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Hedge Funds Similar to Northstar Advisory Group

13F Portfolio OverlapQ2 2026Northstar Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Northstar Advisory Group, LLC is an institutional investor managing $322M across 119 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 Northstar Advisory Group are Genus, Wealth Advisors of Tampa Bay, Axecap Investments, with shared positions in $VZ, $GLW, $BNY, $EBAY, $ADI, $C. The full ranking of 25 similar funds is below.

#1Genus Capital Management Inc.Passive
Notable overlap · 6 shared positions
$VZ$GLW$BNY$EBAY$ADI$C
$1.0B
204 positions
#2Wealth Advisors of Tampa Bay, LLCPassive
Notable overlap · 4 shared positions
$BNY$VZ$ADI$GLW
$327M
94 positions
#3Axecap Investments, LLCPassive
Some overlap · 6 shared positions
$BNY$ADI$ROST$MS$EBAY$C
$181M
73 positions
#4CAPITAL ADVISORS INC/OKActive
Some overlap · 5 shared positions
$WMB$VZ$GLW$ROK$MS
$6.8B
374 positions
#5VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$WMB$GLW$VZ$MS$C
$1.1B
146 positions
#6PAYDEN & RYGELPassive
Some overlap · 5 shared positions
$ADI$GLW$EPD$MS$ET
$1.3B
131 positions
#7R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$WMB$ADI$EBAY$C
$188M
39 positions
#8CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$BNY$VZ$GLW
$1.6B
85 positions
#9OmniStar Financial Group, Inc.Passive
Some overlap · 4 shared positions
$BNY$GLW$ROK$MS
$217M
118 positions
#10BRASADA CAPITAL MANAGEMENT, LPPassive
Some overlap · 4 shared positions
$WMB$ADI$FTAI$MS
$558M
152 positions
#11L & S Advisors IncPassive
Some overlap · 6 shared positions
$BNY$GLW$ROK$MS$C$AXP
$967M
236 positions
#12TERRIL BROTHERS, INC.Active
Some overlap · 3 shared positions
$VZ$ET$C
$388M
71 positions
#13Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$GLW$WMB$VZ$BNY$C
$739M
344 positions
#14Jackson Hole Capital Partners, LLC
Some overlap · 5 shared positions
$WMB$EPD$ET$VZ$C
$605M
313 positions
#15ELCO Management Co., LLCPassive
Some overlap · 4 shared positions
$WMB$GLW$EPD$ET
$232M
174 positions
#16Candelo Capital Management LPPassive
Some overlap · 3 shared positions
$WMB$ADI$GLW
$162M
34 positions
#17Almanack Investment Partners, LLC.Active
Some overlap · 3 shared positions
$VZ$ET$EPD
$785M
321 positions
#18MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 5 shared positions
$WMB$VZ$EPD$ET$C
$3.8B
152 positions
#19CACTI ASSET MANAGEMENT LLCActive
Some overlap · 5 shared positions
$GLW$BNY$EBAY$AXP$MS
$2.0B
76 positions
#20Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$VZ$BNY$MS
$159M
62 positions
#21VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 4 shared positions
$GLW$VZ$ROST$MS
$1.7B
345 positions
#22SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$WMB$VZ$EPD$C
$296M
134 positions
#23Consolidated Planning CorpActive
Some overlap · 4 shared positions
$BNY$VZ$ADI$MS
$742M
159 positions
#24CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 4 shared positions
$GLW$ADI$EPD$BNY
$827M
181 positions
#25Fund Advisors of America Inc/FLPassive
Some overlap · 4 shared positions
$GLW$WMB$EPD$ET
$110M
120 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.