$97M

49 positions

#18Provident Wealth Management, LLCActive

Notable overlap · 5 shared positions

$MS $SNOW $AMN $UNIT $NTRB

$331M

134 positions

#19Systelligence, LLCPassive

Notable overlap · 3 shared positions

$MS $SNOW $USB

$514M

56 positions

#20SVRN Asset Management, LLCActive

Notable overlap · 5 shared positions

$MS $MKL $UNIT $SCHW $BRZE

$103M

37 positions

#21Retirement Management Systems Inc.Active

Some overlap · 3 shared positions

$MS $SNOW $SHW

$415M

51 positions

#22Vista Cima Wealth Management LLCPassive

Some overlap · 3 shared positions

$MS $SNOW $MU

$101M

48 positions

#23Accel Wealth ManagementPassive

Some overlap · 5 shared positions

$MS $SLV $KKR $SHW $MU

$383M

290 positions

#24Meridian Financial Partners LLCActive

Some overlap · 3 shared positions

$MS $SNOW $USB

$263M

121 positions

#25Stonebridge Financial Planning Group, LLCPassive

Some overlap · 5 shared positions

$MS $USB $KKR $SNOW $SHW

$272M

171 positions

Compare Nelson, Van Denburg & Campbell Wealth Group,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Nelson, Van Denburg & Campbell Wealth Group,’s holdings

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.