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 NBZ Investment Advisors

13F Portfolio OverlapQ1 2026NBZ Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

NBZ Investment Advisors LLC is an institutional investor managing $229M across 73 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 NBZ Investment Advisors are Triton Financial Group, Whipplewood Advisors,, Kure Advisory,, with shared positions in $LEN, $JHG, $ARKO, $BA, $WFC, $SCHW. The full ranking of 25 similar funds is below.

#1Triton Financial Group IncPassive

Notable overlap · 4 shared positions

$LEN $JHG $ARKO $BA

$57M

62 positions

#2Whipplewood Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $LEN $ARKO

$193M

1,065 positions

#3Kure Advisory, LLCActive

Notable overlap · 3 shared positions

$LEN $WFC $SCHW

$184M

56 positions

#4Medallion Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $ARKO $SCHW

$306M

1,121 positions

#5WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $AXP $WFC

$156M

139 positions

#6EPIQ PARTNERS, LLCActive

Notable overlap · 3 shared positions

$JHG $LEN $SCHW

$214M

83 positions

#7DKM Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$GRWG $LEN $WFC $SCHW

$139M

77 positions

#8WHI TRUST Co LLCSmart money

Notable overlap · 4 shared positions

$LEN $BA $AXP $INTC

$133M

88 positions

#9Three Magnolias Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$JHG $WFC $ARKO $PFE

$157M

103 positions

#10ALLIANZ SEActive

Notable overlap · 4 shared positions

$JHG $AXP $PFE $AMD

$9.0B

473 positions

#11HIGHLINE WEALTH PARTNERS LLCPassive

Notable overlap · 3 shared positions

$JHG $AXP $AMD

$392M

1,298 positions

#12MARS JEWETT FINANCIAL GROUP, INC.Smart money

Notable overlap · 3 shared positions

$JHG $PFE $BA

$316M

37 positions

#13Lionshead Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $PFE $AMD

$136M

108 positions

#14Diesslin Group, Inc.Smart money

Notable overlap · 3 shared positions

$JHG $WFC $SCHW

$222M

53 positions

#15Vista Private Wealth Partners. LLCActive

Notable overlap · 3 shared positions

$JHG $BA $INTC

$291M

87 positions

#16bLong Financial, LLCSmart money

Notable overlap · 4 shared positions

$GRWG $VRT $BA $AMD

$132M

76 positions

#17Miller Global Investments, LLCPassive

Notable overlap · 4 shared positions

$JHG $PFE $AMD $SCHW

$109M

279 positions

#18Orion Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $AMD $SCHW

$290M

485 positions

#19LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$JHG $GRWG $AMD

$174M

65 positions

#20SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 3 shared positions

$GRWG $AXP $INTC

$199M

97 positions

#21Weaver Consulting GroupPassive

Notable overlap · 3 shared positions

$JHG $GRWG $BA

$420M

275 positions

#22Leelyn Smith, LLCActive

Notable overlap · 3 shared positions

$JHG $BA $SCHW

$713M

154 positions

#23PARTNERS WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$JHG $WFC $AMD

$97M

109 positions

#24Ballast Rock Private Wealth LLCPassive

Some overlap · 3 shared positions

$LEN $JHG $SCHW

$181M

177 positions

#25Valley Financial Group, Inc.Active

Some overlap · 3 shared positions

$GRWG $PFE $SCHW

$185M

63 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.