What hedge funds are most similar to Northeast Financial Group, Inc.?

The funds with the most similar 13F portfolios to Northeast Financial Group, Inc. are Beacon ,, Efficient Advisors,, BARINGS, 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 Northeast Financial Group,

13F Portfolio OverlapQ1 2026Northeast Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Northeast Financial Group, Inc. is an institutional investor managing $404M across 90 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 Financial Group, are Beacon ,, Efficient Advisors,, BARINGS, with shared positions in $SNOW, $SCHW, $COP, $JHG, $HSY, $MSTR. The full ranking of 25 similar funds is below.

#1Beacon Capital Management, Inc.Active

Notable overlap · 5 shared positions

$SNOW $SCHW $COP $JHG $HSY

$1.8B

57 positions

#2Efficient Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $SCHW $COP

$1.4B

58 positions

#3BARINGS LLCActive

Notable overlap · 3 shared positions

$SNOW $JHG $COP

$6.2B

179 positions

#449 WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$SNOW $JHG $COP $MSTR

$1.3B

203 positions

#5Hurlow Wealth Management Group, Inc.Active

Notable overlap · 4 shared positions

$SCHW $SNOW $COP $MCD

$420M

120 positions

#6CAMBRIDGE CAPITAL MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$SNOW $SCHW $COP

$232M

44 positions

#7Passive Capital Management, LLC.Active

Notable overlap · 3 shared positions

$SNOW $SCHW $MCD

$335M

104 positions

#8BARD ASSOCIATES INCPassive

Notable overlap · 3 shared positions

$JHG $SNOW $SCHW

$398M

292 positions

#9WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$SNOW $JHG $PNC $KO $MCD

$156M

139 positions

#10Lionshead Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$SNOW $JHG $TMO

$136M

108 positions

#11TPG Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$SNOW $JHG $GMM

$307M

76 positions

#12Tillman Hartley LLCActive

Notable overlap · 4 shared positions

$SNOW $SCHW $COP $KO

$398M

88 positions

#13Richmond Brothers, Inc.Smart money

Notable overlap · 3 shared positions

$SCHW $SNOW $HSY

$150M

36 positions

#14Grey Fox Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$SNOW $SCHW $COP $GMM $PNC

$518M

140 positions

#15FC Advisory LLCActive

Notable overlap · 5 shared positions

$SNOW $SCHW $COP $MS $GMM

$342M

115 positions

#16Miller Global Investments, LLCPassive

Notable overlap · 3 shared positions

$JHG $SNOW $SCHW

$121M

295 positions

#17Towneley Capital Management, Inc / DESmart money

Notable overlap · 4 shared positions

$JHG $SNOW $COP $SGOL

$478M

42 positions

#18Silver Coast Investments LLCActive

Notable overlap · 4 shared positions

$SNOW $SCHW $HSY $MS

$313M

119 positions

#19MBA Advisors LLCPassive

Notable overlap · 4 shared positions

$SNOW $JHG $MPC $MCD

$260M

146 positions

#20Retirement Management Systems Inc.Active

Notable overlap · 3 shared positions

$SNOW $JHG $MS

$415M

51 positions

#21Clarity Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$SNOW $SCHW $COP $GMM

$215M

95 positions

#22Fonville Wealth Management LLCPassive

Notable overlap · 3 shared positions

$SNOW $SCHW $GMM

$525M

138 positions

#23BNB Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $SNOW $MPC

$156M

90 positions

#24Ballast Rock Private Wealth LLCPassive

Notable overlap · 4 shared positions

$SNOW $JHG $SCHW $MCD

$181M

177 positions

#25Schneider Downs Wealth Management Advisors, LPActive

Notable overlap · 4 shared positions

$JHG $SNOW $SCHW $PNC

$907M

156 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.