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 NORTHSTAR ASSET

13F Portfolio OverlapQ3 2026NORTHSTAR ASSET portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

NORTHSTAR ASSET MANAGEMENT Co is an institutional investor managing $553M across 250 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to NORTHSTAR ASSET are FLOSSBACH VON STORCH SE, Mendel Money, Dixon Mitchell Investment Counsel, with shared positions in $TMO, $AME, $DHR, $ZTS, $PEP, $SYK. The full ranking of 25 similar funds is below.

#1FLOSSBACH VON STORCH SEActive

Notable overlap · 8 shared positions

$TMO $AME $DHR $ZTS $PEP $SYK

$22.1B

106 positions

#2Mendel Money ManagementPassive

Notable overlap · 4 shared positions

$TMO $AME $DHR $ANET

$273M

127 positions

#3Dixon Mitchell Investment Counsel Inc.Active

Notable overlap · 4 shared positions

$TMO $AME $DHR $WCN

$3.1B

144 positions

#4Guinness Atkinson Asset Management IncPassive

Notable overlap · 5 shared positions

$AME $TMO $DHR $QCOM $MDLZ

$223M

107 positions

#5MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 3 shared positions

$AME $TMO $DHR

$635M

146 positions

#6Dundas Partners LLPActive

Notable overlap · 4 shared positions

$TMO $AME $ZTS $SYK

$1.4B

31 positions

#7Evergreen Private Wealth LLCPassive

Some overlap · 4 shared positions

$TMO $ANET $ZTS $ADBE

$270M

89 positions

#8Martin Investment Management, LLCActive

Some overlap · 6 shared positions

$AME $TMO $NVS $SYK $LHX $ADBE

$300M

47 positions

#9Ravenstone Capital Management Inc.Active

Some overlap · 4 shared positions

$TMO $DHR $SHW $WCN

$244M

54 positions

#10BRISTOL JOHN W & CO INC /NY/Active

Some overlap · 5 shared positions

$TMO $ANET $UNP $NVS $FDX

$6.8B

62 positions

#11CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 5 shared positions

$AME $TMO $SHW $SYK $WCN

$435M

70 positions

#12TRUST CO OF OKLAHOMAActive

Some overlap · 7 shared positions

$DHR $TMO $UNP $PEP $NVS $LHX

$377M

138 positions

#13DB Fitzpatrick & Co, IncActive

Some overlap · 4 shared positions

$TMO $DHR $SHW $SYK

$121M

100 positions

#14EdgePoint Investment Group Inc.Active

Some overlap · 3 shared positions

$TMO $AME $UNP

$13.2B

39 positions

#15LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Some overlap · 6 shared positions

$TMO $DHR $AMT $UNP $SYK $QCOM

$10.8B

564 positions

#16NORRIS PERNE & FRENCH LLP/MIActive

Some overlap · 6 shared positions

$DHR $SHW $TMO $UNP $SYK $ADBE

$2.3B

156 positions

#17VIKING GLOBAL INVESTORS LPActive

Some overlap · 6 shared positions

$TMO $SHW $UNP $QCOM $MCD $FDX

$35.1B

90 positions

#18James Hambro & Partners LLPActive

Some overlap · 3 shared positions

$TMO $AME $PEP

$2.9B

68 positions

#19Navera Investment Management Ltd.Active

Some overlap · 3 shared positions

$TMO $AME $MCD

$3.7B

56 positions

#20Saranac Partners LtdPassive

Some overlap · 3 shared positions

$AME $ANET $DHR

$343M

117 positions

#21CAMDEN NATIONAL BANKPassive

Some overlap · 8 shared positions

$TMO $ZTS $PEP $NVS $MDLZ $LHX

$767M

184 positions

#22SYNTAX RESEARCH, INC.Active

Some overlap · 6 shared positions

$TMO $ANET $AMT $SYK $QCOM $FDX

$137M

179 positions

#23MAR VISTA INVESTMENT PARTNERS LLCActive

Some overlap · 4 shared positions

$AME $DHR $AMT $SYK

$1.0B

33 positions

#24L. Roy Papp & Associates, LLPPassive

Some overlap · 6 shared positions

$TMO $AME $PEP $SYK $WCN $MCD

$981M

193 positions

#25Cohen Capital Management, Inc.Active

Some overlap · 5 shared positions

$TMO $PEP $NVS $UNP $SYK

$717M

154 positions

Compare NORTHSTAR ASSET’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View NORTHSTAR ASSET’s holdings

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.