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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 Financial Alternatives,, Capstone Ltd, SWAN, with shared positions in $SNPS, $SCHW, $MKL, $DIA, $UNIT, $BA. The full ranking of 25 similar funds is below.

#1Financial Alternatives, IncActive
Notable overlap · 5 shared positions
$SNPS$SCHW$MKL$DIA$UNIT
$185M
79 positions
#2Capstone Capital Management LtdActive
Notable overlap · 4 shared positions
$SNPS$BA$PFE$T
$99M
51 positions
#3SWAN Capital LLCPassive
Notable overlap · 7 shared positions
$SNPS$SCHW$PFE$UNIT$GE$GEV
$272M
554 positions
#4Buckland Partners Management Co LLCPassive
Notable overlap · 4 shared positions
$SNPS$HON$GE$GEV
$165M
91 positions
#5Keudell/Morrison Wealth ManagementPassive
Notable overlap · 3 shared positions
$SNPS$SCHW$T
$489M
245 positions
#6Marotta Asset ManagementActive
Notable overlap · 5 shared positions
$SNPS$SCHW$LMT$UNIT$GEV
$543M
103 positions
#7Hurlow Wealth Management Group, Inc.Active
Notable overlap · 3 shared positions
$SNPS$SCHW$GE
$420M
120 positions
#8BlueSky Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$SNPS$SCHW$UNIT$GEV
$777M
115 positions
#9McIlrath & Eck, LLCPassive
Some overlap · 4 shared positions
$SNPS$SCHW$BA$AXP
$1.3B
1,645 positions
#10FARALLON CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SNPS$SCHW$UNH
$17.5B
172 positions
#11INTREPID FAMILY OFFICE LLCActive
Some overlap · 4 shared positions
$SNPS$SHEL$SCHW$MKL
$124M
38 positions
#12AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 4 shared positions
$SNPS$SCHW$MKL$UNIT
$206M
97 positions
#13Westend Capital Management, LLCPassive
Some overlap · 5 shared positions
$SCHW$BA$ROK$GE$AXP
$333M
254 positions
#14Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$SNPS$SBUX$HON$LMT
$353M
78 positions
#15Live Oak Private Wealth LLCPassive
Some overlap · 5 shared positions
$SCHW$UNH$BA$MKL$HON
$717M
207 positions
#16London & Capital Asset Management LtdActive
Some overlap · 4 shared positions
$SNPS$UNH$GE$GEV
$9.2B
223 positions
#17NORTH POINT PORTFOLIO MANAGERS CORP/OHActive
Some overlap · 3 shared positions
$SNPS$BA$UNH
$561M
76 positions
#18Victrix Investment AdvisorsPassive
Some overlap · 4 shared positions
$BA$SCHW$UNH$LMT
$275M
107 positions
#19Allen Investment Management, LLCActive
Some overlap · 4 shared positions
$SCHW$BA$UNH$GEV
$8.1B
221 positions
#20Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SNPS$SBUX$HON$LMT$AXP
$272M
95 positions
#21Yoffe Investment Management, LLCPassive
Some overlap · 7 shared positions
$SNPS$UNH$BA$HON$GE$GEV
$78M
111 positions
#22Talbot Financial, LLCActive
Some overlap · 6 shared positions
$SCHW$SNPS$ROK$HON$GEV$T
$1.2B
66 positions
#23GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 5 shared positions
$SNPS$BA$SBUX$GE$GEV
$328M
83 positions
#24DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$BA$UNH$SNPS$SBUX$LMT
$117M
106 positions
#25OAK ASSOCIATES LTD /OH/Active
Some overlap · 4 shared positions
$SCHW$SNPS$ROK$LMT
$1.5B
140 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.