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 Nelson

13F Portfolio OverlapQ2 2026Nelson portfolio →

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Most similar hedge funds by 13F overlap

Nelson Capital Management, LLC is an institutional investor managing $912M across 120 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 Nelson are Providence Advisors, Evelyn Partners Investment Services Ltd, Evelyn Partners Investment LLP, with shared positions in $TJX, $SYK, $QCOM, $LIN, $DIS, $TMO. The full ranking of 25 similar funds is below.

#1Providence Capital Advisors, LLCPassive

Some overlap · 9 shared positions

$TJX $SYK $QCOM $LIN $DIS $TMO

$660M

385 positions

#2Evelyn Partners Investment Management Services Ltd

Some overlap · 9 shared positions

$TJX $SYK $LIN $DIS $TMO $CB

$850M

281 positions

#3Evelyn Partners Investment Management LLP

Some overlap · 8 shared positions

$TJX $SYK $LIN $AEM $TMO $CB

$3.7B

410 positions

#4Harrington Investments, INCPassive

Some overlap · 7 shared positions

$TJX $SYK $QCOM $TMO $SCHW $EMR

$206M

82 positions

#5FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Some overlap · 7 shared positions

$TJX $SYK $LIN $DIS $SCHW $SPGI

$118M

56 positions

#6NICHOLS & PRATT ADVISERS LLP /MAActive

Some overlap · 6 shared positions

$TJX $SYK $QCOM $LIN $TMO $STT

$1.6B

109 positions

#7LS Investment Advisors, LLCActive

Some overlap · 7 shared positions

$QCOM $TJX $LIN $DIS $SCHW $EMR

$738M

127 positions

#8DAVIS-REA LTD.Active

Some overlap · 8 shared positions

$SYK $LIN $DIS $TMO $CB $SPGI

$351M

45 positions

#9Destination Wealth ManagementPassive

Some overlap · 6 shared positions

$TJX $SYK $QCOM $DIS $TMO $ISRG

$4.3B

344 positions

#10FIRST MERCHANTS CORPActive

Some overlap · 6 shared positions

$TJX $SYK $LIN $SCHW $CB $SPGI

$2.8B

361 positions

#11COMPASS CAPITAL MANAGEMENT, INCActive

Some overlap · 7 shared positions

$SYK $QCOM $LIN $TMO $RCL $ROP

$1.7B

91 positions

#12CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 6 shared positions

$TJX $SYK $LIN $TMO $ISRG $SPGI

$456M

67 positions

#13CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$TJX $SYK $LIN $CB $MAS $SPGI

$6.4B

290 positions

#14BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$TJX $LIN $QCOM $TMO $CB $SPGI

$8.0B

1,334 positions

#15One Wealth Map LLCActive

Some overlap · 7 shared positions

$SYK $STT $DIS $SCHW $MAS $AJG

$220M

106 positions

#16Strong Retirement Solutions LLCPassive

Some overlap · 7 shared positions

$SYK $LIN $TMO $SCHW $ISRG $ROP

$167M

82 positions

#17Wilian Securities, LLCPassive

Some overlap · 7 shared positions

$SYK $LIN $TMO $SCHW $ISRG $ROP

$169M

89 positions

#18HOWLAND CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$TJX $SYK $TMO $CB $TEL $SPGI

$2.8B

278 positions

#19Stokes Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$TJX $SYK $QCOM $LIN $CB

$467M

118 positions

#20Spears Abacus Advisors LLCPassive

Some overlap · 5 shared positions

$AEM $TJX $DIS $TMO $CB

$5.6B

445 positions

#21Pine Haven Investment Counsel, IncPassive

Some overlap · 5 shared positions

$TJX $SYK $STT $SCHW $EMR

$149M

116 positions

#22BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$TJX $SYK $LIN $DIS $CB

$1.7B

401 positions

#23CAMDEN NATIONAL BANKPassive

Some overlap · 6 shared positions

$TJX $LIN $TMO $CB $SPGI $XYL

$767M

184 positions

#24Roberts Wealth Advisors, LLCActive

Some overlap · 6 shared positions

$QCOM $LIN $DIS $TMO $SCHW $ISRG

$440M

111 positions

#25ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 5 shared positions

$TJX $SYK $DIS $TMO $CB

$1.9B

88 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.