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 NBC SECURITIES,

13F Portfolio OverlapQ1 2026NBC SECURITIES, portfolio →

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Most similar hedge funds by 13F overlap

NBC SECURITIES, INC. is an institutional investor managing $1.3B across 2,546 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 NBC SECURITIES, are Meridian Financial Partners, Stonebridge Financial Group,, FINANCIAL ADVISORY PARTNERS,, with shared positions in $WT, $NEE, $USB, $PWR, $MS, $SNOW. The full ranking of 25 similar funds is below.

#1Meridian Financial Partners LLCActive

Some overlap · 6 shared positions

$WT $NEE $USB $PWR $MS $SNOW

$263M

121 positions

#2Stonebridge Financial Group, LLCPassive

Some overlap · 6 shared positions

$WT $NEE $IAU $MS $CB $SNOW

$1.2B

262 positions

#3FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 9 shared positions

$WT $NEE $USB $SRE $SCHW $PH

$354M

66 positions

#4CROBANPassive

Some overlap · 5 shared positions

$WT $NEE $SCHW $LMT $IDA

$213M

73 positions

#5Marion Wealth ManagementPassive

Some overlap · 5 shared positions

$WT $USB $PWR $NEE $TMUS

$451M

146 positions

#6Systelligence, LLCPassive

Some overlap · 5 shared positions

$WT $USB $IAU $MS $SNOW

$514M

56 positions

#7WT Wealth ManagementPassive

Some overlap · 5 shared positions

$WT $USB $SCHW $TMUS $SNOW

$336M

138 positions

#8Powers Advisory Group, LLCActive

Some overlap · 5 shared positions

$WT $USB $MS $LMT $SNOW

$284M

125 positions

#9Professional Financial Advisors, LLCActive

Some overlap · 5 shared positions

$WT $USB $SCHW $MS $SNOW

$491M

137 positions

#10Catalyst Investment Management LLCPassive

Some overlap · 5 shared positions

$WT $IAU $MS $LMT $SCHW

$90M

65 positions

#11SENTINEL WEALTH MANAGEMENT, INC.Active

Some overlap · 4 shared positions

$WT $NEE $SCHW $SNOW

$125M

39 positions

#12Pinnacle Financial Group, LLC / ILPassive

Some overlap · 5 shared positions

$WT $SCHW $IAU $MS $USB

$365M

111 positions

#13REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$WT $USB $WMB $IAU

$697M

218 positions

#14WESCAP Management Group, Inc.Active

Some overlap · 4 shared positions

$WT $USB $SCHW $IAU

$508M

107 positions

#15Riverbend Wealth Management, LLCPassive

Some overlap · 4 shared positions

$WT $USB $IAU $MS

$175M

152 positions

#16Glen Eagle Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $NEE $MS $LMT

$714M

1,021 positions

#17Hobbs Group Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $USB $IAU $MS

$334M

160 positions

#18Strategic Financial Concepts, LLCPassive

Some overlap · 4 shared positions

$WT $USB $IAU $MS

$405M

298 positions

#19Vantage Point Financial LLCPassive

Some overlap · 4 shared positions

$WT $NEE $IAU $CB

$285M

176 positions

#20Comprehensive Money Management Services LLCPassive

Some overlap · 4 shared positions

$WT $WMB $SCHW $IAU

$152M

193 positions

#21Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$WT $NEE $IAU $MS

$477M

70 positions

#22Freedom Day Solutions, LLCActive

Some overlap · 4 shared positions

$WT $WMB $PWR $CB

$373M

96 positions

#23Amplius Wealth Advisors, LLCActive

Some overlap · 5 shared positions

$WT $IAU $CB $SNOW $MS

$1.2B

175 positions

#24FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 5 shared positions

$WT $NEE $SCHW $SNOW $LMT

$293M

105 positions

#25Meridian Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $USB $MS $LMT

$183M

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.