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Hedge Funds Similar to Nvest Wealth Strategies

13F Portfolio OverlapQ3 2026Nvest Wealth Strategies portfolio →
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Most similar hedge funds by 13F overlap

Nvest Wealth Strategies, Inc. is an institutional investor managing $138M across 347 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 Nvest Wealth Strategies are STEVENS PARTNERS, Guilbault, Good Steward Wealth Advisors, with shared positions in $UNP, $TMO, $SPGI, $MS, $AEP, $SLV. The full ranking of 25 similar funds is below.

#1STEVENS CAPITAL PARTNERSActive
Notable overlap · 3 shared positions
$UNP$TMO$SPGI
$526M
157 positions
#2Guilbault Capital LLCActive
Notable overlap · 3 shared positions
$UNP$SPGI$MS
$100M
73 positions
#3Good Steward Wealth Advisors,LLCActive
Some overlap · 3 shared positions
$UNP$AEP$SLV
$166M
71 positions
#4SCHARF INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$UNP$TMO$MCD
$3.0B
79 positions
#5Ironvine Capital Partners, LLCActive
Some overlap · 4 shared positions
$UNP$TMO$ASML$SPGI
$1.1B
57 positions
#6COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$UNP$MCD$MS
$166M
90 positions
#7R.H. Investment Group, LLCActive
Some overlap · 4 shared positions
$UNP$PLTR$MCD$TMO
$133M
47 positions
#8TRUST CO OF OKLAHOMAActive
Some overlap · 4 shared positions
$UNP$MCD$TMO$SPGI
$377M
138 positions
#9Werlinich Asset Management, LLCActive
Some overlap · 3 shared positions
$UNP$ASML$MS
$258M
57 positions
#10Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$UNP$MCD$SPGI
$108M
52 positions
#11Vickerman Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$UNP$TMO$FTNT
$515M
100 positions
#12BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$UNP$TMO$SPGI$MS
$529M
72 positions
#13BAXTER BROS INCPassive
Some overlap · 3 shared positions
$UNP$TMO$MS
$864M
172 positions
#14Alley Investment Management Company, LLCActive
Some overlap · 3 shared positions
$UNP$ASML$MS
$856M
89 positions
#15Mill Capital Management, LLCActive
Some overlap · 5 shared positions
$UNP$VRSN$TMO$ASML$SPGI
$1.5B
128 positions
#16Cypress Capital, LLCActive
Slight overlap · 4 shared positions
$UNP$SHOP$MCD$SGOL
$377M
117 positions
#17EdgePoint Investment Group Inc.Active
Slight overlap · 3 shared positions
$UNP$TMO$SPGI
$13.2B
39 positions
#18Stolper CoPassive
Slight overlap · 3 shared positions
$UNP$AEP$MS
$387M
90 positions
#19BLI - Banque de Luxembourg InvestmentsPassive
Slight overlap · 3 shared positions
$UNP$TMO$SPGI
$2.8B
195 positions
#20BCV Asset Management Inc.Active
Slight overlap · 4 shared positions
$UNP$MCD$TMO$ASML
$3.3B
116 positions
#21BOSTON FAMILY OFFICE LLCPassive
Slight overlap · 4 shared positions
$UNP$TMO$ASML$SPGI
$1.6B
314 positions
#22AMES NATIONAL CORPSmart money
Slight overlap · 3 shared positions
$UNP$PPG$MCD
$182M
69 positions
#23KCM Capital IncActive
Slight overlap · 3 shared positions
$UNP$AEP$MCD
$618M
33 positions
#24HMV Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$UNP$AEP$PLTR
$264M
92 positions
#25Valley Brook Capital Group, Inc.Passive
Slight overlap · 4 shared positions
$UNP$MCD$TMO$ASML
$178M
118 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.