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Hedge Funds Similar to ALERUS FINANCIAL NA

13F Portfolio OverlapQ2 2026ALERUS FINANCIAL NA portfolio →
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Most similar hedge funds by 13F overlap

ALERUS FINANCIAL NA is an institutional investor managing $2.3B across 506 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 ALERUS FINANCIAL NA are Legacy Bridge, Paradigm, Stanley-Laman Group, Ltd., with shared positions in $HPE, $ETN, $PH, $VRT, $STX, $VZ. The full ranking of 25 similar funds is below.

#1Legacy Bridge, LLCPassive
Some overlap · 5 shared positions
$HPE$ETN$PH$VRT$STX
$324M
322 positions
#2Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$HPE$VZ$ETN$WFC$TFC
$116M
65 positions
#3Stanley-Laman Group, Ltd.Passive
Some overlap · 5 shared positions
$HPE$VRT$PH$STX$TTWO
$984M
298 positions
#4WealthShield Partners, LLCPassive
Some overlap · 4 shared positions
$HPE$ETN$PH$CDNS
$654M
379 positions
#5OARSMAN CAPITAL, INC.Active
Some overlap · 4 shared positions
$HPE$AAAU$PH$WFC
$945M
244 positions
#6Bell BankActive
Some overlap · 4 shared positions
$HPE$VZ$STX$SO
$2.6B
195 positions
#7Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$HPE$VZ$STX$TFC
$229M
166 positions
#8Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$ETN$VZ$STX$SO
$239M
126 positions
#9Hartford Funds Management Co LLCSmart money
Some overlap · 4 shared positions
$ETN$PH$VRT$WFC
$1.3B
98 positions
#10Acumen Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$ETN$PH$VRT$WFC
$472M
493 positions
#11Avalon Global Asset Management LLCActive
Some overlap · 4 shared positions
$ETN$PH$VRT$CDNS
$917M
38 positions
#12ARS Investment Partners, LLCActive
Some overlap · 4 shared positions
$ETN$VRT$STX$HPE
$2.3B
181 positions
#13Reliant Investment Partners, LLCPassive
Some overlap · 5 shared positions
$VRT$PH$VZ$STX$TFC
$147M
126 positions
#14Night Squared LPPassive
Some overlap · 4 shared positions
$ETN$PH$STX$TTWO
$930M
69 positions
#15OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 4 shared positions
$ETN$VZ$SO$TFC
$329M
323 positions
#16Flagstone Financial ManagementSmart money
Some overlap · 4 shared positions
$ETN$VZ$STX$WFC
$447M
77 positions
#17BTC Capital Management, Inc.Passive
Some overlap · 4 shared positions
$ETN$PH$STX$WFC
$1.6B
207 positions
#181620 INVESTMENT ADVISORS, INC.Passive
Some overlap · 4 shared positions
$ETN$STX$VZ$SO
$161M
677 positions
#19Quantum Portfolio Management LLCPassive
Some overlap · 4 shared positions
$HPE$VRT$STX$TTWO
$278M
522 positions
#20KENNEDY INVESTMENT GROUPPassive
Some overlap · 4 shared positions
$ETN$VRT$WFC$VZ
$295M
146 positions
#21DB&C Advisors, LLCPassive
Some overlap · 4 shared positions
$ETN$VRT$SO$VZ
$92M
76 positions
#22Jackson Hole Capital Partners, LLC
Some overlap · 4 shared positions
$VRT$VZ$SO$WFC
$605M
313 positions
#23Evansbrook LLCActive
Slight overlap · 4 shared positions
$PH$STX$ETN$WFC
$168M
127 positions
#24INVESTED ADVISORSPassive
Slight overlap · 3 shared positions
$HPE$VZ$VRT
$113M
152 positions
#25GRIMES & Co WEALTH MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$HPE$ETN$VZ
$4.6B
449 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.