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 Wealth Nebraska

13F Portfolio OverlapQ3 2026Wealth Nebraska portfolio →

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Most similar hedge funds by 13F overlap

Wealth Management Nebraska is an institutional investor managing $1.1B across 109 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Wealth Nebraska are Noble Wealth Partners, American National Bank of Texas, Catalyst Investment, with shared positions in $DOV, $GLDM, $PM, $UNP, $DE, $NEE. The full ranking of 25 similar funds is below.

#1Noble Wealth Partners LLCPassive

Substantial overlap · 3 shared positions

$DOV $GLDM $PM

$115M

76 positions

#2American National Bank of TexasActive

Notable overlap · 4 shared positions

$DOV $GLDM $PM $UNP

$109M

52 positions

#3Catalyst Investment Management LLCActive

Notable overlap · 3 shared positions

$DOV $DE $NEE

$113M

74 positions

#4PLANNING DIRECTIONS INCActive

Notable overlap · 4 shared positions

$DOV $DE $NEE $AXP

$216M

110 positions

#5Highland Investment Advisors LLCActive

Notable overlap · 4 shared positions

$DOV $PM $DE $MDLZ

$229M

734 positions

#6Zhang Financial LLCActive

Notable overlap · 3 shared positions

$DOV $GLDM $AXP

$3.4B

392 positions

#7BRANDYWINE TRUST COSmart money

Notable overlap · 4 shared positions

$DOV $PM $MDLZ $NEE

$621M

33 positions

#8HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 3 shared positions

$DOV $AXP $NEE

$209M

83 positions

#9Rakuten Investment Management, Inc.Smart money

Notable overlap · 3 shared positions

$DOV $TXN $PM

$34.6B

467 positions

#10Intelligent Financial StrategiesSmart money

Notable overlap · 5 shared positions

$DOV $UNP $PM $MDLZ $AXP

$206M

77 positions

#11INVESTMENT COUNSEL CO OF NEVADAActive

Notable overlap · 3 shared positions

$DOV $FBTC $PM

$54M

167 positions

#12Sollinda Capital Management LLCActive

Notable overlap · 3 shared positions

$DOV $NUE $CSX

$468M

80 positions

#13Heritage Investment Group, Inc.Active

Notable overlap · 3 shared positions

$DOV $UNP $AXP

$744M

135 positions

#14AA Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$DOV $GLDM $PM $CSX

$840M

251 positions

#15Verus Financial Partners, Inc.Smart money

Notable overlap · 4 shared positions

$PM $DOV $SO $FBTC

$1.2B

127 positions

#16Weil Company, Inc.Passive

Notable overlap · 3 shared positions

$DOV $CSX $AXP

$580M

134 positions

#17Newton One Investments LLCActive

Notable overlap · 3 shared positions

$DOV $DE $PM

$392M

150 positions

#18ALONGSIDE, LLCPassive

Notable overlap · 3 shared positions

$DOV $TXN $PM

$525M

190 positions

#1949 WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$DOV $TXN $PM

$524M

189 positions

#20NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$DOV $GLDM $AXP

$283M

75 positions

#21Downshift Financial, LLCActive

Notable overlap · 3 shared positions

$DOV $NEE $FBTC

$232M

725 positions

#22Addison Capital CoActive

Notable overlap · 3 shared positions

$DOV $PM $MDLZ

$610M

184 positions

#23Coston, McIsaac & PartnersPassive

Notable overlap · 5 shared positions

$TXN $PM $DOV $SO $NEE

$497M

948 positions

#24BCR Wealth Strategies, LLCActive

Notable overlap · 3 shared positions

$DOV $DE $SO

$356M

32 positions

#25Copia Wealth ManagementPassive

Notable overlap · 5 shared positions

$DOV $GLDM $SO $DE $PM

$166M

570 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.