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Hedge Funds Similar to Northern ,

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

Northern Capital Management, Inc. is an institutional investor managing $199M across 51 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 Northern , are Idaho, Hedges Asset, Capstone Wealth ,, with shared positions in $GBCI, $MKL, $SCHW, $BA, $IBM, $WFC. The full ranking of 25 similar funds is below.

#1Idaho Trust CoPassive
Some overlap · 3 shared positions
$GBCI$MKL$SCHW
$308M
97 positions
#2Hedges Asset Management LLC
Some overlap · 4 shared positions
$GBCI$BA$IBM$WFC
$142M
108 positions
#3Capstone Wealth Management, Inc.Smart money
Some overlap · 4 shared positions
$FIBK$DIA$MKL$EPD
$118M
38 positions
#4Novak & Powell Financial Services, Inc.Passive
Some overlap · 7 shared positions
$DIA$MKL$SCHW$BA$BRZE$EPD
$186M
163 positions
#5Index Fund Advisors, Inc.Smart money
Some overlap · 4 shared positions
$GBCI$SCHW$MKL$BRZE
$2.2B
127 positions
#6COWA, LLCActive
Some overlap · 6 shared positions
$DIA$MKL$EPD$IBM$COP$WT
$371M
158 positions
#7RETIREMENT FINANCIAL SOLUTIONS, LLCActive
Some overlap · 6 shared positions
$DIA$MKL$SCHW$BRZE$IBM$WT
$350M
53 positions
#8ABSOLUTE CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$DIA$MKL$SHW$BRZE$COP
$301M
146 positions
#9NewEdge Advisors, LLCPassive
Some overlap · 8 shared positions
$DIA$BA$SHW$BRZE$IBM$EPD
$2.2B
1,217 positions
#10Bay Rivers GroupPassive
Some overlap · 4 shared positions
$DIA$SCHW$BA$SHW
$240M
109 positions
#11GREENBERG FINANCIAL GROUP
Slight overlap · 5 shared positions
$DIA$SBUX$BA$COP$IBM
$243M
113 positions
#12MLP3, LLCPassive
Slight overlap · 4 shared positions
$DIA$MKL$SLV$WT
$91M
86 positions
#13Guardian Asset Advisors, LLCActive
Slight overlap · 4 shared positions
$DIA$SCHW$SHW$COP
$171M
102 positions
#14Conservest Capital Advisors, Inc.Active
Slight overlap · 5 shared positions
$DIA$SCHW$COP$WT$SLV
$1.1B
127 positions
#15FLAGSTAR ADVISORS INC.Passive
Slight overlap · 6 shared positions
$DIA$SCHW$SHW$BRZE$WT$SLV
$276M
174 positions
#16Retirement Solution LLCActive
Slight overlap · 4 shared positions
$DIA$SBUX$BA$IBM
$423M
57 positions
#17Pinnacle Holdings, LLCPassive
Slight overlap · 4 shared positions
$DIA$SHW$EPD$IBM
$309M
233 positions
#18Mine & Arao Wealth Creation & Management, LLC.Active
Slight overlap · 4 shared positions
$DIA$MKL$WFC$IBM
$238M
75 positions
#19SEAMOUNT FINANCIAL GROUP INCPassive
Slight overlap · 5 shared positions
$DIA$SCHW$BRZE$IBM$COP
$222M
135 positions
#20First Heartland Consultants, Inc.Passive
Slight overlap · 4 shared positions
$DIA$MKL$BRZE$WT
$1.3B
523 positions
#21PKS Advisory Services, LLCPassive
Slight overlap · 5 shared positions
$DIA$SLV$SHW$COP$WT
$430M
228 positions
#22Mosaic Advisors LLCPassive
Slight overlap · 4 shared positions
$DIA$MKL$SHW$COP
$67M
42 positions
#23Redwood Family Wealth LLCPassive
Slight overlap · 4 shared positions
$DIA$MKL$COP$WT
$102M
102 positions
#24J HAGAN CAPITAL, INC.Active
Slight overlap · 4 shared positions
$DIA$SHW$SLV$BRZE
$185M
83 positions
#25Nelson, Van Denburg & Campbell Wealth Management Group, LLCPassive
Slight overlap · 6 shared positions
$MKL$SCHW$BA$SHW$SLV$BRZE
$3.5B
825 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.