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 VIRGINIA WEALTH GROUP, Minot DeBlois Advisors, Somerset, 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 OverlapQ2 2026NORTHCAPE WEALTH portfolio →

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Most similar hedge funds by 13F overlap

NORTHCAPE WEALTH MANAGEMENT, LLC is an institutional investor managing $381M across 144 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 NORTHCAPE WEALTH are VIRGINIA WEALTH GROUP, Minot DeBlois Advisors, Somerset, with shared positions in $KMI, $PEP, $EMR, $DUK, $CB, $ADI. The full ranking of 25 similar funds is below.

#1VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 8 shared positions

$KMI $PEP $EMR $DUK $CB $ADI

$203M

58 positions

#2Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$PEP $ABT $CB $NEE $ADI $UNP

$116M

240 positions

#3Somerset Trust CoPassive

Notable overlap · 8 shared positions

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

$354M

186 positions

#4BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$NEE $DE $ADI $ABT $ETN $CB

$8.0B

1,334 positions

#5FORBES J M & CO LLPActive

Notable overlap · 8 shared positions

$NEE $ANET $EMR $ETN $ABT $PEP

$1.3B

157 positions

#6CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$KMI $NEE $DUK $CB $DE $PEP

$767M

184 positions

#7Financial & Tax Architects, LLCPassive

Notable overlap · 6 shared positions

$PEP $GD $EMR $ABT $NEE $MDT

$486M

109 positions

#8Michael Brady & Co., LLCActive

Notable overlap · 7 shared positions

$PEP $EMR $GD $ETN $ABT $UNP

$110M

55 positions

#9ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$PEP $EMR $ABT $DE $ADI $BA

$878M

73 positions

#10Willis Investment CounselActive

Notable overlap · 7 shared positions

$PEP $ABT $CB $ETN $BHP $GD

$2.0B

128 positions

#11DMKC Advisory Services, LLCActive

Notable overlap · 7 shared positions

$PEP $ABT $DE $ETN $BA $MDT

$530M

92 positions

#12Kesler, Norman & Wride, LLCPassive

Notable overlap · 7 shared positions

$GD $CB $ADI $NEE $EMR $UNP

$631M

271 positions

#13Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$PEP $GD $ABT $DUK $CL $MDT

$161M

62 positions

#14STRATEGY ASSET MANAGERS LLCPassive

Notable overlap · 6 shared positions

$KMI $EMR $GD $ETN $BHP $DUK

$650M

262 positions

#15BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 6 shared positions

$EMR $KMI $CB $DE $ABT $PEP

$2.5B

270 positions

#16TriCert Investment Counsel Inc.Passive

Notable overlap · 7 shared positions

$GD $DE $ETN $BHP $UNP $DUK

$1.1B

88 positions

#17M. Kraus & CoPassive

Notable overlap · 6 shared positions

$PEP $ABT $NEE $ETN $ROK $ECL

$373M

83 positions

#18CASTLEKEEP INVESTMENT ADVISORS LLCActive

Notable overlap · 8 shared positions

$BA $DE $UNP $CL $CB $GD

$200M

76 positions

#19HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 6 shared positions

$PEP $DUK $NEE $ABT $EMR $UNP

$321M

107 positions

#20Aull & Monroe Investment Management CorpPassive

Notable overlap · 7 shared positions

$DUK $NEE $DE $ETN $UNP $PEP

$231M

125 positions

#21Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$ABT $CL $EMR $ETN $PEP $UNP

$108M

52 positions

#22A. D. Beadell Investment Counsel, Inc.Passive

Notable overlap · 5 shared positions

$KMI $ABT $CB $MDT $PEP

$151M

100 positions

#23OLD POINT TRUST & FINANCIAL SERVICES N APassive

Notable overlap · 6 shared positions

$PEP $KMI $NEE $ETN $ECL $CB

$329M

323 positions

#24CHEMUNG CANAL TRUST COActive

Notable overlap · 7 shared positions

$EMR $PEP $ADI $ECL $DUK $UNP

$541M

111 positions

#25Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$EMR $DUK $NEE $PEP $UNP $MDT

$1.3B

54 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.