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Hedge Funds Similar to NBC SECURITIES

13F Portfolio OverlapQ3 2026NBC SECURITIES portfolio →
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Most similar hedge funds by 13F overlap

NBC SECURITIES, INC. is an institutional investor managing $1.5B across 2,480 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to NBC SECURITIES are REAVES W H, FINANCIAL ADVISORY PARTNERS, Energy Income Partners, with shared positions in $NEE, $PWR, $DTM, $SRE, $WMB, $GLW. The full ranking of 25 similar funds is below.

#1REAVES W H & CO INCActive
Some overlap · 11 shared positions
$NEE$PWR$DTM$SRE$WMB$GLW
$6.6B
94 positions
#2FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 8 shared positions
$NEE$SRE$MS$PH$CB$UNP
$377M
75 positions
#3Energy Income Partners, LLCActive
Some overlap · 7 shared positions
$NEE$PWR$DTM$SRE$WMB$ETR
$6.4B
88 positions
#4TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 8 shared positions
$DTM$SRE$WMB$PWR$ETR$TLN
$9.8B
91 positions
#5New England Research & Management, Inc.Passive
Some overlap · 7 shared positions
$NEE$PWR$MS$VRT$CB$UNP
$259M
131 positions
#6Badgley Phelps Wealth Managers, LLCPassive
Some overlap · 7 shared positions
$PWR$MS$VRT$PH$NI$CB
$5.8B
344 positions
#7INSPIRE TRUST CO, N.A.Passive
Some overlap · 6 shared positions
$NEE$SRE$WMB$MS$JCI$CB
$727M
111 positions
#8Capital Innovations LLCActive
Some overlap · 6 shared positions
$NEE$DTM$SRE$WMB$ETR$UNP
$385M
51 positions
#9Electron Capital Partners, LLCActive
Some overlap · 7 shared positions
$NEE$WMB$GLW$JCI$ETR$VRT
$2.5B
46 positions
#10TEMA ETFS LLCActive
Some overlap · 6 shared positions
$NEE$PWR$VRT$NI$ETR$IDA
$2.7B
594 positions
#11DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 6 shared positions
$NEE$SRE$WMB$NI$ETR$EQIX
$10.6B
162 positions
#12SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Some overlap · 6 shared positions
$NEE$WMB$VRT$TLN$ETR$EQIX
$537M
304 positions
#13LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 6 shared positions
$NEE$GLW$VRT$CB$UNP$SCHW
$155M
88 positions
#14Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 6 shared positions
$NEE$GLW$JCI$CB$EQIX$UNP
$251M
74 positions
#15Phoenix Wealth AdvisorsActive
Some overlap · 6 shared positions
$NEE$JCI$CB$ETR$IAU$UNP
$297M
129 positions
#16Great Diamond Partners, LLCPassive
Some overlap · 5 shared positions
$NEE$WMB$MS$GLW$PH
$596M
238 positions
#17VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$NEE$WMB$MS$GLW$ETR
$1.1B
141 positions
#18Ausbil Investment Management LtdPassive
Some overlap · 5 shared positions
$NEE$DTM$WMB$NI$ETR
$199M
66 positions
#19SevenBridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$NEE$PWR$SRE$MS$UNP
$674M
211 positions
#20GROUPAMA ASSET MANAGMENTActive
Some overlap · 5 shared positions
$NEE$SRE$MS$PH$ETR
$7.9B
408 positions
#21Harrison Street Private Wealth LLCActive
Some overlap · 5 shared positions
$NEE$SRE$WMB$ETR$UNP
$73M
21 positions
#22Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$NEE$WMB$MS$CB$UNP
$455M
118 positions
#23Alaethes Wealth, LLCPassive
Some overlap · 5 shared positions
$NEE$WMB$MS$CB$IAU
$345M
111 positions
#24Princeton Global Asset Management LLCPassive
Some overlap · 5 shared positions
$NEE$PWR$VRT$CB$ETR
$692M
829 positions
#25Candelo Capital Management LPPassive
Some overlap · 5 shared positions
$PWR$WMB$GLW$PH$TLN
$162M
34 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.