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Hedge Funds Similar to TOMPKINS FINANCIAL

13F Portfolio OverlapQ1 2026TOMPKINS FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

TOMPKINS FINANCIAL CORP is an institutional investor managing $1.4B across 548 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to TOMPKINS FINANCIAL are Greystone Financial Group,, FERGUSON WELLMAN ,, Atwater Malick, with shared positions in $AMGN, $MCD, $WM, $TJX, $HON, $DUK. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive
Notable overlap · 7 shared positions
$AMGN$MCD$WM$TJX$HON$DUK
$353M
78 positions
#2FERGUSON WELLMAN CAPITAL MANAGEMENT, INCPassive
Notable overlap · 4 shared positions
$LEN$AMGN$HON$TJX
$7.3B
406 positions
#3Atwater Malick LLCActive
Notable overlap · 4 shared positions
$LEN$MCD$WM$ISRG
$370M
100 positions
#4Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$AMGN$WM$TJX$MCD$HON$DUK
$272M
95 positions
#5Michael Brady & Co., LLCActive
Some overlap · 7 shared positions
$WM$TJX$MCD$HON$ABT$GD
$100M
54 positions
#6UNITED BANKActive
Some overlap · 6 shared positions
$AMGN$MCD$WM$HON$ABT$GD
$781M
121 positions
#7Cassia Capital Partners, LLCActive
Some overlap · 4 shared positions
$LEN$DUK$MCD$WM
$194M
67 positions
#8DLK Investment Management, LLCPassive
Some overlap · 6 shared positions
$AMGN$MCD$WM$HON$ABT$DHR
$253M
92 positions
#9BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 6 shared positions
$MCD$WM$LEN$HON$TEL$ABT
$2.3B
264 positions
#10Asempa Wealth AdvisorsPassive
Some overlap · 5 shared positions
$LEN$AJG$DHR$MCD$GD
$115M
115 positions
#11Brookmont Capital ManagementActive
Some overlap · 6 shared positions
$MCD$WM$HON$TEL$ABT$AJG
$179M
59 positions
#12Code Waechter LLCPassive
Some overlap · 3 shared positions
$LEN$AMGN$DUK
$168M
118 positions
#13GERMAN AMERICAN BANCORP, INC.Active
Some overlap · 4 shared positions
$LEN$ABT$HON$TJX
$1.2B
148 positions
#14Reyes Financial Architecture, Inc.Passive
Some overlap · 5 shared positions
$LEN$MCD$TJX$AMGN$DUK
$122M
348 positions
#15HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$WM$MCD$DUK$HON$TJX$ABT
$280M
107 positions
#16CINCINNATI INSURANCE COActive
Some overlap · 6 shared positions
$MCD$TJX$DUK$ABT$HON$AJG
$6.6B
63 positions
#17Palisade Asset Management, LLCActive
Some overlap · 5 shared positions
$AMGN$MCD$TJX$ABT$GD
$996M
195 positions
#18Edge Wealth Management LLCActive
Some overlap · 6 shared positions
$MCD$WM$HON$PEG$GD$PSA
$585M
85 positions
#19HFR Wealth Management, LLCActive
Some overlap · 5 shared positions
$AMGN$WM$TJX$DUK$DHR
$407M
49 positions
#20Palmer Knight CoPassive
Some overlap · 4 shared positions
$LEN$WM$HON$DHR
$205M
32 positions
#21Financial Council, LLCActive
Some overlap · 3 shared positions
$LEN$DHR$ABT
$259M
101 positions
#22Cornell Pochily Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$TMP$ABT$AMGN$DUK$MCD
$340M
174 positions
#23Stillwater Wealth Management GroupPassive
Some overlap · 4 shared positions
$AMGN$MCD$WM$TJX
$162M
77 positions
#24Abundance Wealth CounselorsActive
Some overlap · 3 shared positions
$LEN$DHR$AMGN
$697M
246 positions
#25BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$AMGN$TJX$MCD$ABT$GD
$321M
110 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.