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Hedge Funds Similar to NBZ Investment Advisors

13F Portfolio OverlapQ2 2026NBZ Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

NBZ Investment Advisors LLC is an institutional investor managing $256M across 86 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 NBZ Investment Advisors are DCM Advisors, SCHWERIN BOYLE, Pavion Blue, with shared positions in $AXP, $WFC, $BA, $PFE, $DIS, $BX. The full ranking of 25 similar funds is below.

#1DCM Advisors, LLCActive
Some overlap · 5 shared positions
$AXP$WFC$BA$PFE$DIS
$253M
38 positions
#2SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$AXP$WFC$PFE
$816M
49 positions
#3Pavion Blue Capital, LLCPassive
Some overlap · 3 shared positions
$AXP$WFC$DIS
$248M
111 positions
#4CACTI ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$AXP$BA$BX$DIS
$2.0B
76 positions
#5SHAYNE & JACOBS, LLCActive
Some overlap · 3 shared positions
$AXP$WFC$DIS
$337M
101 positions
#6PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$AXP$WFC$SCHW
$175M
73 positions
#7Rayburn West Financial Services LLCPassive
Some overlap · 3 shared positions
$AXP$WFC$PFE
$181M
81 positions
#8Financial Avengers, Inc.
Some overlap · 4 shared positions
$AXP$PFE$SCHW$DIS
$241M
155 positions
#9BAXTER BROS INCPassive
Some overlap · 4 shared positions
$AXP$WFC$BX$SCHW
$864M
172 positions
#10S&G FoundationSmart money
Some overlap · 3 shared positions
$AXP$WFC$SCHW
$2.1B
21 positions
#11FISHMAN JAY A LTD/MIActive
Some overlap · 5 shared positions
$VRT$AXP$BX$SCHW$PFE
$1.3B
79 positions
#12MOUNT VERNON ASSOCIATES INC /MD/Active
Some overlap · 3 shared positions
$AXP$PFE$SCHW
$153M
62 positions
#13WINSLOW ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$AXP$WFC$BA$SCHW$DIS
$575M
82 positions
#14Brendel Financial Advisors LLCPassive
Some overlap · 3 shared positions
$AXP$VRT$PFE
$216M
101 positions
#15N10 WEALTH, LLCActive
Some overlap · 3 shared positions
$VRT$AXP$SPCX
$282M
43 positions
#16VESTOR CAPITAL, LLCActive
Some overlap · 3 shared positions
$AXP$WFC$SPCX
$486M
276 positions
#17Wynn Capital, LLCPassive
Some overlap · 4 shared positions
$AXP$WFC$SCHW$DIS
$224M
116 positions
#18ABNER HERRMAN & BROCK LLCActive
Some overlap · 3 shared positions
$AXP$WFC$BA
$1.1B
111 positions
#19MeadowBrook Investment Advisors LLCPassive
Some overlap · 4 shared positions
$AXP$WFC$BA$DIS
$126M
196 positions
#20ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$AXP$SCHW$DIS
$807M
209 positions
#21FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$AXP$DIS$WFC
$670M
79 positions
#22Adalta Capital Management LLCPassive
Some overlap · 3 shared positions
$AXP$BA$BX
$228M
103 positions
#23Bradley & Co. Private Wealth Management, LLCActive
Some overlap · 3 shared positions
$AXP$DIS$BA
$210M
221 positions
#24InvesTrustPassive
Some overlap · 5 shared positions
$WFC$AXP$BA$PFE$DIS
$260M
95 positions
#25Intrinsic Value Partners, LLCActive
Some overlap · 4 shared positions
$AXP$WFC$BA$SCHW
$146M
73 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.