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 NorthAvenue

13F Portfolio OverlapQ1 2026NorthAvenue portfolio →

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Most similar hedge funds by 13F overlap

NorthAvenue LLC is an institutional investor managing $126M across 266 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 NorthAvenue are RM Financial Services,, D'Orazio & Associates,, PEOPLES BANK /OH, with shared positions in $PSX, $BA, $SLV, $MAR, $HUM, $ORLY. The full ranking of 25 similar funds is below.

#1RM Financial Services, LLCActive

Slight overlap · 6 shared positions

$PSX $BA $SLV $MAR $HUM $ORLY

$116M

75 positions

#2D'Orazio & Associates, Inc.Active

Slight overlap · 5 shared positions

$MS $BA $MAR $HUM $UNH

$772M

299 positions

#3PEOPLES BANK /OHPassive

Slight overlap · 5 shared positions

$MS $PSX $MAR $UNP $DE

$163M

101 positions

#4Clifford Group, LLCActive

Slight overlap · 5 shared positions

$MS $PSX $MAR $UNP $LIN

$130M

80 positions

#5Nelson, Van Denburg & Campbell Wealth Management Group, LLCPassive

Slight overlap · 5 shared positions

$MS $BA $SLV $AMN $BRZE

$3.5B

825 positions

#6SevenBridge Financial Group, LLCPassive

Slight overlap · 5 shared positions

$MS $PSX $UNP $DE $LIN

$640M

202 positions

#7WealthCare Investment Partners, LLCPassive

Slight overlap · 5 shared positions

$MS $SLV $MAR $HUM $F

$360M

191 positions

#8Madison Wealth Partners, IncPassive

Slight overlap · 5 shared positions

$MS $SLV $MAR $HUM $DE

$627M

220 positions

#9Oak Harvest Investment ServicesPassive

Slight overlap · 5 shared positions

$MS $MAR $UNP $HUM $DE

$958M

176 positions

#10DAGCO, INC.Passive

Slight overlap · 5 shared positions

$MS $SLV $MAR $HUM $ORLY

$461M

353 positions

#11FIFTH THIRD SECURITIES, INC.Passive

Slight overlap · 5 shared positions

$MS $SLV $MAR $AMN $BRZE

$1.5B

341 positions

#12Rooted Wealth Advisors, Inc.Active

Slight overlap · 5 shared positions

$MS $SLV $HUM $UNH $BRZE

$379M

144 positions

#13MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Slight overlap · 5 shared positions

$MS $UNP $HUM $UNH $BRZE

$144M

99 positions

#14Wealth Group LtdSmart money

Slight overlap · 5 shared positions

$MS $MAR $HUM $UNH $BRZE

$439M

94 positions

#15SNOWWATER INVESTMENT PARTNERS, LLCPassive

Slight overlap · 4 shared positions

$MS $PSX $MAR $HUM

$106M

89 positions

#16Horizon Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$MS $BA $SLV $HUM

$682M

137 positions

#17Colonial Trust Co / SCPassive

Slight overlap · 4 shared positions

$MS $PSX $UNP $HUM

$735M

1,135 positions

#18Skyview Financial Group LLC

Slight overlap · 4 shared positions

$MS $BA $SLV $AMN

$97M

57 positions

#19Capital Planning LLCActive

Slight overlap · 4 shared positions

$MS $BA $MAR $HUM

$307M

82 positions

#20Professional Financial Advisors, LLCActive

Slight overlap · 5 shared positions

$MS $SLV $UNP $ORLY $BRZE

$491M

137 positions

#21Blue Water Asset ManagementActive

Slight overlap · 4 shared positions

$MS $BA $SLV $F

$289M

103 positions

#22LeClair Wealth Partners LLCPassive

Slight overlap · 4 shared positions

$MS $BA $SLV $F

$289M

103 positions

#23Vines Capital Management, LLCActive

Slight overlap · 4 shared positions

$MS $BA $HUM $AMN

$101M

77 positions

#24CERTUITY, LLCPassive

Slight overlap · 4 shared positions

$MS $BA $MAR $F

$1.5B

659 positions

#25AAFMAA Wealth Management & Trust LLCPassive

Slight overlap · 5 shared positions

$MS $UNP $HUM $ORLY $LIN

$258M

96 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.