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Hedge Funds Similar to North Star Investment

13F Portfolio OverlapQ2 2026North Star Investment portfolio →
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Most similar hedge funds by 13F overlap

North Star Investment Management Corp. is an institutional investor managing $1.8B across 1,733 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 North Star Investment are NEW VERNON INVESTMENT, Orca Wealth, 10Elms LLP, with shared positions in $ORI, $BX, $UNP, $AJG, $FITB, $QCOM. The full ranking of 25 similar funds is below.

#1NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$ORI$BX$UNP$AJG
$82M
37 positions
#2Orca Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ORI$BX$FITB$QCOM
$168M
84 positions
#310Elms LLPActive
Some overlap · 5 shared positions
$BX$KKR$AMGN$UNP$QCOM
$236M
526 positions
#4Canal Capital Management, LLCPassive
Some overlap · 4 shared positions
$BX$UNP$AMGN$QCOM
$819M
220 positions
#5Partners Group Holding AGActive
Some overlap · 3 shared positions
$BX$UNP$KKR
$1.5B
52 positions
#6TORRAY LLCActive
Some overlap · 4 shared positions
$BX$KKR$AMGN$AJG
$741M
91 positions
#7O'Keefe Stevens Advisory, Inc.Active
Some overlap · 4 shared positions
$UNP$SPHR$AMGN$QCOM
$489M
81 positions
#8First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$BX$UNP$AMGN
$529M
75 positions
#9BECK MACK & OLIVER LLCActive
Some overlap · 4 shared positions
$BX$UNP$QCOM$AJG
$5.1B
201 positions
#10Adalta Capital Management LLCPassive
Some overlap · 3 shared positions
$BX$UNP$QCOM
$228M
103 positions
#11FIRST NATIONAL BANK SIOUX FALLSActive
Some overlap · 3 shared positions
$BX$UNP$KKR
$328M
153 positions
#12Community Bank & Trust, Waco, TexasActive
Some overlap · 3 shared positions
$BX$UNP$AMGN
$612M
173 positions
#13BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 3 shared positions
$BX$UNP$AJG
$1.5B
234 positions
#14MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 3 shared positions
$BX$ORI$FITB
$230M
143 positions
#15BAXTER BROS INCPassive
Some overlap · 4 shared positions
$UNP$BX$QCOM$PAYX
$864M
172 positions
#16Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 3 shared positions
$ORI$AMGN$QCOM
$111M
62 positions
#17FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 3 shared positions
$BX$UNP$AMGN
$5.3B
210 positions
#18Lodestone Wealth Management LLCPassive
Some overlap · 4 shared positions
$BX$FITB$AMGN$QCOM
$297M
801 positions
#19JMAC ENTERPRISES LLCActive
Some overlap · 4 shared positions
$UNP$BX$AMGN$QCOM
$593M
122 positions
#20Renasant BankPassive
Slight overlap · 3 shared positions
$BX$FITB$QCOM
$156M
141 positions
#21guardian investment managementActive
Slight overlap · 3 shared positions
$BX$KKR$AMGN
$157M
60 positions
#22B & T Capital Management DBA Alpha Capital ManagementPassive
Slight overlap · 3 shared positions
$BX$KKR$AMGN
$770M
129 positions
#23Triangle Securities Wealth ManagementPassive
Slight overlap · 3 shared positions
$BX$KKR$AMGN
$522M
206 positions
#24Mendel Capital Management LLCActive
Slight overlap · 4 shared positions
$UNP$KKR$AMGN$QCOM
$222M
99 positions
#25Pinnacle West Asset Management, Inc.Passive
Slight overlap · 3 shared positions
$UNP$BX$AMGN
$145M
104 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.