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Hedge Funds Similar to Narwhal

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

Narwhal Capital Management is an institutional investor managing $1.4B across 169 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 Narwhal are Signet Investment Advisory Group,, Bigelow Investment Advisors,, Wills Financial Group, with shared positions in $IAU, $AXP, $LMT, $NEE, $NOC, $GD. The full ranking of 25 similar funds is below.

#1Signet Investment Advisory Group, Inc.Passive
Notable overlap · 5 shared positions
$IAU$AXP$LMT$NEE$NOC
$218M
69 positions
#2Bigelow Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$AXP$NEE$GD
$250M
153 positions
#3Wills Financial Group LLCPassive
Some overlap · 3 shared positions
$IAU$LMT$NEE
$265M
75 positions
#4CAPE ANN SAVINGS BANKPassive
Some overlap · 4 shared positions
$IAU$GD$NEE$ICE
$199M
121 positions
#5Kesler, Norman & Wride, LLCPassive
Some overlap · 6 shared positions
$ADI$LMT$LHX$NEE$GD$ICE
$581M
245 positions
#6BCWM, LLCPassive
Some overlap · 3 shared positions
$IAU$LMT$NOC
$353M
57 positions
#7Modus Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$NEE$LMT
$363M
117 positions
#8Blossom Wealth ManagementPassive
Some overlap · 4 shared positions
$IAU$LHX$ADI$NEE
$67M
74 positions
#9Deane Retirement Strategies, Inc.Passive
Some overlap · 4 shared positions
$IAU$LMT$VLO$VMC
$249M
57 positions
#10Rachor Investment Advisory Services, LLCActive
Some overlap · 3 shared positions
$IAU$AXP$NEE
$190M
464 positions
#11BRAVE ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$IAU$AXP$NOC$VLO
$427M
161 positions
#12Rather & Kittrell, Inc.Active
Some overlap · 4 shared positions
$IAU$VMC$PM$NEE
$648M
113 positions
#13EQUITABLE TRUST COPassive
Some overlap · 3 shared positions
$IAU$ADI$AXP
$2.2B
463 positions
#14CURIO WEALTH, LLCActive
Some overlap · 3 shared positions
$IAU$LMT$NEE
$293M
1,255 positions
#15CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 3 shared positions
$IAU$AXP$ICE
$689M
198 positions
#16FORBES J M & CO LLPActive
Some overlap · 3 shared positions
$IAU$NEE$ICE
$1.2B
150 positions
#17Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 3 shared positions
$IAU$LHX$NVS
$315M
109 positions
#18CPA Asset Management LLCActive
Some overlap · 3 shared positions
$IAU$NEE$AXP
$298M
99 positions
#19Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$IAU$NEE$PM
$477M
70 positions
#20Paradiem, LLCPassive
Some overlap · 5 shared positions
$ADI$LMT$NEE$GD$VLO
$454M
70 positions
#21PFW Advisors LLCActive
Some overlap · 6 shared positions
$VMC$NEE$ICE$ADI$LHX$GD
$318M
118 positions
#22JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$IAU$NEE$LMT
$1.1B
286 positions
#23Purkiss Capital Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$NEE$VLO
$227M
168 positions
#24MFA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$IAU$AXP$LMT
$508M
88 positions
#25Prairie Wealth Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$NOC$NEE
$231M
152 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.