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Hedge Funds Similar to Nabity-Jensen Investment

13F Portfolio OverlapQ1 2026Nabity-Jensen Investment portfolio →
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Most similar hedge funds by 13F overlap

Nabity-Jensen Investment Management Inc is an institutional investor managing $144M across 70 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 Nabity-Jensen Investment are Efficient Advisors,, Discipline Wealth Solutions,, Asset Group,, with shared positions in $UNIT, $SNOW, $COP, $BRZE, $SCHW, $DIS. The full ranking of 25 similar funds is below.

#1Efficient Advisors, LLCActive
Notable overlap · 5 shared positions
$UNIT$SNOW$COP$BRZE$SCHW
$1.4B
58 positions
#2Discipline Wealth Solutions, LLCActive
Notable overlap · 5 shared positions
$UNIT$SNOW$BRZE$SCHW$COP
$950M
192 positions
#3Asset Management Group, Inc.Passive
Notable overlap · 5 shared positions
$UNIT$SNOW$COP$SCHW$DIS
$619M
138 positions
#4Grey Fox Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$UNIT$SNOW$COP$SCHW$BRZE
$518M
140 positions
#5Silver Coast Investments LLCActive
Notable overlap · 5 shared positions
$UNIT$SNOW$SCHW$BRZE$LIN
$313M
119 positions
#6Pillar Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$UNIT$SNOW$COP$BRZE
$171M
106 positions
#7Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Notable overlap · 4 shared positions
$UNIT$SNOW$BRZE$UNH
$111M
63 positions
#8Marotta Asset ManagementActive
Notable overlap · 4 shared positions
$UNIT$SNOW$SCHW$GD
$543M
103 positions
#9Clear Retirement Advice LLCActive
Notable overlap · 3 shared positions
$UNIT$SNOW$COP
$127M
54 positions
#10Rodgers & Associates, LTDActive
Notable overlap · 5 shared positions
$UNIT$COP$SCHW$SNOW$BRZE
$982M
101 positions
#11Abacus Planning Group, Inc.Active
Notable overlap · 4 shared positions
$UNIT$SNOW$BRZE$UNP
$743M
264 positions
#12Retirement Investment Advisors, Inc.Smart money
Notable overlap · 4 shared positions
$UNIT$SNOW$BRZE$COP
$1.2B
67 positions
#13FAMILY WEALTH PARTNERS, LLCActive
Notable overlap · 5 shared positions
$UNIT$BRZE$SCHW$SNOW$COP
$293M
105 positions
#14Marmo Financial Group, LLCActive
Notable overlap · 3 shared positions
$UNIT$SNOW$GD
$202M
38 positions
#15STEPHENS GROUP ASSET MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$UNIT$SNOW$COP
$1.6B
26 positions
#16SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$UNIT$SNOW$GD
$152M
119 positions
#17Plum Street Advisors, LLCActive
Some overlap · 3 shared positions
$UNIT$SNOW$COP
$289M
98 positions
#18Mainsail Financial Group, LLCActive
Some overlap · 3 shared positions
$UNIT$SNOW$CRM
$240M
62 positions
#19Arbor Wealth Advisors LLCActive
Some overlap · 5 shared positions
$UNIT$BRZE$SCHW$GD$SNOW
$143M
56 positions
#20Traveka Wealth, LLCPassive
Some overlap · 5 shared positions
$UNIT$SCHW$BRZE$SNOW$UNP
$262M
186 positions
#21Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$UNIT$SNOW$BRZE
$1.1B
121 positions
#22Valpey Financial Services, LLCPassive
Some overlap · 3 shared positions
$UNIT$SNOW$BRZE
$154M
75 positions
#23E&R Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$UNIT$COP$SCHW
$100M
12 positions
#24STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 6 shared positions
$UNIT$COP$UNP$DIS$GD$UNH
$547M
180 positions
#25Donalies Financial Planning, LLCActive
Some overlap · 5 shared positions
$UNIT$SNOW$BRZE$SCHW$SBUX
$117M
74 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.