How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Nvest Wealth Strategies,

13F Portfolio OverlapQ1 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 Q1 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 Team Financial Group,, Gaddis Premier Wealth Advisors, Choice Wealth Advisors,, with shared positions in $WT, $AMN, $PLTR, $GE, $TMO, $GEV. The full ranking of 25 similar funds is below.

#1Team Financial Group, LLCActive

Substantial overlap · 4 shared positions

$WT $AMN $PLTR $GE

$220M

273 positions

#2Gaddis Premier Wealth Advisors LLCPassive

Substantial overlap · 3 shared positions

$WT $PLTR $TMO

$136M

85 positions

#3Choice Wealth Advisors, LLCActive

Substantial overlap · 3 shared positions

$WT $GE $GEV

$255M

35 positions

#4Hamilton Capital, LLCSmart money

Substantial overlap · 3 shared positions

$WT $MS $MCD

$1.9B

152 positions

#5IAM Advisory, LLCActive

Substantial overlap · 4 shared positions

$WT $AMN $PLTR $GEV

$446M

95 positions

#6Global View Capital Management LLCActive

Substantial overlap · 3 shared positions

$WT $PLTR $SGOL

$377M

140 positions

#7ACT Advisors, LLC.Active

Substantial overlap · 3 shared positions

$WT $PLTR $MS

$235M

78 positions

#8Fiduciary Planning LLCActive

Substantial overlap · 3 shared positions

$WT $PLTR $SHOP

$331M

76 positions

#9RVW Wealth, LLCActive

Substantial overlap · 4 shared positions

$WT $AMN $MS $GEV

$1.3B

176 positions

#10Burk Holdings LLCPassive

Substantial overlap · 3 shared positions

$AMN $WT $LUV

$233M

676 positions

#11Oxinas Partners Wealth Management LLCPassive

Substantial overlap · 3 shared positions

$WT $BP $PLTR

$219M

145 positions

#12Quattro Advisors LLCActive

Substantial overlap · 3 shared positions

$WT $PLTR $MCD

$115M

51 positions

#13HMV Wealth Advisors, LLCActive

Substantial overlap · 3 shared positions

$AMN $UNP $PLTR

$213M

81 positions

#14Torren Management, LLCActive

Substantial overlap · 3 shared positions

$AMN $WT $PLTR

$201M

983 positions

#15WMG Financial Advisors, LLCActive

Substantial overlap · 3 shared positions

$AMN $WT $SHOP

$240M

100 positions

#16KEB ASSET MANAGEMENT, LLCActive

Substantial overlap · 4 shared positions

$AMN $UNP $BP $GE

$522M

97 positions

#17Valued Wealth Advisors LLCActive

Substantial overlap · 3 shared positions

$AMN $UNP $MS

$247M

751 positions

#18Creative Capital Management Investments LLCActive

Substantial overlap · 3 shared positions

$AMN $WT $GE

$348M

324 positions

#19RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$AMN $MS $TMO

$296M

80 positions

#20Parkshore Wealth Management, Inc.Smart money

Notable overlap · 3 shared positions

$AMN $GE $GEV

$299M

69 positions

#21Etesian Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $AMN $MCD

$313M

138 positions

#22Stenger Family Office, LLCPassive

Notable overlap · 4 shared positions

$WT $MCD $MS $GE

$566M

117 positions

#23Avant Capital LLCPassive

Notable overlap · 3 shared positions

$WT $PLTR $MS

$142M

76 positions

#24SYM FINANCIAL CorpActive

Notable overlap · 3 shared positions

$WT $GE $GEV

$1.0B

415 positions

#25Legacy Financial Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $MS $GE

$715M

404 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.