Hedge Funds Similar to 55 North Private Wealth

13F Portfolio OverlapQ2 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 Q2 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 Qtron Investments, OPPENHEIMER ASSET, Copley Financial Group, with shared positions in $ASML, $KLAC, $HSBC, $MS, $C. The full ranking of 25 similar funds is below.

#1Qtron Investments LLCPassive

Slight overlap · 5 shared positions

$ASML $KLAC $HSBC $MS $C

$750M

449 positions

#2OPPENHEIMER ASSET MANAGEMENT INC.Passive

Slight overlap · 4 shared positions

$ASML $C $KLAC $MS

$9.6B

1,134 positions

#3Copley Financial Group, Inc.Active

Slight overlap · 4 shared positions

$ASML $C $KLAC $MS

$165M

118 positions

#4Crossmark Global Holdings, Inc.Passive

Slight overlap · 4 shared positions

$ASML $C $HSBC $MS

$7.7B

1,261 positions

#5ACORN CREEK CAPITAL LLCActive

Slight overlap · 4 shared positions

$HSBC $ASML $MS $KLAC

$299M

87 positions

#6Generali Investments CEE, investicni spolecnost, a.s.Passive

Slight overlap · 3 shared positions

$2.1B

462 positions

#7Naviter Wealth, LLCPassive

Slight overlap · 3 shared positions

$1.1B

305 positions

#8Acumen Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$472M

493 positions

#9Carmel Capital Management L.L.C.Active

Slight overlap · 3 shared positions

$456M

28 positions

#10ACADIAN ASSET MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$84.2B

1,987 positions

#11Storgate, LLCPassive

Slight overlap · 3 shared positions

$482M

351 positions

#12BINGHAM PRIVATE WEALTH, LLCPassive

Slight overlap · 3 shared positions

$145M

178 positions

#13CAPITAL INTERNATIONAL LTD /CA/Active

Slight overlap · 3 shared positions

$3.1B

150 positions

#14Gold Investment Management Ltd.Passive

Slight overlap · 3 shared positions

$369M

202 positions

#15Capital Group Investment Management Pte. Ltd.Passive

Slight overlap · 3 shared positions

$664M

143 positions

#16MARSICO CAPITAL MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$3.8B

69 positions

#17Capital International SarlActive

Slight overlap · 3 shared positions

$7.1B

287 positions

#18Winch Advisory Services, LLCPassive

Slight overlap · 3 shared positions

$481M

567 positions

#19Prospect Financial Group LLCActive

Slight overlap · 3 shared positions

$ASML $HSBC $KLAC

$124M

70 positions

#20OneAscent Investment Solutions LLCPassive

Slight overlap · 3 shared positions

$ASML $HSBC $KLAC

$106M

144 positions

#21Promethos Capital, LLCActive

Slight overlap · 3 shared positions

$ASML $HSBC $KLAC

$368M

54 positions

#22South Shore Capital AdvisorsPassive

Slight overlap · 3 shared positions

$ASML $HSBC $KLAC

$149M

154 positions

#23Five Oceans AdvisorsPassive

Slight overlap · 3 shared positions

$ASML $HSBC $KLAC

$311M

204 positions

#24FLOW TRADERS U.S. LLCPassive

Slight overlap · 3 shared positions

$ASML $HSBC $KLAC

$2.4B

979 positions

#25OneAscent Family Office, LLCPassive

Slight overlap · 3 shared positions

$ASML $HSBC $KLAC

$198M

250 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.