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 OverlapQ2 2026NorthAvenue portfolio →

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Most similar hedge funds by 13F overlap

NorthAvenue LLC is an institutional investor managing $140M across 314 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 NorthAvenue are RM Financial Services, Aspire Advisors, Beirne Wealth Consulting Services, with shared positions in $BA, $PSX, $BAH, $SLV, $ORLY, $DE. The full ranking of 25 similar funds is below.

#1RM Financial Services, LLCPassive

Slight overlap · 5 shared positions

$BA $PSX $BAH $SLV $ORLY

$135M

79 positions

#2Aspire Capital Advisors LLCPassive

Slight overlap · 5 shared positions

$BA $BAH $DE $SLV $SPCX

$514M

134 positions

#3Beirne Wealth Consulting Services, LLCActive

Slight overlap · 4 shared positions

$BA $PSX $DE $DUK

$503M

102 positions

#4Wallington Asset Management, LLCActive

Slight overlap · 5 shared positions

$PSX $BA $DE $LIN $UNP

$814M

61 positions

#5CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Slight overlap · 5 shared positions

$BA $DE $LIN $GD $UNP

$200M

76 positions

#6Blackston Financial Advisory Group, LLCActive

Slight overlap · 6 shared positions

$PSX $GRMN $SLV $SPCX $UNP $DUK

$177M

106 positions

#7DB Fitzpatrick & Co, IncActive

Slight overlap · 4 shared positions

$BA $DE $GRMN $ORLY

$124M

100 positions

#8RHL GROUP, LLCActive

Slight overlap · 5 shared positions

$BA $DE $LIN $UNP $DUK

$120M

271 positions

#9Apollon Financial, LLCPassive

Slight overlap · 4 shared positions

$BA $BAH $DE $DUK

$848M

294 positions

#10Baring Financial LLCPassive

Slight overlap · 3 shared positions

$BA $PSX $DE

$182M

86 positions

#11NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Slight overlap · 5 shared positions

$BA $DE $GD $UNP $DUK

$381M

144 positions

#12Sage Investment Advisers LLCPassive

Slight overlap · 4 shared positions

$BA $DE $SLV $UNP

$149M

98 positions

#13Beaton Management Co. Inc.Passive

Slight overlap · 4 shared positions

$BA $DE $ORLY $PM

$245M

157 positions

#14ADE, LLCActive

Slight overlap · 4 shared positions

$BA $BAH $PM $SPCX

$237M

93 positions

#15FLOYD FINANCIAL GROUP LLCActive

Slight overlap · 4 shared positions

$BA $DE $ORLY $SPCX

$153M

65 positions

#16Ariston Services GroupActive

Slight overlap · 4 shared positions

$BA $DE $ORLY $SPCX

$181M

70 positions

#17WINSLOW ASSET MANAGEMENT INCActive

Slight overlap · 4 shared positions

$BA $DE $LIN $STE

$575M

82 positions

#18DAVIS R M INCActive

Slight overlap · 3 shared positions

$MTD $PSX $LIN

$6.3B

280 positions

#19REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$BA $DE $ORLY $UNP

$760M

229 positions

#20Shepherd Street Advisors LLCPassive

Slight overlap · 4 shared positions

$BA $DE $LIN $UNP

$114M

86 positions

#21WINDWARD CAPITAL MANAGEMENT CO /CAActive

Slight overlap · 4 shared positions

$BA $DE $LIN $DUK

$1.3B

73 positions

#22DCM Advisors, LLCActive

Slight overlap · 3 shared positions

$BA $PSX $PM

$253M

38 positions

#23DecisionPoint Financial, LLCActive

Slight overlap · 3 shared positions

$BA $PSX $GD

$540M

1,416 positions

#24AGP FRANKLIN, LLCPassive

Slight overlap · 4 shared positions

$BA $SLV $ORLY $DUK

$231M

93 positions

#25Pictet & Cie (Europe) SAActive

Slight overlap · 4 shared positions

$BA $ORLY $LIN $PM

$5.1B

211 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.