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Hedge Funds Similar to Northstar Group

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

Northstar Group, Inc. is an institutional investor managing $777M across 168 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 Northstar Group are Minot DeBlois Advisors, Lincoln, Adalta, with shared positions in $AXP, $ECL, $SBUX, $UNP, $ADP, $DIS. The full ranking of 25 similar funds is below.

#1Minot DeBlois Advisors LLCPassive
Some overlap · 8 shared positions
$AXP$ECL$SBUX$UNP$ADP$DIS
$116M
240 positions
#2Lincoln Capital LLCActive
Some overlap · 9 shared positions
$MKL$SBUX$AXP$UNP$DIS$MCD
$562M
137 positions
#3Adalta Capital Management LLCPassive
Some overlap · 4 shared positions
$ACGL$AXP$MKL$UNP
$228M
103 positions
#4MeadowBrook Investment Advisors LLCPassive
Some overlap · 7 shared positions
$AXP$DOV$SBUX$ADP$DIS$PEP
$126M
196 positions
#5PARTHENON LLCActive
Some overlap · 7 shared positions
$AXP$DOV$BKNG$DIS$PEP$SYK
$962M
133 positions
#6Weil Company, Inc.Passive
Some overlap · 7 shared positions
$DOV$MKL$SBUX$AXP$MCD$CB
$568M
133 positions
#7Global Frontier Investments LLCActive
Some overlap · 3 shared positions
$ACGL$AXP$MKL
$581M
30 positions
#8AlpenGlobal Capital LLCActive
Some overlap · 6 shared positions
$AXP$ECL$BKNG$DIS$SYK$MCD
$156M
35 positions
#9SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 6 shared positions
$AXP$SBUX$ECL$UNP$ADP$SYK
$1.5B
160 positions
#10Citadel Investment Advisory, Inc.Active
Some overlap · 7 shared positions
$MKL$BKNG$AXP$DIS$PEP$MCD
$220M
76 positions
#11NWF Advisory Services Inc.Passive
Some overlap · 5 shared positions
$AXP$MKL$DOV$DIS$CB
$1.1B
456 positions
#12Godshalk Welsh Capital Management, Inc.Passive
Some overlap · 7 shared positions
$AXP$SBUX$ECL$ADP$PEP$GLW
$186M
137 positions
#13Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$ACGL$AXP$BKNG$DIS
$2.5B
166 positions
#14Hendershot Investments Inc.Active
Some overlap · 6 shared positions
$BR$BKNG$AXP$ADP$PEP$SYK
$766M
134 positions
#15Pavion Blue Capital, LLCPassive
Some overlap · 6 shared positions
$AXP$MKL$SBUX$DIS$PEP$MCD
$248M
111 positions
#16CHEMUNG CANAL TRUST COActive
Some overlap · 6 shared positions
$AXP$ECL$UNP$PEP$MCD$GLW
$541M
111 positions
#17Bradyco, Inc.Active
Some overlap · 5 shared positions
$AXP$MKL$ECL$DIS$PEP
$87M
33 positions
#18Evelyn Partners Asset Management Ltd
Some overlap · 7 shared positions
$DOV$BKNG$ADP$DIS$SYK$MCD
$406M
308 positions
#19HS Management Partners, LLCActive
Some overlap · 5 shared positions
$AXP$BKNG$SBUX$DIS$MCD
$291M
24 positions
#20INKWELL CAPITAL LLCActive
Some overlap · 4 shared positions
$AXP$MKL$SBUX$DIS
$96M
31 positions
#21JACOBS & CO/CAPassive
Some overlap · 7 shared positions
$SBUX$AXP$UNP$ADP$PEP$MCD
$1.2B
134 positions
#22Shelter Mutual Insurance CoActive
Some overlap · 5 shared positions
$AXP$BKNG$UNP$MKL$PEP
$473M
58 positions
#23Stokes Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$AXP$UNP$ADP$PEP$SYK$MCD
$467M
118 positions
#24LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 7 shared positions
$AXP$UNP$ADP$PEP$SYK$MCD
$273M
104 positions
#25Piscataqua Savings BankPassive
Some overlap · 7 shared positions
$AXP$UNP$DIS$PEP$SYK$MCD
$148M
412 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.