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Hedge Funds Similar to NorthStar Asset

13F Portfolio OverlapQ2 2026NorthStar Asset portfolio →
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Most similar hedge funds by 13F overlap

NorthStar Asset Management LLC /NJ/ is an institutional investor managing $246M across 106 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 Asset are SHRIER WEALTH, HUTNER, OF VIRGINIA, with shared positions in $PM, $OKE, $WMB, $ENB, $O, $VZ. The full ranking of 25 similar funds is below.

#1SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$PM$OKE$WMB$ENB$O$VZ
$296M
134 positions
#2HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 6 shared positions
$PM$MO$ENB$O$AXP$OKE
$252M
43 positions
#3TRUST CO OF VIRGINIA /VAPassive
Some overlap · 6 shared positions
$PM$IRM$WMB$ADP$O$BX
$1.3B
226 positions
#4KDT Advisors, LLCPassive
Some overlap · 4 shared positions
$PM$MO$OKE$ADP
$72M
73 positions
#5TECTONIC ADVISORS LLCPassive
Some overlap · 6 shared positions
$MO$OKE$IRM$ENB$O$VZ
$2.1B
289 positions
#6Paradigm Capital Management, LLC/NVActive
Some overlap · 4 shared positions
$PM$MO$OKE$VZ
$116M
65 positions
#7PARK CIRCLE CoActive
Some overlap · 5 shared positions
$PM$MO$ENB$VZ$BX
$117M
53 positions
#8InvesTrustPassive
Some overlap · 5 shared positions
$PM$OKE$ADP$VZ$AXP
$260M
95 positions
#9INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADVPassive
Some overlap · 5 shared positions
$PM$MO$OKE$BX$AXP
$288M
195 positions
#10Exchange BankPassive
Some overlap · 5 shared positions
$PM$MO$ADP$AXP$MRSH
$161M
130 positions
#11AR ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$PM$MO$IRM$VZ
$546M
122 positions
#12R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$PM$MO$OKE$WMB$ADP
$188M
39 positions
#13TOEWS CORP /ADVActive
Some overlap · 4 shared positions
$PM$MO$WMB$BX
$686M
151 positions
#14Kinloch Capital, LLCPassive
Some overlap · 4 shared positions
$PM$MO$ADP$O
$274M
79 positions
#15P.A.W. CAPITAL CORPPassive
Some overlap · 4 shared positions
$PM$MO$ADP$VZ
$133M
66 positions
#16Applied Capital LLC/FLActive
Some overlap · 5 shared positions
$PM$MO$ENB$O$AXP
$246M
93 positions
#17TPG Advisors LLCActive
Some overlap · 6 shared positions
$MO$PM$IRM$O$VZ$BX
$182M
115 positions
#18Columbus Macro, LLCPassive
Some overlap · 5 shared positions
$MO$OKE$WMB$ADP$ENB
$1.0B
207 positions
#19Pathway Financial Advisers, LLCPassive
Some overlap · 5 shared positions
$PM$OKE$ENB$O$VZ
$397M
167 positions
#20OPAL CAPITAL LLCPassive
Some overlap · 4 shared positions
$PM$MO$ENB$VZ
$560M
136 positions
#21GQG Partners LLCActive
Some overlap · 4 shared positions
$PM$MO$ENB$VZ
$53.8B
102 positions
#22TrueMark Investments, LLCPassive
Some overlap · 4 shared positions
$PM$MO$ENB$VZ
$798M
187 positions
#23KFA Private Wealth Group, LLCActive
Some overlap · 4 shared positions
$PM$MO$ADP$AXP
$415M
150 positions
#24DoubleLine ETF Adviser LPPassive
Some overlap · 4 shared positions
$PM$MO$O$VZ
$242M
170 positions
#25Measured Risk Portfolios, Inc.Active
Some overlap · 4 shared positions
$PM$MO$O$VZ
$112M
63 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.