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Hedge Funds Similar to Northern Lights Advisors,

13F Portfolio OverlapQ1 2026Northern Lights Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Northern Lights Advisors, Inc. is an institutional investor managing $148M across 57 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 Northern Lights Advisors, are Topsail Wealth ,, Luminvest Wealth, West Financial Advisors,, with shared positions in $DDOG, $USB, $BRZE, $MKL, $CRM, $GBTC. The full ranking of 25 similar funds is below.

#1Topsail Wealth Management, LLCActive
Some overlap · 4 shared positions
$DDOG$USB$BRZE$MKL
$678M
294 positions
#2Luminvest Wealth Management LLCSmart money
Some overlap · 4 shared positions
$DDOG$USB$BRZE$MKL
$382M
55 positions
#3West Financial Advisors, LLCActive
Some overlap · 3 shared positions
$DDOG$USB$BRZE
$589M
193 positions
#4Seneca Financial Advisors LLCActive
Some overlap · 3 shared positions
$DDOG$BRZE$USB
$341M
64 positions
#5WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$DDOG$USB$BRZE
$350M
95 positions
#6Frisco Financial Planning LLCActive
Some overlap · 3 shared positions
$DDOG$USB$MKL
$133M
29 positions
#7Newton One Investments LLCActive
Some overlap · 3 shared positions
$DDOG$USB$MKL
$368M
121 positions
#8Beaird Harris Wealth Management, LLCActive
Some overlap · 3 shared positions
$DDOG$USB$MKL
$1.5B
686 positions
#9AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 3 shared positions
$DDOG$USB$MKL
$206M
97 positions
#10GeoWealth Management, LLCActive
Some overlap · 3 shared positions
$DDOG$BRZE$CRM
$2.8B
853 positions
#11Gleason Group, Inc.Active
Some overlap · 3 shared positions
$DDOG$BRZE$MKL
$1.0B
229 positions
#12CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$DDOG$BRZE$CRM$GBTC
$157M
130 positions
#13Towneley Capital Management, Inc / DESmart money
Some overlap · 3 shared positions
$DDOG$BRZE$MKL
$478M
42 positions
#1425 LLCActive
Some overlap · 3 shared positions
$DDOG$USB$BRZE
$324M
69 positions
#15Brooklyn FI, LLCActive
Some overlap · 3 shared positions
$DDOG$BRZE$USB
$476M
78 positions
#16Partners in Financial PlanningActive
Some overlap · 4 shared positions
$DDOG$USB$BRZE$MKL
$603M
122 positions
#17Sincerus Advisory, LLCActive
Some overlap · 3 shared positions
$DDOG$USB$BRZE
$132M
76 positions
#18Equita Financial Network, Inc.Active
Some overlap · 5 shared positions
$DDOG$USB$CRM$BRZE$MKL
$318M
87 positions
#19Strathmore Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$DDOG$BRZE$BKNG
$354M
138 positions
#20WealthCollab, LLCPassive
Some overlap · 5 shared positions
$DDOG$BRZE$USB$CRM$MKL
$243M
977 positions
#21Facet Wealth, Inc.Active
Some overlap · 4 shared positions
$DDOG$USB$MKL$BRZE
$5.8B
349 positions
#22Vermillion Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$DDOG$BRZE$USB
$255M
1,563 positions
#23Oak Wealth Advisors LLCActive
Some overlap · 3 shared positions
$DDOG$BRZE$MKL
$182M
57 positions
#24Align Financial, LLCActive
Some overlap · 3 shared positions
$DDOG$BRZE$MKL
$176M
373 positions
#25Acumen Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$DDOG$USB$CRM
$372M
439 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.