Hedge Funds Similar to Northern Lights Advisors

13F Portfolio OverlapQ2 2026Northern Lights Advisors portfolio →

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Most similar hedge funds by 13F overlap

Northern Lights Advisors, Inc. is an institutional investor managing $184M across 72 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 Lights Advisors are Investment Research & Advisory Group, Dundas Partners LLP, Foyston, Gordon, & Payne, with shared positions in $BKNG, $CRM, $SBUX, $AXP, $GBTC. The full ranking of 25 similar funds is below.

#1Investment Research & Advisory Group, Inc.Active

Slight overlap · 3 shared positions

$BKNG $CRM $SBUX

$324M

314 positions

#2Dundas Partners LLPActive

Slight overlap · 3 shared positions

$BKNG $CRM $AXP

$1.4B

31 positions

#3Foyston, Gordon, & Payne IncPassive

Slight overlap · 3 shared positions

$BKNG $CRM $AXP

$468M

68 positions

#4Longview Partners (Guernsey) LTDActive

Slight overlap · 3 shared positions

$BKNG $CRM $AXP

$6.2B

23 positions

#5PARTHENON LLCActive

Slight overlap · 3 shared positions

$BKNG $CRM $AXP

$962M

133 positions

#6Infusive Asset Management Inc.Passive

Slight overlap · 3 shared positions

$BKNG $CRM $AXP

$220M

30 positions

#7Trajan Wealth LLCActive

Slight overlap · 3 shared positions

$BKNG $CRM $AXP

$2.6B

152 positions

#8Thomasville National BankPassive

Slight overlap · 3 shared positions

$BKNG $CRM $AXP

$1.8B

241 positions

#9Fairtree Asset Management (Pty) LtdPassive

Slight overlap · 3 shared positions

$BKNG $CRM $AXP

$261M

96 positions

#10Mill Capital Management, LLCActive

Slight overlap · 3 shared positions

$BKNG $CRM $AXP

$1.5B

128 positions

#11ABOUND FINANCIAL, LLCActive

Slight overlap · 3 shared positions

$BKNG $GBTC $SBUX

$251M

297 positions

#12WP Advisors, LLCActive

Slight overlap · 3 shared positions

$BKNG $CRM $AXP

$413M

119 positions

#13Spectrum Planning & Advisory Services Inc.Active

Slight overlap · 3 shared positions

$BKNG $GBTC $AXP

$223M

120 positions

#14BIRINYI ASSOCIATES INCSmart money

Slight overlap · 3 shared positions

$BKNG $SBUX $AXP

$423M

61 positions

#15HS Management Partners, LLCActive

Slight overlap · 3 shared positions

$BKNG $SBUX $AXP

$291M

24 positions

#16Northstar Group, Inc.Active

Slight overlap · 3 shared positions

$BKNG $SBUX $AXP

$777M

168 positions

#17LOOMIS SAYLES & CO L PActive

Slight overlap · 3 shared positions

$BKNG $CRM $SBUX

$79.8B

707 positions

#18Navalign, LLCActive

Slight overlap · 3 shared positions

$BKNG $CRM $SBUX

$429M

132 positions

#19Chemistry Wealth Management LLCPassive

Slight overlap · 3 shared positions

$BKNG $CRM $AXP

$625M

210 positions

#20Revisor Wealth Management LLCPassive

Slight overlap · 3 shared positions

$CRM $BKNG $AXP

$416M

371 positions

#21Minot DeBlois Advisors LLCPassive

Slight overlap · 3 shared positions

$CRM $SBUX $AXP

$116M

240 positions

#22WoodTrust Financial CorpActive

Slight overlap · 3 shared positions

$CRM $SBUX $AXP

$842M

179 positions

#23CenterStar Asset Management, LLCPassive

Slight overlap · 3 shared positions

$CRM $SBUX $AXP

$589M

234 positions

#24RB Capital Management, LLCPassive

Slight overlap · 3 shared positions

$CRM $SBUX $AXP

$513M

204 positions

#25CMT Capital Markets Trading GmbHActive

Slight overlap · 3 shared positions

$CRM $SBUX $AXP

$11.8B

385 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.