How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to NORTHBRIDGE FINANCIAL GROUP

13F Portfolio OverlapQ2 2026NORTHBRIDGE FINANCIAL GROUP portfolio →

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Most similar hedge funds by 13F overlap

NORTHBRIDGE FINANCIAL GROUP, LLC is an institutional investor managing $261M across 184 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 NORTHBRIDGE FINANCIAL GROUP are Forefront Wealth Partners, Bulltick Wealth, Orion Investment, with shared positions in $PLTR, $NOW, $SNOW, $SHOP, $CRM, $ISRG. The full ranking of 25 similar funds is below.

#1Forefront Wealth Partners, LLCPassive

Some overlap · 7 shared positions

$PLTR $NOW $SNOW $SHOP $CRM $ISRG

$323M

177 positions

#2Bulltick Wealth Management, LLCPassive

Some overlap · 6 shared positions

$PH $PLTR $NOW $CRM $IBIT $BX

$490M

134 positions

#3Orion Investment CoActive

Some overlap · 5 shared positions

$PH $PLTR $SHOP $QCOM $NOW

$343M

73 positions

#4Torrey Growth & Income AdvisorsActive

Some overlap · 6 shared positions

$NOW $SHOP $QCOM $CRM $PLTR $SNOW

$294M

108 positions

#5TOEWS CORP /ADVActive

Some overlap · 6 shared positions

$PLTR $QCOM $MAR $BX $C $FIX

$686M

151 positions

#6Crew Capital Management, Ltd.Passive

Some overlap · 5 shared positions

$PH $NOW $QCOM $CRM $ISRG

$183M

112 positions

#7Intellectus Partners, LLCPassive

Some overlap · 5 shared positions

$PLTR $SNOW $SHOP $ISRG $QCOM

$578M

317 positions

#8OFI INVEST ASSET MANAGEMENTActive

Some overlap · 5 shared positions

$PLTR $PH $ISRG $QCOM $C

$10.0B

365 positions

#9Avalon Global Asset Management LLCActive

Some overlap · 4 shared positions

$PH $PLTR $NOW $SNOW

$917M

38 positions

#10Westwind CapitalPassive

Some overlap · 5 shared positions

$PLTR $NOW $MAR $ISRG $FIX

$422M

77 positions

#11Beta Wealth Group, Inc.Active

Some overlap · 5 shared positions

$PLTR $NOW $QCOM $BX $C

$267M

114 positions

#12Generali Investments Towarzystwo Funduszy InwestycyjnychPassive

Some overlap · 5 shared positions

$NOW $SNOW $CRM $ISRG $C

$249M

151 positions

#13Grant Private Wealth Management IncPassive

Some overlap · 5 shared positions

$PLTR $NOW $ISRG $C $QCOM

$237M

164 positions

#14CMT Capital Markets Trading GmbHActive

Some overlap · 5 shared positions

$PLTR $QCOM $CRM $C $SNOW

$11.8B

385 positions

#15Laurion Capital Management LPPassive

Some overlap · 5 shared positions

$PLTR $SNOW $QCOM $C $FIX

$3.9B

420 positions

#16Clarus Wealth AdvisorsPassive

Some overlap · 5 shared positions

$PLTR $NOW $MAR $QCOM $C

$260M

86 positions

#17MARIETTA INVESTMENT PARTNERS LLCPassive

Some overlap · 4 shared positions

$PH $PLTR $SNOW $FIX

$582M

170 positions

#18Gallagher Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$PLTR $NOW $ISRG $BX $SHOP

$175M

71 positions

#19Prasad Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$PH $PLTR $SHOP $C

$416M

160 positions

#20HARTLINE INVESTMENT CORP/Active

Slight overlap · 5 shared positions

$PLTR $MAR $SHOP $C $NOW

$1.1B

115 positions

#21Sycale Advisors (NY) LLCActive

Slight overlap · 4 shared positions

$PLTR $NOW $SNOW $SHOP

$326M

24 positions

#22Wedbush Fund Advisers, LLCActive

Slight overlap · 4 shared positions

$PLTR $NOW $SNOW $CRM

$1.1B

103 positions

#23Rare Wolf Capital LLCPassive

Slight overlap · 4 shared positions

$PLTR $NOW $SHOP $CRM

$156M

120 positions

#24Capital Markets Trading UK LLPActive

Slight overlap · 4 shared positions

$PLTR $SNOW $SHOP $QCOM

$10.4B

351 positions

#25One Wealth Management Investment & Advisory Services, LLCActive

Slight overlap · 5 shared positions

$PLTR $SHOP $SPCX $MAR $CRM

$95M

53 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.