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Hedge Funds Similar to NORTHEAST PLANNING ASSOCIATES, / NH /

13F Portfolio OverlapQ1 2026NORTHEAST PLANNING ASSOCIATES, / NH / portfolio →
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Most similar hedge funds by 13F overlap

NORTHEAST PLANNING ASSOCIATES, INC. / NH / is an institutional investor managing $149M across 55 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 NORTHEAST PLANNING ASSOCIATES, / NH / are Forest Hill ,, OxenFree, MAINSTAY /ADV, with shared positions in $USB, $SLV, $PSLV, $MDY, $LKFT, $EPAM. The full ranking of 25 similar funds is below.

#1Forest Hill Capital, LLCActive
Substantial overlap · 3 shared positions
$USB$SLV$PSLV
$152M
19 positions
#2OxenFree Capital LLCActive
Substantial overlap · 3 shared positions
$SLV$USB$MDY
$206M
56 positions
#3MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Substantial overlap · 3 shared positions
$SLV$LKFT$USB
$1.3B
143 positions
#4Foundation Wealth Management, LLC\PAActive
Notable overlap · 3 shared positions
$USB$EPAM$MKL
$284M
91 positions
#5Grand Central Investment GroupActive
Notable overlap · 4 shared positions
$USB$SLV$PSLV$LKFT
$135M
44 positions
#6MilWealth Group LLCSmart money
Notable overlap · 4 shared positions
$USB$MKL$BRZE$MDY
$420M
81 positions
#7SpringVest Wealth Management LLCActive
Notable overlap · 3 shared positions
$USB$MKL$SLV
$146M
67 positions
#8NEPC LLCSmart money
Notable overlap · 3 shared positions
$USB$EPAM$BRZE
$5.0B
51 positions
#9Walser Wealth Management Company, A Ltd Liability CoActive
Notable overlap · 3 shared positions
$SLV$PSLV$VZ
$223M
187 positions
#10Newton One Investments LLCActive
Notable overlap · 4 shared positions
$USB$MKL$EPAM$MDY
$368M
121 positions
#11New Harbor Financial Group, LLCActive
Notable overlap · 4 shared positions
$USB$SLV$PSLV$LKFT
$567M
61 positions
#12Financial Freedom, LLCPassive
Notable overlap · 4 shared positions
$USB$SLV$BRZE$GSAT
$201M
426 positions
#13POWER WEALTH MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$USB$VZ$LEN
$269M
96 positions
#14Fortress Financial Solutions, LLCActive
Notable overlap · 3 shared positions
$USB$MKL$SLV
$96M
56 positions
#15Fielder Capital Group LLCPassive
Notable overlap · 4 shared positions
$USB$GSAT$PSLV$SLV
$459M
290 positions
#16Farrell Financial LLCPassive
Notable overlap · 4 shared positions
$USB$MKL$CB$BRZE
$167M
76 positions
#17Tandem Financial, LLCPassive
Notable overlap · 3 shared positions
$USB$SLV$GSAT
$314M
98 positions
#18Equita Financial Network, Inc.Active
Notable overlap · 3 shared positions
$USB$MKL$BRZE
$318M
87 positions
#19Corecam Pte. Ltd.Active
Notable overlap · 3 shared positions
$SLV$GSAT$USB
$231M
65 positions
#20David R. Rahn & Associates Inc.Passive
Notable overlap · 4 shared positions
$USB$SLV$LKFT$ANET
$354M
122 positions
#21Essex LLCActive
Notable overlap · 3 shared positions
$USB$GSAT$BRZE
$566M
175 positions
#22Berkeley Capital Partners, LLCActive
Notable overlap · 3 shared positions
$USB$MKL$CB
$431M
184 positions
#23Anson Capital, Inc.Passive
Notable overlap · 5 shared positions
$USB$LKFT$GSAT$MKL$BRZE
$146M
90 positions
#24RIA Advisory Group LLCPassive
Notable overlap · 4 shared positions
$SLV$PSLV$USB$LKFT
$421M
145 positions
#25Curran Financial Partners, LLCActive
Notable overlap · 4 shared positions
$GSAT$USB$BRZE$SLV
$559M
127 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.