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Hedge Funds Similar to NORTHLAND SECURITIES,

13F Portfolio OverlapQ1 2026NORTHLAND SECURITIES, portfolio →
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Most similar hedge funds by 13F overlap

NORTHLAND SECURITIES, INC. is an institutional investor managing $105M across 107 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to NORTHLAND SECURITIES, are Keyes, Stange & Wooten Wealth ,, BCM ADVISORS,, BetterWealth,, with shared positions in $SNOW, $MPC, $GLW, $DIS, $SGOL, $DE. The full ranking of 25 similar funds is below.

#1Keyes, Stange & Wooten Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$SNOW$MPC$GLW$DIS
$224M
71 positions
#2BCM ADVISORS, LLCActive
Substantial overlap · 3 shared positions
$SNOW$SGOL$DE
$507M
78 positions
#3BetterWealth, LLCSmart money
Substantial overlap · 3 shared positions
$SNOW$USB$AMAT
$510M
85 positions
#4Longview Financial Advisors LLCActive
Substantial overlap · 3 shared positions
$SNOW$USB$MDY
$184M
157 positions
#5Moisand Fitzgerald Tamayo, LLCActive
Substantial overlap · 3 shared positions
$SNOW$DE$DIS
$931M
518 positions
#6FMA Wealth Management, LLCActive
Notable overlap · 3 shared positions
$SNOW$EMR$DIS
$150M
38 positions
#7MFA WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$SNOW$SAN$USB
$508M
88 positions
#8Cranbrook Wealth Management, LLCActive
Notable overlap · 3 shared positions
$SNOW$AMAT$DE
$492M
385 positions
#9TruNorth Capital Management, LLCActive
Notable overlap · 3 shared positions
$SNOW$AMAT$MDY
$522M
114 positions
#10S Harris Financial Group, LLCActive
Notable overlap · 4 shared positions
$SNOW$COF$AMAT$DE
$110M
107 positions
#11STEPHEN J. GARRY & ASSOCIATES, LLCActive
Notable overlap · 3 shared positions
$SNOW$SAN$MPC
$124M
51 positions
#12Darrow Company, Inc.Active
Notable overlap · 3 shared positions
$SNOW$MDY$USB
$222M
56 positions
#13Tandem Financial, LLCPassive
Notable overlap · 3 shared positions
$SNOW$SAN$USB
$314M
98 positions
#14Leo H. Evart, Inc.Passive
Notable overlap · 3 shared positions
$SNOW$SGOL$UNH
$117M
298 positions
#15Prairiewood Capital, LLCActive
Notable overlap · 3 shared positions
$SNOW$DE$UNH
$346M
77 positions
#16Clarity Asset Management, Inc.Passive
Notable overlap · 4 shared positions
$SNOW$DE$DIS$EMR
$198M
290 positions
#17Rosenberg Matthew HamiltonActive
Notable overlap · 3 shared positions
$SNOW$USB$MPC
$488M
799 positions
#18FLC Capital AdvisorsPassive
Notable overlap · 3 shared positions
$SNOW$USB$SAN
$560M
221 positions
#19Sequent Asset Management, LLC
Notable overlap · 3 shared positions
$SNOW$MDLZ$AMAT
$225M
99 positions
#20Silver Coast Investments LLCActive
Notable overlap · 4 shared positions
$SNOW$USB$AMAT$DE
$313M
119 positions
#21PLANNING DIRECTIONS INCActive
Notable overlap · 5 shared positions
$SNOW$AMAT$SAN$USB$DE
$198M
106 positions
#22Fortis Advisors, LLCPassive
Notable overlap · 3 shared positions
$SNOW$GLW$USB
$200M
119 positions
#23DROMS STRAUSS ADVISORS INC /MO/ /ADVActive
Notable overlap · 3 shared positions
$SNOW$AMAT$UNH
$383M
77 positions
#24Lionsbridge Wealth Management LLCPassive
Notable overlap · 3 shared positions
$SNOW$MDY$USB
$99M
59 positions
#25Andrews Advisory Associates, LLCActive
Notable overlap · 3 shared positions
$SNOW$UNH$DIS
$190M
82 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.