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Hedge Funds Similar to Narwhal

13F Portfolio OverlapQ2 2026Narwhal portfolio →
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Most similar hedge funds by 13F overlap

Narwhal Capital Management is an institutional investor managing $1.4B across 157 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 Narwhal are Stonebridge Financial Group, Signet Investment Advisory Group, Bigelow Investment Advisors, with shared positions in $IAU, $ADI, $GD, $NEE, $AXP, $LHX. The full ranking of 25 similar funds is below.

#1Stonebridge Financial Group, LLCPassive
Notable overlap · 7 shared positions
$IAU$ADI$GD$NEE$AXP$LHX
$1.3B
275 positions
#2Signet Investment Advisory Group, Inc.Passive
Notable overlap · 5 shared positions
$IAU$AXP$NEE$LMT$NOC
$227M
73 positions
#3Bigelow Investment Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$AXP$GD$NEE
$276M
157 positions
#4Keystone Financial ServicesActive
Notable overlap · 5 shared positions
$IAU$ADI$GD$PM$NVS
$388M
131 positions
#5JMAC ENTERPRISES LLCActive
Notable overlap · 6 shared positions
$IAU$BLK$NEE$QCOM$GD$LMT
$593M
122 positions
#6CAPE ANN SAVINGS BANKActive
Some overlap · 4 shared positions
$IAU$BLK$GD$NEE
$212M
113 positions
#7Kesler, Norman & Wride, LLCPassive
Some overlap · 6 shared positions
$ADI$BLK$GD$NEE$LMT$LHX
$631M
271 positions
#8PFW Advisors LLCActive
Some overlap · 6 shared positions
$VMC$BLK$NEE$ADI$GD$LHX
$343M
124 positions
#9Blossom Wealth ManagementActive
Some overlap · 5 shared positions
$IAU$ADI$LHX$NEE$QCOM
$71M
72 positions
#10REBALANCE, LLCSmart money
Some overlap · 5 shared positions
$IAU$AXP$CP$GD$NVS
$1.9B
103 positions
#11Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$IAU$ADI$NEE$LMT
$155M
107 positions
#12Deane Retirement Strategies, Inc.Passive
Some overlap · 4 shared positions
$IAU$AXP$NOW$VLO
$236M
52 positions
#13ROGCO, LPActive
Some overlap · 4 shared positions
$IAU$BLK$LMT$GD
$327M
224 positions
#14Accretive Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$GD$BLK$PM
$412M
181 positions
#15PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive
Some overlap · 6 shared positions
$ADI$AXP$BLK$NEE$QCOM$LHX
$844M
219 positions
#16Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$IAU$ADI$AXP
$829M
163 positions
#17Paradiem, LLCPassive
Some overlap · 6 shared positions
$ADI$GD$NEE$LMT$VLO$QCOM
$464M
68 positions
#18Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 5 shared positions
$IAU$PM$NVS$ADI$GD
$637M
125 positions
#19EQUITABLE TRUST COPassive
Some overlap · 3 shared positions
$IAU$ADI$AXP
$2.4B
452 positions
#20BKM Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ADI$BLK$GD$NEE$LHX
$282M
148 positions
#21FLYWHEEL PRIVATE WEALTH LLCActive
Some overlap · 5 shared positions
$IAU$BLK$NVS$GD$NOW
$203M
109 positions
#22Somerset Trust CoPassive
Some overlap · 5 shared positions
$ADI$BLK$GD$NEE$LHX
$354M
186 positions
#23MBA Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$GD$PM$CINF
$297M
166 positions
#24Strathmore Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$BLK$LMT
$371M
142 positions
#25Elevated Financial Group LLCActive
Some overlap · 3 shared positions
$IAU$AXP$BLK
$365M
125 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.