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Hedge Funds Similar to NORDEN GROUP

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

NORDEN GROUP LLC is an institutional investor managing $1.2B across 701 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 NORDEN GROUP are WealthCare Asset, STONEHAVEN WEALTH & TAX SOLUTIONS, MILESTONE ASSET, with shared positions in $MO, $ANET, $LAMR, $BMY, $SHOP, $EXPE. The full ranking of 25 similar funds is below.

#1WealthCare Asset Management, LLCActive
Notable overlap · 8 shared positions
$MO$ANET$LAMR$BMY$SHOP$EXPE
$241M
78 positions
#2STONEHAVEN WEALTH & TAX SOLUTIONS, LLCActive
Notable overlap · 8 shared positions
$MO$ANET$BMY$SHOP$LAMR$EXPE
$125M
93 positions
#3MILESTONE ASSET MANAGEMENT, LLCPassive
Notable overlap · 8 shared positions
$MO$ANET$BMY$LAMR$EXPE$SHOP
$636M
262 positions
#4Second Half Financial Partners, LLCActive
Notable overlap · 8 shared positions
$ANET$LAMR$MO$EXPE$BMY$SHOP
$244M
109 positions
#5Blue Capital, Inc.Passive
Notable overlap · 9 shared positions
$MO$BMY$SHOP$EXPE$LAMR$FTI
$158M
122 positions
#6Exit Wealth Advisors, LLC.Passive
Notable overlap · 7 shared positions
$MO$ANET$LAMR$BMY$FTI$SHOP
$220M
150 positions
#7Axim Planning & WealthActive
Some overlap · 9 shared positions
$MO$LAMR$ANET$EXPE$PM$SHOP
$72M
92 positions
#8Van Diest Capital, LLCPassive
Some overlap · 8 shared positions
$ANET$MO$EXPE$SHOP$PM$LAMR
$112M
176 positions
#9FCF Advisors LLCPassive
Some overlap · 5 shared positions
$MO$ANET$BMY$EXPE$FTI
$544M
58 positions
#10Independent Solutions Wealth Management, LLCActive
Some overlap · 6 shared positions
$LAMR$ANET$MO$SHOP$PM$NET
$766M
194 positions
#11Ellsworth Advisors, LLCPassive
Some overlap · 4 shared positions
$MO$ANET$BMY$FTI
$609M
182 positions
#12Weinberger Asset Management, IncActive
Some overlap · 5 shared positions
$MO$SHOP$ANET$PM$WFC
$312M
101 positions
#13Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$ANET$SHOP$FTI$NET
$819M
339 positions
#14Railway Pension Investments LtdActive
Some overlap · 4 shared positions
$ANET$MO$EXPE$BMY
$8.0B
102 positions
#15Financial Advisors Network, Inc.Passive
Some overlap · 3 shared positions
$MO$ANET$EXPE
$816M
208 positions
#16Nepsis Inc.Active
Some overlap · 3 shared positions
$ANET$BMY$SHOP
$295M
28 positions
#17Bellars Harris Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ANET$BMY$FTI
$491M
96 positions
#18Pacer Advisors, Inc.Passive
Some overlap · 3 shared positions
$MO$BMY$EXPE
$39.3B
2,614 positions
#19HF Advisory Group, LLCPassive
Some overlap · 4 shared positions
$MO$VOD$PM$WFC
$323M
168 positions
#20Optimist Retirement Group LLCActive
Some overlap · 3 shared positions
$MO$BMY$PM
$259M
118 positions
#21Carolina Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$MO$BMY$PM
$255M
278 positions
#22P.A.W. CAPITAL CORPPassive
Some overlap · 3 shared positions
$MO$BMY$PM
$133M
66 positions
#23Keystone Financial Planning, Inc.Active
Some overlap · 3 shared positions
$MO$BMY$PM
$388M
39 positions
#24Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$MO$BMY$PM
$240M
74 positions
#25Putney Financial Group LLCActive
Some overlap · 4 shared positions
$ANET$SHOP$NET$MO
$111M
78 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.