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Hedge Funds Similar to NORDEN GROUP

13F Portfolio OverlapQ1 2026NORDEN GROUP portfolio →
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Most similar hedge funds by 13F overlap

NORDEN GROUP LLC is an institutional investor managing $1.0B across 615 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 NORDEN GROUP are Exit Wealth Advisors,, Three Seasons Wealth,, FCF Advisors, with shared positions in $BMY, $MO, $EXEL, $ANET, $LRCX, $ALPS. The full ranking of 25 similar funds is below.

#1Exit Wealth Advisors, LLC.Active
Some overlap · 6 shared positions
$BMY$MO$EXEL$ANET$LRCX$ALPS
$195M
131 positions
#2Three Seasons Wealth, LLCPassive
Some overlap · 7 shared positions
$LRCX$EXEL$ANET$EXPE$CRM$MO
$262M
187 positions
#3FCF Advisors LLCPassive
Some overlap · 5 shared positions
$LRCX$BMY$MO$ANET$EXPE
$444M
52 positions
#4MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$BMY$EXEL$CRM$LRCX$MO$VZ
$543M
235 positions
#5Axim Planning & WealthActive
Some overlap · 8 shared positions
$MO$PM$EXEL$BMY$CRM$LRCX
$82M
84 positions
#6Carolina Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$BMY$MO$LRCX$PM$VZ
$240M
278 positions
#7Range Financial Group LLCPassive
Some overlap · 5 shared positions
$LRCX$MO$EXPE$PM$VZ
$298M
190 positions
#8United Super Pty Ltd in its capacity as Trustee for the ConsActive
Some overlap · 5 shared positions
$LRCX$BMY$CRM$VZ$WFC
$5.3B
185 positions
#9Railway Pension Investments LtdActive
Some overlap · 4 shared positions
$LRCX$MO$BMY$EXPE
$7.0B
103 positions
#10STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive
Some overlap · 8 shared positions
$LRCX$EXPE$EXEL$ANET$BMY$MO
$113M
82 positions
#11Van Diest Capital, LLCPassive
Some overlap · 5 shared positions
$LRCX$ANET$PM$CRM$WFC
$127M
190 positions
#12Hilton Head Capital Partners, LLCPassive
Some overlap · 4 shared positions
$LRCX$MO$PM$VZ
$177M
989 positions
#13Commonwealth Retirement Investments LLCPassive
Some overlap · 3 shared positions
$LRCX$BMY$MO
$323M
122 positions
#14Keystone Financial Planning, Inc.Smart money
Some overlap · 4 shared positions
$BMY$MO$PM$VZ
$374M
40 positions
#15CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 4 shared positions
$BMY$CRM$MO$PM
$150M
86 positions
#16CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$MO$CRM$PM$VZ
$140M
72 positions
#17JACKSON SQUARE CAPITAL, LLCPassive
Some overlap · 4 shared positions
$LRCX$ANET$BMY$NET
$477M
129 positions
#18Coastwise Capital Group, LLCPassive
Some overlap · 4 shared positions
$LRCX$BMY$CRM$VZ
$180M
128 positions
#19LOS ANGELES CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$BMY$LRCX$ANET$EXEL$EXPE
$25.4B
2,374 positions
#20SANDERS MORRIS HARRIS LLCPassive
Some overlap · 4 shared positions
$LRCX$PM$MO$ALPS
$631M
297 positions
#21Sava Infond d.o.o.Passive
Some overlap · 3 shared positions
$LRCX$CRM$ANET
$705M
230 positions
#22CORNERCAP INVESTMENT COUNSEL INC
Some overlap · 4 shared positions
$LRCX$BMY$EXPE$WFC
$203M
151 positions
#23Optimist Retirement Group LLCActive
Some overlap · 4 shared positions
$BMY$MO$PM$VZ
$227M
113 positions
#24PBU - The Pension Fund of Early Childhood & Youth EducatorsActive
Some overlap · 4 shared positions
$LRCX$ANET$VZ$WFC
$7.7B
190 positions
#25Sun Financial IncPassive
Some overlap · 3 shared positions
$LRCX$CRM$ANET
$200M
159 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.