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Hedge Funds Similar to NorthCrest Asset Manangement

13F Portfolio OverlapQ3 2026NorthCrest Asset Manangement portfolio →
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Most similar hedge funds by 13F overlap

NorthCrest Asset Manangement, LLC is an institutional investor managing $4.2B across 994 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to NorthCrest Asset Manangement are MATTERN, Nicholson Wealth Group, LORD, ABBETT, with shared positions in $APH, $ADI, $AMGN, $PH, $LIN, $BLK. The full ranking of 25 similar funds is below.

#1MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$APH$ADI$AMGN$PH$LIN$BLK
$857M
166 positions
#2Nicholson Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$APH$ADI$AMGN$PH$LIN
$170M
111 positions
#3LORD, ABBETT & CO. LLCPassive
Some overlap · 5 shared positions
$ADI$MS$APH$PH$LIN
$34.9B
558 positions
#4Huntleigh Advisors, Inc.Passive
Some overlap · 5 shared positions
$APH$ADI$AMGN$MS$BLK
$714M
303 positions
#5Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$APH$ADI$PH$LIN$BLK
$655M
539 positions
#6ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Some overlap · 5 shared positions
$APH$ADI$PH$LIN$BLK
$409M
182 positions
#7Somerset Trust CoPassive
Some overlap · 5 shared positions
$ADI$MS$AMGN$LIN$BLK
$354M
186 positions
#8FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Some overlap · 5 shared positions
$MS$ADI$AMGN$PH$FCX
$8.4B
431 positions
#9BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$APH$MS$LIN$VZ$BLK
$529M
72 positions
#10Wilkinson Global Asset Management LLCActive
Some overlap · 5 shared positions
$ADI$AMGN$PH$LIN$DE
$1.3B
62 positions
#11Rathbones Group PLCActive
Some overlap · 5 shared positions
$APH$PH$LIN$DE$FCX
$27.1B
665 positions
#12Evansbrook LLCActive
Some overlap · 5 shared positions
$MS$ADI$PH$DE$BLK
$171M
126 positions
#13BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ADI$AMGN$LIN$DE$APH
$8.0B
1,334 positions
#14Fruth Investment ManagementPassive
Some overlap · 5 shared positions
$ADI$PH$LIN$DE$VLO
$409M
224 positions
#15Great Diamond Partners, LLCPassive
Some overlap · 5 shared positions
$MS$AMGN$PH$VLO$BLK
$596M
238 positions
#16Winslow Capital Management, LLCActive
Some overlap · 4 shared positions
$APH$ADI$MS$PH
$29.1B
66 positions
#17Consolidated Planning CorpActive
Some overlap · 4 shared positions
$APH$ADI$MS$VZ
$735M
186 positions
#18Close Asset Management LtdActive
Some overlap · 5 shared positions
$APH$ADI$FCX$DE$NDAQ
$3.8B
269 positions
#19Umpqua BankPassive
Some overlap · 5 shared positions
$MS$PH$DE$VZ$BLK
$446M
165 positions
#20SevenBridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$MS$LIN$DE$FCX$BLK
$674M
211 positions
#21Aspire Private Capital, LLCPassive
Some overlap · 4 shared positions
$APH$ADI$PH$LIN
$484M
175 positions
#22Norway Savings BankPassive
Some overlap · 4 shared positions
$APH$ADI$AMGN$BLK
$244M
103 positions
#23BRADY FAMILY WEALTH, LLCPassive
Some overlap · 4 shared positions
$APH$ADI$AMGN$BLK
$346M
113 positions
#24Cumberland Partners LtdPassive
Some overlap · 4 shared positions
$APH$ADI$LIN$NDAQ
$1.5B
153 positions
#25CHILTON INVESTMENT CO INC.Active
Some overlap · 4 shared positions
$APH$MS$PH$DE
$4.2B
299 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.