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Hedge Funds Similar to Northern

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

Northern Capital Management, Inc. is an institutional investor managing $235M across 55 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 Northern are Hedges Asset, Index Fund Advisors, DAVIDSON, with shared positions in $GBCI, $BA, $WFC, $SBUX, $CMI, $AON. The full ranking of 25 similar funds is below.

#1Hedges Asset Management LLCPassive
Some overlap · 3 shared positions
$GBCI$BA$WFC
$152M
108 positions
#2Index Fund Advisors, Inc.Smart money
Some overlap · 3 shared positions
$GBCI$WFC$SBUX
$2.5B
135 positions
#3DAVIDSON TRUST COPassive
Some overlap · 3 shared positions
$GBCI$CMI$WFC
$256M
190 positions
#4Helium Advisors LLCPassive
Slight overlap · 3 shared positions
$GBCI$CMI$BA
$120M
107 positions
#5Financial Connections Group, Inc.
Slight overlap · 3 shared positions
$GBCI$BA$WFC
$288M
251 positions
#6Silver Oak Advisory Group, Inc.Active
Slight overlap · 3 shared positions
$GBCI$SBUX$WFC
$254M
86 positions
#7Fiduciary Group, LLCPassive
Slight overlap · 4 shared positions
$AON$SBUX$ASML$APH
$1.3B
305 positions
#8MADDEN SECURITIES CorpPassive
Slight overlap · 4 shared positions
$CMI$BA$ASML$EPD
$360M
118 positions
#9Portside Wealth Group, LLCPassive
Slight overlap · 4 shared positions
$SBUX$BA$ASML$WFC
$858M
515 positions
#10B.O.S.S. Retirement Advisors, LLCActive
Slight overlap · 4 shared positions
$CMI$BA$ASML$WFC
$370M
157 positions
#11Central Pacific Bank - Trust DivisionPassive
Slight overlap · 4 shared positions
$CMI$BA$ASML$APH
$984M
889 positions
#12Kampmann Melissa S.Active
Slight overlap · 3 shared positions
$AON$SBUX$BA
$132M
44 positions
#13Arlington Partners LLCActive
Slight overlap · 3 shared positions
$AON$SBUX$ASML
$55M
64 positions
#14CULLEN INVESTMENT GROUP, LTD.Active
Slight overlap · 4 shared positions
$SBUX$CMI$EPD$WFC
$827M
181 positions
#15HRC WEALTH MANAGEMENT, LLCSmart money
Slight overlap · 4 shared positions
$SBUX$BA$EPD$WFC
$244M
65 positions
#16Loudon Investment Management, LLCPassive
Slight overlap · 3 shared positions
$GBCI$CMI$EPD
$204M
95 positions
#17Navigoe, LLCPassive
Slight overlap · 4 shared positions
$SBUX$BA$EPD$COP
$191M
1,224 positions
#18LAZARI CAPITAL MANAGEMENT, INC.Passive
Slight overlap · 4 shared positions
$SBUX$BA$WFC$COP
$325M
188 positions
#19Wallace Advisory Group, LLCPassive
Slight overlap · 4 shared positions
$BA$ASML$WFC$APH
$106M
134 positions
#20DB Fitzpatrick & Co, IncActive
Slight overlap · 3 shared positions
$SBUX$CMI$BA
$124M
100 positions
#21MFG WEALTH MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$SBUX$CMI$BA
$140M
63 positions
#22Sepio Capital, LPActive
Slight overlap · 3 shared positions
$SBUX$CMI$BA
$2.0B
346 positions
#23Financial Network Wealth Advisors LLCPassive
Slight overlap · 4 shared positions
$BA$ASML$WFC$APH
$99M
858 positions
#24Stratos Investment Management, LLCPassive
Slight overlap · 4 shared positions
$BA$ASML$WFC$APH
$2.8B
382 positions
#25Investment Research & Advisory Group, Inc.Active
Slight overlap · 3 shared positions
$SBUX$BA$ASML
$324M
314 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.