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Hedge Funds Similar to Nikulski Financial,

13F Portfolio OverlapQ1 2026Nikulski Financial, portfolio →
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Most similar hedge funds by 13F overlap

Nikulski Financial, Inc. is an institutional investor managing $405M across 175 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 Nikulski Financial, are Juno Financial Group, Westhampton ,, Sitrin, with shared positions in $HUM, $PANW, $DE, $BRZE, $LMT, $CRWD. The full ranking of 25 similar funds is below.

#1Juno Financial Group LLCActive
Notable overlap · 6 shared positions
$HUM$PANW$DE$BRZE$LMT$CRWD
$255M
70 positions
#2Westhampton Capital, LLCPassive
Notable overlap · 6 shared positions
$LRCX$DE$PANW$WM$LMT$MCD
$214M
129 positions
#3Sitrin Capital Management LLCPassive
Some overlap · 5 shared positions
$LRCX$PANW$SHW$WM$LMT
$200M
39 positions
#4Aspetuck Financial Management LLCActive
Some overlap · 5 shared positions
$HUM$LRCX$WT$FCX$LMT
$146M
75 positions
#5SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 6 shared positions
$LRCX$DE$FCX$CEG$HOOD$PLTR
$688M
180 positions
#6Miller Capital Partners, Inc.Passive
Some overlap · 4 shared positions
$HUM$LRCX$DE$MCD
$208M
262 positions
#7BURNS J W & CO INC/NYActive
Some overlap · 6 shared positions
$HUM$MCD$WM$BRZE$DE$PANW
$873M
183 positions
#8GRANITE ISLANDS PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$PANW$WT$DE$MCD$CRWD
$109M
70 positions
#9RE ADVISERS CORPActive
Some overlap · 5 shared positions
$LRCX$FCX$DE$MCD$ALL
$3.7B
111 positions
#10OPTIMA CAPITAL LLCPassive
Some overlap · 5 shared positions
$HUM$WT$AAAU$PLTR$MCD
$215M
159 positions
#11Atlas Wealth LLCPassive
Some overlap · 6 shared positions
$LRCX$MCD$WM$HOOD$CRWD$LMT
$334M
115 positions
#12Bay Rivers GroupPassive
Some overlap · 4 shared positions
$HUM$LRCX$SHW$PLTR
$240M
109 positions
#13Cornerstone Select Advisors, LLCPassive
Some overlap · 5 shared positions
$LRCX$SHW$PANW$CRWD$PLTR
$160M
124 positions
#14Pinnacle Financial Group, LLC / ILPassive
Some overlap · 6 shared positions
$HUM$WT$MCD$BRZE$ALL$PLTR
$365M
111 positions
#15CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$HUM$WT$DE$MCD$LMT
$184M
66 positions
#16IAM Advisory, LLCActive
Some overlap · 6 shared positions
$WT$SHW$WM$LMT$PLTR$PANW
$446M
95 positions
#17BEARING POINT CAPITAL, LLCPassive
Some overlap · 4 shared positions
$PANW$WT$FCX$CEG
$638M
166 positions
#18Rockline Wealth Management, LLCActive
Some overlap · 5 shared positions
$LRCX$MCD$WM$PANW$PLTR
$460M
108 positions
#19Systematic Alpha Investments, LLCActive
Some overlap · 5 shared positions
$HUM$WM$MCD$LRCX$ALL
$2.8B
234 positions
#20M3 Wealth Management, LLCPassive
Some overlap · 4 shared positions
$HUM$PANW$WM$LMT
$130M
35 positions
#21SNOWWATER INVESTMENT PARTNERS, LLCPassive
Some overlap · 4 shared positions
$HUM$LRCX$MCD$CRWD
$106M
89 positions
#22LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 6 shared positions
$HUM$MCD$WM$CRWD$PLTR$HOOD
$133M
61 positions
#23Sage Investment Advisers LLCPassive
Some overlap · 5 shared positions
$HUM$WM$BRZE$DE$LMT
$135M
89 positions
#24HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$HUM$SHW$MCD$WM$LMT
$280M
107 positions
#25PeakShares LLCPassive
Some overlap · 6 shared positions
$PANW$MCD$WM$CRWD$CEG$PLTR
$109M
116 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.