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Hedge Funds Similar to Next Level Private

13F Portfolio OverlapQ3 2026Next Level Private portfolio →
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Most similar hedge funds by 13F overlap

Next Level Private LLC is an institutional investor managing $520M across 188 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 Next Level Private are 1834 INVESTMENT ADVISORS, Douglas Lane & Associates, Econ Financial Services, with shared positions in $BMY, $MO, $F, $T, $HSY, $PFE. The full ranking of 25 similar funds is below.

#11834 INVESTMENT ADVISORS COPassive
Some overlap · 7 shared positions
$BMY$MO$F$T$HSY$PFE
$886M
232 positions
#2Douglas Lane & Associates, LLCActive
Some overlap · 6 shared positions
$MS$BA$BMY$BX$HSY$AXP
$7.5B
246 positions
#3Econ Financial Services CorpPassive
Some overlap · 5 shared positions
$BA$F$DOW$HSY$PFE
$239M
85 positions
#4VIKING FUND MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$MS$BMY$MO$T$SHEL$C
$1.1B
141 positions
#5Xcel Wealth Management, LLCPassive
Some overlap · 4 shared positions
$BA$MS$F$PFE
$404M
140 positions
#6Hillman Capital Management, Inc.Passive
Some overlap · 4 shared positions
$BA$BMY$HSY$PFE
$138M
54 positions
#7P.A.W. CAPITAL CORPPassive
Some overlap · 5 shared positions
$MS$BMY$MO$PFE$SHEL
$133M
66 positions
#8LANGLEY WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$BA$MS$MO$T$PFE
$103M
130 positions
#9WAYCROSS PARTNERS, LLCActive
Some overlap · 4 shared positions
$BA$CSL$AXP$C
$1.2B
72 positions
#10MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$BA$MO$BMY$PFE
$112M
100 positions
#11Harvest Investment Advisors, LLCActive
Some overlap · 4 shared positions
$MS$BMY$BX$HSY
$202M
58 positions
#12EXCALIBUR MANAGEMENT CORPPassive
Some overlap · 7 shared positions
$CSL$T$MS$PFE$BMY$AXP
$303M
175 positions
#13ABNER HERRMAN & BROCK LLCActive
Some overlap · 4 shared positions
$BA$MS$AXP$C
$1.0B
121 positions
#14Landmark Wealth Management, LLCActive
Some overlap · 7 shared positions
$BMY$F$BA$T$PFE$SHEL
$418M
151 positions
#15SUSQUEHANNA ADVISORS GROUP, INC.Active
Some overlap · 3 shared positions
$BA$BMY$PFE
$5.7B
133 positions
#16PROMETHIUM ADVISORS,LLCPassive
Some overlap · 6 shared positions
$BMY$MO$HSY$BA$PFE$AXP
$203M
118 positions
#17LAZARI CAPITAL MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$BA$AXP$PFE$MO$C$T
$339M
187 positions
#18KLCM Advisors, Inc.Active
Some overlap · 4 shared positions
$BA$BMY$DOW$C
$1.3B
299 positions
#19DCM Advisors, LLCActive
Some overlap · 5 shared positions
$MS$BA$T$PFE$AXP
$253M
38 positions
#20Lipe & DaltonPassive
Some overlap · 3 shared positions
$BA$MS$HSY
$216M
94 positions
#21MASTERS CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$BA$BMY$C
$3.9B
80 positions
#22Koenig Investment Advisory, LLCActive
Some overlap · 3 shared positions
$BA$MO$T
$137M
38 positions
#23AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 6 shared positions
$MO$F$T$MS$PFE$C
$197M
140 positions
#24Pacer Advisors, Inc.Passive
Some overlap · 5 shared positions
$BMY$MO$F$T$PFE
$39.3B
2,614 positions
#25Newport Trust Company, LLCActive
Some overlap · 3 shared positions
$BA$F$T
$41.5B
63 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.