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 Northstar Group,

13F Portfolio OverlapQ1 2026Northstar Group, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Northstar Group, Inc. is an institutional investor managing $707M across 166 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 Northstar Group, are Breakwater Investment, Creekside Partners, Cherry Tree Wealth ,, with shared positions in $BRZE, $MKL, $HUM, $DOV, $KKR, $MCD. The full ranking of 25 similar funds is below.

#1Breakwater Investment ManagementPassive

Some overlap · 5 shared positions

$BRZE $MKL $HUM $DOV $KKR

$269M

506 positions

#2Creekside PartnersPassive

Some overlap · 6 shared positions

$MKL $HUM $BRZE $DOV $KKR $MCD

$243M

183 positions

#3Cherry Tree Wealth Management, LLCPassive

Some overlap · 7 shared positions

$BRZE $MKL $SSL $KKR $HLT $AXP

$473M

582 positions

#4Minot DeBlois Advisors LLCPassive

Some overlap · 7 shared positions

$MKL $AXP $ECL $HUM $UNP $ADP

$110M

226 positions

#5HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$MKL $HUM $BRZE $DOV $KKR

$238M

142 positions

#6Buttonwood Financial Advisors Inc.Active

Some overlap · 6 shared positions

$MKL $HUM $AXP $SBUX $DIS $MCD

$299M

108 positions

#7Hartmann Taylor Wealth Management, LLCActive

Some overlap · 4 shared positions

$BRZE $MKL $HUM $DOV

$151M

54 positions

#8HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 7 shared positions

$MKL $HUM $AXP $UNP $ADP $KO

$280M

107 positions

#9Vanguard National Trust CoActive

Some overlap · 5 shared positions

$BRZE $MKL $HUM $DOV $KKR

$1.6B

751 positions

#10INKWELL CAPITAL LLCActive

Some overlap · 5 shared positions

$BRZE $MKL $AXP $SBUX $DIS

$98M

31 positions

#11MeadowBrook Investment Advisors LLCPassive

Some overlap · 7 shared positions

$MKL $AXP $DOV $SBUX $ADP $DIS

$113M

186 positions

#12Lincoln Capital LLCActive

Some overlap · 8 shared positions

$MKL $AXP $SBUX $UNP $DIS $KO

$528M

135 positions

#13Briggs Wealth Management, IncSmart money

Some overlap · 5 shared positions

$BRZE $MKL $SSL $HUM $HLT

$94M

58 positions

#14McClarren Financial Advisors, Inc.Active

Some overlap · 7 shared positions

$BRZE $HUM $MKL $KKR $DIS $SBUX

$169M

79 positions

#15Godshalk Welsh Capital Management, Inc.Passive

Some overlap · 7 shared positions

$SSL $AXP $HUM $ECL $ADP $HLT

$172M

129 positions

#16Baltimore-Washington Financial Advisors, Inc.Active

Some overlap · 6 shared positions

$HUM $SSL $BKNG $MKL $KKR $SYK

$2.3B

186 positions

#17Andrews Advisory Associates, LLCActive

Some overlap · 8 shared positions

$HUM $MKL $DOV $KKR $ADP $DIS

$190M

82 positions

#18Adalta Capital Management LLCPassive

Some overlap · 4 shared positions

$ACGL $MKL $AXP $UNP

$209M

97 positions

#19Colter Lewis Investment Partners LLCPassive

Some overlap · 5 shared positions

$HUM $MKL $AXP $DOV $UNP

$106M

111 positions

#20BIP Wealth, LLCActive

Some overlap · 6 shared positions

$MKL $BRZE $HUM $DOV $KKR $KO

$2.5B

453 positions

#21HOWLAND CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$MKL $SSL $ECL $ADP $HLT $SYK

$2.5B

262 positions

#22NWF Advisory Services Inc.Passive

Some overlap · 6 shared positions

$HUM $AXP $DOV $MKL $DIS $KO

$886M

411 positions

#23Madden Advisory Services, Inc.Passive

Some overlap · 4 shared positions

$BRZE $HUM $SSL $HLT

$254M

108 positions

#24New England Private Wealth Advisors LLCActive

Some overlap · 5 shared positions

$BRZE $HUM $DOV $KKR $MKL

$866M

194 positions

#25Westfuller Advisors, LLCPassive

Some overlap · 7 shared positions

$BRZE $MKL $SBUX $AXP $UNP $KKR

$232M

756 positions

Compare Northstar Group,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Northstar Group,’s holdings

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.