What hedge funds are most similar to Nabity-Jensen Investment Management Inc?

The funds with the most similar 13F portfolios to Nabity-Jensen Investment Management Inc are PIONEER BANK N A, Shepherd Street Advisors, Hixon Zuercher, based on overlapping conviction holdings in the latest SEC filings.

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 Nabity-Jensen Investment

13F Portfolio OverlapQ3 2026Nabity-Jensen Investment portfolio →

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Most similar hedge funds by 13F overlap

Nabity-Jensen Investment Management Inc is an institutional investor managing $165M across 70 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 Nabity-Jensen Investment are PIONEER BANK N A, Shepherd Street Advisors, Hixon Zuercher, with shared positions in $VMI, $DIS, $CRM, $NEE, $SCHW, $UNP. The full ranking of 25 similar funds is below.

#1PIONEER TRUST BANK N A/ORPassive

Some overlap · 4 shared positions

$VMI $DIS $CRM $NEE

$441M

87 positions

#2Shepherd Street Advisors LLCPassive

Some overlap · 6 shared positions

$SCHW $UNP $VRTX $LIN $BA $PLD

$116M

85 positions

#3Hixon Zuercher, LLCPassive

Some overlap · 6 shared positions

$SCHW $UNP $SBUX $DIS $CRM $NEE

$347M

92 positions

#4F&V Capital Management, LLCPassive

Some overlap · 4 shared positions

$VMI $CRM $BA $CVS

$561M

60 positions

#5Sculati Wealth Management, LLCPassive

Some overlap · 6 shared positions

$SCHW $GD $VRTX $DIS $CRM $BA

$306M

120 positions

#6LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Some overlap · 6 shared positions

$UNP $SCHW $LIN $SBUX $BA $NEE

$155M

88 positions

#7Cravens & Co Advisors, LLCActive

Some overlap · 6 shared positions

$UNP $VRTX $SBUX $DIS $CRM $BA

$147M

61 positions

#8EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$SCHW $UNP $SBUX $GD $NEE $CVS

$1.3B

58 positions

#9JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$VRTX $DIS $CRM $SBUX $SPG $BA

$140M

170 positions

#10WINSLOW ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$SCHW $LIN $DIS $SPG $BA

$575M

82 positions

#11Investment Research & Advisory Group, Inc.Active

Some overlap · 5 shared positions

$SCHW $SBUX $GD $CRM $BA

$337M

333 positions

#12Perennial Advisors, LLCPassive

Some overlap · 5 shared positions

$UNP $LIN $SBUX $GD $DIS

$669M

137 positions

#13Lincoln Capital LLCActive

Some overlap · 5 shared positions

$LIN $SCHW $UNP $SBUX $DIS

$570M

138 positions

#14VIKING GLOBAL INVESTORS LPActive

Some overlap · 5 shared positions

$SCHW $UNP $DIS $BA $CVS

$35.1B

90 positions

#15BOWEN HANES & CO INCActive

Some overlap · 4 shared positions

$SCHW $UNP $VRTX $BA

$4.1B

151 positions

#16CASTLEKEEP INVESTMENT ADVISORS LLCActive

Some overlap · 5 shared positions

$UNP $LIN $GD $DIS $BA

$200M

76 positions

#17Aster Capital Management (DIFC) LtdPassive

Some overlap · 5 shared positions

$UNP $LIN $SBUX $CRM $GD

$470M

808 positions

#18Edgemoor Investment Advisors, Inc.Active

Some overlap · 5 shared positions

$SCHW $VRTX $GD $SPG $NEE

$1.5B

188 positions

#19TRILLIUM ASSET MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$UNP $LIN $VRTX $VMI $PLD

$3.3B

230 positions

#20BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$SCHW $UNP $LIN $NEE

$529M

72 positions

#21Third View Private Wealth, LLCPassive

Some overlap · 6 shared positions

$VRTX $DIS $BA $UNP $LIN $SBUX

$814M

291 positions

#22EDENTREE ASSET MANAGEMENT LtdActive

Some overlap · 3 shared positions

$VMI $LIN $CRM

$328M

66 positions

#23LOOMIS SAYLES & CO L PActive

Some overlap · 5 shared positions

$VRTX $SBUX $DIS $CRM $BA

$79.8B

707 positions

#24WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 6 shared positions

$LIN $DIS $CRM $BA $NEE $CVS

$1.3B

73 positions

#25AMERICAN NATIONAL BANK & TRUSTPassive

Some overlap · 5 shared positions

$UNP $LIN $GD $DIS $NEE

$1.1B

618 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.