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Hedge Funds Similar to ALERUS FINANCIAL NA

13F Portfolio OverlapQ1 2026ALERUS FINANCIAL NA portfolio →
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Most similar hedge funds by 13F overlap

ALERUS FINANCIAL NA is an institutional investor managing $2.0B across 510 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 ALERUS FINANCIAL NA are Forum Private Client Group, MOUNTAIN PACIFIC INVESTMENT ADVISERS, SIMS INVESTMENT ,, with shared positions in $DHR, $COP, $T, $VZ, $MU, $VRT. The full ranking of 25 similar funds is below.

#1Forum Private Client Group LLCActive
Some overlap · 4 shared positions
$DHR$COP$T$VZ
$300M
80 positions
#2MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Some overlap · 4 shared positions
$DHR$COP$MU$VRT
$584M
141 positions
#3SIMS INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$DHR$COP$UNH
$272M
35 positions
#4guardian investment managementActive
Some overlap · 4 shared positions
$DHR$MU$GE$T
$127M
60 positions
#5Schubert & CoActive
Some overlap · 4 shared positions
$DHR$COP$GE$T
$123M
69 positions
#6RPS ADVISORY SOLUTIONS LLCActive
Some overlap · 4 shared positions
$DHR$MU$T$GE
$176M
108 positions
#7EAGLE CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$DHR$COP$UNH$GE
$29.8B
60 positions
#8RETIREMENT PLANNING GROUP, LLC / NYPassive
Some overlap · 6 shared positions
$DHR$VZ$GE$T$IBM$UNH
$155M
94 positions
#9Winthrop Partners - WNY, LLCPassive
Some overlap · 3 shared positions
$DHR$VZ$ETN
$188M
87 positions
#10Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 5 shared positions
$DHR$COP$MU$UNH$TTWO
$566M
28 positions
#11Patrick Mauro Investment Advisor, INC.Active
Some overlap · 3 shared positions
$DHR$VZ$SO
$199M
40 positions
#12REGATTA CAPITAL GROUP, LLCPassive
Some overlap · 4 shared positions
$DHR$T$VZ$COR
$661M
215 positions
#13Carl P. Sherr & Co., LLCPassive
Some overlap · 3 shared positions
$DHR$IBM$VRT
$213M
124 positions
#14Senator Investment Group LPActive
Some overlap · 3 shared positions
$DHR$COP$VRT
$2.2B
59 positions
#15TRUE Private Wealth AdvisorsPassive
Some overlap · 3 shared positions
$DHR$MU$VZ
$1.0B
266 positions
#16ARTHUR M. COHEN & ASSOCIATES, LLCActive
Some overlap · 3 shared positions
$DHR$ETN$GE
$563M
127 positions
#17Vantage Financial Partners, LLC
Some overlap · 4 shared positions
$DHR$T$COP$VZ
$493M
212 positions
#18Pacific Park Financial, Inc.Active
Some overlap · 3 shared positions
$DHR$COP$MU
$153M
73 positions
#19Compass Ion Advisors, LLCActive
Some overlap · 3 shared positions
$DHR$COP$IBM
$1.0B
279 positions
#20Magnolia Wealth Management, LLCActive
Some overlap · 5 shared positions
$DHR$SO$UNH$TFC$COP
$172M
212 positions
#21MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$DHR$VZ$GE
$147M
67 positions
#22Caerus Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$DHR$GE$MU
$240M
281 positions
#23Estabrook Capital ManagementPassive
Some overlap · 7 shared positions
$COP$VZ$ETN$IBM$GE$T
$685M
380 positions
#24HILL ISLAND FINANCIAL LLCActive
Some overlap · 3 shared positions
$DHR$MU$VZ
$412M
84 positions
#25Capstone Financial Advisors, Inc.Smart money
Some overlap · 4 shared positions
$DHR$ETN$IBM$MU
$1.9B
187 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.