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Hedge Funds Similar to ST. NICHOLAS PRIVATE ASSET ,

13F Portfolio OverlapQ1 2026ST. NICHOLAS PRIVATE ASSET , portfolio →
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Most similar hedge funds by 13F overlap

ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC is an institutional investor managing $107M across 35 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 ST. NICHOLAS PRIVATE ASSET , are WEDGEWOOD PARTNERS, HUTNER, PICTET BANK & Ltd, with shared positions in $ODFL, $ORLY, $BKNG, $MCD, $PM, $NSC. The full ranking of 25 similar funds is below.

#1WEDGEWOOD PARTNERS INCActive
Notable overlap · 3 shared positions
$ODFL$ORLY$BKNG
$484M
22 positions
#2HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 5 shared positions
$MCD$PM$ORLY$NSC$SHW
$243M
44 positions
#3PICTET BANK & TRUST LtdActive
Notable overlap · 4 shared positions
$MCD$ORLY$PM$MAR
$76M
33 positions
#4CINCINNATI FINANCIAL CORPActive
Some overlap · 5 shared positions
$MCD$NSC$PM$VZ$HON
$5.0B
55 positions
#5Kinsale Capital Group, Inc.Active
Some overlap · 6 shared positions
$MCD$MAR$PM$ODFL$SHW$SCHW
$624M
41 positions
#6Canal Capital Management, LLCPassive
Some overlap · 4 shared positions
$ODFL$PM$ORLY$MLM
$739M
207 positions
#7Port Capital LLCActive
Some overlap · 3 shared positions
$RLI$ORLY$SHW
$2.2B
82 positions
#8Quantum Capital Management, LLC / NJActive
Some overlap · 4 shared positions
$ODFL$BKNG$MLM$SNOW
$781M
34 positions
#9HF Advisory Group, LLCPassive
Some overlap · 5 shared positions
$VZ$MAR$PM$BKNG$SCHW
$293M
166 positions
#10Range Financial Group LLCPassive
Some overlap · 4 shared positions
$VZ$PM$MCD$BKNG
$298M
190 positions
#11Solidarity Wealth, LLCActive
Some overlap · 3 shared positions
$ORLY$MCD$BKNG
$521M
83 positions
#12Capital Wealth Planning, LLCActive
Some overlap · 3 shared positions
$MCD$NSC$VZ
$18.1B
151 positions
#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$VZ$MCD$PM
$220M
148 positions
#14FMB WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$MAR$NSC$SCHW
$242M
73 positions
#15PCG ASSET MANAGEMENT, LLCActive
Some overlap · 7 shared positions
$MAR$SHW$MCD$VZ$PEG$HON
$125M
78 positions
#16LONDON CO OF VIRGINIAActive
Some overlap · 4 shared positions
$NSC$PM$ODFL$SCHW
$16.2B
167 positions
#17Persium Advisors, LLCSmart money
Some overlap · 4 shared positions
$VZ$MCD$BKNG$HON
$127M
60 positions
#18GARRISON BRADFORD & ASSOCIATES INCActive
Some overlap · 3 shared positions
$ODFL$NSC$SCHW
$88M
38 positions
#19Vantage Investment Partners, LLCActive
Some overlap · 3 shared positions
$ORLY$BKNG$MCD
$1.4B
64 positions
#20RD Lewis Holdings, Inc.Passive
Some overlap · 4 shared positions
$MCD$VZ$ORLY$MLM
$115M
86 positions
#21GKV Capital Management Co., Inc.Passive
Some overlap · 4 shared positions
$ORLY$VZ$MAR$MLM
$201M
165 positions
#22BANQUE PICTET & CIE SAActive
Some overlap · 3 shared positions
$MCD$PM$ORLY
$14.2B
385 positions
#23PeakShares LLCPassive
Some overlap · 3 shared positions
$MAR$VZ$MCD
$109M
116 positions
#24Provident Investment Management, Inc.Active
Some overlap · 4 shared positions
$ORLY$BKNG$MCD$SCHW
$1.0B
82 positions
#25SPRING CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$MCD$VZ$SNOW
$198M
49 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.