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Hedge Funds Similar to ST. NICHOLAS PRIVATE ASSET

13F Portfolio OverlapQ2 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 $115M across 36 U.S. equity positions as of Q2 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, Tilson Financial Group, 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
18 positions
#2HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 5 shared positions
$MCD$PM$ORLY$NSC$SHW
$252M
43 positions
#3Tilson Financial Group, Inc.Active
Some overlap · 4 shared positions
$MCD$PEG$VZ$PM
$364M
86 positions
#4Quantum Capital Management, LLC / NJActive
Some overlap · 3 shared positions
$ODFL$BKNG$MLM
$798M
35 positions
#5Port Capital LLCActive
Some overlap · 3 shared positions
$RLI$ORLY$SHW
$2.5B
108 positions
#6Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$ODFL$MCD$PM$SHW
$754M
41 positions
#7Infusive Asset Management Inc.Active
Some overlap · 3 shared positions
$MCD$BKNG$VZ
$220M
30 positions
#8Canal Capital Management, LLCPassive
Some overlap · 3 shared positions
$ODFL$PM$MLM
$819M
220 positions
#9Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$MCD$VZ$PM
$513M
70 positions
#10CINCINNATI FINANCIAL CORPActive
Some overlap · 3 shared positions
$NSC$MCD$PM
$5.2B
56 positions
#11PICTET BANK & TRUST LtdActive
Some overlap · 3 shared positions
$MCD$PM$ORLY
$85M
34 positions
#12Coston, McIsaac & PartnersPassive
Some overlap · 3 shared positions
$MCD$VZ$PM
$497M
948 positions
#13SIMA Wealth Partners, LLCActive
Some overlap · 3 shared positions
$MCD$PM$NSC
$143M
138 positions
#14Carlson Capital, L.P.Passive
Some overlap · 3 shared positions
$MCD$PM$NSC
$494M
74 positions
#15MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MCD$VZ$PM
$233M
122 positions
#16Trajan Wealth LLCActive
Some overlap · 4 shared positions
$BKNG$PM$VZ$NSC
$2.6B
152 positions
#17Vantage Investment Partners, LLC
Some overlap · 3 shared positions
$ORLY$BKNG$MCD
$1.6B
67 positions
#18LONDON CO OF VIRGINIAActive
Some overlap · 3 shared positions
$NSC$PM$ODFL
$17.5B
169 positions
#19InvesTrustPassive
Some overlap · 3 shared positions
$MCD$PM$VZ
$247M
91 positions
#20DEARBORN PARTNERS LLCPassive
Some overlap · 3 shared positions
$MCD$VZ$SHW
$1.8B
269 positions
#21Capital Wealth Planning, LLCActive
Some overlap · 3 shared positions
$MCD$NSC$VZ
$20.0B
154 positions
#22HF Advisory Group, LLCPassive
Some overlap · 3 shared positions
$VZ$BKNG$PM
$336M
174 positions
#23Finivi Inc.Passive
Some overlap · 3 shared positions
$ORLY$PM$MCD
$210M
112 positions
#24Provident Investment Management, Inc.Active
Some overlap · 3 shared positions
$ORLY$BKNG$MCD
$999M
87 positions
#25RAHLFS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$MCD$VZ$PM
$150M
89 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.