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 Henrickson Nauta Wealth Advisors

13F Portfolio OverlapQ2 2026Henrickson Nauta Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Henrickson Nauta Wealth Advisors, Inc. is an institutional investor managing $410M across 118 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 Henrickson Nauta Wealth Advisors are Shoker Investment Counsel, STATE FARM MUTUAL AUTOMOBILE INSURANCE, Railway Pension Investments Ltd, with shared positions in $KLAC, $MPC, $ITW, $GILD, $TXN, $PEP. The full ranking of 25 similar funds is below.

#1Shoker Investment Counsel, Inc.Active

Notable overlap · 7 shared positions

$KLAC $MPC $ITW $GILD $TXN $PEP

$398M

113 positions

#2STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive

Notable overlap · 5 shared positions

$ITW $KLAC $TXN $APD $PFE

$146.1B

107 positions

#3Railway Pension Investments LtdActive

Notable overlap · 5 shared positions

$KLAC $GILD $SYK $TXN $PH

$8.0B

102 positions

#4TILIA FIDUCIARY PARTNERS, INC.

Some overlap · 5 shared positions

$KLAC $GILD $SYK $VLO $PH

$211M

127 positions

#5Long Road Investment Counsel, LLCActive

Some overlap · 5 shared positions

$ITW $SYK $GILD $APD $PEP

$271M

80 positions

#6Axecap Investments, LLCPassive

Some overlap · 4 shared positions

$KLAC $MPC $TXN $VLO

$181M

73 positions

#7DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.Active

Some overlap · 6 shared positions

$MPC $GILD $YMM $KLAC $VLO $PH

$2.4B

236 positions

#8DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 6 shared positions

$KLAC $TXN $OKE $TJX $PH $EPD

$517M

137 positions

#9MCDANIEL TERRY & COActive

Some overlap · 5 shared positions

$ITW $SYK $TXN $APD $PEP

$1.3B

81 positions

#10UNITED BANKActive

Some overlap · 7 shared positions

$KLAC $ITW $GILD $TXN $SYK $APD

$853M

130 positions

#11RiverGlades Family Offices LLCActive

Some overlap · 4 shared positions

$KLAC $MPC $OKE $EPD

$218M

108 positions

#12Geneva Partners, LLCPassive

Some overlap · 5 shared positions

$KLAC $MPC $VLO $PH $EPD

$375M

75 positions

#13COERENTE CAPITAL MANAGEMENTActive

Some overlap · 4 shared positions

$ITW $PFE $PEP $TJX

$543M

43 positions

#14Westerkirk Capital Inc.Active

Some overlap · 5 shared positions

$KLAC $TXN $APD $TJX $PH

$1.0B

212 positions

#15Bank & Trust CoPassive

Some overlap · 6 shared positions

$MPC $ITW $TRV $VLO $PEP $FITB

$158M

303 positions

#16JGP Wealth Management, LLCActive

Some overlap · 4 shared positions

$KLAC $ITW $APD $PEP

$1.1B

231 positions

#17CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 4 shared positions

$KLAC $SYK $TXN $PEP

$1.3B

99 positions

#18Petros Family Wealth, LLCPassive

Some overlap · 4 shared positions

$KLAC $SYK $TXN $TJX

$164M

134 positions

#19Summit Street Capital Management, LLCActive

Some overlap · 3 shared positions

$KLAC $MPC $VLO

$713M

31 positions

#20BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Some overlap · 3 shared positions

$ITW $TXN $APD

$235M

33 positions

#21Guinness Asset Management LTDActive

Some overlap · 4 shared positions

$ITW $KLAC $TXN $PEP

$5.9B

141 positions

#22Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 4 shared positions

$GILD $MPC $ITW $TXN

$111M

62 positions

#23Turtle Creek Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$KLAC $MPC $TXN $TJX $PH $EPD

$1.9B

515 positions

#24Cornerstone Investment Partners, LLCActive

Some overlap · 3 shared positions

$KLAC $SYK $TRV

$3.0B

312 positions

#25BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$ITW $SYK $TXN $APD $PEP $TJX

$346M

113 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.