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 NORTHBRIDGE FINANCIAL GROUP,

13F Portfolio OverlapQ1 2026NORTHBRIDGE FINANCIAL GROUP, portfolio →

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Most similar hedge funds by 13F overlap

NORTHBRIDGE FINANCIAL GROUP, LLC is an institutional investor managing $261M across 184 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 NORTHBRIDGE FINANCIAL GROUP, are Symphony Financial Services,, Sanchez Wealth Group, RiverTree Advisors,, with shared positions in $JHG, $REGN, $WT, $MAR, $SHOP, $PLTR. The full ranking of 25 similar funds is below.

#1Symphony Financial Services, Inc.Passive

Notable overlap · 4 shared positions

$JHG $REGN $WT $MAR

$195M

99 positions

#2Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$JHG $REGN $WT

$462M

53 positions

#3RiverTree Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $REGN $SHOP

$158M

60 positions

#4ATWOOD & PALMER INCPassive

Notable overlap · 3 shared positions

$JHG $REGN $PLTR

$1.8B

531 positions

#5Lionshead Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$JHG $WT $AMD $PLTR

$136M

108 positions

#6Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 5 shared positions

$JHG $WT $PLTR $MAR $NTRB

$144M

387 positions

#7DAHRING {-} CUSMANO LLCActive

Notable overlap · 4 shared positions

$JHG $NTRB $PLTR $CRM

$163M

58 positions

#8Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$JHG $WT $PLTR $SHOP

$157M

103 positions

#9CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$JHG $WT $MAR $CRM

$309M

132 positions

#10LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$JHG $REGN $PH $PLTR $AMD

$174M

65 positions

#11Medallion Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $REGN $WT

$306M

1,121 positions

#12Prasad Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$JHG $PH $PLTR $SHOP

$367M

146 positions

#13Orion Capital Management LLCPassive

Notable overlap · 4 shared positions

$JHG $PLTR $AMD $ISRG

$290M

485 positions

#14Mason & Associates IncActive

Notable overlap · 4 shared positions

$JHG $WT $AMD $PLTR

$516M

160 positions

#15WT Wealth ManagementPassive

Notable overlap · 3 shared positions

$JHG $WT $SHOP

$336M

138 positions

#16Modern Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $REGN

$5.8B

877 positions

#17Financial Security Advisor, Inc.Active

Notable overlap · 4 shared positions

$JHG $REGN $WT $PH

$544M

160 positions

#18Fourth Dimension Wealth, LLCPassive

Notable overlap · 4 shared positions

$JHG $WT $AMD $MAR

$264M

596 positions

#19Bulwark Capital CorpActive

Notable overlap · 3 shared positions

$JHG $WT $MAR

$162M

100 positions

#20Destiny Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$JHG $AMD $PLTR

$914M

1,148 positions

#21Banco BTG Pactual S.A.Passive

Notable overlap · 3 shared positions

$JHG $AMD $MAR

$1.1B

185 positions

#221 NORTH WEALTH SERVICES LLCPassive

Some overlap · 3 shared positions

$JHG $WT $REGN

$277M

270 positions

#23Aprio Wealth Management, LLCPassive

Some overlap · 4 shared positions

$JHG $REGN $WT $CRM

$1.8B

613 positions

#24Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 3 shared positions

$JHG $WT $REGN

$589M

590 positions

#25HIGHLINE WEALTH PARTNERS LLCPassive

Some overlap · 3 shared positions

$JHG $MAR $AMD

$392M

1,298 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.