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 Northstar Advisory Group,

13F Portfolio OverlapQ1 2026Northstar Advisory Group, portfolio →

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Most similar hedge funds by 13F overlap

Northstar Advisory Group, LLC is an institutional investor managing $322M across 119 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 Northstar Advisory Group, are YACKTMAN ASSET, Center for Wealth Advisory, HAMEL ASSOCIATES,, with shared positions in $COP, $EBAY, $LMT, $LHX, $KO, $__PARK_1390777. The full ranking of 25 similar funds is below.

#1YACKTMAN ASSET MANAGEMENT LPActive

Some overlap · 6 shared positions

$COP $EBAY $LMT $LHX $KO $__PARK_1390777

$7.5B

76 positions

#2Center for Wealth Management AdvisoryActive

Some overlap · 6 shared positions

$COP $__PARK_1390777 $LMT $VZ $KO $MS

$139M

62 positions

#3HAMEL ASSOCIATES, INC.Passive

Some overlap · 5 shared positions

$COP $__PARK_1390777 $LMT $VZ $KO

$351M

81 positions

#4Powers Advisory Group, LLCActive

Some overlap · 7 shared positions

$COP $LMT $KO $MS $GLW $EPD

$284M

125 positions

#5CONNING INC.Passive

Some overlap · 7 shared positions

$COP $__PARK_1390777 $VZ $ADI $KO $MS

$3.0B

311 positions

#6MILLER HOWARD INVESTMENTS INC /NYActive

Some overlap · 5 shared positions

$COP $__PARK_1390777 $EPD $VZ $ET

$3.7B

138 positions

#7Lakewood Asset Management LLCPassive

Some overlap · 4 shared positions

$COP $EBAY $EPD $MCK

$156M

107 positions

#8William B. Walkup & Associates, Inc.Active

Some overlap · 7 shared positions

$COP $__PARK_1390777 $VZ $MCK $KO $MS

$167M

163 positions

#9Smead Capital Management, Inc.Active

Some overlap · 4 shared positions

$COP $EBAY $AXP $ULTA

$4.6B

32 positions

#10Union Heritage Capital, LLCPassive

Some overlap · 4 shared positions

$COP $LMT $AXP $MS

$269M

62 positions

#11FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 4 shared positions

$COP $LMT $LHX $KO

$5.0B

201 positions

#12Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$__PARK_1390777 $LMT $AXP $MCK $KO $MS

$272M

95 positions

#13Estabrook Capital ManagementPassive

Some overlap · 5 shared positions

$COP $__PARK_1390777 $VZ $GEV $GLW

$685M

380 positions

#14Northwest Bancshares, Inc.Active

Some overlap · 4 shared positions

$COP $LMT $KO $MS

$502M

168 positions

#15Chesapeake Wealth ManagementPassive

Some overlap · 5 shared positions

$COP $KO $MS $LHX $AXP

$326M

159 positions

#16Meriwether Wealth & Planning, LLCActive

Some overlap · 6 shared positions

$COP $__PARK_1390777 $EPD $ADI $MCK $ET

$183M

126 positions

#17Minot DeBlois Advisors LLCPassive

Some overlap · 4 shared positions

$COP $AXP $VZ $ADI

$110M

226 positions

#18Slocum, Gordon & Co LLPPassive

Some overlap · 4 shared positions

$COP $LMT $VZ $GEV

$147M

64 positions

#19CFC Planning Co LLCPassive

Some overlap · 4 shared positions

$COP $AXP $VZ $KO

$140M

72 positions

#20Cherokee Insurance CoPassive

Some overlap · 5 shared positions

$COP $EPD $__PARK_1390777 $MS $NUE

$263M

121 positions

#21OmniStar Financial Group, Inc.Passive

Some overlap · 6 shared positions

$__PARK_1390777 $LMT $VZ $KO $MS $GLW

$193M

108 positions

#22Davidson Capital Management Inc.Active

Some overlap · 4 shared positions

$COP $GEV $MCK $MS

$552M

93 positions

#23FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive

Some overlap · 5 shared positions

$COP $VZ $GLW $LMT $GEV

$464M

142 positions

#24iSAM Funds (UK) LtdPassive

Some overlap · 5 shared positions

$__PARK_1390777 $COP $LMT $ADI $NUE

$203M

291 positions

#25Marion Wealth ManagementPassive

Some overlap · 4 shared positions

$COP $MCK $ADI $KO

$451M

146 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.