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Hedge Funds Similar to Wealth Nebraska

13F Portfolio OverlapQ1 2026Wealth Nebraska portfolio →
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Most similar hedge funds by 13F overlap

Wealth Management Nebraska is an institutional investor managing $987M across 100 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 Wealth Nebraska are McGlone Suttner Wealth ,, Disciplined Equity ,, Index Fund Advisors,, with shared positions in $NKE, $USB, $PM, $KKR, $UNIT, $TXN. The full ranking of 25 similar funds is below.

#1McGlone Suttner Wealth Management, Inc.Active
Notable overlap · 5 shared positions
$NKE$USB$PM$KKR$UNIT
$755M
189 positions
#2Disciplined Equity Management, Inc.Active
Notable overlap · 3 shared positions
$NKE$USB$TXN
$199M
44 positions
#3Index Fund Advisors, Inc.Smart money
Notable overlap · 4 shared positions
$NKE$USB$UNIT$NEE
$2.2B
127 positions
#4Cedar Point Capital Partners, LLCPassive
Notable overlap · 6 shared positions
$NKE$COP$USB$TXN$NTRB$NEE
$154M
71 positions
#5MASECO LLPActive
Notable overlap · 5 shared positions
$NKE$USB$KKR$DOV$UNIT
$3.2B
391 positions
#6Vistica Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$NKE$DOV$NEE
$100M
49 positions
#7Three Arch Wealth Management LLCActive
Notable overlap · 4 shared positions
$NKE$DOV$UNIT$NEE
$556M
61 positions
#8JDH Wealth Management, LLCActive
Notable overlap · 3 shared positions
$NKE$DOV$IAU
$148M
54 positions
#9EQ WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$NKE$COP$IAU
$171M
54 positions
#10CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 4 shared positions
$NKE$COP$UNIT$NEE
$334M
70 positions
#11DOPKINS WEALTH MANAGEMENT, LLCActive
Notable overlap · 6 shared positions
$NKE$UNIT$NTRB$SNOW$NEE$IAU
$249M
92 positions
#12Financially in Tune, LLCActive
Notable overlap · 3 shared positions
$NKE$KKR$UNIT
$116M
77 positions
#13Team Hewins, LLCSmart money
Notable overlap · 4 shared positions
$NKE$TXN$UNIT$SNOW
$337M
41 positions
#14DiNuzzo Private Wealth, Inc.Active
Notable overlap · 6 shared positions
$NKE$COP$USB$KKR$NEE$IAU
$928M
1,345 positions
#15Lauterbach Financial Advisors, LLCActive
Notable overlap · 5 shared positions
$NKE$UNIT$NTRB$SNOW$NEE
$205M
79 positions
#16KM Capital Management Ltd.Active
Notable overlap · 3 shared positions
$NKE$COP$USB
$149M
76 positions
#17KEB ASSET MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$NKE$UNIT$NTRB$NEE$SO
$522M
97 positions
#18ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money
Notable overlap · 5 shared positions
$NKE$UNIT$SNOW$NEE$IAU
$167M
35 positions
#19Trinity Financial Advisors LLCActive
Notable overlap · 4 shared positions
$NKE$COP$KKR$SO
$351M
89 positions
#20EnRich Financial Partners LLCActive
Notable overlap · 4 shared positions
$NKE$SNOW$NEE$IAU
$377M
64 positions
#21JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$NKE$NEE$SO$IAU
$1.1B
286 positions
#22Planning Center, Inc.Smart money
Notable overlap · 3 shared positions
$NKE$KKR$NEE
$987M
78 positions
#23Meritas Wealth Management, LLCActive
Notable overlap · 3 shared positions
$NKE$UNIT$NEE
$221M
60 positions
#24Shearwater Capital LLCSmart money
Notable overlap · 3 shared positions
$NKE$NTRB$NEE
$191M
71 positions
#25VESTIA PERSONAL WEALTH ADVISORSActive
Notable overlap · 3 shared positions
$NKE$UNIT$IAU
$213M
99 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.