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 Nicholas Wealth,

13F Portfolio OverlapQ1 2026Nicholas Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Nicholas Wealth, LLC. is an institutional investor managing $145M across 111 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 Nicholas Wealth, are PITTENGER & ANDERSON, EDGAR LOMAX /VA, Cornerstone Select Advisors,, with shared positions in $FISV, $MS, $ETN, $NEE, $KO, $BMY. The full ranking of 25 similar funds is below.

#1PITTENGER & ANDERSON INCPassive

Notable overlap · 3 shared positions

$FISV $MS $ETN

$2.5B

522 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$NEE $KO $BMY $MS $ABT $GILD

$1.4B

56 positions

#3Cornerstone Select Advisors, LLCPassive

Notable overlap · 7 shared positions

$MU $VLO $VZ $PLTR $GILD $BAC

$160M

124 positions

#4Providence Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$VLO $NEE $KO $BMY $VZ $GILD

$157M

80 positions

#5VIKING FUND MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$NEE $VZ $BMY $MS $KO $BAC

$976M

142 positions

#6Adams Asset Advisors, LLCActive

Some overlap · 7 shared positions

$VLO $VZ $PAA $BAC $BTI $AMGN

$891M

88 positions

#7Catherine Avery Investment Management LLCPassive

Some overlap · 7 shared positions

$NEE $VZ $KO $BMY $BAC $AMGN

$223M

109 positions

#8AFFINITY INVESTMENT ADVISORS, LLCPassive

Some overlap · 6 shared positions

$MU $VLO $VZ $GILD $MS $BAC

$160M

137 positions

#9CONNING INC.Passive

Some overlap · 6 shared positions

$VLO $VZ $KO $BMY $MS $GILD

$3.0B

311 positions

#10Kerusso Capital Management LLCPassive

Some overlap · 6 shared positions

$CF $VZ $KO $BMY $GILD $AMGN

$200M

53 positions

#11OmniStar Financial Group, Inc.Passive

Some overlap · 7 shared positions

$BMY $MS $GILD $BAC $KO $VZ

$193M

108 positions

#12Hudson Canyon Capital ManagementPassive

Some overlap · 6 shared positions

$DELL $KO $ETN $MS $BAC $AMGN

$163M

52 positions

#13CONNORS INVESTOR SERVICES INCActive

Some overlap · 6 shared positions

$VZ $KO $ETN $PLTR $MS $ABT

$1.1B

149 positions

#14FORBES J M & CO LLPActive

Some overlap · 6 shared positions

$NEE $KO $ETN $ABT $VZ $BAC

$1.2B

150 positions

#15FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 6 shared positions

$NEE $KO $ETN $MU $BAC $AMGN

$5.0B

201 positions

#16Principal Street Partners, LLCPassive

Some overlap · 6 shared positions

$VZ $KO $BMY $MS $GILD $AMGN

$613M

247 positions

#17CapWealth Advisors, LLCActive

Some overlap · 6 shared positions

$NEE $KO $PLTR $GILD $BAC $AMGN

$1.3B

118 positions

#18Argyle Capital Management, LLCPassive

Some overlap · 6 shared positions

$VZ $KO $BMY $DELL $BAC $AMGN

$308M

137 positions

#19WRIGHT INVESTORS SERVICE INCPassive

Some overlap · 6 shared positions

$NEE $KO $BMY $GILD $BAC $AMGN

$318M

148 positions

#20Eley Financial Management, IncActive

Some overlap · 5 shared positions

$FISV $BMY $ABT $CF $VZ

$250M

66 positions

#21Sovereign's Capital Management, LLCPassive

Some overlap · 3 shared positions

$FISV $PLOW $NEE

$136M

76 positions

#22KEYNOTE FINANCIAL SERVICES LLCPassive

Some overlap · 6 shared positions

$VZ $BMY $ABT $MU $AMGN $GILD

$188M

174 positions

#23Kintegral Advisory, LLCPassive

Some overlap · 7 shared positions

$KO $MS $GILD $AMGN $BMY $VZ

$1.1B

233 positions

#24PLIMOTH TRUST CO LLCPassive

Some overlap · 6 shared positions

$DELL $NEE $BAC $ETN $AMGN $KO

$447M

173 positions

#25IBEX WEALTH ADVISORSPassive

Some overlap · 5 shared positions

$MU $APP $VZ $PLTR $AMGN

$1.1B

203 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.