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Hedge Funds Similar to NESTEGG ADVISORS

13F Portfolio OverlapQ3 2026NESTEGG ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

NESTEGG ADVISORS, INC. is an institutional investor managing $152M across 59 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 NESTEGG ADVISORS are FAS Wealth Partners, AAFMAA Wealth, Cullen, with shared positions in $STT, $MS, $TRV, $NEE. The full ranking of 18 similar funds is below.

#1FAS Wealth Partners, Inc.Passive
Some overlap · 4 shared positions
$STT$MS$TRV$NEE
$1.9B
520 positions
#2AAFMAA Wealth Management & Trust LLCActive
Some overlap · 3 shared positions
$STT$MS$NEE
$291M
94 positions
#3Cullen Capital Management, LLCActive
Some overlap · 3 shared positions
$NEE$MS$TRV
$10.2B
208 positions
#4Farmers & Merchants Trust Co of Chambersburg PAPassive
Some overlap · 3 shared positions
$STT$TRV$NEE
$402M
440 positions
#5Telos Capital Management, Inc.Passive
Some overlap · 3 shared positions
$MS$TRV$NEE
$1.1B
201 positions
#6INSPIRE TRUST CO, N.A.Passive
Some overlap · 3 shared positions
$NEE$MS$STT
$727M
111 positions
#7Blake Schutter Theil Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$MS$NEE$TRV
$148M
110 positions
#8FIRST NATIONAL TRUST COPassive
Some overlap · 3 shared positions
$STT$NEE$MS
$2.9B
382 positions
#9L & S Advisors IncPassive
Some overlap · 3 shared positions
$MS$STT$TRV
$967M
236 positions
#10Corsicana & Co.Passive
Some overlap · 3 shared positions
$TRV$NEE$STT
$206M
309 positions
#11BTC Capital Management, Inc.Passive
Some overlap · 3 shared positions
$MS$NEE$STT
$1.6B
207 positions
#12CASTLE WEALTH MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$STT$NEE$MS
$338M
143 positions
#13Fairscale Capital, LLCActive
Slight overlap · 3 shared positions
$STT$NEE$MS
$167M
441 positions
#14Horizon Wealth Management, LLCActive
Slight overlap · 3 shared positions
$STT$NEE$MS
$785M
148 positions
#15CULBERTSON A N & CO INCActive
Slight overlap · 3 shared positions
$TRV$MS$STT
$861M
137 positions
#16Benin Management CORPActive
Slight overlap · 3 shared positions
$TRV$NEE$STT
$517M
151 positions
#17Sarver Vrooman Wealth AdvisorsSmart money
Slight overlap · 3 shared positions
$STT$NEE$TRV
$170M
142 positions
#18Intergy Private Wealth, LLCActive
Slight overlap · 3 shared positions
$STT$MS$NEE
$445M
141 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.