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Hedge Funds Similar to NORTHWESTERN MUTUAL WEALTH

13F Portfolio OverlapQ2 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 $187.2B across 4,085 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 NORTHWESTERN MUTUAL WEALTH are Orcam Financial Group, FIFTH THIRD SECURITIES, SEEDS INVESTOR, with shared positions in $MDY, $IAU, $DOV, $KLAC, $MRVL, $ETN. The full ranking of 25 similar funds is below.

#1Orcam Financial GroupActive
Some overlap · 4 shared positions
$MDY$IAU$DOV$KLAC
$205M
105 positions
#2FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 3 shared positions
$MDY$IAU$DOV
$2.0B
420 positions
#3SEEDS INVESTOR LLCPassive
Some overlap · 4 shared positions
$MDY$IAU$KLAC$MRVL
$973M
379 positions
#4New England Private Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$MDY$IAU$DOV
$1.0B
205 positions
#5PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money
Some overlap · 3 shared positions
$MDY$IAU$DOV
$1.7B
236 positions
#6Weil Company, Inc.Passive
Some overlap · 3 shared positions
$IAU$MDY$DOV
$580M
134 positions
#7Grove Bank & TrustPassive
Some overlap · 3 shared positions
$MDY$IAU$KLAC
$1.0B
932 positions
#8Maltin Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$MDY$IAU$DOV
$308M
152 positions
#9GLR Partners, LLCPassive
Some overlap · 4 shared positions
$MDY$IAU$KLAC$MRVL
$215M
111 positions
#10Pacific Point Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$IAU$ETN
$219M
129 positions
#11MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$MDY$DOV$KLAC
$171M
73 positions
#12MAYPORT, LLCSmart money
Some overlap · 4 shared positions
$MDY$DOV$KLAC$IAU
$645M
134 positions
#13SMITH, MOORE & CO.Passive
Some overlap · 3 shared positions
$MDY$IAU$ETN
$1.5B
586 positions
#14Sageworth Trust CoActive
Some overlap · 3 shared positions
$MDY$DOV$IAU
$2.5B
127 positions
#15Waldron Private Wealth LLCActive
Some overlap · 3 shared positions
$MDY$DOV$IAU
$2.9B
350 positions
#16Meridian Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$IAU$ETN
$880M
211 positions
#17WealthSpring Partners, LLCActive
Some overlap · 3 shared positions
$MDY$DOV$MRVL
$94M
74 positions
#18Henshaw Capital LLCActive
Some overlap · 3 shared positions
$MDY$DOV$MRVL
$3.1B
160 positions
#19FLOW TRADERS U.S. LLCPassive
Some overlap · 4 shared positions
$IAU$MDY$KLAC$MRVL
$2.4B
979 positions
#20TruNorth Capital Management, LLCSmart money
Some overlap · 4 shared positions
$MDY$IAU$DOV$ETN
$641M
123 positions
#21MAI Capital ManagementPassive
Some overlap · 4 shared positions
$MDY$DOV$IAU$ETN
$26.6B
2,108 positions
#22Well Done, LLCPassive
Slight overlap · 4 shared positions
$IAU$DOV$MRVL$ETN
$732M
213 positions
#23TopTier Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$MDY$IAU$KLAC
$171M
133 positions
#24Cogent Private Wealth, Inc.Active
Slight overlap · 3 shared positions
$IAU$DOV$KLAC
$160M
117 positions
#25Zhang Financial LLCActive
Slight overlap · 3 shared positions
$IAU$DOV$KLAC
$3.4B
392 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.