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Hedge Funds Similar to Nolet Wealth

13F Portfolio OverlapQ3 2026Nolet Wealth portfolio →
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Most similar hedge funds by 13F overlap

Nolet Wealth Management, LLC is an institutional investor managing $181M across 111 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 Nolet Wealth are Schubert, GFS Advisors, Storen Legacy Partners, with shared positions in $DHR, $VLTO, $ASML, $KLAC, $IAU, $FTV. The full ranking of 25 similar funds is below.

#1Schubert & CoActive
Notable overlap · 4 shared positions
$DHR$VLTO$ASML$KLAC
$145M
82 positions
#2GFS Advisors, LLCActive
Notable overlap · 3 shared positions
$DHR$ASML$IAU
$1.7B
266 positions
#3Storen Legacy Partners, LLCActive
Notable overlap · 5 shared positions
$DHR$FTV$PM$IAU$VLTO
$367M
116 positions
#4WEITZ INVESTMENT MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$DHR$ASML$VLTO
$1.4B
50 positions
#5Family Legacy Financial Solutions, LLCActive
Some overlap · 4 shared positions
$DHR$MRVL$FTV$VLTO
$173M
51 positions
#6ARTHUR M. COHEN & ASSOCIATES, LLCActive
Some overlap · 4 shared positions
$DHR$MRVL$ASML$VLTO
$666M
135 positions
#7EAGLE CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$DHR$ASML$MS
$32.7B
56 positions
#8NZS Capital, LLCActive
Some overlap · 3 shared positions
$DHR$KLAC$MRVL
$3.9B
61 positions
#9Impax Asset Management Group plcActive
Some overlap · 3 shared positions
$VLTO$KLAC$MRVL
$15.4B
284 positions
#10MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Some overlap · 3 shared positions
$DHR$FTV$VLTO
$635M
146 positions
#11FACTORY MUTUAL INSURANCE COActive
Some overlap · 5 shared positions
$KLAC$ASML$MRVL$PM$MS
$10.6B
205 positions
#12Great Lakes Retirement, Inc.Passive
Some overlap · 4 shared positions
$KLAC$DHR$MRVL$ASML
$1.1B
222 positions
#13Alaethes Wealth, LLCPassive
Some overlap · 6 shared positions
$KLAC$ASML$PM$IAU$MS$CB
$345M
111 positions
#14Progressive Investment Management CorpActive
Some overlap · 3 shared positions
$KLAC$DHR$ASML
$452M
56 positions
#15Phraction Management LLCActive
Some overlap · 3 shared positions
$DHR$ASML$PM
$545M
67 positions
#16BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 4 shared positions
$KLAC$DHR$ASML$IAU
$1.5B
234 positions
#17LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 3 shared positions
$DHR$ASML$PM
$10.8B
564 positions
#18Global X Japan Co., Ltd.Active
Some overlap · 4 shared positions
$KLAC$ASML$MRVL$PM
$2.5B
389 positions
#19VAN ECK ASSOCIATES CORPActive
Some overlap · 3 shared positions
$KLAC$MRVL$ASML
$164.1B
1,337 positions
#20Rafferty Asset Management, LLCActive
Some overlap · 3 shared positions
$KLAC$MRVL$ASML
$43.9B
1,133 positions
#21Gunderson Capital Management Inc.Active
Some overlap · 3 shared positions
$KLAC$MRVL$ASML
$359M
54 positions
#22Camarda Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$KLAC$MRVL$ASML
$331M
122 positions
#23Feynman Point Asset Management LLCActive
Some overlap · 3 shared positions
$KLAC$MRVL$ASML
$55M
28 positions
#24Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$KLAC$MRVL$ASML
$334M
81 positions
#25E Fund Management Co., Ltd.Active
Some overlap · 3 shared positions
$KLAC$MRVL$ASML
$4.5B
488 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.