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Hedge Funds Similar to Nova R Wealth,

13F Portfolio OverlapQ1 2026Nova R Wealth, portfolio →
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Most similar hedge funds by 13F overlap

Nova R Wealth, Inc. is an institutional investor managing $343M across 86 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 Nova R Wealth, are James Hambro & Partners LLP, Rockport Wealth, Sandhill Partners, with shared positions in $ISRG, $APH, $TXN, $TJX, $NEE, $GRMN. The full ranking of 25 similar funds is below.

#1James Hambro & Partners LLPActive
Some overlap · 4 shared positions
$ISRG$APH$TXN$TJX
$2.6B
57 positions
#2Rockport Wealth LLCActive
Some overlap · 3 shared positions
$ISRG$TXN$NEE
$549M
101 positions
#3Sandhill Capital Partners LLCActive
Some overlap · 3 shared positions
$ISRG$APH$TXN
$1.2B
95 positions
#4Tower View Wealth Management LLCPassive
Some overlap · 4 shared positions
$GRMN$ISRG$HUM$APH
$195M
204 positions
#5McBroom & Associates, LLCActive
Some overlap · 3 shared positions
$ISRG$ORLY$TJX
$180M
36 positions
#6Renaissance Investment Group LLCPassive
Some overlap · 4 shared positions
$ISRG$NXPI$NEE$TJX
$465M
81 positions
#7CADINHA & CO LLCActive
Some overlap · 3 shared positions
$ISRG$AMGN$APH
$537M
103 positions
#8AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 5 shared positions
$AMGN$APH$NEE$TXN$TJX
$1.4B
114 positions
#9TORRAY LLCPassive
Some overlap · 5 shared positions
$AMGN$APH$NEE$TXN$ORLY
$682M
88 positions
#10WOODSTOCK CORPActive
Some overlap · 3 shared positions
$ISRG$NEE$ORLY
$1.1B
156 positions
#11MCDANIEL TERRY & COActive
Some overlap · 3 shared positions
$ISRG$APH$TXN
$1.2B
81 positions
#12Arlington Financial Advisors, LLCActive
Some overlap · 3 shared positions
$ISRG$AMGN$AMN
$702M
95 positions
#13Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$AMGN$APH$NEE$TXN
$477M
70 positions
#14NZS Capital, LLCActive
Some overlap · 3 shared positions
$ISRG$APH$TXN
$3.0B
58 positions
#15YHB Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$APH$AMGN$ISRG$NEE$TJX
$1.4B
298 positions
#16Orion Capital Management LLCPassive
Some overlap · 4 shared positions
$ISRG$HUM$AMN$ORLY
$290M
485 positions
#17NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 4 shared positions
$ISRG$HUM$NEE$TJX
$2.4B
189 positions
#18HFR Wealth Management, LLCActive
Some overlap · 4 shared positions
$AMGN$APH$NEE$TJX
$407M
49 positions
#19OAK ASSOCIATES LTD /OH/Active
Some overlap · 3 shared positions
$AMGN$APH$NXPI
$1.5B
140 positions
#20Brady Martz Wealth Solutions, LLCPassive
Some overlap · 5 shared positions
$HUM$NEE$TXN$AMGN$AMN
$587M
195 positions
#21Petros Family Wealth, LLCPassive
Some overlap · 5 shared positions
$AMGN$NEE$ISRG$TXN$TJX
$140M
131 positions
#22Blossom Wealth ManagementPassive
Some overlap · 5 shared positions
$HUM$APH$AMGN$NEE$TJX
$67M
74 positions
#23Mirova US LLCActive
Some overlap · 3 shared positions
$ISRG$NEE$TJX
$8.8B
42 positions
#24CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$ISRG$APH$ORLY
$405M
73 positions
#25ACCOUNT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ISRG$NEE$ORLY
$91M
23 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.