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 55 North Private Wealth,

13F Portfolio OverlapQ1 202655 North Private Wealth, portfolio →

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Most similar hedge funds by 13F overlap

55 North Private Wealth, LLC is an institutional investor managing $508M across 304 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 55 North Private Wealth, are FIDUCIARY ADVISORS,, Ballast Financial Advisors, Wealth Architects,, with shared positions in $UNIT, $AMN, $BAC, $AGQ, $C, $ASML. The full ranking of 25 similar funds is below.

#1FIDUCIARY ADVISORS, INC.Active

Some overlap · 3 shared positions

$UNIT $AMN $BAC

$133M

121 positions

#2Ballast Financial Advisors LLCActive

Some overlap · 3 shared positions

$UNIT $AMN $BAC

$98M

68 positions

#3Wealth Architects, LLCPassive

Some overlap · 3 shared positions

$UNIT $AMN $AGQ

$1.1B

244 positions

#4FLYWHEEL PRIVATE WEALTH LLCPassive

Some overlap · 3 shared positions

$UNIT $AMN $C

$176M

104 positions

#5Vawter Financial, Ltd.Passive

Some overlap · 3 shared positions

$UNIT $AMN $ASML

$238M

122 positions

#6KPP Advisory Services LLCPassive

Some overlap · 5 shared positions

$AMN $UNIT $BAC $AGQ $ASML

$689M

349 positions

#7Pasadena Private Wealth, LLCPassive

Slight overlap · 3 shared positions

$UNIT $AMN $BAC

$723M

277 positions

#8Aaron Wealth Advisors LLCPassive

Slight overlap · 4 shared positions

$UNIT $AGQ $ASML $BAC

$1.8B

691 positions

#9Quadcap Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$AMN $UNIT $BAC

$879M

398 positions

#10Aegis Wealth Management LLCPassive

Slight overlap · 3 shared positions

$UNIT $AMN $ASML

$175M

118 positions

#11THOMPSON INVESTMENT MANAGEMENT, INC.Passive

Slight overlap · 3 shared positions

$AMN $BAC $C

$773M

499 positions

#12GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Slight overlap · 3 shared positions

$UNIT $AMN $AGQ

$128M

42 positions

#13Abacus Planning Group, Inc.Active

Slight overlap · 3 shared positions

$UNIT $BAC $AMN

$743M

264 positions

#14FMB WEALTH MANAGEMENTActive

Slight overlap · 3 shared positions

$AMN $BAC $C

$242M

73 positions

#15FIRST NATIONAL BANK SIOUX FALLSPassive

Slight overlap · 3 shared positions

$AMN $BAC $ASML

$366M

147 positions

#16Provident Living Financial Services, Inc.Active

Slight overlap · 3 shared positions

$BAC $UNIT $C

$91M

48 positions

#17Access Investment Management LLCPassive

Slight overlap · 3 shared positions

$BAC $UNIT $C

$376M

157 positions

#18Pitti Group Wealth Management, LLCActive

Slight overlap · 3 shared positions

$BAC $AMN $AGQ

$123M

81 positions

#19McLean Asset Management CorpActive

Slight overlap · 3 shared positions

$AMN $BAC $ASML

$572M

165 positions

#20Sherman Wealth Management LLCPassive

Slight overlap · 3 shared positions

$UNIT $AGQ $AMN

$116M

80 positions

#21Michels Family Financial, LLCPassive

Slight overlap · 3 shared positions

$UNIT $AGQ $C

$139M

139 positions

#22Beta Wealth Group, Inc.Passive

Slight overlap · 3 shared positions

$AMN $BAC $C

$242M

112 positions

#23Cornerstone Management, Inc.Smart money

Slight overlap · 3 shared positions

$UNIT $AMN $BAC

$628M

65 positions

#24E&G Advisors, LPPassive

Slight overlap · 3 shared positions

$UNIT $BAC $C

$449M

236 positions

#25Capital Planning Advisors, LLCPassive

Slight overlap · 3 shared positions

$AMN $BAC $ASML

$692M

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.