What hedge funds are most similar to Old North State Wealth Management, LLC?

The funds with the most similar 13F portfolios to Old North State Wealth Management, LLC are Hillman ,, MH & ASSOCIATES SECURITIES /ADV, SECTOR GAMMA AS, based on overlapping conviction holdings in the latest SEC filings.

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 Old North State Wealth ,

13F Portfolio OverlapQ1 2026Old North State Wealth , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Old North State Wealth Management, LLC is an institutional investor managing $234M across 112 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 Old North State Wealth , are Hillman ,, MH & ASSOCIATES SECURITIES /ADV, SECTOR GAMMA AS, with shared positions in $BA, $BIIB, $ADBE, $PFE, $KHC, $BDX. The full ranking of 25 similar funds is below.

#1Hillman Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$BA $BIIB $ADBE $PFE $KHC $BDX

$144M

56 positions

#2MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Notable overlap · 6 shared positions

$ENB $BA $BIIB $MDT $GILD $PFE

$115M

98 positions

#3SECTOR GAMMA ASActive

Notable overlap · 6 shared positions

$BDX $BIIB $MDT $GILD $PFE $HUM

$423M

42 positions

#4MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 6 shared positions

$ET $ENB $MDT $GILD $KMI $VZ

$3.7B

138 positions

#5Kiltearn Partners LLPActive

Notable overlap · 4 shared positions

$LYB $SWK $MDT $GILD

$372M

25 positions

#6SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 6 shared positions

$BA $MDT $SW $PFE $KMI $OMC

$3.0B

40 positions

#7CHIRON CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$ADBE $PFE $VZ $GILD $KHC $PYPL

$98M

117 positions

#8Royal Palms Capital LLCPassive

Notable overlap · 4 shared positions

$ET $GLW $ENB $KMI

$101M

50 positions

#9Gilman Hill Asset Management, LLCPassive

Notable overlap · 7 shared positions

$SWK $PFE $VZ $ENB $ET $VTR

$663M

225 positions

#10LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Notable overlap · 6 shared positions

$ET $PFE $KHC $VZ $BA $ADBE

$480M

243 positions

#11WealthTrust Axiom LLCPassive

Notable overlap · 6 shared positions

$GLW $PFE $GILD $KMI $VZ $BA

$406M

290 positions

#12TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 5 shared positions

$ENB $BDX $MDT $DUK $OMC

$132M

96 positions

#13ADVOCATE GROUP LLCPassive

Notable overlap · 5 shared positions

$ENB $DUK $MDT $PFE $VZ

$639M

126 positions

#14SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$BDX $MDT $PFE $KMI $VZ

$728M

79 positions

#15BCWM, LLCPassive

Notable overlap · 5 shared positions

$SWK $DUK $PFE $KMI $VZ

$353M

57 positions

#16Verity & Verity, LLCActive

Notable overlap · 5 shared positions

$ENB $GILD $PFE $MDT $VZ

$1.3B

138 positions

#17RNC CAPITAL MANAGEMENT LLC

Notable overlap · 4 shared positions

$ENB $GLW $MDT $GILD

$2.2B

173 positions

#18Slocum, Gordon & Co LLPPassive

Notable overlap · 6 shared positions

$DUK $PFE $GEV $VZ $BDX $KMI

$147M

64 positions

#19FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Some overlap · 5 shared positions

$GLW $ENB $KMI $VZ $GEV

$180M

96 positions

#20Sicart Associates LLCActive

Some overlap · 5 shared positions

$ALB $ADBE $MDT $GLW $KHC

$389M

74 positions

#21Estabrook Capital ManagementPassive

Some overlap · 6 shared positions

$GLW $PFE $GEV $VZ $DUK $MDT

$685M

380 positions

#22INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Some overlap · 5 shared positions

$ET $ALB $KMI $BA $DUK

$1.4B

149 positions

#23BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 5 shared positions

$GLW $MDT $DUK $VZ $KMI

$480M

133 positions

#24CapWealth Advisors, LLCActive

Some overlap · 4 shared positions

$GLW $DUK $GILD $GEV

$1.3B

118 positions

#25CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Some overlap · 4 shared positions

$ET $ENB $KMI $GEV

$2.0B

66 positions

Compare Old North State Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Old North State Wealth ,’s holdings

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.