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, Kesler, Norman & Wride,, 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 OverlapQ1 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 $172M across 114 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 Nicholson Wealth Group, are MATTERN ,, Somerset, Kesler, Norman & Wride,, with shared positions in $PSX, $LHX, $LIN, $CB, $ATO, $NEE. The full ranking of 25 similar funds is below.

#1MATTERN CAPITAL MANAGEMENT, LLCPassive

Substantial overlap · 17 shared positions

$PSX $LHX $LIN $CB $ATO $NEE

$835M

170 positions

#2Somerset Trust CoPassive

Notable overlap · 11 shared positions

$ADI $LHX $LIN $CB $MCD $NEE

$326M

174 positions

#3Kesler, Norman & Wride, LLCPassive

Notable overlap · 10 shared positions

$PSX $ADI $LHX $CB $NEE $GD

$581M

245 positions

#4MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Notable overlap · 9 shared positions

$PSX $LIN $NEE $GD $WEC $TXN

$246M

145 positions

#5UNITED BANKActive

Notable overlap · 8 shared positions

$UBSI $MCD $GD $AMGN $TXN $WM

$781M

121 positions

#6ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Notable overlap · 9 shared positions

$NEE $ADI $TXN $CB $PSX $PH

$331M

183 positions

#7VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 8 shared positions

$PSX $CB $MCD $AMGN $SO $O

$187M

55 positions

#8Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$MCD $GD $AMGN $LIN $TXN $PSX

$245M

98 positions

#9BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$PSX $ADI $CB $GD $AMGN $TXN

$321M

110 positions

#10Core Alternative CapitalPassive

Notable overlap · 7 shared positions

$LHX $CB $MCD $NEE $SO $O

$339M

205 positions

#11EADS & HEALD WEALTH MANAGEMENTPassive

Notable overlap · 7 shared positions

$ADI $GWW $AMGN $COR $AFL $MCD

$201M

140 positions

#12Boit C F DavidPassive

Some overlap · 8 shared positions

$ADI $CB $MCD $PH $CHD $AMGN

$225M

117 positions

#13CAMDEN NATIONAL BANKPassive

Some overlap · 6 shared positions

$LHX $LIN $CB $MCD $NEE $PLD

$739M

164 positions

#14CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$ADI $LIN $CB $WEC $SO $CL

$6.4B

290 positions

#15Brown Miller Wealth Management, LLCPassive

Some overlap · 7 shared positions

$LIN $CB $ADI $NEE $GD $PLD

$352M

191 positions

#16BKM Wealth Management, LLCPassive

Some overlap · 7 shared positions

$ADI $LHX $LIN $WEC $AMGN $GD

$274M

148 positions

#17Kuhn & Co Investment CounselPassive

Some overlap · 7 shared positions

$LIN $NEE $TXN $GWW $PSX $SO

$155M

142 positions

#18Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$LIN $CB $MCD $NEE $TXN $CL

$446M

104 positions

#19LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Some overlap · 7 shared positions

$CB $MCD $SO $MSI $WM $NEE

$970M

154 positions

#20Stonebridge Financial Group, LLCPassive

Some overlap · 10 shared positions

$TXN $ADI $NEE $LHX $AFL $LIN

$1.2B

262 positions

#21JGP Wealth Management, LLCPassive

Some overlap · 6 shared positions

$ADI $LHX $NEE $GWW $AMGN $AFL

$961M

223 positions

#22Paradiem, LLCPassive

Some overlap · 6 shared positions

$ADI $ATO $NEE $GD $CHD $CL

$454M

70 positions

#23Ark Wealth Advisors LLCPassive

Some overlap · 6 shared positions

$LIN $CB $NEE $MCD $WM $AFL

$101M

80 positions

#24DEARBORN PARTNERS LLCActive

Some overlap · 6 shared positions

$MCD $ATO $WEC $TXN $MSI $NEE

$1.8B

269 positions

#25Kinloch Capital, LLCPassive

Some overlap · 6 shared positions

$MCD $ATO $NEE $GD $O $AFL

$245M

83 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.