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 Nordwand Advisors,

13F Portfolio OverlapQ1 2026Nordwand Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Nordwand Advisors, LLC is an institutional investor managing $572M across 150 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 Nordwand Advisors, are Werlinich Asset ,, Michael Brady & ,, Alley Investment Company,, with shared positions in $VRT, $UNP, $MS, $HUBB, $ABT, $WM. The full ranking of 25 similar funds is below.

#1Werlinich Asset Management, LLCActive

Notable overlap · 7 shared positions

$VRT $UNP $MS $HUBB $ABT $WM

$206M

56 positions

#2Michael Brady & Co., LLCActive

Notable overlap · 6 shared positions

$ETN $WM $UNP $LHX $ABT $AXP

$100M

54 positions

#3Alley Investment Management Company, LLCActive

Notable overlap · 6 shared positions

$ETN $UNP $AMP $MS $AMGN $ABT

$821M

85 positions

#4UNITED BANKActive

Notable overlap · 6 shared positions

$AMGN $CMI $WM $HUBB $APD $ABT

$781M

121 positions

#5Rithm Capital Corp.Active

Notable overlap · 4 shared positions

$ETN $VRT $WM $HUBB

$67M

38 positions

#6Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$ETN $AMGN $CMI $HUBB $AXP $WM

$649M

186 positions

#7SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$PSX $UNP $AMGN $LHX $APD

$728M

79 positions

#8MCDONALD PARTNERS LLCPassive

Notable overlap · 5 shared positions

$ETN $PSX $AMGN $LHX $TMO

$424M

208 positions

#9SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/Passive

Notable overlap · 6 shared positions

$CMI $TEL $UNP $DLR $TMO $ABT

$169M

104 positions

#10JGP Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$MS $AMGN $LHX $APD $ABT $SCI

$961M

223 positions

#11Kesler, Norman & Wride, LLCPassive

Some overlap · 6 shared positions

$LHX $AMGN $PSX $UNP $APD $ABT

$581M

245 positions

#12SFE Investment CounselPassive

Some overlap · 6 shared positions

$CMI $LHX $URI $ETN $ABT $MRVL

$635M

143 positions

#13WD RUTHERFORD LLCPassive

Some overlap · 5 shared positions

$CMI $CASY $VRT $URI $AXP

$225M

71 positions

#14Walsky Investment Management, Inc.Passive

Some overlap · 5 shared positions

$ETN $UNP $APD $AMGN $ABT

$98M

50 positions

#15SECURITY NATIONAL BANK OF SO DAKPassive

Some overlap · 6 shared positions

$CMI $UNP $TEL $DLR $TMO $ABT

$207M

119 positions

#16Reliant Investment Management, LLCPassive

Some overlap · 5 shared positions

$ETN $LHX $HUBB $TMO $AXP

$207M

53 positions

#17Crescent Sterling, Ltd.Passive

Some overlap · 5 shared positions

$PSX $AMGN $APD $CMI $ABT

$103M

80 positions

#18TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Some overlap · 5 shared positions

$ETN $MRVL $LHX $WM $ABT

$200M

110 positions

#19MOODY LYNN & LIEBERSON, LLCPassive

Some overlap · 6 shared positions

$MS $WM $ETN $TMO $ABT $UNP

$1.8B

250 positions

#20PRING TURNER CAPITAL GROUP INCPassive

Some overlap · 5 shared positions

$ETN $CMI $UNP $AXP $AMP

$166M

72 positions

#21Clear Trail Advisors, LLCPassive

Some overlap · 6 shared positions

$ETN $MS $APD $AXP $UNP $AMGN

$601M

149 positions

#22HARTLINE INVESTMENT CORP/Active

Some overlap · 6 shared positions

$VRT $MRVL $MS $ETN $UNP $AXP

$909M

112 positions

#23Wallington Asset Management, LLCActive

Some overlap · 4 shared positions

$PSX $CMI $AMGN $UNP

$752M

61 positions

#24Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 4 shared positions

$PSX $CMI $AMGN $AMP

$105M

62 positions

#25NovaPoint Capital, LLCPassive

Some overlap · 5 shared positions

$CMI $UNP $LHX $APD $ABT

$399M

79 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.