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Hedge Funds Similar to Nicholas Wealth

13F Portfolio OverlapQ2 2026Nicholas Wealth portfolio →
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Most similar hedge funds by 13F overlap

Nicholas Wealth, LLC. is an institutional investor managing $182M across 127 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 Nicholas Wealth are Meadowbrook Wealth, INVESTMENT HOUSE, FirstWave, with shared positions in $NBIS, $CRWD, $APP, $HOOD, $ETN, $DELL. The full ranking of 25 similar funds is below.

#1Meadowbrook Wealth Management, LLCPassive
Some overlap · 5 shared positions
$NBIS$CRWD$APP$HOOD$ETN
$93M
81 positions
#2INVESTMENT HOUSE LLCPassive
Some overlap · 4 shared positions
$NBIS$DELL$CRWD$APP
$2.2B
220 positions
#3FirstWave Capital Management LLCPassive
Some overlap · 4 shared positions
$NBIS$HIMS$APP$IREN
$227M
63 positions
#4Kultura Capital Management LPActive
Some overlap · 5 shared positions
$CRWD$HOOD$NBIS$APP$DELL
$553M
66 positions
#5REX Advisers, LLCPassive
Some overlap · 3 shared positions
$NBIS$DELL$HIMS
$56M
59 positions
#6Cunning Capital Partners, LPActive
Some overlap · 4 shared positions
$DELL$APP$CRWD$MS
$248M
55 positions
#7Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$DELL$CRWD$MS$VLO
$181M
73 positions
#83G Capital Partners LPActive
Some overlap · 3 shared positions
$NBIS$DELL$APP
$373M
18 positions
#9Robbins FarleyPassive
Some overlap · 4 shared positions
$DELL$CRWD$ETN$NEE
$260M
157 positions
#10PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$NBIS$CRWD$APP$HOOD
$174M
92 positions
#11ELEVATUS WELATH MANAGEMENTPassive
Some overlap · 5 shared positions
$NBIS$IONQ$HIMS$SOFI$IREN
$411M
243 positions
#12RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 4 shared positions
$DELL$CRWD$HOOD$SOFI
$136M
127 positions
#13Independent Solutions Wealth Management, LLCActive
Some overlap · 5 shared positions
$APP$HOOD$ETN$AMGN$VLO
$766M
194 positions
#14HARTLINE INVESTMENT CORP/Active
Some overlap · 5 shared positions
$DELL$MS$ETN$APP$NEE
$1.1B
115 positions
#15RED REEF ADVISORS LLCPassive
Some overlap · 4 shared positions
$DELL$CRWD$ETN$MS
$108M
183 positions
#16Hudson Canyon Capital ManagementPassive
Some overlap · 4 shared positions
$DELL$MS$ETN$AMGN
$187M
50 positions
#17OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 5 shared positions
$MS$ETN$VLO$SOFI$NEE
$530M
275 positions
#18Eddie Patel IncPassive
Some overlap · 3 shared positions
$NBIS$HIMS$APP
$167M
127 positions
#19Royal Fund Management, LLCPassive
Some overlap · 4 shared positions
$DELL$HOOD$CRWD$AMGN
$1.2B
291 positions
#20Owen LaRue, LLCPassive
Some overlap · 6 shared positions
$CRWD$MS$VLO$AMGN$IONQ$IREN
$288M
141 positions
#21Wedbush Fund Advisers, LLCActive
Some overlap · 5 shared positions
$NBIS$CRWD$IREN$ETN$NEE
$1.1B
103 positions
#22WD RUTHERFORD LLCPassive
Some overlap · 4 shared positions
$CRWD$HOOD$APP$NEE
$276M
75 positions
#23TTRF Capital LtdActive
Some overlap · 4 shared positions
$NBIS$IREN$SOFI$CRWD
$152M
13 positions
#24Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$DELL$ETN$NEE$AMGN
$710M
193 positions
#25Fiduciary Alliance LLCPassive
Some overlap · 5 shared positions
$MS$ETN$NEE$AMGN$HOOD
$1.5B
535 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.