13F Pro

Hedge Funds Similar to Northwest Financial Advisors

13F Portfolio OverlapQ2 2026Northwest Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Northwest Financial Advisors is an institutional investor managing $752M across 89 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 Northwest Financial Advisors are Buck Wealth Strategies, Gold Investment Ltd., ASO GROUP Ltd, with shared positions in $LAZ, $LMT, $VZ, $BN, $GD, $MMM. The full ranking of 25 similar funds is below.

#1Buck Wealth Strategies, LLCPassive
Slight overlap · 3 shared positions
$LAZ$LMT$VZ
$956M
1,170 positions
#2Gold Investment Management Ltd.Passive
Slight overlap · 3 shared positions
$BN$GD$LMT
$369M
202 positions
#3ASO GROUP LtdSmart money
Slight overlap · 3 shared positions
$BN$LMT$MMM
$236M
56 positions
#4MARKEL GROUP INC.Active
Slight overlap · 3 shared positions
$BN$GD$BAM
$13.1B
130 positions
#5Lipe & DaltonPassive
Slight overlap · 3 shared positions
$BN$LMT$BAM
$215M
94 positions
#6PORTLAND INVESTMENT COUNSEL INC.Active
Slight overlap · 3 shared positions
$BN$VZ$BAM
$358M
58 positions
#7America First Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$BN$BAM$GD
$539M
45 positions
#8OMNI 360 Wealth, Inc.Active
Slight overlap · 3 shared positions
$LAZ$BAH$LMT
$216M
135 positions
#9KRAEMATON INVESTMENT ADVISORS, INCPassive
Slight overlap · 4 shared positions
$BN$CARR$VZ$BAM
$134M
103 positions
#10Blue Fin Capital, Inc.Active
Slight overlap · 3 shared positions
$BN$LMT$ARM
$692M
164 positions
#11ARS Wealth Advisors Group, LLCActive
Slight overlap · 4 shared positions
$BAH$GD$LMT$VZ
$1.3B
220 positions
#12PYA Waltman Capital, LLCActive
Slight overlap · 3 shared positions
$BAH$GD$LMT
$421M
67 positions
#13Harvest Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$BAH$GD$LMT
$202M
58 positions
#14Willis Investment CounselActive
Slight overlap · 4 shared positions
$GD$LMT$MMM$VZ
$2.1B
125 positions
#15Wealth Advisors of Tampa Bay, LLCPassive
Slight overlap · 4 shared positions
$GD$LMT$MMM$VZ
$327M
94 positions
#16Principle Wealth Partners LLCActive
Slight overlap · 3 shared positions
$BAH$GD$MMM
$2.0B
398 positions
#17CERTIOR FINANCIAL GROUP, LLCPassive
Slight overlap · 3 shared positions
$BAH$LMT$VZ
$183M
146 positions
#18Carson Advisory Inc.Passive
Slight overlap · 3 shared positions
$BAH$SBI$VZ
$218M
204 positions
#19Wingate Wealth Advisors, Inc.Passive
Slight overlap · 3 shared positions
$BAH$MMM$VZ
$227M
127 positions
#20NCM Capital Management, LLCPassive
Slight overlap · 3 shared positions
$BAH$MMM$VZ
$324M
194 positions
#21Shoker Investment Counsel, Inc.Active
Slight overlap · 3 shared positions
$GD$LMT$MMM
$398M
113 positions
#22Machina Capital S.A.S.Passive
Slight overlap · 3 shared positions
$GD$LMT$MMM
$631M
368 positions
#23Canal Insurance COActive
Slight overlap · 3 shared positions
$GD$LMT$VZ
$456M
76 positions
#24Rayburn West Financial Services LLCPassive
Slight overlap · 3 shared positions
$GD$LMT$VZ
$181M
81 positions
#25Financial Planning Hawaii, Inc.Passive
Slight overlap · 3 shared positions
$GD$LMT$VZ
$186M
134 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.