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Hedge Funds Similar to Nicholas Hoffman & Company

13F Portfolio OverlapQ2 2026Nicholas Hoffman & Company portfolio →
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Most similar hedge funds by 13F overlap

Nicholas Hoffman & Company, LLC. is an institutional investor managing $4.7B across 344 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 Nicholas Hoffman & Company are Bey-Douglas, Nutshell Asset Ltd, Evelyn Partners Asset Ltd, with shared positions in $INTU, $SO, $ACN, $ADP, $MCD, $VZ. The full ranking of 25 similar funds is below.

#1Bey-Douglas LLC
Some overlap · 4 shared positions
$INTU$SO$ACN$ADP
$115M
56 positions
#2Nutshell Asset Management LtdPassive
Some overlap · 3 shared positions
$INTU$ACN$ADP
$300M
45 positions
#3Evelyn Partners Asset Management Ltd
Some overlap · 4 shared positions
$INTU$ACN$MCD$ADP
$406M
308 positions
#4BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$INTU$ACN$VZ
$499M
73 positions
#5LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 3 shared positions
$INTU$PM$ADP
$10.3B
565 positions
#6Monte Financial Group, LLCPassive
Slight overlap · 4 shared positions
$INTU$ACN$UPS$ADP
$312M
102 positions
#7Ninety One North America, Inc.Active
Slight overlap · 3 shared positions
$INTU$PM$ADP
$2.1B
106 positions
#8LETSON INVESTMENT MANAGEMENT, INC.Passive
Slight overlap · 6 shared positions
$INTU$ACN$MCD$PM$ADP$NSC
$273M
104 positions
#9Center for Wealth Management AdvisoryActive
Slight overlap · 5 shared positions
$HBAN$ACN$UPS$ADP$VZ
$159M
62 positions
#10Rench Wealth Management, Inc.Passive
Slight overlap · 4 shared positions
$INTU$SO$UPS$VZ
$372M
67 positions
#11Carlson Capital, L.P.Passive
Slight overlap · 5 shared positions
$HBAN$UPS$MCD$PM$NSC
$494M
74 positions
#12CLIFFORD SWAN INVESTMENT COUNSEL LLC
Slight overlap · 4 shared positions
$INTU$ACN$UPS$MCD
$3.1B
340 positions
#13Act Two Investors LLCActive
Slight overlap · 4 shared positions
$INTU$ACN$MCD$ADP
$495M
37 positions
#14Sylvest Advisors, LLCActive
Slight overlap · 3 shared positions
$INTU$UPS$ADP
$222M
78 positions
#15Fluent Financial, LLCActive
Slight overlap · 3 shared positions
$INTU$UPS$MCD
$280M
57 positions
#16Bath Savings Trust CoActive
Slight overlap · 3 shared positions
$INTU$MCD$ADP
$965M
177 positions
#17Shoker Investment Counsel, Inc.Active
Slight overlap · 3 shared positions
$HBAN$SO$MCD
$398M
113 positions
#18Pacer Advisors, Inc.Passive
Slight overlap · 4 shared positions
$INTU$ACN$ADP$VZ
$39.3B
2,614 positions
#19First Bank & TrustPassive
Slight overlap · 4 shared positions
$HBAN$SO$PM$VZ
$680M
270 positions
#20Ninety One UK LtdPassive
Slight overlap · 3 shared positions
$INTU$PM$ADP
$44.7B
271 positions
#21Distillate Capital Partners LLCPassive
Slight overlap · 3 shared positions
$INTU$ACN$ADP
$1.9B
118 positions
#22NICHOLS & PRATT ADVISERS LLP /MAActive
Slight overlap · 4 shared positions
$INTU$SO$ADP$VZ
$1.6B
109 positions
#23OLD POINT TRUST & FINANCIAL SERVICES N APassive
Slight overlap · 5 shared positions
$SO$ACN$PM$VZ$NSC
$329M
323 positions
#24Cohen Investment Advisors LLCPassive
Slight overlap · 4 shared positions
$INTU$UPS$MCD$VZ
$223M
81 positions
#25Boit C F DavidPassive
Slight overlap · 3 shared positions
$INTU$MCD$ADP
$238M
85 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.