What hedge funds are most similar to Nicholson Wealth Management Group, LLC?

The funds with the most similar 13F portfolios to Nicholson Wealth Management Group, LLC are MATTERN, Somerset, BRADY FAMILY WEALTH, based on overlapping conviction holdings in the latest SEC filings.

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 Nicholson Wealth Group

13F Portfolio OverlapQ2 2026Nicholson Wealth Group portfolio →

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Most similar hedge funds by 13F overlap

Nicholson Wealth Management Group, LLC is an institutional investor managing $170M across 111 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 Nicholson Wealth Group are MATTERN, Somerset, BRADY FAMILY WEALTH, with shared positions in $GWW, $TXN, $CB, $LIN, $GD, $APH. The full ranking of 25 similar funds is below.

#1MATTERN CAPITAL MANAGEMENT, LLCPassive

Substantial overlap · 16 shared positions

$GWW $TXN $CB $LIN $GD $APH

$857M

166 positions

#2Somerset Trust CoPassive

Notable overlap · 10 shared positions

$ADI $CB $LIN $GD $AMGN $WEC

$354M

186 positions

#3BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 9 shared positions

$TXN $ADI $CB $APH $GD $PEP

$346M

113 positions

#4MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Notable overlap · 10 shared positions

$TXN $LIN $GD $NEE $WEC $AFL

$272M

149 positions

#5ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 8 shared positions

$TXN $APH $PEP $CB $GD $AFL

$1.9B

88 positions

#6UNITED BANKActive

Notable overlap · 8 shared positions

$UBSI $TXN $GD $AMGN $AFL $PEP

$853M

130 positions

#7BKM Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$ADI $GWW $LIN $AMGN $NEE $GD

$282M

148 positions

#8Cushing Capital Partners, LLCPassive

Notable overlap · 9 shared positions

$GWW $LIN $AFL $NEE $CB $MCD

$145M

99 positions

#9Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$TXN $PEP $CB $LIN $NEE $SHW

$467M

118 positions

#10ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Notable overlap · 10 shared positions

$APH $TXN $ADI $NEE $TT $CB

$409M

182 positions

#11EADS & HEALD WEALTH MANAGEMENTPassive

Notable overlap · 8 shared positions

$ADI $GWW $APH $AFL $AMGN $SHW

$204M

148 positions

#12VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 8 shared positions

$PEP $CB $AMGN $SO $AFL $ADI

$201M

57 positions

#13Kesler, Norman & Wride, LLCPassive

Notable overlap · 7 shared positions

$ADI $TXN $CB $GD $PH $AMGN

$631M

271 positions

#14Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$TXN $PEP $GD $AMGN $LIN $AFL

$261M

101 positions

#15Randall & Associates Wealth ManagementActive

Notable overlap · 7 shared positions

$TXN $ADI $GD $WEC $PPG $NEE

$162M

52 positions

#16Stonebridge Financial Group, LLCPassive

Notable overlap · 8 shared positions

$ADI $LIN $AFL $NEE $GD $CB

$1.3B

275 positions

#17MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$TXN $PEP $GD $WEC $SO $PLD

$233M

122 positions

#18Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$TXN $AMGN $SO $CL $PEP $MCD

$108M

52 positions

#19CFS Investment Advisory Services, LLCPassive

Notable overlap · 9 shared positions

$GWW $LIN $AFL $AMGN $CB $NEE

$1.5B

357 positions

#20BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$TXN $APH $PEP $LIN $NEE $CL

$499M

73 positions

#21CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$TXN $CB $LIN $PEP $NEE $PLD

$767M

184 positions

#22Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 7 shared positions

$TXN $GD $AMGN $PPG $AFL $NEE

$111M

62 positions

#23Willis Investment CounselActive

Notable overlap · 7 shared positions

$TXN $PEP $CB $GWW $AFL $GD

$2.1B

125 positions

#24Boit C F DavidPassive

Notable overlap · 9 shared positions

$ADI $CB $PEP $PH $MCD $CHD

$238M

85 positions

#25DEARBORN PARTNERS LLCPassive

Notable overlap · 7 shared positions

$TXN $APH $WEC $ATO $SHW $MCD

$1.8B

269 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.