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Hedge Funds Similar to Old North State Wealth

13F Portfolio OverlapQ2 2026Old North State Wealth portfolio →
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Most similar hedge funds by 13F overlap

Old North State Wealth Management, LLC is an institutional investor managing $234M across 112 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 Wealth are Hillman, MH & ASSOCIATES SECURITIES, Royal Palms, with shared positions in $BA, $BIIB, $ADBE, $VEEV, $KHC, $BDX. The full ranking of 25 similar funds is below.

#1Hillman Capital Management, Inc.Passive
Notable overlap · 9 shared positions
$BA$BIIB$ADBE$VEEV$KHC$BDX
$138M
54 positions
#2MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Notable overlap · 6 shared positions
$BA$BIIB$ENB$MDT$GILD$PFE
$112M
100 positions
#3Royal Palms Capital LLCPassive
Notable overlap · 4 shared positions
$GLW$ET$ENB$KMI
$114M
57 positions
#4CHIRON CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 9 shared positions
$ADBE$BDX$PFE$KHC$GILD$PYPL
$111M
136 positions
#5Randolph Co IncActive
Notable overlap · 5 shared positions
$GLW$MDT$DUK$KMI$GD
$1.2B
47 positions
#6Minneapolis Portfolio Management Group, LLCActive
Notable overlap · 3 shared positions
$GLW$BA$PFE
$1.1B
34 positions
#7GODSEY & GIBB, INCPassive
Notable overlap · 4 shared positions
$GLW$DUK$SWK$MDT
$1.2B
383 positions
#8SOUND SHORE MANAGEMENT INC /CT/Active
Notable overlap · 5 shared positions
$BA$SW$MDT$PFE$OMC
$3.2B
40 positions
#9INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$BA$ET$ALB$KMI
$1.7B
185 positions
#10SHEPHERD KAPLAN KROCHUK, LLCActive
Notable overlap · 5 shared positions
$ET$DUK$GILD$PFE$KMI
$126M
62 positions
#11MILLER HOWARD INVESTMENTS INC /NYActive
Notable overlap · 5 shared positions
$ET$MDT$ENB$GILD$KMI
$3.8B
152 positions
#12Kiltearn Partners LLPActive
Notable overlap · 4 shared positions
$SWK$LYB$MDT$GILD
$412M
29 positions
#13SECTOR GAMMA ASActive
Notable overlap · 4 shared positions
$BDX$BIIB$MDT$PFE
$461M
40 positions
#14TWIN CITY PRIVATE WEALTH, LLCPassive
Notable overlap · 5 shared positions
$ENB$BDX$MDT$OMC$DOC
$143M
104 positions
#15Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 5 shared positions
$GLW$DUK$OMC$HSY$GD
$214M
33 positions
#16Pingora Partners LLCActive
Notable overlap · 6 shared positions
$BA$KHC$ET$PFE$KMI$GIS
$171M
182 positions
#17BENEDICT FINANCIAL ADVISORS INCPassive
Notable overlap · 5 shared positions
$GLW$DUK$MDT$KMI$HSY
$515M
142 positions
#18ADVOCATE GROUP LLCPassive
Notable overlap · 5 shared positions
$ENB$DUK$MDT$PFE$GIS
$665M
122 positions
#19Pitti Group Wealth Management, LLCActive
Notable overlap · 5 shared positions
$BA$MDT$PYPL$MAR$GLW
$137M
84 positions
#20CACTI ASSET MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$GLW$BA$BDX
$2.0B
76 positions
#21BCWM, LLCPassive
Some overlap · 4 shared positions
$SWK$DUK$PFE$KMI
$342M
57 positions
#22CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 5 shared positions
$SWK$GLW$DUK$MDT$PFE
$1.5B
184 positions
#23SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$BDX$MDT$PFE$KMI$HSY
$606M
79 positions
#24FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 3 shared positions
$GLW$ENB$KMI
$206M
80 positions
#25WealthTrust Axiom LLCPassive
Some overlap · 5 shared positions
$GLW$PFE$KMI$GILD$BA
$448M
302 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.