13F Pro

Hedge Funds Similar to Norris Financial Group

13F Portfolio OverlapQ2 2026Norris Financial Group portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Norris Financial Group, LLC is an institutional investor managing $251M across 82 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 Norris Financial Group are Luminist, Almanack Investment Partners, Global View, with shared positions in $SGOL, $STT, $SPCX, $VZ, $PLTR, $D. The full ranking of 25 similar funds is below.

#1Luminist Capital LLCActive
Notable overlap · 3 shared positions
$SGOL$STT$SPCX
$89M
418 positions
#2Almanack Investment Partners, LLC.Active
Notable overlap · 4 shared positions
$SGOL$VZ$SPCX$PLTR
$785M
321 positions
#3Global View Capital Management LLCSmart money
Notable overlap · 3 shared positions
$SGOL$VZ$PLTR
$484M
146 positions
#4Aspect Partners, LLCActive
Some overlap · 5 shared positions
$STT$SGOL$D$VZ$PLTR
$268M
679 positions
#5MAPLELANE CAPITAL, LLCActive
Some overlap · 4 shared positions
$TTMI$CLS$CRDO$SPCX
$5.5B
86 positions
#6Whale Rock Capital Management LLCActive
Some overlap · 3 shared positions
$TTMI$CLS$SPCX
$12.5B
35 positions
#7CAP Partners, LLCPassive
Some overlap · 5 shared positions
$STT$SHOP$COIN$ENB$PLTR
$204M
155 positions
#8VMS Asset Management LimitedPassive
Some overlap · 3 shared positions
$TTMI$CRDO$AGX
$315M
33 positions
#9CVFG LLCPassive
Some overlap · 4 shared positions
$TTMI$AGX$CLS$STT
$952M
250 positions
#10Eddie Patel IncPassive
Some overlap · 5 shared positions
$AGX$CLS$CRDO$INCY$MFC
$167M
127 positions
#11MATAURO, LLCActive
Some overlap · 4 shared positions
$STT$CRDO$SGOL$PLTR
$756M
158 positions
#12Elevated Financial Group LLCActive
Some overlap · 4 shared positions
$CLS$TTMI$CRDO$MFC
$365M
125 positions
#13Hudock, Inc.Passive
Some overlap · 4 shared positions
$STT$VZ$SOFI$CRDO
$781M
217 positions
#14MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$STT$TFC$VZ
$174M
78 positions
#15HENGEHOLD CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$STT$TFC$VZ
$1.3B
229 positions
#16Bannerstone Capital Management, LLCPassive
Some overlap · 4 shared positions
$STT$AGX$CLS$PLTR
$119M
113 positions
#17Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$STT$CLS$PLTR
$251M
74 positions
#18ADVISORS MANAGEMENT GROUP INC /ADVActive
Some overlap · 3 shared positions
$SGOL$VZ$ENB
$604M
159 positions
#19Elite Wealth Management, Inc.Active
Some overlap · 3 shared positions
$AGX$CLS$PLTR
$337M
47 positions
#20ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 4 shared positions
$STT$SHOP$COIN$D
$621M
90 positions
#21Convergence Financial, LLCPassive
Some overlap · 4 shared positions
$STT$SOFI$SPCX$PLTR
$1.3B
272 positions
#22Verity & Verity, LLCActive
Some overlap · 3 shared positions
$STT$VZ$ENB
$1.5B
138 positions
#23Adams Wealth ManagementActive
Some overlap · 3 shared positions
$STT$TFC$D
$522M
147 positions
#24Horizon Wealth Management, LLCActive
Some overlap · 4 shared positions
$STT$COIN$VZ$SPCX
$785M
148 positions
#25Nikko Asset Management Americas, Inc.Passive
Some overlap · 6 shared positions
$COIN$SHOP$SOFI$CRSP$SPCX$PLTR
$7.7B
276 positions

Compare Norris Financial Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Norris Financial Group’s holdings

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.