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Hedge Funds Similar to Nvest Wealth Strategies

13F Portfolio OverlapQ2 2026Nvest Wealth Strategies portfolio →
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Most similar hedge funds by 13F overlap

Nvest Wealth Strategies, Inc. is an institutional investor managing $160M across 353 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Nvest Wealth Strategies are STEVENS PARTNERS, Guilbault, Good Steward Wealth Advisors, with shared positions in $UNP, $TMO, $SPGI, $MS, $AEP, $SLV. The full ranking of 25 similar funds is below.

#1STEVENS CAPITAL PARTNERSPassive
Notable overlap · 3 shared positions
$UNP$TMO$SPGI
$526M
157 positions
#2Guilbault Capital LLCPassive
Notable overlap · 3 shared positions
$UNP$SPGI$MS
$100M
73 positions
#3Good Steward Wealth Advisors,LLCActive
Some overlap · 3 shared positions
$UNP$AEP$SLV
$166M
71 positions
#4SCHARF INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$UNP$TMO$MCD
$3.0B
79 positions
#5Ironvine Capital Partners, LLCActive
Some overlap · 4 shared positions
$UNP$TMO$ASML$SPGI
$1.1B
57 positions
#6COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$UNP$MCD$MS
$166M
88 positions
#7R.H. Investment Group, LLCActive
Some overlap · 4 shared positions
$UNP$PLTR$MCD$TMO
$133M
47 positions
#8TRUST CO OF OKLAHOMAActive
Some overlap · 4 shared positions
$UNP$MCD$TMO$SPGI
$389M
140 positions
#9Werlinich Asset Management, LLCActive
Some overlap · 3 shared positions
$UNP$ASML$MS
$262M
58 positions
#10Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$UNP$MCD$SPGI
$108M
52 positions
#11Vickerman Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$UNP$TMO$FTNT
$515M
100 positions
#12BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$UNP$TMO$SPGI$MS
$499M
73 positions
#13BAXTER BROS INCPassive
Some overlap · 3 shared positions
$UNP$TMO$MS
$864M
172 positions
#14Alley Investment Management Company, LLCActive
Some overlap · 3 shared positions
$UNP$ASML$MS
$856M
89 positions
#15Mill Capital Management, LLCActive
Some overlap · 5 shared positions
$UNP$VRSN$TMO$ASML$SPGI
$1.5B
128 positions
#16Cypress Capital, LLCActive
Slight overlap · 4 shared positions
$UNP$SHOP$MCD$SGOL
$370M
113 positions
#17EdgePoint Investment Group Inc.Active
Slight overlap · 3 shared positions
$UNP$TMO$SPGI
$13.2B
39 positions
#18Stolper CoPassive
Slight overlap · 3 shared positions
$UNP$AEP$MS
$387M
91 positions
#19BLI - Banque de Luxembourg InvestmentsPassive
Slight overlap · 3 shared positions
$UNP$TMO$SPGI
$2.8B
195 positions
#20BCV Asset Management Inc.Active
Slight overlap · 4 shared positions
$UNP$MCD$TMO$ASML
$3.3B
116 positions
#21BOSTON FAMILY OFFICE LLCActive
Slight overlap · 4 shared positions
$UNP$TMO$ASML$SPGI
$1.6B
314 positions
#22AMES NATIONAL CORPSmart money
Slight overlap · 3 shared positions
$UNP$PPG$MCD
$182M
69 positions
#23KCM Capital IncActive
Slight overlap · 3 shared positions
$UNP$AEP$MCD
$618M
33 positions
#24HMV Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$UNP$AEP$PLTR
$257M
89 positions
#25Valley Brook Capital Group, Inc.Passive
Slight overlap · 4 shared positions
$UNP$MCD$TMO$ASML
$176M
120 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.