13F Pro

Hedge Funds Similar to Nicholson Meyer ,

13F Portfolio OverlapQ1 2026Nicholson Meyer , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Nicholson Meyer Capital Management, Inc. is an institutional investor managing $130M across 43 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 Nicholson Meyer , are FIDELITY D & D BANCORP, Acorn Wealth Advisors,, CWS Financial Advisors,, with shared positions in $HUM, $ET, $IBM, $PM, $OKE, $GE. The full ranking of 25 similar funds is below.

#1FIDELITY D & D BANCORP INCActive
Some overlap · 4 shared positions
$HUM$ET$IBM$PM
$249M
107 positions
#2Acorn Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$HUM$OKE$GE$IBM
$343M
264 positions
#3CWS Financial Advisors, LLCActive
Some overlap · 5 shared positions
$HUM$IBM$PM$COP$MO
$390M
157 positions
#4Enclave Advisors LLCActive
Some overlap · 4 shared positions
$HUM$AEM$ET$PAAS
$729M
132 positions
#5Grove Street Fiduciary, LLCActive
Some overlap · 4 shared positions
$HUM$GE$IBM$PM
$227M
74 positions
#6Wolfstich Capital, LLCActive
Some overlap · 4 shared positions
$HUM$OKE$IBM$MO
$114M
45 positions
#7Councilmark Asset Management, LLCActive
Some overlap · 4 shared positions
$HUM$CCJ$PM$COP
$174M
85 positions
#8Guilbault Capital LLCPassive
Some overlap · 4 shared positions
$HUM$PM$IBM$MO
$91M
67 positions
#9Plotkin Financial Advisors, LLCActive
Some overlap · 4 shared positions
$HUM$SHW$IBM$COP
$199M
100 positions
#10Addison Advisors LLCPassive
Some overlap · 3 shared positions
$HUM$GE$IBM
$452M
980 positions
#11Strategic Financial Concepts, LLCPassive
Some overlap · 4 shared positions
$HUM$SHW$OKE$MU
$405M
298 positions
#12Ariston Services GroupActive
Some overlap · 3 shared positions
$HUM$ET$COP
$167M
71 positions
#13Asset Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$HUM$PM$COP$IBM
$199M
116 positions
#14Bravera WealthPassive
Some overlap · 4 shared positions
$HUM$OKE$COP$PM
$222M
410 positions
#15Smith Partners Wealth Management, LLCPassive
Some overlap · 4 shared positions
$HUM$PM$MO$GE
$112M
76 positions
#16SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$HUM$OKE$PM
$274M
131 positions
#17Wingate Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$HUM$GE$PM
$187M
121 positions
#18CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 3 shared positions
$HUM$SHW$PM
$105M
80 positions
#19Centennial Advisors, LLCPassive
Some overlap · 3 shared positions
$HUM$SHW$IBM
$79M
83 positions
#20Frederick Financial Consultants, LLCPassive
Some overlap · 3 shared positions
$HUM$SHW$IBM
$201M
109 positions
#21Granite FO LLCActive
Some overlap · 3 shared positions
$HUM$MU$PM
$169M
170 positions
#22Riverview Capital Advisers, LLCPassive
Some overlap · 3 shared positions
$HUM$MU$COP
$300M
86 positions
#23Juno Financial Group LLCActive
Some overlap · 4 shared positions
$HUM$PM$MO$GE
$255M
70 positions
#24Principle Wealth Partners LLCActive
Some overlap · 3 shared positions
$HUM$SHW$IBM
$1.7B
380 positions
#25Good Harbor Advisors, Inc.Passive
Some overlap · 3 shared positions
$HUM$GE$COP
$92M
82 positions

Compare Nicholson Meyer ,’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 Nicholson Meyer ,’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.