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Hedge Funds Similar to 1 NORTH WEALTH SERVICES

13F Portfolio OverlapQ1 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 $277M across 270 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 1 NORTH WEALTH SERVICES are Bulwark, Seed Wealth ,, Richmond Investment Services,, with shared positions in $JHG, $OKE, $WT, $ALPS, $SCI, $PSLV. The full ranking of 25 similar funds is below.

#1Bulwark Capital CorpActive
Notable overlap · 6 shared positions
$JHG$OKE$WT$ALPS$SCI$PSLV
$162M
100 positions
#2Seed Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$JHG$OKE$GSAT$MCD
$145M
98 positions
#3Richmond Investment Services, LLCPassive
Notable overlap · 3 shared positions
$JHG$USB$GSAT
$619M
255 positions
#4CASTLE WEALTH MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$JHG$WT$ALPS$USB
$309M
132 positions
#5Clearwater Capital Advisors, LLCActive
Notable overlap · 5 shared positions
$JHG$USB$WT$GSAT$MCD
$1.2B
177 positions
#6Fourth Dimension Wealth, LLCPassive
Notable overlap · 5 shared positions
$JHG$DIA$WT$USB$MCD
$264M
596 positions
#7M Wealth Management, LLCActive
Notable overlap · 3 shared positions
$OKE$WT$JHG
$119M
55 positions
#8Hilton Capital Management, LLCActive
Notable overlap · 5 shared positions
$USB$JHG$ALPS$MCD$EMR
$1.3B
129 positions
#9Kensington Asset Management, LLCSmart money
Notable overlap · 3 shared positions
$JHG$OKE$OKTA
$1.9B
41 positions
#10WT Wealth ManagementPassive
Notable overlap · 4 shared positions
$JHG$WT$GSAT$USB
$336M
138 positions
#11Madrid Financial ServicesActive
Notable overlap · 4 shared positions
$USB$WT$GSAT$ALPS
$169M
26 positions
#12Summit Asset Management, LLCActive
Notable overlap · 4 shared positions
$USB$WT$DIA$EMR
$719M
172 positions
#13Sovereign Investment Advisors, LLCActive
Notable overlap · 4 shared positions
$JHG$OKE$ALPS$EMR
$472M
106 positions
#14Barry Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$USB$WT$ALPS
$454M
99 positions
#15Powers Advisory Group, LLCActive
Notable overlap · 5 shared positions
$USB$WT$OKTA$MCD$REGN
$284M
125 positions
#16BLUELINE ADVISORS LLCActive
Notable overlap · 4 shared positions
$USB$WT$JHG$TRV
$129M
217 positions
#17Comprehensive Financial Planning, Inc./PAPassive
Notable overlap · 4 shared positions
$JHG$WT$QUBT$GSAT
$144M
387 positions
#18First Financial Group CorpActive
Notable overlap · 3 shared positions
$JHG$WT$GSAT
$122M
80 positions
#19HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 4 shared positions
$USB$JHG$MCD$EMR
$280M
107 positions
#20WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$USB$WT$OKTA
$508M
107 positions
#21Three Magnolias Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$JHG$WT$QUBT
$157M
103 positions
#22Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 3 shared positions
$USB$WT$GSAT
$153M
344 positions
#23OneAscent Wealth Management LLCActive
Notable overlap · 3 shared positions
$JHG$USB$WT
$302M
157 positions
#24Envision Financial LLCActive
Notable overlap · 3 shared positions
$USB$WT$ALPS
$186M
46 positions
#25Causey Wealth LLCPassive
Notable overlap · 3 shared positions
$USB$WT$JHG
$236M
81 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.