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Hedge Funds Similar to Northstar Financial Companies,

13F Portfolio OverlapQ1 2026Northstar Financial Companies, portfolio →
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Most similar hedge funds by 13F overlap

Northstar Financial Companies, Inc. is an institutional investor managing $126M 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 Northstar Financial Companies, are Slocum, Gordon & LLP, American Investment Services,, CHRISTINE MESSMER PC, with shared positions in $VZ, $NEE, $AEP, $COP, $DUK, $IAU. The full ranking of 25 similar funds is below.

#1Slocum, Gordon & Co LLPPassive
Notable overlap · 5 shared positions
$VZ$NEE$AEP$COP$DUK
$147M
64 positions
#2American Investment Services, Inc.Active
Some overlap · 4 shared positions
$VZ$IAU$SNOW$NEE
$448M
132 positions
#3CHRISTINE MESSMER PCActive
Some overlap · 6 shared positions
$VZ$SNOW$COP$CEG$KKR$NEE
$156M
80 positions
#4TrueMark Investments, LLCPassive
Some overlap · 4 shared positions
$VZ$NEE$AEP$BP
$514M
167 positions
#5Welch Group, LLCPassive
Some overlap · 5 shared positions
$VZ$NEE$AEP$ED$SO
$2.7B
310 positions
#6GQG Partners LLCActive
Some overlap · 4 shared positions
$VZ$AEP$NEE$DUK
$63.1B
81 positions
#7Lynx Investment AdvisoryPassive
Some overlap · 5 shared positions
$IAU$SNOW$VZ$KKR$COP
$209M
181 positions
#8LifePlan Financial, LLCPassive
Some overlap · 5 shared positions
$IAU$VZ$SNOW$COP$DUK
$135M
83 positions
#9Kuhn & Co Investment CounselPassive
Some overlap · 6 shared positions
$SNOW$NEE$COP$KKR$AEP$SO
$155M
142 positions
#10Patrick Mauro Investment Advisor, INC.Active
Some overlap · 5 shared positions
$VZ$AEP$DUK$SO$ED
$199M
40 positions
#11Approach Retirement Advisors, LLCActive
Some overlap · 6 shared positions
$IAU$NEE$AFL$KKR$DUK$SO
$120M
79 positions
#12Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$IAU$VZ$NEE
$477M
70 positions
#13Sagace Wealth Management LLCPassive
Some overlap · 5 shared positions
$IAU$SNOW$COP$KKR$NEE
$149M
70 positions
#14Asset Management Advisors, LLCSmart money
Some overlap · 4 shared positions
$VZ$NEE$MU$SO
$181M
17 positions
#15Altiora Financial Group, LLCActive
Some overlap · 4 shared positions
$IAU$SNOW$NEE$COP
$607M
110 positions
#16Forza Wealth Management, LLCPassive
Some overlap · 5 shared positions
$IAU$COP$VZ$AFL$KKR
$287M
188 positions
#17Excelsior Advisor Network LLCPassive
Some overlap · 6 shared positions
$IAU$NEE$KKR$SNOW$SO$AEP
$263M
226 positions
#18Glass Jacobson Investment Advisors llcPassive
Some overlap · 5 shared positions
$IAU$NEE$COP$SNOW$KKR
$290M
607 positions
#19FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 5 shared positions
$NEE$AEP$VZ$DUK$SO
$1.5B
235 positions
#20Cushing Capital Partners, LLCPassive
Some overlap · 6 shared positions
$IAU$KKR$NEE$DUK$AFL$CEG
$130M
96 positions
#21OPAL CAPITAL LLCPassive
Some overlap · 3 shared positions
$VZ$NEE$AEP
$565M
141 positions
#22Wills Financial Group LLCPassive
Some overlap · 5 shared positions
$IAU$NEE$VZ$SO$DUK
$265M
75 positions
#23Sterling Financial Planning, Inc.Active
Some overlap · 4 shared positions
$IAU$SNOW$COP$KKR
$337M
117 positions
#24ETF Store, Inc.Active
Some overlap · 5 shared positions
$IAU$SNOW$COP$VZ$NEE
$103M
100 positions
#25Zhang Financial LLCActive
Some overlap · 5 shared positions
$IAU$SNOW$COP$KKR$MU
$2.9B
367 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.