13F Pro

Hedge Funds Similar to Nolet Wealth ,

13F Portfolio OverlapQ1 2026Nolet Wealth , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Nolet Wealth Management, LLC is an institutional investor managing $181M across 112 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 Nolet Wealth , are Carl P. Sherr & ,, TRUE Private Wealth Advisors, MontVue ,, with shared positions in $DHR, $SNOW, $MAR, $TJX, $IAU, $LRCX. The full ranking of 25 similar funds is below.

#1Carl P. Sherr & Co., LLCPassive
Notable overlap · 4 shared positions
$DHR$SNOW$MAR$TJX
$213M
124 positions
#2TRUE Private Wealth AdvisorsPassive
Notable overlap · 4 shared positions
$DHR$MAR$IAU$LRCX
$1.0B
266 positions
#3MontVue Capital Management, Inc.Active
Notable overlap · 4 shared positions
$DHR$MAR$BAC$TJX
$147M
67 positions
#4WealthCollab, LLCPassive
Notable overlap · 4 shared positions
$DHR$SNOW$IAU$DDOG
$243M
977 positions
#5Meridian Wealth Partners, LLCActive
Notable overlap · 4 shared positions
$DHR$SNOW$DDOG$MAR
$729M
118 positions
#6Magnolia Wealth Management, LLCActive
Notable overlap · 3 shared positions
$DHR$MAR$IAU
$172M
212 positions
#7SIMS INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$DHR$SNOW$MAR
$272M
35 positions
#8Finley Financial, LLCActive
Some overlap · 3 shared positions
$DHR$SNOW$LRCX
$214M
107 positions
#9Manchester Global Management (UK) LtdActive
Some overlap · 3 shared positions
$DHR$SNOW$LRCX
$749M
23 positions
#10Defender Capital, LLC.Active
Some overlap · 3 shared positions
$DHR$VLTO$FTV
$282M
34 positions
#11Waldron Private Wealth LLCActive
Some overlap · 4 shared positions
$DHR$SNOW$DDOG$MAR
$2.6B
342 positions
#12Solutions 4 Wealth, LtdPassive
Some overlap · 3 shared positions
$DHR$MAR$BAC
$66M
55 positions
#13Beta Wealth Group, Inc.Passive
Some overlap · 4 shared positions
$DHR$SNOW$BAC$TJX
$242M
112 positions
#14Global X Japan Co., Ltd.Active
Some overlap · 4 shared positions
$DHR$KLAC$LRCX$PM
$1.9B
378 positions
#15Skyline Advisors, Inc.Passive
Some overlap · 4 shared positions
$DHR$IAU$BAC$PM
$287M
120 positions
#16Forum Private Client Group LLCActive
Some overlap · 4 shared positions
$DHR$IAU$DDOG$SNOW
$300M
80 positions
#17BANK OF HAWAIIActive
Some overlap · 3 shared positions
$DHR$VLTO$DDOG
$1.9B
224 positions
#18PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$DHR$SNOW$VLTO$IAU$DDOG
$1.4B
283 positions
#19Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$DHR$IAU$BAC
$90M
65 positions
#20Winthrop Partners - WNY, LLCPassive
Some overlap · 3 shared positions
$DHR$PM$CB
$188M
87 positions
#21Note Advisors, LLCActive
Some overlap · 4 shared positions
$DHR$SUI$IAU$DDOG
$200M
85 positions
#22Capstone Financial Advisors, Inc.Smart money
Some overlap · 3 shared positions
$DHR$DDOG$LRCX
$1.9B
187 positions
#23D.A. DAVIDSON & CO.Passive
Some overlap · 3 shared positions
$DHR$SNOW$CB
$16.5B
1,567 positions
#24FC Advisory LLCActive
Some overlap · 5 shared positions
$DHR$SNOW$VLTO$CB$DDOG
$342M
115 positions
#25White Lighthouse Investment Management Inc.Active
Some overlap · 6 shared positions
$DHR$MAR$SNOW$IAU$PM$DDOG
$721M
145 positions

Compare Nolet Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Nolet Wealth ,’s holdings

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.