What hedge funds are most similar to Northern Financial Advisors Inc?

The funds with the most similar 13F portfolios to Northern Financial Advisors Inc are Vertrix Wealth ,, ASAHI LIFE ASSET , LTD., Pinnacle ,, 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 Northern Financial Advisors

13F Portfolio OverlapQ1 2026Northern Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Northern Financial Advisors Inc is an institutional investor managing $137M across 105 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 Northern Financial Advisors are Vertrix Wealth ,, ASAHI LIFE ASSET , LTD., Pinnacle ,, with shared positions in $AXP, $KO, $IBM, $LOW, $HON, $TMUS. The full ranking of 25 similar funds is below.

#1Vertrix Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$AXP $KO $IBM $LOW $HON $TMUS

$272M

95 positions

#2ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive

Notable overlap · 9 shared positions

$AXP $TRV $IBM $HON $AMGN $MCD

$155M

150 positions

#3Pinnacle Holdings, LLCPassive

Notable overlap · 6 shared positions

$DIA $TRV $AXP $IBM $AMGN $MCD

$309M

233 positions

#4Yoffe Investment Management, LLCPassive

Notable overlap · 7 shared positions

$AXP $TRV $IBM $KO $HON $MCD

$78M

111 positions

#5Gen-Wealth Partners IncPassive

Some overlap · 9 shared positions

$KO $HON $MCD $AMGN $MMM $DIA

$317M

728 positions

#6GREATMARK INVESTMENT PARTNERS, INC.Active

Some overlap · 6 shared positions

$AXP $TRV $KO $LOW $GD $AMGN

$854M

145 positions

#7Kerusso Capital Management LLCPassive

Some overlap · 6 shared positions

$AXP $KO $MMM $LOW $AMGN $GILD

$200M

53 positions

#8Providence Wealth Advisors, LLCPassive

Some overlap · 7 shared positions

$IBM $KO $LOW $HON $TRV $AMGN

$157M

80 positions

#9All Terrain Financial Advisors, LLCActive

Some overlap · 6 shared positions

$DIA $LOW $HON $AMGN $MMM $MU

$425M

149 positions

#10Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$AXP $IBM $GD $AMGN $MCD $KO

$170M

82 positions

#11Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$KO $IBM $LOW $HON $AMGN $MCD

$353M

78 positions

#12Stokes Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$AXP $KO $IBM $HON $MCD

$446M

104 positions

#13Capital Wealth Planning, LLCActive

Some overlap · 5 shared positions

$AXP $KO $IBM $AMGN $MCD

$18.1B

151 positions

#14Meadowbrook Advisors Group, LLCPassive

Some overlap · 6 shared positions

$KO $IBM $HON $GD $AMGN $MCD

$168M

136 positions

#15Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$TRV $IBM $KO $GD $AMGN $MCD

$245M

98 positions

#16CULLINAN ASSOCIATES INCActive

Some overlap · 6 shared positions

$KO $IBM $LOW $AXP $MCD $AMGN

$1.2B

207 positions

#17Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$KO $AXP $HON $ETN $AMGN $MCD

$218M

69 positions

#18BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 6 shared positions

$TRV $KO $HON $AXP $AMGN $MCD

$480M

133 positions

#19TRUSTCO BANK CORP N YPassive

Some overlap · 5 shared positions

$AXP $KO $LOW $IBM $MCD

$113M

71 positions

#20Stonebridge Capital Advisors LLCPassive

Some overlap · 6 shared positions

$KO $TRV $HON $ETN $MCD $GILD

$1.4B

211 positions

#21Wynn Capital, LLCPassive

Some overlap · 6 shared positions

$AXP $IBM $AMGN $MMM $KO $MCD

$195M

107 positions

#22DOVER ADVISORS, LLCPassive

Some overlap · 6 shared positions

$KO $AXP $LOW $HON $ETN $IBM

$242M

159 positions

#23BROADWATER CAPITAL MANAGEMENT LLC

Some overlap · 6 shared positions

$KO $IBM $GD $HON $MCD $MMM

$134M

211 positions

#24Sawyer & Company, IncPassive

Some overlap · 6 shared positions

$TRV $AXP $HON $ETN $AMGN $MU

$260M

197 positions

#25CFC Planning Co LLCPassive

Some overlap · 5 shared positions

$AXP $KO $IBM $MU $AMGN

$140M

72 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.