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Hedge Funds Similar to Old North State

13F Portfolio OverlapQ2 2026Old North State portfolio →
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Most similar hedge funds by 13F overlap

Old North State Trust, LLC is an institutional investor managing $194M across 151 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 Old North State are PFG Private Wealth, Bank OZK, Hilltop National Bank, with shared positions in $ANET, $SO, $PWR, $MRVL, $AMP, $BX. The full ranking of 25 similar funds is below.

#1PFG Private Wealth Management, LLCActive
Notable overlap · 7 shared positions
$ANET$SO$PWR$MRVL$AMP$BX
$236M
72 positions
#2Bank OZKPassive
Notable overlap · 7 shared positions
$ANET$SO$PWR$MRVL$AMP$BX
$337M
159 positions
#3Hilltop National BankPassive
Some overlap · 8 shared positions
$ANET$PWR$MRVL$DELL$SO$STX
$465M
786 positions
#4Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$DUK$SO$RY$VZ$STX
$231M
125 positions
#5Great Lakes Retirement, Inc.Passive
Some overlap · 6 shared positions
$PWR$ANET$MRVL$DELL$STX$BX
$1.1B
222 positions
#6Griffith & Werner, Inc.Passive
Some overlap · 4 shared positions
$DUK$SO$TFC$VZ
$213M
71 positions
#7Gunderson Capital Management Inc.Active
Some overlap · 5 shared positions
$ANET$PWR$MRVL$DELL$STX
$359M
54 positions
#8VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$DUK$SO$VZ$BX
$203M
58 positions
#9ADVISORS MANAGEMENT GROUP INC /ADVActive
Some overlap · 4 shared positions
$DUK$SO$VZ$DELL
$604M
159 positions
#10Armor Investment Advisors, LLCActive
Some overlap · 4 shared positions
$DUK$SO$RY$VZ
$307M
152 positions
#11Robbins FarleyPassive
Some overlap · 4 shared positions
$ANET$SO$PWR$DELL
$262M
158 positions
#12Pathway Financial Advisers, LLCPassive
Some overlap · 4 shared positions
$DUK$MRVL$SO$VZ
$399M
405 positions
#13GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 4 shared positions
$ANET$SO$TFC$VZ
$2.3B
224 positions
#14EPG Wealth Management LLCPassive
Some overlap · 5 shared positions
$ANET$PWR$MRVL$BX$STX
$417M
318 positions
#15Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$SO$ANET$TFC$VZ
$221M
41 positions
#16Counterweight Ventures, LLCPassive
Some overlap · 4 shared positions
$DUK$PWR$RY$STX
$201M
81 positions
#17Reliant Investment Partners, LLCPassive
Some overlap · 5 shared positions
$DUK$TFC$ANET$VZ$STX
$147M
126 positions
#18First Bank & TrustPassive
Some overlap · 5 shared positions
$DUK$VZ$MRVL$SO$TFC
$687M
277 positions
#19Lebenthal Global Advisors, LLCPassive
Some overlap · 5 shared positions
$ANET$PWR$MRVL$SO$AMP
$741M
204 positions
#20Mayfair Advisory Group, LLCPassive
Some overlap · 5 shared positions
$SO$RY$TFC$BX$DUK
$345M
186 positions
#21Carson Advisory Inc.Passive
Some overlap · 4 shared positions
$DUK$SO$BX$VZ
$218M
204 positions
#22United Capital Management of KS, Inc.Passive
Some overlap · 4 shared positions
$DUK$MRVL$TFC$STX
$763M
98 positions
#23Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$RY$MRVL$DELL$VZ$STX
$1.0B
204 positions
#24Mason & Associates, LLCSmart money
Some overlap · 3 shared positions
$DUK$SO$TFC
$486M
45 positions
#25Wagner Wealth Management, LLCActive
Some overlap · 5 shared positions
$DUK$VZ$RY$SO$ANET
$573M
252 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.