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Hedge Funds Similar to Navalign

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

Navalign, LLC is an institutional investor managing $429M across 132 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 Navalign are IAT REINSURANCE LTD., Greystone Financial Group, Wilkinson Global Asset, with shared positions in $AMGN, $JCI, $UBER, $TEL, $MCK, $TJX. The full ranking of 25 similar funds is below.

#1IAT REINSURANCE CO LTD.Active
Notable overlap · 4 shared positions
$AMGN$JCI$UBER$TEL
$167M
77 positions
#2Greystone Financial Group, LLCPassive
Notable overlap · 6 shared positions
$AMGN$MCK$TJX$LIN$SBUX$NOW
$358M
74 positions
#3Wilkinson Global Asset Management LLCActive
Some overlap · 5 shared positions
$AMGN$UBER$UNP$TJX$LIN
$1.3B
62 positions
#4Arlington Financial Advisors, LLCActive
Some overlap · 4 shared positions
$AMGN$BLK$SBUX$CRM
$787M
107 positions
#5Marion Wealth ManagementPassive
Some overlap · 8 shared positions
$MCK$BLK$TJX$UNP$SBUX$PSX
$491M
159 positions
#6Nepsis Inc.Active
Some overlap · 3 shared positions
$AMGN$UBER$NOW
$295M
28 positions
#7Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AMGN$MCK$TJX$LIN$SBUX
$297M
103 positions
#8JMAC ENTERPRISES LLCActive
Some overlap · 3 shared positions
$AMGN$UNP$BLK
$593M
122 positions
#9Flagship Capital Management Inc.Active
Some overlap · 4 shared positions
$AMGN$BLK$UBER$PSX
$158M
50 positions
#10Cetera Trust Company, N.APassive
Some overlap · 6 shared positions
$AMGN$MCK$BLK$DAL$BKNG$CRM
$199M
345 positions
#11FinArc Investments, Inc.Active
Some overlap · 3 shared positions
$AMGN$SBUX$CRM
$110M
43 positions
#12O'Keefe Stevens Advisory, Inc.Active
Some overlap · 5 shared positions
$AMGN$UNP$PSX$SBUX$BLK
$488M
81 positions
#13VAN STRUM & TOWNE INC.Passive
Some overlap · 3 shared positions
$AMGN$CRM$COF
$367M
111 positions
#14MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$AMGN$TEL$AEP$SBUX
$1.2B
106 positions
#15Martin Capital Partners, LLCPassive
Some overlap · 3 shared positions
$AMGN$UNP$PSX
$272M
72 positions
#16LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 6 shared positions
$AMGN$BLK$UBER$UNP$LIN$SBUX
$152M
84 positions
#17Qsemble Capital Management, LPPassive
Some overlap · 7 shared positions
$TJX$MCK$JCI$BLK$PSX$CSX
$781M
371 positions
#18Kelsey Financial, LLCActive
Some overlap · 3 shared positions
$AMGN$UNP$COF
$132M
65 positions
#19Crescent Sterling, Ltd.Passive
Some overlap · 4 shared positions
$AMGN$PSX$CSX$CRM
$112M
85 positions
#20Wallington Asset Management, LLCActive
Some overlap · 5 shared positions
$AMGN$UNP$TJX$LIN$PSX
$814M
61 positions
#21Glassy Mountain Advisors, Inc.Passive
Some overlap · 7 shared positions
$JCI$BLK$TEL$CSX$CRM$BKNG
$366M
76 positions
#22Vickerman Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$AMGN$UNP$CRM
$515M
100 positions
#23Alley Investment Management Company, LLCActive
Some overlap · 6 shared positions
$AMGN$BLK$UNP$SBUX$PSX$COF
$856M
89 positions
#24ALBION FINANCIAL GROUP /UTPassive
Some overlap · 6 shared positions
$BLK$UBER$TJX$AMGN$UNP$SBUX
$1.7B
652 positions
#25BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$AMGN$BLK$TJX$SBUX$PSX
$346M
113 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.