What hedge funds are most similar to NORTHCAPE WEALTH MANAGEMENT, LLC?

The funds with the most similar 13F portfolios to NORTHCAPE WEALTH MANAGEMENT, LLC are Stokes Advisors,, HALL, Paladin Wealth,, 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 NORTHCAPE WEALTH ,

13F Portfolio OverlapQ1 2026NORTHCAPE WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

NORTHCAPE WEALTH MANAGEMENT, LLC is an institutional investor managing $367M across 141 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 NORTHCAPE WEALTH , are Stokes Advisors,, HALL, Paladin Wealth,, with shared positions in $NEE, $IBM, $ABT, $CB, $CL, $KO. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive

Notable overlap · 9 shared positions

$NEE $IBM $ABT $CB $CL $KO

$446M

104 positions

#2HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 8 shared positions

$JHG $DUK $NEE $ABT $MCD $UNP

$280M

107 positions

#3Paladin Wealth, LLCPassive

Notable overlap · 6 shared positions

$JHG $ETN $KO $MCD $ABT $ECL

$145M

125 positions

#4Leelyn Smith, LLCPassive

Notable overlap · 5 shared positions

$JHG $ADI $GD $MCD $BA

$713M

154 positions

#5FORBES J M & CO LLPActive

Notable overlap · 9 shared positions

$NEE $ABT $EMR $KO $ETN $IBM

$1.2B

150 positions

#6Kesler, Norman & Wride, LLCPassive

Notable overlap · 8 shared positions

$GD $NEE $ADI $CB $EMR $ABT

$581M

245 positions

#7LYNCH & ASSOCIATES/INPassive

Notable overlap · 9 shared positions

$EMR $IBM $NEE $ABT $KO $MCD

$533M

126 positions

#8BROADWATER CAPITAL MANAGEMENT LLC

Notable overlap · 9 shared positions

$ADI $IBM $ABT $KO $MCD $GD

$134M

211 positions

#9VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$KMI $EMR $DUK $CB $ADI $MCD

$187M

55 positions

#10Trail Ridge Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$JHG $ETN $CB $NEE $UNP

$230M

99 positions

#11Cohen Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$KMI $NEE $CB $KO $BA $BHP

$210M

79 positions

#12Somerset Trust CoPassive

Notable overlap · 7 shared positions

$GD $NEE $ADI $ABT $CB $EMR

$326M

174 positions

#13Brown Miller Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$NEE $ABT $ADI $KMI $CB $GD

$352M

191 positions

#14Kinloch Capital, LLCPassive

Notable overlap · 7 shared positions

$GD $NEE $EMR $IBM $ABT $KO

$245M

83 positions

#15Palisade Asset Management, LLCActive

Notable overlap · 8 shared positions

$GD $IBM $ABT $DE $CL $MCD

$996M

195 positions

#16Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 7 shared positions

$KMI $NEE $IBM $DE $KO $SYK

$974M

782 positions

#17WESPAC Advisors SoCal, LLCPassive

Notable overlap · 6 shared positions

$JHG $GD $KO $ETN $IBM $ANET

$470M

119 positions

#18CAPITAL CITY TRUST CO/FLActive

Notable overlap · 8 shared positions

$GD $NEE $CL $ANET $KO $UNP

$437M

114 positions

#19Financial & Tax Architects, LLCPassive

Notable overlap · 7 shared positions

$GD $NEE $IBM $ABT $KO $MCD

$448M

108 positions

#20Silver Lake Advisory, LLCPassive

Notable overlap · 6 shared positions

$KMI $ABT $EMR $ETN $MCD $KO

$252M

103 positions

#21Accel Wealth ManagementPassive

Notable overlap · 4 shared positions

$JHG $DE $KMI $IBM

$383M

290 positions

#22EPIQ PARTNERS, LLCPassive

Notable overlap · 4 shared positions

$JHG $NEE $ECL $CB

$214M

83 positions

#23Persium Advisors, LLCActive

Notable overlap · 7 shared positions

$GD $IBM $ABT $DUK $BHP $MCD

$127M

60 positions

#24Sky Investment Group LLCPassive

Notable overlap · 8 shared positions

$EMR $ABT $DUK $KO $MCD $ECL

$583M

140 positions

#25IVC Wealth Advisors LLCPassive

Notable overlap · 4 shared positions

$JHG $IBM $ETN $MCD

$230M

173 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.