13F Pro

Hedge Funds Similar to Old North State Wealth

13F Portfolio OverlapQ3 2026Old North State Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Old North State Wealth Management, LLC is an institutional investor managing $241M across 108 U.S. equity positions as of Q3 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
$113M
55 positions
#4CHIRON CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 9 shared positions
$ADBE$BDX$PFE$KHC$GILD$PYPL
$101M
125 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
611 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
$3.7B
159 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
$504M
136 positions
#18ADVOCATE GROUP LLCPassive
Notable overlap · 5 shared positions
$ENB$DUK$MDT$PFE$GIS
$646M
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
$1.9B
79 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
$3.3B
229 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
$202M
327 positions
#25WealthTrust Axiom LLCPassive
Some overlap · 5 shared positions
$GLW$PFE$KMI$GILD$BA
$448M
302 positions

Compare Old North State Wealth’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 Wealth’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.