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Hedge Funds Similar to NorthStar Asset /NJ/

13F Portfolio OverlapQ1 2026NorthStar Asset /NJ/ portfolio →
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Most similar hedge funds by 13F overlap

NorthStar Asset Management LLC /NJ/ is an institutional investor managing $207M across 96 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 NorthStar Asset /NJ/ are Cobblestone Asset, Juno Financial Group, Center For Asset, with shared positions in $SE, $PM, $PANW, $MO, $UNIT, $MRSH. The full ranking of 25 similar funds is below.

#1Cobblestone Asset Management LLCPassive
Some overlap · 4 shared positions
$SE$PM$PANW$MO
$222M
73 positions
#2Juno Financial Group LLCActive
Some overlap · 4 shared positions
$SE$PANW$PM$MO
$255M
70 positions
#3Center For Asset Management LLCPassive
Some overlap · 5 shared positions
$SE$MO$UNIT$MRSH$VZ
$201M
144 positions
#4Hirtle Callaghan & Co LLCSmart money
Some overlap · 3 shared positions
$SE$MO$PM
$2.9B
112 positions
#5Phoenix Wealth AdvisorsActive
Some overlap · 3 shared positions
$SE$OKE$VZ
$253M
126 positions
#6Bestgate Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$SE$PANW$CRM$UNIT$VZ
$55M
45 positions
#7DDFG, IncActive
Some overlap · 4 shared positions
$SE$PM$ALPS$MO
$464M
86 positions
#8Shore Point Advisors, LLCActive
Some overlap · 4 shared positions
$SE$OKE$VZ$ADP
$253M
76 positions
#9KEYSTONE INVESTORS PTE LTD
Some overlap · 3 shared positions
$SE$PANW$MU
$1.1B
77 positions
#10MMA ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SE$MO$MRSH
$284M
179 positions
#11Ifrah Financial Services, Inc.Passive
Some overlap · 4 shared positions
$SE$OKE$UNIT$MU
$378M
200 positions
#12OVERSEA-CHINESE BANKING Corp LtdPassive
Some overlap · 3 shared positions
$SE$CRM$MU
$3.7B
337 positions
#13TD PRIVATE CLIENT WEALTH LLCPassive
Some overlap · 3 shared positions
$SE$PM$VZ
$4.8B
1,649 positions
#14Virginia Estate & Retirement Planning Advisors Inc.Active
Some overlap · 3 shared positions
$SE$PM$ADP
$57M
159 positions
#15Shira Ridge Wealth ManagementActive
Some overlap · 3 shared positions
$SE$MRSH$VZ
$253M
79 positions
#16Evolutionary Tree Capital Management, LLCPassive
Some overlap · 3 shared positions
$SE$PANW$MU
$53M
26 positions
#17Westshore Wealth, LLCActive
Some overlap · 3 shared positions
$SE$PM$PANW
$285M
102 positions
#18Key FInancial IncPassive
Some overlap · 3 shared positions
$SE$VZ$ADP
$562M
1,394 positions
#19Aspect Partners, LLCPassive
Some overlap · 3 shared positions
$SE$PEG$VZ
$245M
709 positions
#20Storen Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$SE$PM$MO$MRSH
$319M
102 positions
#21WealthCare Investment Partners, LLCPassive
Some overlap · 5 shared positions
$SE$MO$CRM$UNIT$VZ
$360M
191 positions
#22Gibbs Wealth ManagementPassive
Some overlap · 4 shared positions
$SE$PM$CRM$VZ
$762M
433 positions
#23AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 4 shared positions
$SE$PM$MO$UNIT
$206M
97 positions
#24Fonville Wealth Management LLCPassive
Some overlap · 3 shared positions
$SE$UNIT$PANW
$525M
138 positions
#25BCGM Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SE$PM$VZ
$398M
178 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.