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Hedge Funds Similar to North Forty Two &

13F Portfolio OverlapQ1 2026North Forty Two & portfolio →
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Most similar hedge funds by 13F overlap

North Forty Two & Co. is an institutional investor managing $108M across 97 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 Forty Two & are Beacon ,, Hilton ,, Hurlow Wealth Group,, with shared positions in $HSY, $COP, $SNOW, $MAR, $TXN, $USB. The full ranking of 25 similar funds is below.

#1Beacon Capital Management, Inc.Active
Notable overlap · 5 shared positions
$HSY$COP$SNOW$MAR$TXN
$1.8B
57 positions
#2Hilton Capital Management, LLCActive
Notable overlap · 6 shared positions
$COP$SNOW$USB$BAC$WFC$AMGN
$1.3B
129 positions
#3Hurlow Wealth Management Group, Inc.Active
Notable overlap · 4 shared positions
$COP$SNOW$USB$IAU
$420M
120 positions
#4Longview Financial Advisors LLCActive
Notable overlap · 5 shared positions
$COP$SNOW$USB$WT$WFC
$184M
157 positions
#5TAGStone Capital, Inc.Passive
Notable overlap · 8 shared positions
$COP$USB$WT$UNP$AMGN$MAR
$283M
137 positions
#6BluePrint Investing LLCActive
Notable overlap · 3 shared positions
$ABNB$USB$COP
$126M
26 positions
#7Sagace Wealth Management LLCPassive
Notable overlap · 4 shared positions
$SNOW$USB$COP$IAU
$149M
70 positions
#8RCW Management, LLCPassive
Notable overlap · 6 shared positions
$HSY$COP$MAR$IAU$CSX$CEF
$98M
68 positions
#9Silver Coast Investments LLCActive
Notable overlap · 6 shared positions
$SNOW$USB$HSY$VLO$GILD$CMI
$313M
119 positions
#10WESCAP Management Group, Inc.Active
Notable overlap · 5 shared positions
$COP$USB$WT$IAU$SLV
$508M
107 positions
#11Farrell Financial LLCPassive
Notable overlap · 5 shared positions
$COP$USB$WT$IAU$MAR
$167M
76 positions
#12Marmo Financial Group, LLCActive
Notable overlap · 4 shared positions
$HSY$SNOW$IAU$SLV
$202M
38 positions
#13American Money Management, LLCActive
Notable overlap · 5 shared positions
$COP$SNOW$MAR$UNP$WFC
$632M
168 positions
#14R.H. Investment Group, LLCPassive
Notable overlap · 6 shared positions
$COP$USB$UNP$AMGN$WFC$SNOW
$130M
45 positions
#15Quaker Wealth Management, LLCActive
Notable overlap · 5 shared positions
$COP$USB$HSY$MAR$TXN
$320M
972 positions
#16EDGAR LOMAX CO/VAActive
Notable overlap · 8 shared positions
$USB$COP$BAC$GILD$UNP$AMGN
$1.4B
56 positions
#17Richmond Brothers, Inc.Smart money
Notable overlap · 3 shared positions
$HSY$SNOW$MAR
$150M
36 positions
#18SKBA CAPITAL MANAGEMENT LLCActive
Notable overlap · 7 shared positions
$COP$HSY$USB$UNP$AMGN$WFC
$728M
79 positions
#19Systelligence, LLCPassive
Notable overlap · 5 shared positions
$SNOW$USB$WT$IAU$MAR
$514M
56 positions
#20W.H. Cornerstone Investments Inc.Passive
Notable overlap · 4 shared positions
$COP$USB$SNOW$TXN
$160M
129 positions
#21White Lighthouse Investment Management Inc.Active
Notable overlap · 5 shared positions
$COP$USB$MAR$IAU$SNOW
$721M
145 positions
#22Lionsbridge Wealth Management LLCPassive
Notable overlap · 4 shared positions
$SNOW$COP$USB$WT
$99M
59 positions
#23MATHER GROUP, LLC.Active
Notable overlap · 4 shared positions
$COP$SNOW$USB$WT
$10.0B
1,896 positions
#24DRH Investments, Inc.Active
Notable overlap · 4 shared positions
$HSY$ABNB$UNP$CSX
$123M
16 positions
#25Marion Wealth ManagementPassive
Notable overlap · 4 shared positions
$COP$USB$WT$MAR
$451M
146 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.