13F Pro

Hedge Funds Similar to NESTEGG ADVISORS,

13F Portfolio OverlapQ1 2026NESTEGG ADVISORS, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

NESTEGG ADVISORS, INC. is an institutional investor managing $141M across 53 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 NESTEGG ADVISORS, are Foundation Wealth , \PA, Greenspring Advisors,, Conservest Advisors,, with shared positions in $SCHW, $EPAM, $USB, $NEE, $HUM, $VZ. The full ranking of 25 similar funds is below.

#1Foundation Wealth Management, LLC\PAActive
Some overlap · 4 shared positions
$SCHW$EPAM$USB$NEE
$284M
91 positions
#2Greenspring Advisors, LLCActive
Some overlap · 4 shared positions
$EPAM$SCHW$HUM$USB
$1.6B
318 positions
#3Conservest Capital Advisors, Inc.Active
Slight overlap · 4 shared positions
$SCHW$EPAM$HUM$USB
$1.1B
127 positions
#4Firestone Capital ManagementPassive
Slight overlap · 5 shared positions
$SCHW$HUM$USB$EPAM$NEE
$480M
160 positions
#5POWER WEALTH MANAGEMENT LLCActive
Slight overlap · 5 shared positions
$SCHW$HUM$USB$VZ$NEE
$269M
96 positions
#6SENTINEL WEALTH MANAGEMENT, INC.Active
Slight overlap · 3 shared positions
$SCHW$EPAM$NEE
$125M
39 positions
#7EPIQ PARTNERS, LLCPassive
Slight overlap · 4 shared positions
$EPAM$SCHW$USB$NEE
$214M
83 positions
#8Fonville Wealth Management LLCPassive
Slight overlap · 3 shared positions
$SCHW$EPAM$HUM
$525M
138 positions
#9Briggs Wealth Management, IncSmart money
Slight overlap · 5 shared positions
$SCHW$EPAM$HUM$TRV$VZ
$94M
58 positions
#10Running Point Capital Advisors, LLC
Slight overlap · 3 shared positions
$EPAM$SCHW$USB
$367M
190 positions
#11BOS Asset Management, LLCPassive
Slight overlap · 4 shared positions
$SCHW$HUM$USB$VZ
$392M
200 positions
#12Kagan Cocozza Asset ManagementActive
Slight overlap · 4 shared positions
$SCHW$HUM$USB$VZ
$142M
69 positions
#13Brindle & Bay Financial Advisors, LLCPassive
Slight overlap · 4 shared positions
$SCHW$HUM$USB$VZ
$163M
67 positions
#14Ballentine Partners, LLCActive
Slight overlap · 3 shared positions
$SCHW$EPAM$HUM
$7.2B
1,014 positions
#15WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Slight overlap · 4 shared positions
$SCHW$HUM$USB$NEE
$350M
95 positions
#16Hurlow Wealth Management Group, Inc.Active
Slight overlap · 4 shared positions
$SCHW$HUM$USB$NEE
$420M
120 positions
#17Keudell/Morrison Wealth ManagementPassive
Slight overlap · 4 shared positions
$SCHW$HUM$USB$VZ
$489M
245 positions
#18Diversified Portfolios, Inc.Active
Slight overlap · 3 shared positions
$EPAM$SCHW$USB
$1.2B
174 positions
#19Flagstone Financial ManagementSmart money
Slight overlap · 5 shared positions
$SCHW$USB$HUM$VZ$NEE
$403M
71 positions
#20Wilson & Boucher Capital Management, LLCPassive
Slight overlap · 4 shared positions
$SCHW$HUM$TRV$NEE
$151M
114 positions
#21REBALANCE, LLCSmart money
Slight overlap · 3 shared positions
$SCHW$EPAM$USB
$1.7B
101 positions
#22FINANCIAL ADVISORY PARTNERS, LLCActive
Slight overlap · 4 shared positions
$SCHW$HUM$USB$NEE
$354M
66 positions
#23HANOVER ADVISORS INCActive
Slight overlap · 3 shared positions
$EPAM$SCHW$HUM
$246M
118 positions
#24WEST PACES ADVISORS INC.Active
Slight overlap · 4 shared positions
$EPAM$HUM$TRV$NEE
$516M
197 positions
#25EQUITY INVESTMENT CORPActive
Slight overlap · 4 shared positions
$SCHW$USB$TRV$VZ
$5.1B
71 positions

Compare NESTEGG ADVISORS,’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 NESTEGG ADVISORS,’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.