13F Pro

Hedge Funds Similar to North Star Investment

13F Portfolio OverlapQ1 2026North Star Investment portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

North Star Investment Management Corp. is an institutional investor managing $1.7B across 1,700 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 North Star Investment are TAGStone ,, Hilton ,, North Forty Two &, with shared positions in $COP, $UNP, $HUM, $AMGN, $BAC, $ALPS. The full ranking of 25 similar funds is below.

#1TAGStone Capital, Inc.Passive
Some overlap · 5 shared positions
$COP$UNP$HUM$AMGN$BAC
$283M
137 positions
#2Hilton Capital Management, LLCActive
Some overlap · 4 shared positions
$COP$ALPS$BAC$AMGN
$1.3B
129 positions
#3North Forty Two & Co.Passive
Some overlap · 4 shared positions
$COP$UNP$BAC$AMGN
$108M
97 positions
#4Smead Capital Management, Inc.Active
Some overlap · 4 shared positions
$COP$BAC$FITB$AMGN
$4.6B
32 positions
#5Hegarty Advisors, LLCActive
Some overlap · 4 shared positions
$COP$ALPS$KKR$HUM
$127M
57 positions
#6Pointe Capital Management LLCPassive
Some overlap · 3 shared positions
$COP$ALPS$KKR
$202M
153 positions
#7Sunburst Financial Group, LLCActive
Some overlap · 4 shared positions
$COP$KKR$HUM$AMGN
$543M
132 positions
#8Ballast Financial Advisors LLCActive
Some overlap · 4 shared positions
$COP$KKR$BAC$HUM
$98M
68 positions
#9Greenspring Advisors, LLCActive
Some overlap · 4 shared positions
$COP$HUM$AMGN$ALPS
$1.6B
318 positions
#10AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$COP$UNP$BAC
$445M
77 positions
#11Minot DeBlois Advisors LLCPassive
Some overlap · 3 shared positions
$COP$UNP$HUM
$110M
226 positions
#12HAMEL ASSOCIATES, INC.Passive
Some overlap · 3 shared positions
$COP$UNP$AMGN
$351M
81 positions
#13R.H. Investment Group, LLCPassive
Some overlap · 3 shared positions
$COP$UNP$AMGN
$130M
45 positions
#14FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$COP$KKR$BAC
$133M
121 positions
#15DAGCO, INC.Passive
Some overlap · 3 shared positions
$COP$KKR$HUM
$461M
353 positions
#16Montis Financial, LLCActive
Some overlap · 3 shared positions
$COP$KKR$HUM
$484M
150 positions
#17Employees' Retirement Fund of the City of Fort WorthActive
Some overlap · 3 shared positions
$COP$KKR$HUM
$230M
21 positions
#18truNorth Financial Services, Inc.Active
Some overlap · 3 shared positions
$COP$KKR$HUM
$97M
49 positions
#19Tide Cove Capital Partners LLCSmart money
Some overlap · 3 shared positions
$COP$KKR$HUM
$147M
13 positions
#20White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$COP$KKR$HUM
$721M
145 positions
#21WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 3 shared positions
$COP$KKR$HUM
$284M
123 positions
#22Gradient Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$COP$AMGN$HUM$BAC
$386M
177 positions
#23Castleview Partners, LLCPassive
Some overlap · 3 shared positions
$COP$KKR$AMGN
$195M
200 positions
#24Quaker Wealth Management, LLCActive
Some overlap · 3 shared positions
$COP$KKR$HUM
$320M
972 positions
#25Wolff Financial Management LLCActive
Some overlap · 3 shared positions
$COP$KKR$HUM
$453M
103 positions

Compare North Star Investment’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View North Star Investment’s holdings

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.