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 NORTHWESTERN MUTUAL WEALTH

13F Portfolio OverlapQ1 2026NORTHWESTERN MUTUAL WEALTH portfolio →

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Most similar hedge funds by 13F overlap

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO is an institutional investor managing $162.4B across 4,113 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 NORTHWESTERN MUTUAL WEALTH are Sterling Financial Planning,, Donalies Financial Planning,, Financial Futures Ltd Liability, with shared positions in $DDOG, $NKE, $SCHW, $SNOW, $IAU, $HUM. The full ranking of 25 similar funds is below.

#1Sterling Financial Planning, Inc.Active

Some overlap · 8 shared positions

$DDOG $NKE $SCHW $SNOW $IAU $HUM

$337M

117 positions

#2Donalies Financial Planning, LLCActive

Some overlap · 7 shared positions

$NKE $DDOG $SCHW $SNOW $IAU $MAR

$117M

74 positions

#3Financial Futures Ltd Liability Co.Active

Some overlap · 7 shared positions

$NKE $DDOG $SCHW $SNOW $IAU $AMN

$228M

72 positions

#4American Investment Services, Inc.Active

Some overlap · 6 shared positions

$DDOG $SCHW $NKE $SNOW $IAU $MAR

$448M

132 positions

#5Evanson Asset Management, LLCActive

Some overlap · 8 shared positions

$DDOG $NKE $SCHW $IAU $DOV $COP

$1.9B

321 positions

#6CARDIFF PARK ADVISORS, LLCActive

Some overlap · 7 shared positions

$NKE $DDOG $SCHW $IAU $HUM $COP

$1.3B

373 positions

#7Disciplined Investments, LLCPassive

Some overlap · 7 shared positions

$NKE $SCHW $DDOG $IAU $SNOW $MDY

$279M

141 positions

#8ELEVATE WEALTH ADVISORY, INCActive

Some overlap · 9 shared positions

$NKE $SCHW $DDOG $IAU $DOV $MAR

$158M

125 positions

#9Opus Financial Solutions LLCPassive

Some overlap · 8 shared positions

$NKE $SCHW $SNOW $IAU $DDOG $HUM

$106M

103 positions

#10Mustard Seed Financial, LLCPassive

Some overlap · 7 shared positions

$DDOG $SNOW $SCHW $NKE $MAR $DOV

$167M

92 positions

#11Tillman Hartley LLCActive

Some overlap · 8 shared positions

$NKE $SCHW $SNOW $IAU $DOV $COP

$398M

88 positions

#12Beaird Harris Wealth Management, LLCActive

Some overlap · 8 shared positions

$DDOG $NKE $IAU $SNOW $AMN $SCHW

$1.5B

686 positions

#13Passive Capital Management, LLC.Active

Some overlap · 7 shared positions

$DDOG $SCHW $SNOW $MAR $NKE $AMN

$335M

104 positions

#14L.K. Benson & Company, P.C.Active

Some overlap · 7 shared positions

$DDOG $NKE $SCHW $SNOW $DOV $AMN

$302M

113 positions

#15Altiora Financial Group, LLCActive

Some overlap · 5 shared positions

$DDOG $NKE $SNOW $IAU $COP

$607M

110 positions

#16WealthCollab, LLCPassive

Some overlap · 7 shared positions

$DDOG $SCHW $SNOW $IAU $NKE $COP

$243M

977 positions

#17Firestone Capital ManagementPassive

Some overlap · 7 shared positions

$DDOG $SCHW $IAU $MDY $REGN $HUM

$480M

160 positions

#18Hurlow Wealth Management Group, Inc.Active

Some overlap · 6 shared positions

$DDOG $SCHW $SNOW $IAU $HUM $COP

$420M

120 positions

#19Frankly Finances, LLCActive

Some overlap · 7 shared positions

$NKE $SCHW $SNOW $IAU $DOV $AMN

$110M

64 positions

#20Kestra Investment Management, LLCActive

Some overlap · 6 shared positions

$DDOG $NKE $SNOW $AMN $WT $SCHW

$5.8B

439 positions

#21Capital Advisors Wealth Management, LLCPassive

Some overlap · 7 shared positions

$DDOG $SCHW $SNOW $MAR $IAU $HUM

$745M

219 positions

#22ARK & TLK INVESTMENTS, LLCActive

Some overlap · 7 shared positions

$NKE $SCHW $SNOW $MDY $COP $AMN

$370M

119 positions

#23Burk Holdings LLCPassive

Some overlap · 8 shared positions

$NKE $SNOW $SCHW $IAU $DDOG $HUM

$233M

676 positions

#24PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$NKE $SCHW $SNOW $IAU $DDOG $COP

$1.4B

283 positions

#25Verus Financial Partners, Inc.Smart money

Some overlap · 5 shared positions

$NKE $DDOG $SNOW $IAU $DOV

$1.1B

121 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.