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Hedge Funds Similar to Newport Group,

13F Portfolio OverlapQ1 2026Newport Group, portfolio →
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Most similar hedge funds by 13F overlap

Newport Capital Group, LLC is an institutional investor managing $164M across 73 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 Newport Group, are Conservest Advisors,, IFG Advisors,, LCM, with shared positions in $MDY, $SCHW, $KKR, $MAR, $USB, $GILD. The full ranking of 25 similar funds is below.

#1Conservest Capital Advisors, Inc.Active
Some overlap · 5 shared positions
$MDY$SCHW$KKR$MAR$USB
$1.1B
127 positions
#2IFG Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$SCHW$KKR
$611M
149 positions
#3LCM Capital Management IncActive
Some overlap · 3 shared positions
$MDY$GILD$ASML
$199M
110 positions
#4Hopwood Financial Services, Inc.Active
Some overlap · 3 shared positions
$MDY$SCHW$MAR
$148M
83 positions
#5Curbstone Financial Management CorpPassive
Some overlap · 4 shared positions
$MDY$KKR$USB$KO
$523M
202 positions
#6Divergent Planning, LLC
Some overlap · 3 shared positions
$MDY$USB$MAR
$392M
36 positions
#7Madison Park Capital Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$MAR$GILD
$127M
62 positions
#8Latigo Investments, LLCActive
Some overlap · 3 shared positions
$MDY$SCHW$USB
$201M
14 positions
#9Sandhill Capital Partners LLCActive
Some overlap · 4 shared positions
$AJG$SCHW$USB$KO
$1.2B
95 positions
#10TI-TRUST, INCPassive
Some overlap · 3 shared positions
$MDY$SCHW$KKR
$168M
128 positions
#11ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$SCHW$KO
$228M
90 positions
#12Montz Harcus Wealth Management LLCActive
Some overlap · 3 shared positions
$MDY$KKR$KO
$248M
93 positions
#13TSG Advice Partners, LLCActive
Some overlap · 3 shared positions
$MDY$USB$GILD
$667M
135 positions
#14HANOVER ADVISORS INCActive
Some overlap · 5 shared positions
$MDY$SCHW$KKR$MAR$KO
$246M
118 positions
#15Ayrshire Capital Management LLCPassive
Some overlap · 3 shared positions
$AJG$SCHW$GILD
$193M
50 positions
#16Tandem Investment Partners LLCPassive
Some overlap · 3 shared positions
$MDY$USB$MAR
$118M
73 positions
#17Crewe Advisors LLCActive
Some overlap · 4 shared positions
$MDY$SCHW$USB$MAR
$1.2B
1,038 positions
#18Pacific Center for Financial ServicesActive
Some overlap · 5 shared positions
$MDY$SCHW$KKR$ASML$KO
$394M
513 positions
#19SMITH, MOORE & CO.Passive
Some overlap · 3 shared positions
$MDY$USB$MAR
$1.4B
558 positions
#20BLUELINE ADVISORS LLCActive
Some overlap · 4 shared positions
$MDY$SCHW$USB$KKR
$129M
217 positions
#21PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$MDY$GILD$KO
$453M
166 positions
#22MONTAG A & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$MDY$MAR$KO
$2.2B
940 positions
#23Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 4 shared positions
$MDY$SCHW$USB$MAR
$257M
109 positions
#24Paladin Advisory Group, LLCPassive
Some overlap · 3 shared positions
$MDY$KKR$USB
$131M
241 positions
#25Pathstone Holdings, LLCPassive
Some overlap · 5 shared positions
$MDY$SCHW$KKR$MAR$KO
$25.1B
2,222 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.