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 Nordwand Advisors

13F Portfolio OverlapQ2 2026Nordwand Advisors portfolio →

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Most similar hedge funds by 13F overlap

Nordwand Advisors, LLC is an institutional investor managing $652M across 146 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 Nordwand Advisors are HARTLINE INVESTMENT, Eley Financial, DB Fitzpatrick, with shared positions in $MRVL, $VRT, $MS, $ETN, $AXP, $UNP. The full ranking of 25 similar funds is below.

#1HARTLINE INVESTMENT CORP/Active

Notable overlap · 6 shared positions

$MRVL $VRT $MS $ETN $AXP $UNP

$1.1B

115 positions

#2Eley Financial Management, IncPassive

Notable overlap · 6 shared positions

$CMI $VRT $URI $UNP $AMP $ABT

$309M

72 positions

#3DB Fitzpatrick & Co, IncActive

Notable overlap · 7 shared positions

$ETN $AMGN $APD $WM $HUBB $CMI

$124M

100 positions

#4Phoenix Wealth AdvisorsActive

Notable overlap · 7 shared positions

$ETN $CMI $UNP $APD $SCI $AXP

$297M

129 positions

#5Stanley Capital Management, LLCActive

Notable overlap · 4 shared positions

$MRVL $VRT $CTVA $AXP

$754M

37 positions

#6BOURGEON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$MRVL $ETN $UNP $HUBB

$679M

104 positions

#7Eagle Bluffs Wealth Management LLCActive

Notable overlap · 5 shared positions

$MRVL $VRT $TMO $ABT $CMI

$299M

86 positions

#8Avalon Global Asset Management LLCActive

Notable overlap · 4 shared positions

$VRT $ETN $URI $MRVL

$917M

38 positions

#9TriCert Investment Counsel Inc.Active

Notable overlap · 5 shared positions

$ETN $MS $UNP $AMGN $APD

$1.1B

88 positions

#10Robeco Schweiz AGActive

Notable overlap · 4 shared positions

$MRVL $VRT $TMO $WM

$6.2B

126 positions

#11TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Notable overlap · 5 shared positions

$MRVL $ETN $LHX $WM $ABT

$238M

118 positions

#12Scissortail Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$ETN $PSX $UNP $APD $SCI $MRVL

$520M

106 positions

#13Michael Brady & Co., LLCActive

Notable overlap · 6 shared positions

$ETN $UNP $WM $LHX $AXP $ABT

$113M

58 positions

#14Insight Inv LLCPassive

Notable overlap · 4 shared positions

$MRVL $MS $AMGN $AXP

$212M

109 positions

#15Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 5 shared positions

$ETN $CMI $UNP $APD $SCI

$251M

74 positions

#16Alley Investment Management Company, LLCActive

Notable overlap · 6 shared positions

$ETN $MS $UNP $AMGN $PSX $ABT

$856M

89 positions

#17Comprehensive Financial Consultants Institutional, Inc.Passive

Notable overlap · 6 shared positions

$ETN $UNP $CMI $APD $MS $SCI

$378M

205 positions

#18Rithm Capital Corp.Active

Notable overlap · 4 shared positions

$VRT $ETN $WM $HUBB

$81M

38 positions

#19N10 WEALTH, LLCActive

Notable overlap · 4 shared positions

$MRVL $VRT $AXP $AMGN

$282M

43 positions

#20SFE Investment CounselPassive

Notable overlap · 6 shared positions

$MRVL $CMI $URI $ETN $LHX $ABT

$742M

152 positions

#21UNITED BANKActive

Notable overlap · 6 shared positions

$CMI $AMGN $WM $APD $HUBB $ABT

$853M

130 positions

#22N10 ASSETS, LLCActive

Notable overlap · 3 shared positions

$MRVL $VRT $AXP

$231M

34 positions

#23Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$CMI $ETN $AMGN $HUBB $AXP $WM

$710M

193 positions

#24Oak Harvest Investment ServicesPassive

Notable overlap · 5 shared positions

$ETN $MS $UNP $MRVL $AMGN

$1.1B

168 positions

#25PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 5 shared positions

$CMI $ETN $UNP $AMP $AXP

$175M

73 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.