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 NorthLanding Financial Partners,

13F Portfolio OverlapQ1 2026NorthLanding Financial Partners, portfolio →

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Most similar hedge funds by 13F overlap

NorthLanding Financial Partners, LLC is an institutional investor managing $124M across 41 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 NorthLanding Financial Partners, are Donalies Financial Planning,, Discipline Wealth Solutions,, Efficient Advisors,, with shared positions in $UNIT, $BRZE, $MAR, $SCHW, $MKL, $UPST. The full ranking of 25 similar funds is below.

#1Donalies Financial Planning, LLCActive

Some overlap · 4 shared positions

$UNIT $BRZE $MAR $SCHW

$117M

74 positions

#2Discipline Wealth Solutions, LLCActive

Some overlap · 5 shared positions

$UNIT $BRZE $SCHW $MKL $UPST

$950M

192 positions

#3Efficient Advisors, LLCActive

Some overlap · 5 shared positions

$UNIT $BRZE $SCHW $MKL $UPST

$1.4B

58 positions

#4Family CFO IncActive

Some overlap · 5 shared positions

$UNIT $BRZE $SCHW $MKL $USB

$223M

41 positions

#5Cherry Tree Wealth Management, LLCPassive

Some overlap · 5 shared positions

$UNIT $BRZE $SCHW $MKL $USB

$473M

582 positions

#6GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Some overlap · 5 shared positions

$UNIT $BRZE $MAR $MKL $UPST

$128M

42 positions

#7Wrenne Financial Planning LLCSmart money

Some overlap · 4 shared positions

$UNIT $BRZE $SCHW $MKL

$255M

49 positions

#8Valpey Financial Services, LLCPassive

Some overlap · 5 shared positions

$UNIT $BRZE $MKL $UPST $USB

$154M

75 positions

#9Sterling Wealth Management, Inc.Active

Some overlap · 4 shared positions

$UNIT $BRZE $SCHW $MAR

$364M

112 positions

#10Creekside PartnersPassive

Some overlap · 4 shared positions

$UNIT $BRZE $SCHW $MKL

$243M

183 positions

#11Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 4 shared positions

$UNIT $BRZE $MKL $UPST

$111M

63 positions

#12FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 4 shared positions

$UNIT $BRZE $SCHW $MKL

$293M

105 positions

#13White Lighthouse Investment Management Inc.Active

Some overlap · 7 shared positions

$BRZE $UNIT $MAR $SCHW $UPST $MKL

$721M

145 positions

#14Brooklyn FI, LLCActive

Some overlap · 4 shared positions

$UNIT $BRZE $SCHW $USB

$476M

78 positions

#15Verus Financial Partners, Inc.Smart money

Some overlap · 4 shared positions

$UNIT $BRZE $MKL $UPST

$1.1B

121 positions

#16Pinnacle Financial Group, LLC / ILPassive

Some overlap · 6 shared positions

$UNIT $SCHW $BRZE $MKL $USB $UPST

$365M

111 positions

#17FIDUCIARY ADVISORS, INC.Active

Some overlap · 5 shared positions

$UNIT $BRZE $MKL $USB $MAR

$133M

121 positions

#18MAYPORT, LLCActive

Some overlap · 5 shared positions

$UNIT $BRZE $MKL $UPST $SCHW

$538M

130 positions

#19LAM GROUP, INC.Passive

Some overlap · 4 shared positions

$UNIT $MAR $SCHW $MKL

$182M

136 positions

#20Abacus Planning Group, Inc.Active

Some overlap · 3 shared positions

$UNIT $BRZE $MKL

$743M

264 positions

#21Marotta Asset ManagementActive

Some overlap · 4 shared positions

$UNIT $MAR $SCHW $UPST

$543M

103 positions

#22Arbor Wealth Advisors LLCActive

Some overlap · 3 shared positions

$UNIT $BRZE $SCHW

$143M

56 positions

#23Praetorian Wealth Management, Inc.Active

Some overlap · 5 shared positions

$UNIT $MAR $SCHW $BRZE $USB

$526M

77 positions

#24SWAN Capital LLCPassive

Some overlap · 5 shared positions

$UNIT $MAR $SCHW $USB $MKL

$272M

554 positions

#25Index Fund Advisors, Inc.Smart money

Some overlap · 7 shared positions

$BRZE $UNIT $MAR $SCHW $MKL $UPST

$2.2B

127 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.