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Hedge Funds Similar to 1 NORTH WEALTH SERVICES

13F Portfolio OverlapQ2 20261 NORTH WEALTH SERVICES portfolio →
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Most similar hedge funds by 13F overlap

1 NORTH WEALTH SERVICES LLC is an institutional investor managing $306M across 309 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 1 NORTH WEALTH SERVICES are First Fiduciary Investment Counsel, CITY, LIGHTHOUSE FINANCIAL SERVICES, with shared positions in $BLK, $EQIX, $MCD, $PSX, $TRV, $GLW. The full ranking of 25 similar funds is below.

#1First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$BLK$EQIX$MCD$PSX
$529M
75 positions
#2CAPITAL CITY TRUST CO/FLPassive
Some overlap · 3 shared positions
$BLK$TRV$MCD
$482M
129 positions
#3LIGHTHOUSE FINANCIAL SERVICES INC /ADVActive
Some overlap · 4 shared positions
$BLK$TRV$MCD$GLW
$476M
102 positions
#4Stonebridge Capital Advisors LLCPassive
Some overlap · 4 shared positions
$BLK$TRV$MCD$GLW
$1.6B
215 positions
#5MainStreet Investment Advisors LLCActive
Some overlap · 4 shared positions
$BLK$MCD$EMR$MO
$734M
166 positions
#6Beaumont Asset Management, L.L.C.Smart money
Some overlap · 4 shared positions
$BLK$MCD$EMR$LIN
$257M
79 positions
#7L. Roy Papp & Associates, LLPPassive
Some overlap · 4 shared positions
$BLK$MCD$EMR$LIN
$951M
193 positions
#8CONNING INC.Passive
Some overlap · 4 shared positions
$TRV$BLK$MCD$GLW
$3.3B
327 positions
#9VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$BLK$MCD$EMR$PSX
$201M
57 positions
#10BKM Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$BLK$MCD$EMR$LIN
$282M
148 positions
#11RNC CAPITAL MANAGEMENT LLCActive
Slight overlap · 5 shared positions
$BLK$EMR$MO$GLW$PSX
$2.4B
181 positions
#12Platform Wealth Management, LLCActive
Slight overlap · 3 shared positions
$BLK$MCD$GLW
$273M
57 positions
#13BRADY FAMILY WEALTH, LLCPassive
Slight overlap · 3 shared positions
$BLK$MCD$PSX
$346M
113 positions
#14CUTLER INVESTMENT COUNSEL LLCActive
Slight overlap · 3 shared positions
$BLK$MCD$PSX
$1.1B
157 positions
#15Provident Investment Management, Inc.Active
Slight overlap · 3 shared positions
$BLK$MCD$GLW
$1.0B
89 positions
#16Clarity Financial LLCActive
Slight overlap · 3 shared positions
$BLK$MO$PSX
$1.2B
132 positions
#17Talbot Financial, LLCActive
Slight overlap · 3 shared positions
$TRV$BLK$EMR
$1.4B
71 positions
#18Blue Edge Capital, LLC
Slight overlap · 3 shared positions
$BLK$MCD$GLW
$833M
137 positions
#19AMES NATIONAL CORPSmart money
Slight overlap · 3 shared positions
$TRV$BLK$MCD
$182M
69 positions
#20MARINO, STRAM & ASSOCIATES LLCActive
Slight overlap · 3 shared positions
$BLK$MCD$MO
$628M
202 positions
#21Aviance Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$TRV$BLK$LIN
$963M
388 positions
#22Palisade Asset Management, LLCPassive
Slight overlap · 3 shared positions
$BLK$TRV$MCD
$1.1B
204 positions
#23Front Row Advisors LLCPassive
Slight overlap · 3 shared positions
$BLK$EQIX$GLW
$345M
576 positions
#24LONDON CO OF VIRGINIAActive
Slight overlap · 3 shared positions
$BLK$MO$GLW
$17.5B
169 positions
#25COUNTRY TRUST BANKActive
Slight overlap · 3 shared positions
$BLK$EQIX$LIN
$5.7B
628 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.