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 Financial Companies

13F Portfolio OverlapQ2 2026Northstar Financial Companies portfolio →

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Most similar hedge funds by 13F overlap

Northstar Financial Companies, Inc. is an institutional investor managing $148M across 117 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 Financial Companies are TrueMark Investments, Welch Group, FUKOKU MUTUAL LIFE INSURANCE, with shared positions in $VZ, $AEP, $NEE, $PEP, $MO, $UPS. The full ranking of 25 similar funds is below.

#1TrueMark Investments, LLCPassive

Notable overlap · 6 shared positions

$VZ $AEP $NEE $PEP $MO $UPS

$798M

187 positions

#2Welch Group, LLCPassive

Notable overlap · 7 shared positions

$NEE $AEP $VZ $PEP $ED $QCOM

$2.9B

326 positions

#3FUKOKU MUTUAL LIFE INSURANCE CoActive

Notable overlap · 8 shared positions

$AEP $NEE $VZ $DUK $MO $QCOM

$1.7B

256 positions

#4OPAL CAPITAL LLCPassive

Notable overlap · 6 shared positions

$VZ $NEE $AEP $PEP $MO $UPS

$560M

136 positions

#5Slocum, Gordon & Co LLPPassive

Notable overlap · 4 shared positions

$VZ $AEP $NEE $DUK

$151M

70 positions

#6Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 6 shared positions

$VZ $AEP $PEP $DUK $SO $ED

$199M

38 positions

#7Coston, McIsaac & PartnersPassive

Notable overlap · 6 shared positions

$VZ $NEE $PEP $ED $MO $SO

$497M

948 positions

#8BCWM, LLCPassive

Notable overlap · 6 shared positions

$IAU $VZ $PEP $DUK $MO $UPS

$342M

57 positions

#9Measured Risk Portfolios, Inc.Active

Notable overlap · 6 shared positions

$VZ $AEP $DUK $MO $QCOM $UPS

$112M

63 positions

#10GQG Partners LLCActive

Notable overlap · 5 shared positions

$VZ $AEP $NEE $DUK $MO

$53.8B

102 positions

#11Baugh & Associates, LLCActive

Notable overlap · 6 shared positions

$NEE $VZ $PEP $MO $QCOM $SO

$226M

42 positions

#12CHRISTINE MESSMER PCActive

Some overlap · 6 shared positions

$VZ $PEP $CEG $NEE $QCOM $UPS

$177M

86 positions

#13Plan Group Financial, LLCPassive

Some overlap · 6 shared positions

$IAU $AEP $VZ $DUK $MO $SO

$486M

249 positions

#14Stack Financial Management, IncActive

Some overlap · 5 shared positions

$AEP $NEE $PEP $DUK $UPS

$1.3B

54 positions

#15Mayflower Financial Advisors, LLCPassive

Some overlap · 7 shared positions

$NEE $PEP $VZ $DUK $MO $SO

$1.2B

499 positions

#16Stablepoint Partners, LLCPassive

Some overlap · 6 shared positions

$NEE $IAU $VZ $PEP $DUK $QCOM

$723M

260 positions

#17Interactive Financial AdvisorsActive

Some overlap · 4 shared positions

$IAU $AEP $NEE $SO

$164M

74 positions

#18CAPE ANN SAVINGS BANKActive

Some overlap · 5 shared positions

$IAU $NEE $AEP $PEP $ETN

$212M

113 positions

#19High Point Wealth Management, LLCPassive

Some overlap · 7 shared positions

$AEP $IAU $ED $DUK $SO $MO

$122M

250 positions

#20Windle Wealth, LLCActive

Some overlap · 5 shared positions

$VZ $PEP $ED $MO $SO

$249M

35 positions

#21FORBES J M & CO LLPActive

Some overlap · 5 shared positions

$IAU $NEE $PEP $VZ $ETN

$1.3B

159 positions

#22American Investment Services, Inc.Active

Some overlap · 4 shared positions

$VZ $IAU $NEE $PEP

$473M

133 positions

#23Wills Financial Group LLCPassive

Some overlap · 5 shared positions

$IAU $PEP $NEE $VZ $SO

$275M

82 positions

#24OLD REPUBLIC INTERNATIONAL CORPActive

Some overlap · 7 shared positions

$AEP $PEP $DUK $QCOM $SO $ETN

$2.7B

54 positions

#25Rithm Capital Corp.Active

Some overlap · 6 shared positions

$AEP $NEE $CEG $DUK $SO $ETN

$81M

38 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.