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Hedge Funds Similar to North ,

13F Portfolio OverlapQ1 2026North , portfolio →
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Most similar hedge funds by 13F overlap

North Capital, Inc. is an institutional investor managing $132M across 102 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 , are Calder Financial, Beacon Financial Strategies, GUARDSMAN PRIVATE ,, with shared positions in $UPST, $BRZE, $VZ, $HUM, $KKR, $IBM. The full ranking of 25 similar funds is below.

#1Calder Financial LLCActive
Some overlap · 5 shared positions
$UPST$BRZE$VZ$HUM$KKR
$101M
40 positions
#2Beacon Financial Strategies CORPActive
Some overlap · 4 shared positions
$UPST$BRZE$HUM$IBM
$176M
177 positions
#3GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 3 shared positions
$UPST$BRZE$HUM
$128M
42 positions
#4MRWM Advisors, LLCActive
Some overlap · 5 shared positions
$UPST$BRZE$HUM$ETN$IBM
$184M
74 positions
#5Cypress Capital, LLCActive
Some overlap · 4 shared positions
$UPST$BRZE$ETN$IBM
$351M
95 positions
#6Cornerstone Financial Group, LLC /NE/Active
Some overlap · 3 shared positions
$UPST$BRZE$KKR
$156M
73 positions
#7Berkshire BankPassive
Some overlap · 5 shared positions
$UPST$VZ$HUM$AXP$KKR
$488M
157 positions
#8Valley Financial Group, Inc.Active
Some overlap · 4 shared positions
$UPST$BRZE$VZ$T
$185M
63 positions
#9Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$UPST$BRZE$HUM
$950M
192 positions
#10Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 4 shared positions
$UPST$BRZE$HUM$IBM
$414M
694 positions
#11Unconventional Investor, LLCSmart money
Some overlap · 3 shared positions
$UPST$BRZE$KKR
$211M
46 positions
#12MAYPORT, LLCActive
Some overlap · 4 shared positions
$UPST$BRZE$KKR$HUM
$538M
130 positions
#13Breakwater Investment ManagementPassive
Some overlap · 4 shared positions
$UPST$BRZE$HUM$KKR
$269M
506 positions
#14Causey Wealth LLCPassive
Some overlap · 5 shared positions
$UPST$BRZE$KKR$IBM$HUM
$236M
81 positions
#15Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$UPST$VZ$KKR$IBM
$638M
158 positions
#16Alhambra Investment Partners LLCPassive
Some overlap · 3 shared positions
$UPST$BRZE$AXP
$217M
176 positions
#17Arista Wealth Management, LLCPassive
Some overlap · 3 shared positions
$UPST$BRZE$AXP
$822M
253 positions
#18Warwick Investment Management, Inc.Active
Some overlap · 3 shared positions
$UPST$BRZE$IBM
$690M
137 positions
#19Portland Global Advisors LLCActive
Some overlap · 4 shared positions
$UPST$__PARK_1390777$ETN$IBM
$938M
146 positions
#20RWA WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$UPST$HUM$KKR$AXP
$9.1B
618 positions
#21Oak Harvest Investment ServicesPassive
Some overlap · 4 shared positions
$UPST$HUM$KKR$ETN
$958M
176 positions
#22Edge Financial Advisors LLC
Some overlap · 3 shared positions
$UPST$BRZE$KKR
$238M
135 positions
#23ENTRUST FINANCIAL LLCActive
Some overlap · 5 shared positions
$UPST$BRZE$IBM$HUM$KKR
$143M
433 positions
#24Human Investing LLCSmart money
Some overlap · 4 shared positions
$UPST$HUM$KKR$BRZE
$687M
96 positions
#25Wright Wealth LLCActive
Some overlap · 5 shared positions
$UPST$HUM$T$VZ$IBM
$149M
51 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.