What hedge funds are most similar to Northwest Quadrant Wealth Management, LLC?

The funds with the most similar 13F portfolios to Northwest Quadrant Wealth Management, LLC are Aull & Monroe Investment, Mengis, DMKC Advisory Services, based on overlapping conviction holdings in the latest SEC filings.

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 Northwest Quadrant Wealth

13F Portfolio OverlapQ2 2026Northwest Quadrant Wealth portfolio →

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Most similar hedge funds by 13F overlap

Northwest Quadrant Wealth Management, LLC is an institutional investor managing $540M across 77 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 Northwest Quadrant Wealth are Aull & Monroe Investment, Mengis, DMKC Advisory Services, with shared positions in $DE, $CMI, $ADP, $PEP, $UNP, $LMT. The full ranking of 25 similar funds is below.

#1Aull & Monroe Investment Management CorpPassive

Notable overlap · 7 shared positions

$DE $CMI $ADP $PEP $UNP $LMT

$239M

126 positions

#2Mengis Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$DE $PCAR $PM $PEP $UNP $HUBB

$658M

218 positions

#3DMKC Advisory Services, LLCActive

Notable overlap · 5 shared positions

$DE $CMI $LMT $PEP $ADP

$530M

92 positions

#4JACOBS & CO/CAPassive

Notable overlap · 8 shared positions

$CMI $DE $ADP $PEP $UNP $HUBB

$1.2B

134 positions

#5Juno Financial Group LLCActive

Notable overlap · 6 shared positions

$DE $LMT $CMI $PM $PEP $UNP

$282M

73 positions

#6Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$DE $CMI $ADP $HUBB $AXP $AMGN

$710M

193 positions

#7Wallington Asset Management, LLCActive

Some overlap · 6 shared positions

$DE $CMI $UNP $PEP $AMGN $PSX

$814M

61 positions

#8CULBERTSON A N & CO INCActive

Some overlap · 6 shared positions

$CMI $DE $PEP $TRV $MS $ADP

$859M

140 positions

#9BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Some overlap · 4 shared positions

$DE $CMI $LMT $AXP

$263M

90 positions

#10Eldred Rock Partners, LLCActive

Some overlap · 4 shared positions

$DE $CMI $PEP $PSX

$465M

29 positions

#11Karani Asset Management LLCPassive

Some overlap · 5 shared positions

$DE $CMI $AXP $TRV $MS

$139M

57 positions

#12Nordwand Advisors, LLCPassive

Some overlap · 7 shared positions

$CMI $UNP $HUBB $AXP $MS $AMGN

$652M

146 positions

#13CONNING INC.Passive

Some overlap · 7 shared positions

$CMI $LMT $ADP $UNP $TRV $MS

$3.3B

327 positions

#14Eliot Finkel Investment Counsel, LLCActive

Some overlap · 5 shared positions

$DE $LMT $PCAR $AMGN $PEP

$214M

33 positions

#15MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$CMI $LMT $PM $PEP $UNP

$233M

122 positions

#16COTTONWOOD CAPITAL ADVISORS, LLCActive

Some overlap · 5 shared positions

$DE $PM $PEP $UNP $MS

$166M

88 positions

#17PHYSICIANS FINANCIAL SERVICES, INC.Active

Some overlap · 6 shared positions

$CMI $ADP $LMT $DE $PEP $AMGN

$401M

106 positions

#18Wealth Group, Ltd.Passive

Some overlap · 6 shared positions

$CMI $ADP $LMT $DE $PEP $AMGN

$401M

106 positions

#19Sterling Wealth Management, Inc.Active

Some overlap · 6 shared positions

$DE $CMI $PEP $HUBB $AXP $PSX

$402M

116 positions

#20DB Fitzpatrick & Co, IncActive

Some overlap · 5 shared positions

$DE $LMT $CMI $HUBB $AMGN

$124M

100 positions

#21Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 5 shared positions

$CMI $LMT $ADP $AMGN $PSX

$111M

62 positions

#22ABSHER WEALTH MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$DE $ADP $PEP $AMGN $CMI

$878M

73 positions

#23Richwood Investment Advisors, LLCActive

Some overlap · 6 shared positions

$DE $LMT $PEP $AXP $MS $AMGN

$142M

106 positions

#24BAKER BOYER NATIONAL BANKSmart money

Some overlap · 4 shared positions

$DE $PCAR $CMI $UNP

$364M

94 positions

#25WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 5 shared positions

$CMI $LMT $PEP $DE $AMGN

$1.3B

73 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.