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Hedge Funds Similar to NORTHEAST PLANNING ASSOCIATES, / NH

13F Portfolio OverlapQ2 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 $133M across 65 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 NORTHEAST PLANNING ASSOCIATES, / NH are RoundAngle Advisors, CALIBER WEALTH , / KS, ROI Financial Advisors, with shared positions in $SLV, $CB, $VZ, $ANET, $MDY. The full ranking of 19 similar funds is below.

#1RoundAngle Advisors LLC
Notable overlap · 3 shared positions
$SLV$CB$VZ
$134M
60 positions
#2CALIBER WEALTH MANAGEMENT, LLC / KSActive
Some overlap · 3 shared positions
$SLV$CB$VZ
$1.0B
300 positions
#3ROI Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SLV$ANET$VZ
$193M
70 positions
#4Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$MDY$CB$VZ
$112M
85 positions
#5RMR Wealth BuildersActive
Some overlap · 3 shared positions
$MDY$ANET$VZ
$1.6B
316 positions
#6Expressive Wealth LLCPassive
Some overlap · 3 shared positions
$MDY$ANET$CB
$106M
133 positions
#7DAVIDSON TRUST COPassive
Some overlap · 3 shared positions
$MDY$CB$VZ
$256M
190 positions
#8GHE, LLCSmart money
Some overlap · 3 shared positions
$MDY$ANET$CB
$265M
57 positions
#9LightSquare Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ANET$CB$VZ
$145M
104 positions
#10MassMutual Private Wealth & Trust, FSBPassive
Some overlap · 3 shared positions
$MDY$CB$VZ
$3.9B
2,444 positions
#11HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 3 shared positions
$CB$ANET$VZ
$461M
144 positions
#12Tandem Investment Partners LLCPassive
Some overlap · 3 shared positions
$MDY$VZ$CB
$130M
76 positions
#13Community Bank, N.A.Passive
Slight overlap · 3 shared positions
$MDY$VZ$CB
$926M
530 positions
#14VIAWEALTH, LLCPassive
Slight overlap · 3 shared positions
$ANET$CB$MDY
$199M
167 positions
#15BostonPremier Wealth LLCSmart money
Slight overlap · 4 shared positions
$ANET$CB$VZ$MDY
$235M
79 positions
#16Sherry Group, Inc.Active
Slight overlap · 3 shared positions
$SLV$MDY$VZ
$102M
52 positions
#17Blue Water Asset ManagementActive
Slight overlap · 3 shared positions
$CB$SLV$VZ
$310M
108 positions
#18Kelsey Financial, LLCActive
Slight overlap · 3 shared positions
$SLV$VZ$MDY
$132M
65 positions
#19Horizons Wealth Management
Slight overlap · 4 shared positions
$MDY$ANET$CB$SLV
$152M
170 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.