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Hedge Funds Similar to North

13F Portfolio OverlapQ3 2026North portfolio →
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Most similar hedge funds by 13F overlap

North Capital, Inc. is an institutional investor managing $140M across 96 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to North are Yoffe Investment, L & S Advisors, Parrish, with shared positions in $BNY, $VZ, $AXP, $PM, $C, $ETN. The full ranking of 25 similar funds is below.

#1Yoffe Investment Management, LLCPassive
Some overlap · 5 shared positions
$BNY$VZ$AXP$PM$C
$87M
113 positions
#2L & S Advisors IncPassive
Some overlap · 5 shared positions
$BNY$AXP$ETN$DELL$C
$967M
236 positions
#3Parrish Capital LLCPassive
Some overlap · 5 shared positions
$VZ$AXP$ETN$T$PM
$103M
84 positions
#4Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$ETN$VZ$BNY$T$C
$739M
344 positions
#5MCCARTER PRIVATE WEALTH SERVICES LLCPassive
Some overlap · 5 shared positions
$ETN$AXP$TT$EW$DELL
$295M
184 positions
#6Vivid Wealth Management, LLCPassive
Some overlap · 4 shared positions
$BNY$AXP$ETN$PM
$280M
73 positions
#7Teamwork Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$BNY$AXP$ETN$PM
$908M
182 positions
#8Griffith & Werner, Inc.Passive
Some overlap · 5 shared positions
$VZ$AXP$T$C$PM
$213M
71 positions
#9Artisan Partners Limited PartnershipActive
Some overlap · 4 shared positions
$BNY$AXP$EW$C
$63.1B
341 positions
#10BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$ETN$EW$DELL$PM$ICE
$1.8B
356 positions
#11DCM Advisors, LLCActive
Some overlap · 5 shared positions
$AXP$VZ$DELL$T$PM
$253M
38 positions
#12Genus Capital Management Inc.Passive
Some overlap · 4 shared positions
$VZ$BNY$DELL$C
$1.0B
204 positions
#13MFA Wealth ServicesPassive
Some overlap · 4 shared positions
$AXP$ETN$BNY$C
$169M
133 positions
#14MEYER HANDELMAN COPassive
Some overlap · 4 shared positions
$VZ$ETN$TT$DELL
$3.5B
274 positions
#15Northstar Advisory Group, LLCPassive
Some overlap · 4 shared positions
$VZ$BNY$AXP$C
$322M
119 positions
#16BIRCH FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$AXP$VZ$T$PM$C
$214M
1,048 positions
#17ABNER HERRMAN & BROCK LLCActive
Some overlap · 4 shared positions
$VZ$AXP$DELL$C
$1.0B
121 positions
#18EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 4 shared positions
$AXP$ETN$VZ$C
$799M
156 positions
#19MUIRFIELD WEALTH ADVISORS LLCActive
Some overlap · 6 shared positions
$AXP$TT$PM$VZ$T$BNY
$153M
87 positions
#20MORTON COMMUNITY BANKPassive
Some overlap · 4 shared positions
$AXP$ETN$PM$C
$491M
120 positions
#21VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 4 shared positions
$AXP$ETN$PM$C
$5.0B
245 positions
#22Bill Few Associates, Inc.Passive
Some overlap · 3 shared positions
$VZ$AXP$ETN
$485M
234 positions
#23BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$BNY$AXP$ETN
$436M
104 positions
#24Sun Financial IncPassive
Some overlap · 3 shared positions
$BNY$AXP$ETN
$212M
161 positions
#25Vancity Investment Management LtdPassive
Some overlap · 4 shared positions
$ETN$EW$TT$ICE
$666M
92 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.