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Hedge Funds Similar to Northern Financial Advisors

13F Portfolio OverlapQ2 2026Northern Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Northern Financial Advisors Inc is an institutional investor managing $151M across 100 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 Northern Financial Advisors are Richwood Investment Advisors, L & S Advisors, Hamilton Point Investment Advisors, with shared positions in $AXP, $ETN, $AMGN, $NOW, $GD, $MS. The full ranking of 25 similar funds is below.

#1Richwood Investment Advisors, LLCActive
Some overlap · 7 shared positions
$AXP$ETN$AMGN$NOW$GD$MS
$142M
106 positions
#2L & S Advisors IncPassive
Some overlap · 6 shared positions
$AXP$TRV$ETN$DELL$CMI$MS
$967M
236 positions
#3Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$ETN$AMGN$DELL$CMI
$710M
193 positions
#4GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 4 shared positions
$AXP$TRV$AMGN$GD
$906M
153 positions
#5Yoffe Investment Management, LLCPassive
Some overlap · 4 shared positions
$AXP$TRV$MMM$AMGN
$87M
113 positions
#6Rydar Equities, Inc.Passive
Some overlap · 5 shared positions
$TRV$AXP$CMI$MS$COF
$194M
440 positions
#7EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 5 shared positions
$AXP$ETN$CMI$TRV$COF
$799M
156 positions
#8CONNING INC.Passive
Some overlap · 5 shared positions
$TRV$AMGN$GD$CMI$MS
$3.3B
327 positions
#9Holland Advisory Services, Inc.Active
Some overlap · 4 shared positions
$TRV$MMM$AMGN$DELL
$96M
50 positions
#10Gen-Wealth Partners IncPassive
Some overlap · 4 shared positions
$AXP$MMM$TRV$AMGN
$360M
722 positions
#11Stratos Investment Management, LLCPassive
Some overlap · 5 shared positions
$AXP$DELL$GD$AMGN$MS
$2.8B
382 positions
#12Wynn Capital, LLCPassive
Some overlap · 4 shared positions
$AXP$MMM$AMGN$CMI
$226M
116 positions
#13RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$AXP$ETN$TRV$CMI
$420M
172 positions
#14Ascension Capital Advisors, Inc.Active
Some overlap · 5 shared positions
$MMM$AXP$DELL$AMGN$ETN
$356M
97 positions
#15Beaumont Asset Management, L.L.C.Smart money
Some overlap · 4 shared positions
$AXP$NOW$GD$AMGN
$289M
80 positions
#16Ironwood Investment Counsel, LLCPassive
Some overlap · 4 shared positions
$AXP$AMGN$NOW$CMI
$762M
267 positions
#17Financial Planning Hawaii, Inc.Passive
Some overlap · 5 shared positions
$TRV$AMGN$GD$CMI$AXP
$185M
127 positions
#18Insight Inv LLCPassive
Some overlap · 4 shared positions
$AXP$AMGN$GD$MS
$210M
108 positions
#19Karani Asset Management LLCActive
Some overlap · 5 shared positions
$AXP$NOW$CMI$TRV$MS
$139M
57 positions
#20CHEMUNG CANAL TRUST COActive
Some overlap · 4 shared positions
$AXP$TRV$ETN$AMGN
$541M
111 positions
#21Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$ETN$AMGN$CMI$MS
$652M
146 positions
#22Sawyer & Company, IncPassive
Some overlap · 4 shared positions
$TRV$AXP$ETN$AMGN
$298M
199 positions
#23St. Johns Investment Management Company, LLCPassive
Some overlap · 4 shared positions
$AXP$AMGN$GD$CMI
$264M
201 positions
#24Odyssey Capital Advisors, Inc.Passive
Some overlap · 4 shared positions
$AXP$ETN$NOW$MS
$140M
100 positions
#25CARRET ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$AXP$TRV$ETN$MS
$1.1B
309 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.