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 Nexus Investment ULC

13F Portfolio OverlapQ2 2026Nexus Investment ULC portfolio →

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Most similar hedge funds by 13F overlap

Nexus Investment Management ULC is an institutional investor managing $767M across 72 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 Nexus Investment ULC are First Pacific Advisors, WestEnd Advisors, Kiltearn Partners LLP, with shared positions in $C, $AJG, $FERG, $KMX, $TMO, $DHR. The full ranking of 25 similar funds is below.

#1First Pacific Advisors, LPActive

Notable overlap · 6 shared positions

$C $AJG $FERG $KMX $TMO $DHR

$8.1B

75 positions

#2WestEnd Advisors, LLCActive

Notable overlap · 5 shared positions

$TMO $TXN $MDT $UPS $GILD

$4.5B

408 positions

#3Kiltearn Partners LLPActive

Notable overlap · 5 shared positions

$DG $KMX $GILD $MDT $UPS

$412M

29 positions

#4Teca Partners, LPActive

Notable overlap · 3 shared positions

$ROST $TMO $FERG

$116M

8 positions

#5Palouse Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$MDT $C $UPS $TXN $PFE $VZ

$160M

124 positions

#6SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 6 shared positions

$PFE $UPS $C $TMO $MDT $CSX

$3.2B

40 positions

#7Socorro Asset Management LPActive

Notable overlap · 5 shared positions

$TXN $PFE $MS $FERG $DHR

$223M

33 positions

#8MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 5 shared positions

$MS $MDT $TXN $AEP $TMO

$1.2B

106 positions

#9Huber Capital Management LLCActive

Notable overlap · 4 shared positions

$C $DG $PFE $T

$679M

99 positions

#10WealthBridge Investment Counsel Inc.Active

Notable overlap · 6 shared positions

$C $GILD $TMO $MDT $DHR $VZ

$375M

44 positions

#11MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$C $UPS $MDT $TXN $UNP $VZ

$233M

122 positions

#12Guinness Asset Management LTDActive

Notable overlap · 5 shared positions

$TXN $AJG $MDT $TMO $DHR

$5.9B

141 positions

#13SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$MDT $C $TXN $PFE $AEP $UNP

$606M

79 positions

#14Evergreen Private Wealth LLCPassive

Notable overlap · 5 shared positions

$ROST $TMO $EOG $GLW $T

$270M

89 positions

#15Monte Financial Group, LLCPassive

Notable overlap · 5 shared positions

$MDT $EOG $UPS $TXN $PFE

$312M

102 positions

#16Center for Wealth Management AdvisoryActive

Notable overlap · 5 shared positions

$MS $MDT $UPS $GILD $VZ

$159M

62 positions

#17SECTOR GAMMA ASActive

Notable overlap · 3 shared positions

$TMO $PFE $MDT

$461M

40 positions

#18Boothe Investment Group, Inc.Active

Notable overlap · 3 shared positions

$C $PFE $VZ

$317M

38 positions

#19Northside Capital Management, LLCActive

Notable overlap · 6 shared positions

$TXN $TMO $EOG $C $MDT $UNP

$1.2B

187 positions

#20Defilade Capital Management, L.P.Active

Notable overlap · 3 shared positions

$TMO $PFE $MDT

$747M

39 positions

#21Teewinot Capital Advisers, L.L.C.Active

Notable overlap · 4 shared positions

$C $MS $EOG $DHR

$1.4B

31 positions

#22Talaria Asset Management Pty LtdActive

Notable overlap · 3 shared positions

$EOG $PFE $MDT

$467M

12 positions

#23KAHN BROTHERS GROUP INCActive

Notable overlap · 4 shared positions

$C $PFE $CSX $VZ

$564M

48 positions

#24Griffith & Werner, Inc.Passive

Notable overlap · 6 shared positions

$C $PFE $GILD $TXN $VZ $T

$213M

71 positions

#25Unisphere EstablishmentActive

Notable overlap · 6 shared positions

$TMO $PFE $AJG $HON $HONA $DHR

$11.7B

56 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.