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Hedge Funds Similar to NorthRock Partners,

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

NorthRock Partners, LLC is an institutional investor managing $6.2B across 678 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 NorthRock Partners, are Wolff Financial, Cornerstone Financial, WEBSTERROGERS FINANCIAL ADVISORS,, with shared positions in $UPST, $GMM, $COP, $MO, $HUM, $MS. The full ranking of 25 similar funds is below.

#1Wolff Financial Management LLCActive
Notable overlap · 6 shared positions
$UPST$GMM$COP$MO$HUM$MS
$453M
103 positions
#2Cornerstone Financial Management LLCPassive
Notable overlap · 6 shared positions
$UPST$VLTO$SE$COP$HUM$MS
$109M
1,311 positions
#3WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$UPST$VLTO$COP$HUM$SCHW
$350M
95 positions
#4Level Financial AdvisorsActive
Some overlap · 6 shared positions
$UPST$VLTO$COP$UPS$HUM$SCHW
$392M
92 positions
#5Cravens & Co Advisors, LLCActive
Some overlap · 3 shared positions
$UPST$VLTO$PM
$154M
64 positions
#6GOULD ASSET MANAGEMENT LLC /CA/Active
Some overlap · 4 shared positions
$UPST$VLTO$COP$SCHW
$576M
171 positions
#7O'Domhnaill Enterprises, Inc.Passive
Some overlap · 4 shared positions
$UPST$PM$MO$MDLZ
$124M
55 positions
#8MUIRFIELD WEALTH ADVISORS LLCPassive
Some overlap · 6 shared positions
$UPST$PM$COP$SAN$HUM$SCHW
$136M
80 positions
#9Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$UPST$COP$HUM$SCHW$MS
$958M
176 positions
#10American Money Management, LLCActive
Some overlap · 3 shared positions
$UPST$PM$COP
$632M
168 positions
#11Bear Mountain Capital, Inc.Active
Some overlap · 4 shared positions
$UPST$SE$COP$SCHW
$333M
198 positions
#12ARK & TLK INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$UPST$SE$COP$SCHW
$370M
119 positions
#13Strata Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$UPST$PGR$SCHW$PM
$365M
87 positions
#14Causey Wealth LLCPassive
Some overlap · 4 shared positions
$UPST$COP$HUM$SCHW
$236M
81 positions
#15Elm Partners Management LLCActive
Some overlap · 4 shared positions
$UPST$GMM$SCHW$HUM
$2.3B
158 positions
#16ORSER CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$UPST$COP$HUM$SCHW
$153M
46 positions
#17PRESILIUM PRIVATE WEALTH, LLCActive
Some overlap · 5 shared positions
$UPST$COP$SCHW$HUM$PM
$567M
75 positions
#181834 INVESTMENT ADVISORS COPassive
Some overlap · 4 shared positions
$UPST$VLTO$COP$MO
$801M
206 positions
#19Wright Wealth LLCActive
Some overlap · 4 shared positions
$UPST$HUM$MS$PM
$149M
51 positions
#20Morling Financial Advisors, LLCActive
Some overlap · 4 shared positions
$UPST$GMM$HUM$SCHW
$325M
108 positions
#21Klaas Financial Asset Advisors, LLCSmart money
Some overlap · 3 shared positions
$UPST$SE$HUM
$724M
59 positions
#22McLean Asset Management CorpActive
Some overlap · 3 shared positions
$UPST$SE$MS
$572M
165 positions
#23MOKAN Wealth Management Inc.Passive
Some overlap · 3 shared positions
$UPST$COP$HUM
$226M
109 positions
#24Beacon Financial Strategies CORPActive
Some overlap · 3 shared positions
$UPST$COP$HUM
$176M
177 positions
#25Cascade Wealth Advisors, IncActive
Some overlap · 3 shared positions
$UPST$COP$HUM
$228M
60 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.