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Hedge Funds Similar to NORTHLAND SECURITIES

13F Portfolio OverlapQ2 2026NORTHLAND SECURITIES portfolio →
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Most similar hedge funds by 13F overlap

NORTHLAND SECURITIES, INC. is an institutional investor managing $172M across 117 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 NORTHLAND SECURITIES are Pinnacle Wealth, Alliance Wealth Advisors, Meridian Financial Partners, with shared positions in $LAZ, $CRS, $PLTR, $GLW, $DIS, $COF. The full ranking of 25 similar funds is below.

#1Pinnacle Wealth Management, LLCActive
Notable overlap · 3 shared positions
$LAZ$CRS$PLTR
$161M
31 positions
#2Alliance Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$LAZ$GLW$PLTR$DIS
$317M
174 positions
#3Meridian Financial Partners LLCPassive
Notable overlap · 3 shared positions
$LAZ$COF$USB
$306M
124 positions
#4JSF Financial, LLCActive
Notable overlap · 3 shared positions
$LAZ$GLW$DIS
$655M
146 positions
#5TOMPKINS FINANCIAL CORPPassive
Some overlap · 3 shared positions
$LAZ$GLW$CRS
$1.4B
558 positions
#6Oakmont Investment Advisors, Inc.Passive
Some overlap · 6 shared positions
$EMR$GLW$MDT$HON$VRT$ATI
$148M
114 positions
#7RNC CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$EMR$COF$GLW$MDT$EVRG
$2.4B
181 positions
#8LYNCH & ASSOCIATES/INPassive
Some overlap · 5 shared positions
$EMR$COF$USB$HON$HONA
$699M
128 positions
#9BAKER TILLY WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$LAZ$APO$PLTR$DIS
$510M
287 positions
#10CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 5 shared positions
$EMR$GLW$USB$MDT$PFH
$3.3B
229 positions
#11Shoker Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$EMR$MPC$MDY$USB
$398M
113 positions
#12Fruth Investment ManagementPassive
Some overlap · 4 shared positions
$EMR$MPC$GLW$DE
$409M
224 positions
#13BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 4 shared positions
$COF$LAZ$MDY$USB
$2.5B
111 positions
#14CHELSEA COUNSEL COPassive
Some overlap · 5 shared positions
$GLW$EMR$HON$HONA$AB
$236M
232 positions
#15BAKER BOYER NATIONAL BANKSmart money
Some overlap · 5 shared positions
$EMR$USB$HON$HONA$DE
$364M
94 positions
#16Newport Trust Company, LLCActive
Some overlap · 4 shared positions
$EMR$COF$HON$DIS
$41.5B
63 positions
#17Providence Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$EMR$ZBH$MDT$DE$DIS
$660M
385 positions
#18Bull Street Advisors, LLCPassive
Some overlap · 5 shared positions
$EMR$USB$HON$HONA$DIS
$221M
92 positions
#19Leisure Capital ManagementActive
Some overlap · 5 shared positions
$GLW$MPC$HON$HONA$DE
$320M
157 positions
#20All Terrain Financial Advisors, LLCActive
Some overlap · 6 shared positions
$MDY$USB$MDT$HON$HONA$PFH
$615M
157 positions
#21Mandatum Life Insurance Co LtdSmart money
Some overlap · 5 shared positions
$EMR$MDT$PLTR$DE$DIS
$540M
90 positions
#22WealthTrust Asset Management, LLCActive
Some overlap · 4 shared positions
$COF$MPC$USB$VRT
$181M
106 positions
#23First Financial Bank - Trust DivisionActive
Some overlap · 5 shared positions
$GLW$MDY$HON$HONA$DIS
$1.4B
205 positions
#24Pflug Koory, LLCPassive
Some overlap · 5 shared positions
$GLW$EMR$USB$HON$HONA
$243M
424 positions
#25KWMG, LLCPassive
Some overlap · 3 shared positions
$COF$MPC$GLW
$1.4B
155 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.