13F Pro

Hedge Funds Similar to Old North State

13F Portfolio OverlapQ2 2026Old North State portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Old North State Trust, LLC is an institutional investor managing $194M across 151 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 Old North State are PFG Private Wealth, Bank OZK, Hilltop National Bank, with shared positions in $ANET, $SO, $PWR, $MRVL, $AMP, $BX. The full ranking of 25 similar funds is below.

#1PFG Private Wealth Management, LLCActive
Notable overlap · 7 shared positions
$ANET$SO$PWR$MRVL$AMP$BX
$231M
75 positions
#2Bank OZK
Notable overlap · 7 shared positions
$ANET$SO$PWR$MRVL$AMP$BX
$337M
159 positions
#3Hilltop National BankPassive
Some overlap · 8 shared positions
$ANET$PWR$MRVL$DELL$SO$STX
$468M
805 positions
#4Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$DUK$SO$RY$VZ$STX
$239M
126 positions
#5Great Lakes Retirement, Inc.Passive
Some overlap · 6 shared positions
$PWR$ANET$MRVL$DELL$STX$BX
$1.1B
216 positions
#6Griffith & Werner, Inc.Passive
Some overlap · 4 shared positions
$DUK$SO$TFC$VZ
$213M
71 positions
#7Gunderson Capital Management Inc.Active
Some overlap · 5 shared positions
$ANET$PWR$MRVL$DELL$STX
$370M
52 positions
#8VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$DUK$SO$VZ$BX
$201M
57 positions
#9ADVISORS MANAGEMENT GROUP INC /ADVActive
Some overlap · 4 shared positions
$DUK$SO$VZ$DELL
$604M
159 positions
#10Armor Investment Advisors, LLCActive
Some overlap · 4 shared positions
$DUK$SO$RY$VZ
$312M
155 positions
#11Robbins FarleyPassive
Some overlap · 4 shared positions
$ANET$SO$PWR$DELL
$260M
157 positions
#12Pathway Financial Advisers, LLCPassive
Some overlap · 4 shared positions
$DUK$MRVL$SO$VZ
$397M
167 positions
#13GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 4 shared positions
$ANET$SO$TFC$VZ
$2.2B
268 positions
#14EPG Wealth Management LLCPassive
Some overlap · 5 shared positions
$ANET$PWR$MRVL$BX$STX
$417M
318 positions
#15Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$SO$ANET$TFC$VZ
$226M
42 positions
#16Counterweight Ventures, LLCPassive
Some overlap · 4 shared positions
$DUK$PWR$RY$STX
$201M
81 positions
#17Reliant Investment Partners, LLCPassive
Some overlap · 5 shared positions
$DUK$TFC$ANET$VZ$STX
$147M
126 positions
#18First Bank & TrustPassive
Some overlap · 5 shared positions
$DUK$VZ$MRVL$SO$TFC
$680M
270 positions
#19Lebenthal Global Advisors, LLCPassive
Some overlap · 5 shared positions
$ANET$PWR$MRVL$SO$AMP
$741M
204 positions
#20Mayfair Advisory Group, LLCPassive
Some overlap · 5 shared positions
$SO$RY$TFC$BX$DUK
$332M
185 positions
#21Carson Advisory Inc.Passive
Some overlap · 4 shared positions
$DUK$SO$BX$VZ
$218M
204 positions
#22United Capital Management of KS, Inc.Passive
Some overlap · 4 shared positions
$DUK$MRVL$TFC$STX
$763M
98 positions
#23Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$RY$MRVL$DELL$VZ$STX
$1.0B
204 positions
#24Mason & Associates, LLCSmart money
Some overlap · 3 shared positions
$DUK$SO$TFC
$481M
45 positions
#25Wagner Wealth Management, LLCActive
Some overlap · 5 shared positions
$DUK$VZ$RY$SO$ANET
$541M
282 positions

Compare Old North State’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 Old North State’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.