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 Northwest Bancshares,

13F Portfolio OverlapQ1 2026Northwest Bancshares, portfolio →

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Most similar hedge funds by 13F overlap

Northwest Bancshares, Inc. is an institutional investor managing $502M across 168 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 Northwest Bancshares, are Powers Advisory Group,, Davidson, Advisory Resource Group, with shared positions in $COP, $USB, $LMT, $MS, $KO, $IBKR. The full ranking of 25 similar funds is below.

#1Powers Advisory Group, LLCActive

Notable overlap · 5 shared positions

$COP $USB $LMT $MS $KO

$284M

125 positions

#2Davidson Capital Management Inc.Active

Notable overlap · 4 shared positions

$COP $USB $MS $IBKR

$552M

93 positions

#3Advisory Resource GroupPassive

Notable overlap · 5 shared positions

$COP $VLO $CMI $AMAT $MS

$581M

172 positions

#4CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 4 shared positions

$COP $USB $MS $LMT

$363M

102 positions

#5Horizon Investment Services, LLCPassive

Notable overlap · 4 shared positions

$COP $LRCX $AMAT $CB

$288M

137 positions

#6Stonebridge Capital Advisors LLCPassive

Notable overlap · 3 shared positions

$COP $USB $KO

$1.4B

211 positions

#7Strategic Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$COP $USB $LRCX

$2.1B

152 positions

#8North Forty Two & Co.Passive

Notable overlap · 4 shared positions

$COP $USB $VLO $CMI

$108M

97 positions

#9Integrity Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$COP $USB $LMT $MS

$184M

74 positions

#10Gladwyn Financial Advisors, Inc.Active

Notable overlap · 4 shared positions

$COP $USB $KO $ALL

$144M

86 positions

#11Farrell Financial LLCActive

Notable overlap · 3 shared positions

$COP $USB $CB

$167M

76 positions

#12EDGAR LOMAX CO/VAActive

Notable overlap · 5 shared positions

$USB $COP $KO $LMT $MS

$1.4B

56 positions

#13MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Notable overlap · 4 shared positions

$COP $USB $HAL $RIO

$115M

98 positions

#14HAMEL ASSOCIATES, INC.Passive

Notable overlap · 4 shared positions

$COP $LMT $KO $CB

$351M

81 positions

#15Center for Wealth Management AdvisoryActive

Notable overlap · 5 shared positions

$COP $LMT $USB $KO $MS

$139M

62 positions

#161834 INVESTMENT ADVISORS COPassive

Notable overlap · 3 shared positions

$COP $USB $LMT

$801M

206 positions

#17Longview Financial Advisors LLCActive

Notable overlap · 5 shared positions

$COP $USB $MS $LRCX $TM

$184M

157 positions

#18Avant Financial Advisors LLCActive

Notable overlap · 3 shared positions

$COP $USB $BMO

$142M

65 positions

#19Glass Wealth Management Co LLCActive

Notable overlap · 5 shared positions

$LRCX $AMAT $LMT $MS $SNY

$258M

67 positions

#20Coyle Financial Counsel LLCActive

Notable overlap · 3 shared positions

$COP $USB $AZO

$473M

113 positions

#21Cornerstone Financial Management LLCPassive

Notable overlap · 5 shared positions

$COP $USB $MS $KO $LMT

$109M

1,311 positions

#22Guardian Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$COP $USB $AZO $LMT

$183M

61 positions

#23PRUDENTIAL PLCActive

Notable overlap · 3 shared positions

$COP $USB $LRCX

$17.1B

680 positions

#24American Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$COP $USB $KO

$750M

159 positions

#25Passumpsic Savings Bank

Notable overlap · 4 shared positions

$USB $LRCX $CMI $IBKR

$183M

90 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.