13F Pro

Hedge Funds Similar to NICOLET ADVISORY SERVICES,

13F Portfolio OverlapQ4 2025NICOLET ADVISORY SERVICES, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

NICOLET ADVISORY SERVICES, LLC is an institutional investor managing $1.5B across 421 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to NICOLET ADVISORY SERVICES, are NICOLET BANKSHARES, MASTER'S WEALTH, Salomon & Ludwin,, with shared positions in $DDOG, $WEC, $ALPS, $KO, $UPST, $ABT. The full ranking of 25 similar funds is below.

#1NICOLET BANKSHARES INCPassive
Some overlap · 10 shared positions
$DDOG$WEC$ALPS$KO$UPST$ABT
$2.7B
562 positions
#2MASTER'S WEALTH MANAGEMENT INC.Active
Some overlap · 4 shared positions
$DDOG$UPST$WEC$KO
$295M
82 positions
#3Salomon & Ludwin, LLCPassive
Some overlap · 5 shared positions
$DDOG$UPST$MDY$PM$KO
$1.1B
2,097 positions
#4Sunflower Bank, N.A.Active
Some overlap · 4 shared positions
$DDOG$KO$MDY$ABT
$392M
155 positions
#5Schiavi & Co LLCSmart money
Some overlap · 3 shared positions
$DDOG$UPST$ABT
$337M
50 positions
#6AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$DDOG$UPST$TJX
$445M
77 positions
#7Cornerstone Financial Management LLCPassive
Some overlap · 3 shared positions
$DDOG$UPST$KO
$109M
1,311 positions
#8COOPER/HAIMS ADVISORS, LLCActive
Some overlap · 4 shared positions
$DDOG$KO$ABT$TJX
$212M
103 positions
#9Colony Family Offices, LLCActive
Some overlap · 3 shared positions
$DDOG$UPST$KO
$406M
62 positions
#10ADVENT CAPITAL MANAGEMENT /DE/Passive
Some overlap · 3 shared positions
$DDOG$WEC$BA
$3.6B
215 positions
#11RWA WEALTH PARTNERS, LLCActive
Some overlap · 3 shared positions
$DDOG$UPST$TJX
$9.1B
618 positions
#12Orgel Wealth Management, LLCActive
Some overlap · 3 shared positions
$DDOG$UPST$MDY
$4.6B
95 positions
#13Yeomans Consulting Group, Inc.
Some overlap · 3 shared positions
$DDOG$KO$MU
$341M
113 positions
#14Financial Plan, Inc.Active
Some overlap · 4 shared positions
$DDOG$UPST$BA$ABT
$933M
94 positions
#15Lexington Hill Partners, LLCActive
Some overlap · 3 shared positions
$DDOG$KO$BA
$177M
78 positions
#16Acumen Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$DDOG$KO$ABT$TJX
$372M
439 positions
#17Bear Mountain Capital, Inc.Active
Some overlap · 4 shared positions
$DDOG$UPST$MDY$BA
$333M
198 positions
#18Great Waters Wealth ManagementSmart money
Some overlap · 3 shared positions
$DDOG$UPST$MU
$945M
121 positions
#19Firestone Capital ManagementPassive
Some overlap · 3 shared positions
$DDOG$KO$MDY
$480M
160 positions
#20AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 3 shared positions
$DDOG$KO$PM
$206M
97 positions
#21Heartwood Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$DDOG$ALPS$KO
$1.1B
223 positions
#22ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$DDOG$UPST$TJX
$723M
93 positions
#23Stembrook Asset Management, LLCSmart money
Some overlap · 3 shared positions
$DDOG$PM$KO
$102M
48 positions
#24Bowman & Co S.C.
Some overlap · 3 shared positions
$DDOG$ETN$TJX
$237M
118 positions
#25Grove Bank & TrustPassive
Some overlap · 3 shared positions
$DDOG$UPST$MDY
$884M
856 positions

Compare NICOLET ADVISORY SERVICES,’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 NICOLET ADVISORY SERVICES,’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.