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Hedge Funds Similar to J. Mark Nickell &

13F Portfolio OverlapQ1 2026J. Mark Nickell & portfolio →
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Most similar hedge funds by 13F overlap

J. Mark Nickell & Co. is an institutional investor managing $96M across 31 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 J. Mark Nickell & are Clarity Asset ,, MONOGRAPH WEALTH ADVISORS,, SAYBROOK /NC, with shared positions in $NKE, $DE, $NOW, $MDLZ, $HCA. The full ranking of 12 similar funds is below.

#1Clarity Asset Management, Inc.Passive
Notable overlap · 3 shared positions
$NKE$DE$NOW
$198M
290 positions
#2MONOGRAPH WEALTH ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$NKE$MDLZ$DE
$1.1B
144 positions
#3SAYBROOK CAPITAL /NCActive
Some overlap · 3 shared positions
$NKE$MDLZ$DE
$371M
42 positions
#4Acropolis Investment Management, LLCActive
Slight overlap · 3 shared positions
$NKE$DE$HCA
$2.3B
384 positions
#5Pine Haven Investment Counsel, IncPassive
Slight overlap · 3 shared positions
$NKE$NOW$DE
$136M
114 positions
#6Disciplined Investors, L.L.C.Passive
Slight overlap · 3 shared positions
$NKE$NOW$HCA
$168M
139 positions
#7CORDA Investment Management, LLC.Active
Slight overlap · 3 shared positions
$NKE$MDLZ$DE
$1.4B
80 positions
#8Aft, Forsyth & Sober, LLCActive
Slight overlap · 3 shared positions
$NOW$MDLZ$HCA
$328M
62 positions
#9Freestone Grove Partners LPPassive
Slight overlap · 3 shared positions
$NOW$MDLZ$DE
$14.2B
962 positions
#10Horst & Graben Wealth Management LLCPassive
Slight overlap · 3 shared positions
$NKE$MDLZ$NOW
$729M
195 positions
#11WealthCollab, LLCPassive
Slight overlap · 3 shared positions
$NOW$NKE$MDLZ
$243M
977 positions
#12WAYCROSS PARTNERS, LLCActive
Slight overlap · 3 shared positions
$NOW$NKE$DE
$1.0B
76 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.