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 Nikulski Financial

13F Portfolio OverlapQ2 2026Nikulski Financial portfolio →

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Most similar hedge funds by 13F overlap

Nikulski Financial, Inc. is an institutional investor managing $464M across 180 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 Nikulski Financial are Trinity Legacy Partners, Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A., Greystone Financial Group, with shared positions in $DE, $FCX, $WM, $SYK, $TJX, $DLR. The full ranking of 25 similar funds is below.

#1Trinity Legacy Partners, LLCPassive

Some overlap · 6 shared positions

$DE $FCX $WM $SYK $TJX $DLR

$500M

110 positions

#2Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active

Some overlap · 4 shared positions

$CRWD $FCX $CEG $WM

$1.8B

43 positions

#3Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$CRWD $MCD $WM $LMT $TJX

$358M

74 positions

#4RMG Wealth Management LLCActive

Some overlap · 5 shared positions

$DE $CEG $MCD $ALL $LMT

$969M

578 positions

#5BIRCHBROOK, INC.Active

Some overlap · 4 shared positions

$CRWD $HOOD $WM $LMT

$213M

305 positions

#6Rydar Equities, Inc.Passive

Some overlap · 5 shared positions

$CRWD $WM $MCD $LMT $PLTR

$178M

107 positions

#7First National Bank of Mount Dora, Trust Investment ServicesPassive

Some overlap · 5 shared positions

$DE $WM $MCD $ALL $TJX

$499M

126 positions

#8Meadowbrook Wealth Management, LLCPassive

Some overlap · 4 shared positions

$CRWD $HOOD $TJX $PLTR

$93M

81 positions

#9Essential Investment Partners LLCPassive

Some overlap · 5 shared positions

$CRWD $WM $SYK $TJX $LMT

$125M

312 positions

#10River Wealth Advisors LLCPassive

Some overlap · 7 shared positions

$DE $WM $FCX $SYK $TJX $CEG

$956M

217 positions

#11CCM INVESTMENT ADVISERS LLCPassive

Some overlap · 4 shared positions

$CRWD $FCX $WM $LMT

$1.3B

88 positions

#12PERRYMAN FINANCIAL ADVISORY INC /ADPassive

Some overlap · 6 shared positions

$DE $WM $LMT $CRWD $MAR $PLTR

$751M

191 positions

#13Nikko Asset Management Americas, Inc.Passive

Some overlap · 4 shared positions

$HOOD $DE $CRWD $PLTR

$7.7B

276 positions

#141248 Management, LLCActive

Some overlap · 4 shared positions

$CRWD $HOOD $ALL $TJX

$256M

149 positions

#15Kultura Capital Management LPActive

Some overlap · 4 shared positions

$CRWD $HOOD $FCX $PLTR

$553M

66 positions

#16Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$CRWD $MCD $WM $LMT $TJX

$297M

103 positions

#17SYNTAX RESEARCH, INC.Active

Some overlap · 5 shared positions

$FCX $CEG $LMT $SYK $DLR

$137M

179 positions

#18WD RUTHERFORD LLCPassive

Some overlap · 4 shared positions

$CRWD $HOOD $SYK $TJX

$276M

75 positions

#19LYNX CAPITAL GROUP LTD /ADVPassive

Some overlap · 5 shared positions

$FCX $CEG $ALL $TJX $ENB

$248M

91 positions

#20Decker Wealth Management LLCActive

Some overlap · 6 shared positions

$CRWD $WM $TJX $ENB $LMT $SYK

$471M

107 positions

#21IQ EQ FUND MANAGEMENT (IRELAND) LtdPassive

Some overlap · 5 shared positions

$DE $HOOD $CRWD $SYK $PLTR

$1.6B

289 positions

#22Harbour Trust & Investment Management CoActive

Some overlap · 5 shared positions

$DE $MCD $SYK $TJX $PLTR

$1.0B

160 positions

#23Teamwork Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$HOOD $DE $TJX $PLTR

$1.1B

215 positions

#24RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Some overlap · 5 shared positions

$CRWD $MCD $WM $SYK $TJX

$794M

188 positions

#25RE ADVISERS CORPActive

Some overlap · 4 shared positions

$DE $FCX $ALL $TJX

$4.0B

124 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.