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Hedge Funds Similar to North Ridge Wealth Advisors

13F Portfolio OverlapQ1 2026North Ridge Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

North Ridge Wealth Advisors, Inc. is an institutional investor managing $178M across 193 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 North Ridge Wealth Advisors are Robinswood Financial, POTOMAC FUND, Trust Co, with shared positions in $SNPS, $SBUX, $PNC, $BA, $MMM, $SHEL. The full ranking of 25 similar funds is below.

#1Robinswood Financial LLCPassive
Substantial overlap · 5 shared positions
$SNPS$SBUX$PNC$BA$MMM
$349M
435 positions
#2POTOMAC FUND MANAGEMENT INC /ADVSmart money
Notable overlap · 5 shared positions
$SNPS$SHEL$PNC$HON$ABT
$4.0B
109 positions
#3Trust CoActive
Notable overlap · 3 shared positions
$SNPS$LMT$STT
$1.1B
908 positions
#4BlueStem Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$SNPS$AXP$MMM
$1.0B
127 positions
#5McIlrath & Eck, LLC
Notable overlap · 4 shared positions
$SNPS$BA$AXP$SBUX
$1.3B
1,645 positions
#6Keudell/Morrison Wealth ManagementPassive
Notable overlap · 3 shared positions
$SNPS$T$ASML
$529M
260 positions
#7Gladwyn Financial Advisors, Inc.Active
Notable overlap · 3 shared positions
$SNPS$ED$MMM
$160M
82 positions
#8HORIZON FINANCIAL SERVICES, LLCPassive
Notable overlap · 3 shared positions
$SNPS$T$STT
$261M
646 positions
#9Financial Gravity Asset Management, Inc.
Notable overlap · 5 shared positions
$SNPS$BA$SBUX$ASML$MMM
$562M
973 positions
#10Financial Gravity Companies, Inc. (FGCO)Passive
Notable overlap · 5 shared positions
$SNPS$BA$SBUX$ASML$MMM
$616M
1,040 positions
#11Marion Wealth ManagementPassive
Notable overlap · 3 shared positions
$SNPS$SBUX$PNC
$491M
159 positions
#12MMA ASSET MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$SNPS$T$F
$314M
181 positions
#13Buckland Partners Management Co LLCPassive
Some overlap · 3 shared positions
$SNPS$F$ASML
$204M
97 positions
#14LAM GROUP, INC.Active
Some overlap · 3 shared positions
$SNPS$BA$PFE
$201M
139 positions
#15Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$SNPS$SBUX$HON$LMT$AXP
$358M
74 positions
#16LFA - Lugano Financial Advisors SAActive
Some overlap · 3 shared positions
$SNPS$ABT$STT
$166M
274 positions
#17DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$BA$SNPS$SBUX$LMT
$124M
100 positions
#18EDGEWOOD MANAGEMENT LLCActive
Some overlap · 4 shared positions
$SNPS$ASML$MMM$ABT
$9.7B
90 positions
#19Breakwater Investment ManagementPassive
Some overlap · 4 shared positions
$SNPS$SBUX$ROK$BA
$294M
600 positions
#20Westend Capital Management, LLCPassive
Some overlap · 4 shared positions
$BA$ROK$AXP$ASML
$437M
242 positions
#21DAVIS-REA LTD.Active
Some overlap · 4 shared positions
$SNPS$PNC$ROK$ABT
$351M
45 positions
#22GRAYBILL WEALTH MANAGEMENT, LTD.
Some overlap · 5 shared positions
$SNPS$BA$SBUX$ABT$ASML
$372M
82 positions
#23Advisory Alpha, LLCActive
Some overlap · 3 shared positions
$SNPS$LMT$STT
$4.1B
571 positions
#24LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 7 shared positions
$ROK$PNC$LMT$MLM$AXP$ED
$213M
124 positions
#25NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 4 shared positions
$SNPS$BA$ABT$ASML
$606M
79 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.