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 Nilsine Partners

13F Portfolio OverlapQ2 2026Nilsine Partners portfolio →

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Most similar hedge funds by 13F overlap

Nilsine Partners, LLC is an institutional investor managing $1.4B across 430 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 Nilsine Partners are Philadelphia Investment Partners, Geneva Partners, MorganRosel Wealth, with shared positions in $KLAC, $MPC, $URI, $VLO, $MCK, $VRT. The full ranking of 25 similar funds is below.

#1Philadelphia Investment Partners, LLCPassive

Some overlap · 5 shared positions

$KLAC $MPC $URI $VLO $MCK

$161M

189 positions

#2Geneva Partners, LLCPassive

Some overlap · 5 shared positions

$KLAC $MPC $VRT $VLO $GLW

$334M

81 positions

#3MorganRosel Wealth Management, LLCActive

Some overlap · 5 shared positions

$KLAC $MPC $VLO $MCK $JBL

$296M

104 positions

#4Eley Financial Management, IncPassive

Some overlap · 5 shared positions

$KLAC $URI $VRT $MCK $GLW

$309M

72 positions

#5Asset Allocation & Management Company, LLCActive

Some overlap · 4 shared positions

$KLAC $MPC $URI $VLO

$321M

69 positions

#6Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 4 shared positions

$KLAC $URI $VLO $MCK

$487M

628 positions

#7PATTON ALBERTSON MILLER GROUP, LLCPassive

Some overlap · 4 shared positions

$KLAC $URI $VLO $MCK

$994M

219 positions

#8Axecap Investments, LLCPassive

Some overlap · 4 shared positions

$KLAC $MPC $VLO $JBL

$169M

77 positions

#9Smith Group Asset Management, LLCActive

Some overlap · 4 shared positions

$KLAC $MPC $MCK $JBL

$2.5B

166 positions

#10Cunning Capital Partners, LPActive

Some overlap · 4 shared positions

$KLAC $URI $MCK $JBL

$248M

55 positions

#11CCM INVESTMENT ADVISERS LLCPassive

Some overlap · 4 shared positions

$KLAC $MPC $JBL $SNPS

$1.3B

88 positions

#12Cornerstone Select Advisors, LLCPassive

Some overlap · 4 shared positions

$KLAC $VRT $VLO $GLW

$238M

149 positions

#13Davidson Capital Management Inc.Active

Some overlap · 4 shared positions

$KLAC $VRT $MCK $SNPS

$604M

99 positions

#14FOSTER & MOTLEY INCPassive

Some overlap · 5 shared positions

$KR $URI $MCK $JBL $GLW

$2.2B

405 positions

#15CENTRAL BANK & TRUST COActive

Some overlap · 4 shared positions

$KLAC $URI $VLO $GLW

$701M

181 positions

#16BNB Wealth Management, LLCPassive

Some overlap · 4 shared positions

$KLAC $URI $GLW $MPC

$183M

94 positions

#17JACOBS LEVY EQUITY MANAGEMENT, INCPassive

Some overlap · 4 shared positions

$KLAC $VLO $MCK $SNPS

$27.8B

934 positions

#18Mitsubishi UFJ Asset Management (UK) Ltd.Passive

Some overlap · 3 shared positions

$KLAC $ATO $GLW

$213M

106 positions

#19Jones Kertz & Associates, Inc.Active

Some overlap · 4 shared positions

$KLAC $MCK $JBL $GLW

$217M

66 positions

#20PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 4 shared positions

$KLAC $VRT $JBL $GLW

$389M

77 positions

#21Ifrah Financial Services, Inc.Passive

Some overlap · 4 shared positions

$KLAC $JBL $GLW $SNPS

$396M

205 positions

#22Markin Volterra Fund LPActive

Some overlap · 4 shared positions

$KLAC $VRT $JBL $GLW

$147M

69 positions

#23Orange Investment Advisors, Inc.Passive

Some overlap · 3 shared positions

$KLAC $MPC $URI

$802M

137 positions

#24KG&L Capital Management,LLCPassive

Some overlap · 4 shared positions

$KLAC $VRT $VLO $MCK

$163M

133 positions

#25Faithward Advisors, LLCPassive

Some overlap · 3 shared positions

$KLAC $URI $VRT

$819M

339 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.