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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 BERKSHIRE ASSET, LifeGuide Financial Advisors, Greenland, with shared positions in $PPL, $PNC, $HSY, $MCD, $PEP, $MSTR. The full ranking of 25 similar funds is below.

#1BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 5 shared positions
$PPL$PNC$HSY$MCD$PEP
$2.5B
270 positions
#2LifeGuide Financial Advisors, LLCSmart money
Some overlap · 4 shared positions
$PPL$PNC$HSY$MCD
$351M
47 positions
#3Greenland Capital Management LPPassive
Some overlap · 3 shared positions
$PPL$MSTR$DLR
$812M
296 positions
#4Plan Group Financial, LLCPassive
Slight overlap · 3 shared positions
$PPL$SGOL$DLR
$486M
249 positions
#5Elevate Capital Advisors, LLCPassive
Slight overlap · 4 shared positions
$PNC$HSY$SGOL$MCD
$182M
77 positions
#6Compton Financial Group, LLCActive
Slight overlap · 3 shared positions
$PPL$PNC$PEP
$519M
84 positions
#7HAMEL ASSOCIATES, INC.Passive
Slight overlap · 4 shared positions
$PNC$HSY$MCD$PEP
$363M
92 positions
#8CNB BankPassive
Slight overlap · 4 shared positions
$CCNE$PNC$MCD$PEP
$257M
518 positions
#9ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Slight overlap · 3 shared positions
$PPL$DLR$MCD
$102M
87 positions
#10DELTA CAPITAL MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$PNC$DLR$MCD$PEP
$217M
108 positions
#11LIBERTY SQUARE WEALTH PARTNERS LLCActive
Slight overlap · 3 shared positions
$PPL$PNC$MPC
$420M
140 positions
#12Kennebec Savings BankPassive
Slight overlap · 4 shared positions
$PNC$DLR$MCD$PEP
$125M
284 positions
#13Blue Capital, Inc.Passive
Slight overlap · 3 shared positions
$SGOL$MPC$DLR
$158M
122 positions
#14FIDELITY D & D BANCORP INCPassive
Slight overlap · 3 shared positions
$PPL$PNC$MCD
$291M
116 positions
#15CPA Asset Management LLCActive
Slight overlap · 4 shared positions
$PNC$MCD$PEP$MPC
$347M
97 positions
#16NI ACQUISITIONS COMPANY, LLCActive
Slight overlap · 3 shared positions
$PPL$PNC$PEP
$234M
112 positions
#17Valley Brook Capital Group, Inc.Passive
Slight overlap · 3 shared positions
$PNC$MPC$MCD
$176M
120 positions
#18ISTHMUS PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$PNC$HSY$MCD
$1.0B
226 positions
#19Raleigh Capital Management Inc.Passive
Slight overlap · 3 shared positions
$PNC$PPL$PEP
$313M
610 positions
#20DEAN INVESTMENT ASSOCIATES, LLCPassive
Slight overlap · 3 shared positions
$PNC$HSY$PEP
$761M
193 positions
#21Confluence Wealth Services, Inc.Active
Slight overlap · 3 shared positions
$PNC$MPC$PEP
$3.5B
476 positions
#22Newman Dignan & Sheerar, Inc.Passive
Slight overlap · 3 shared positions
$SGOL$MCD$PEP
$523M
197 positions
#23Fruth Investment ManagementPassive
Slight overlap · 3 shared positions
$MPC$HSY$PEP
$421M
225 positions
#24Poehling Capital Management, INC.Passive
Slight overlap · 3 shared positions
$MPC$HSY$PEP
$466M
166 positions
#25Tudor Financial Inc.Passive
Slight overlap · 3 shared positions
$MPC$HSY$PEP
$222M
152 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.