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Hedge Funds Similar to Northwest Bancshares

13F Portfolio OverlapQ2 2026Northwest Bancshares portfolio →
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Most similar hedge funds by 13F overlap

Northwest Bancshares, Inc. is an institutional investor managing $555M across 175 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 Northwest Bancshares are CAMDEN NATIONAL BANK, MBM WEALTH CONSULTANTS, FINANCIAL ADVISORY PARTNERS, with shared positions in $CB, $VRTX, $PSA, $CHKP, $PEP, $ADBE. The full ranking of 25 similar funds is below.

#1CAMDEN NATIONAL BANKPassive
Notable overlap · 7 shared positions
$CB$VRTX$PSA$CHKP$PEP$ADBE
$767M
184 positions
#2MBM WEALTH CONSULTANTS, LLCActive
Some overlap · 5 shared positions
$VLO$LMT$VRTX$IBKR$ADBE
$546M
119 positions
#3FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 5 shared positions
$LMT$CB$MS$PEP$ZTS
$377M
75 positions
#4Willis Investment CounselActive
Some overlap · 5 shared positions
$LMT$CB$VLO$PEP$SNY
$2.0B
128 positions
#5Silver Coast Investments LLCActive
Some overlap · 5 shared positions
$VLO$CMI$ALL$LMT$MS
$336M
121 positions
#6MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$CMI$LMT$RIO$PEP
$233M
122 positions
#7ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$CMI$CB$MS$PSA
$646M
122 positions
#8Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 5 shared positions
$CB$CMI$MS$ALL$ZTS
$371M
198 positions
#9DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$CMI$LMT$ALL$PEP
$530M
92 positions
#10William B. Walkup & Associates, Inc.Passive
Some overlap · 4 shared positions
$ALL$VLO$MS$AZO
$208M
258 positions
#11Lorne Steinberg Wealth Management Inc.Passive
Some overlap · 4 shared positions
$BMO$ALL$MS$ADBE
$474M
72 positions
#12OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 4 shared positions
$CMI$MS$VLO$PEP
$501M
276 positions
#13AIMZ Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$INCY$VRTX$ZTS$ADBE$CHKP
$363M
153 positions
#14River Street Advisors LLCPassive
Some overlap · 4 shared positions
$CMI$MS$VLO$PEP
$324M
176 positions
#15Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$LMT$CB$MS$PEP
$455M
118 positions
#16Crescent Sterling, Ltd.Passive
Some overlap · 5 shared positions
$CMI$PEP$CB$LMT$VLO
$122M
92 positions
#17Ark Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$VLO$LMT$CB$PEP
$113M
87 positions
#18A. D. Beadell Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$LMT$CB$MS$PEP
$151M
100 positions
#19Freedom Day Solutions, LLCActive
Some overlap · 5 shared positions
$IBKR$MS$VRTX$CB$LNG
$455M
133 positions
#20Titan Investment Management LLCActive
Some overlap · 4 shared positions
$LMT$MS$AZO$PEP
$137M
40 positions
#21Commonwealth Retirement Investments LLCPassive
Some overlap · 4 shared positions
$LMT$MS$ALL$PEP
$370M
129 positions
#22WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 4 shared positions
$CMI$LMT$PEP$ZTS
$1.3B
73 positions
#23Peloton Wealth StrategistsPassive
Some overlap · 4 shared positions
$CMI$VRTX$PEP$ZTS
$271M
91 positions
#24ALLEN WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$LMT$PSA$RIO$PEP
$205M
60 positions
#25Harvest Investment Advisors, LLCActive
Some overlap · 4 shared positions
$ALL$MS$LMT$HAL
$202M
58 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.