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Hedge Funds Similar to NORTHSTAR ASSET

13F Portfolio OverlapQ1 2026NORTHSTAR ASSET portfolio →
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Most similar hedge funds by 13F overlap

NORTHSTAR ASSET MANAGEMENT Co is an institutional investor managing $445M across 138 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 NORTHSTAR ASSET are FLOSSBACH VON STORCH SE, BRIGHT ROCK ,, Guinness Atkinson Asset, with shared positions in $TMO, $AME, $DHR, $SHW, $SYK, $ZTS. The full ranking of 25 similar funds is below.

#1FLOSSBACH VON STORCH SEActive
Notable overlap · 5 shared positions
$TMO$AME$DHR$SHW$SYK
$21.4B
109 positions
#2BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$TMO$DHR$ZTS$ANET$UNP$HON
$506M
75 positions
#3Guinness Atkinson Asset Management IncPassive
Some overlap · 4 shared positions
$TMO$AME$DHR$MDLZ
$200M
123 positions
#4Dundas Partners LLPActive
Some overlap · 4 shared positions
$TMO$AME$ZTS$SYK
$1.3B
49 positions
#5CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$TMO$AME$SHW$SYK$WCN
$405M
73 positions
#6KDT Advisors, LLCPassive
Some overlap · 6 shared positions
$KKR$HUM$DHR$UNP$ZTS$HON
$63M
69 positions
#7MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Some overlap · 3 shared positions
$TMO$AME$DHR
$584M
141 positions
#8Dixon Mitchell Investment Counsel Inc.Active
Some overlap · 4 shared positions
$TMO$AME$DHR$WCN
$2.9B
140 positions
#9Kaizen Financial StrategiesPassive
Some overlap · 5 shared positions
$KKR$HUM$SHW$TMO$AMD
$236M
174 positions
#10BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 5 shared positions
$TMO$ANET$SHW$UNP$NVS
$6.1B
61 positions
#11Mendel Money ManagementPassive
Some overlap · 3 shared positions
$TMO$AME$DHR
$239M
137 positions
#12CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 6 shared positions
$KKR$HUM$SHW$UNP$MDY$TMO
$105M
80 positions
#13Unisphere EstablishmentActive
Some overlap · 5 shared positions
$TMO$ZTS$DHR$KKR$HON
$11.9B
50 positions
#14Mill Capital Management, LLCActive
Some overlap · 5 shared positions
$TMO$ZTS$AMT$UNP$LHX
$1.3B
130 positions
#15Southpoint Capital Advisors LPActive
Some overlap · 4 shared positions
$TMO$DHR$ZTS$AMD
$4.9B
41 positions
#16LRZ CAPITAL LLCActive
Some overlap · 3 shared positions
$TMO$KKR$DHR
$200M
16 positions
#17Spinecap SASActive
Some overlap · 3 shared positions
$TMO$KKR$DHR
$272M
15 positions
#18Quilter PlcActive
Some overlap · 7 shared positions
$TMO$ZTS$HON$UNP$MDLZ$AMD
$5.7B
124 positions
#19PBCay One RSC LtdSmart money
Some overlap · 4 shared positions
$TMO$DHR$SHW$AMD
$1.3B
18 positions
#20Spear Holdings RSC LtdActive
Some overlap · 4 shared positions
$TMO$DHR$SHW$AMD
$1.0B
18 positions
#21LightSquare Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KKR$TMO$HUM$ANET$UNP
$133M
92 positions
#22NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$TMO$DHR$HUM$AMT$UNP$HON
$2.4B
189 positions
#23URS Advisory LLCActive
Some overlap · 4 shared positions
$TMO$KKR$SHW$HUM
$137M
51 positions
#24EdgePoint Investment Group Inc.Active
Some overlap · 3 shared positions
$TMO$AME$UNP
$12.5B
37 positions
#25Private Wealth Partners, LLCActive
Some overlap · 6 shared positions
$TMO$DHR$KKR$HON$AMD$SYK
$1.3B
169 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.