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, Van Denburg & Campbell Wealth Group

13F Portfolio OverlapQ3 2026Nelson, Van Denburg & Campbell Wealth Group portfolio →

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Most similar hedge funds by 13F overlap

Nelson, Van Denburg & Campbell Wealth Management Group, LLC is an institutional investor managing $3.8B across 786 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 Nelson, Van Denburg & Campbell Wealth Group are Flagship Private Wealth, Border to Coast Pensions Partnership Ltd, Ascension Advisors, with shared positions in $PDI, $WPC, $STT, $DELL, $AXP, $SNPS. The full ranking of 25 similar funds is below.

#1Flagship Private Wealth, LLCActive

Slight overlap · 5 shared positions

$PDI $WPC $STT $DELL $AXP

$283M

116 positions

#2Border to Coast Pensions Partnership LtdActive

Slight overlap · 4 shared positions

$SNPS $UNP $DIS $AXP

$7.3B

89 positions

#3Ascension Capital Advisors, Inc.Active

Slight overlap · 4 shared positions

$UNP $GLDM $DELL $AXP

$356M

97 positions

#4Sharkey, Howes & JaverActive

Slight overlap · 4 shared positions

$UNP $DELL $STT $AXP

$830M

159 positions

#5FIRST INTERSTATE BANKActive

Slight overlap · 4 shared positions

$UNP $STT $DIS $AXP

$1.9B

197 positions

#6Trust CoActive

Slight overlap · 3 shared positions

$SNPS $UNP $STT

$1.1B

915 positions

#7JACOBS & CO/CAPassive

Slight overlap · 3 shared positions

$SNPS $UNP $AXP

$1.2B

132 positions

#8Yoffe Investment Management, LLCPassive

Slight overlap · 3 shared positions

$SNPS $UNP $AXP

$87M

113 positions

#9Heritage Family Offices, LLPPassive

Slight overlap · 3 shared positions

$SNPS $GLDM $STT

$259M

233 positions

#10Pacific Excel Wealth Advisors, Inc.Passive

Slight overlap · 3 shared positions

$SNPS $GLDM $STT

$258M

228 positions

#11LifeGoal Investments, LLCActive

Slight overlap · 3 shared positions

$SNPS $GLDM $STT

$328M

213 positions

#12Creekside PartnersPassive

Slight overlap · 3 shared positions

$SNPS $PDI $STT

$276M

193 positions

#13Marotta Asset ManagementActive

Slight overlap · 3 shared positions

$SNPS $UNP $DIS

$589M

101 positions

#14HORIZON FINANCIAL SERVICES, LLCActive

Slight overlap · 3 shared positions

$SNPS $STT $DELL

$261M

646 positions

#15SEEDS INVESTOR LLCPassive

Slight overlap · 3 shared positions

$SNPS $STT $DELL

$973M

379 positions

#16FORA Capital, LLCPassive

Slight overlap · 3 shared positions

$SNPS $DELL $DIS

$1.5B

345 positions

#17Gordian Capital Singapore Pte LtdPassive

Slight overlap · 3 shared positions

$SNPS $DELL $DIS

$58M

126 positions

#18AssuredPartners Investment Advisors, LLCPassive

Slight overlap · 3 shared positions

$SNPS $DELL $AXP

$1.0B

416 positions

#19Cornerstone Planning Group LLCPassive

Slight overlap · 4 shared positions

$STT $DELL $AXP $GLDM

$808M

176 positions

#20GFG Capital, LLCPassive

Slight overlap · 3 shared positions

$SNPS $DELL $AXP

$381M

89 positions

#21Midway Capital Research & ManagementActive

Slight overlap · 3 shared positions

$SNPS $DIS $AXP

$118M

50 positions

#22Medallion Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$UNP $GLDM $STT

$317M

1,220 positions

#23Fortis Advisors, LLCActive

Slight overlap · 3 shared positions

$UNP $GLDM $DIS

$214M

122 positions

#24PECAUT & CO.Active

Slight overlap · 3 shared positions

$UNP $GLDM $AXP

$346M

69 positions

#25CHATHAM CAPITAL GROUP, INC.Passive

Slight overlap · 3 shared positions

$UNP $GLDM $AXP

$777M

203 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.