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Hedge Funds Similar to NRI Wealth LC

13F Portfolio OverlapQ4 2025NRI Wealth LC portfolio →
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Most similar hedge funds by 13F overlap

NRI Wealth Management LC is an institutional investor managing $196M across 31 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to NRI Wealth LC are MAPLELANE ,, Bravias Group,, PGIM Custom Harvest, with shared positions in $LRCX, $MU, $SHW, $MAR, $AGQ, $CYRX. The full ranking of 25 similar funds is below.

#1MAPLELANE CAPITAL, LLCActive
Notable overlap · 3 shared positions
$LRCX$MU$SHW
$2.8B
64 positions
#2Bravias Capital Group, LLCActive
Notable overlap · 3 shared positions
$MAR$SHW$AGQ
$153M
96 positions
#3PGIM Custom Harvest LLCActive
Notable overlap · 3 shared positions
$MAR$AGQ$SHW
$6.4B
276 positions
#4Runnymede Capital Advisors, Inc.Passive
Notable overlap · 4 shared positions
$LRCX$MU$SHW$AGQ
$116M
75 positions
#5Wall Street Financial Group, Inc.Passive
Notable overlap · 3 shared positions
$MAR$MU$LRCX
$169M
667 positions
#6Cornerstone Select Advisors, LLCPassive
Some overlap · 3 shared positions
$LRCX$MU$SHW
$160M
124 positions
#7SFI Advisors, LLCPassive
Some overlap · 3 shared positions
$LRCX$SHW$AGQ
$95M
48 positions
#8Precision Wealth Strategies, LLCPassive
Some overlap · 3 shared positions
$MAR$MU$LRCX
$301M
156 positions
#9FMB WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$MAR$MU$LRCX
$242M
73 positions
#10MIG Capital, LLC
Some overlap · 3 shared positions
$SHW$MU$LRCX
$589M
43 positions
#11Camarda Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$LRCX$MAR$AGQ
$190M
104 positions
#12Concentrum Wealth ManagementActive
Some overlap · 3 shared positions
$SHW$MAR$MU
$339M
111 positions
#13Migdal Insurance & Financial Holdings Ltd.Active
Some overlap · 3 shared positions
$SHW$LRCX$MU
$11.5B
362 positions
#14StoneCrest Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$SHW$MU$AGQ
$236M
73 positions
#15Greater Midwest Financial Group, LLCPassive
Some overlap · 3 shared positions
$MU$LRCX$SHW
$186M
65 positions
#16KWMG, LLCActive
Some overlap · 3 shared positions
$MAR$LRCX$SHW
$1.2B
147 positions
#17PETREDIS INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$MU$SHW$MAR
$1.2B
108 positions
#18SIG BROKERAGE, LPPassive
Some overlap · 3 shared positions
$MU$SHW$LRCX
$3.8B
769 positions
#19Dedeker Financial LLCPassive
Some overlap · 4 shared positions
$MU$LRCX$AGQ$CYRX
$115M
50 positions
#20GPS Wealth Strategies Group, LLC
Some overlap · 3 shared positions
$MAR$LRCX$SHW
$117M
582 positions
#21Frederick Financial Consultants, LLCPassive
Some overlap · 3 shared positions
$SHW$MAR$AGQ
$201M
109 positions
#22MENORA MIVTACHIM HOLDINGS LTD.Active
Some overlap · 3 shared positions
$SHW$MU$LRCX
$21.1B
157 positions
#23Bouchey Financial Group LtdActive
Some overlap · 3 shared positions
$SHW$MAR$MU
$1.4B
173 positions
#24Three Seasons Wealth, LLCPassive
Some overlap · 3 shared positions
$LRCX$MU$AGQ
$262M
187 positions
#25Peregrine Asset Advisers, Inc.Passive
Some overlap · 3 shared positions
$SHW$MAR$LRCX
$371M
189 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.