What hedge funds are most similar to TOMPKINS FINANCIAL CORP?

The funds with the most similar 13F portfolios to TOMPKINS FINANCIAL CORP are UNITED BANK, Palisade Asset, BRADY FAMILY WEALTH, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to TOMPKINS FINANCIAL

13F Portfolio OverlapQ3 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 558 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 TOMPKINS FINANCIAL are UNITED BANK, Palisade Asset, BRADY FAMILY WEALTH, with shared positions in $AMGN, $WM, $MCD, $BLK, $ABT, $PEP. The full ranking of 25 similar funds is below.

#1UNITED BANKActive

Notable overlap · 9 shared positions

$AMGN $WM $MCD $BLK $ABT $PEP

$853M

130 positions

#2Palisade Asset Management, LLCPassive

Notable overlap · 8 shared positions

$AMGN $TJX $MCD $BLK $ABT $PEP

$1.1B

204 positions

#3BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$AMGN $TJX $BLK $ABT $MCD $PEP

$346M

113 positions

#4Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$AMGN $WM $MCD $TJX $DUK $ABT

$292M

99 positions

#5TRUST CO OF VIRGINIA /VAPassive

Notable overlap · 7 shared positions

$AMGN $WM $TJX $BLK $ABT $PEP

$1.3B

220 positions

#6HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 7 shared positions

$MCD $WM $TJX $DUK $ABT $PEP

$321M

107 positions

#7OPUS INVESTMENT MANAGEMENT INCSmart money

Notable overlap · 6 shared positions

$AMGN $MCD $WM $BLK $PEG $PEP

$183M

31 positions

#8Michael Brady & Co., LLCActive

Notable overlap · 7 shared positions

$WM $TJX $MCD $ABT $PEP $GD

$110M

55 positions

#9DLK Investment Management, LLCPassive

Notable overlap · 6 shared positions

$AMGN $MCD $WM $ABT $PEP $DHR

$275M

99 positions

#10Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$AMGN $MCD $WM $TJX $DUK

$360M

73 positions

#11PINKERTON WEALTH, LLCActive

Notable overlap · 6 shared positions

$AMGN $WM $MCD $DUK $ABT $PEP

$1.2B

103 positions

#12RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Some overlap · 7 shared positions

$MCD $TJX $BLK $WM $PEP $ABT

$794M

188 positions

#13SHERMAN PORFOLIOS, LLCSmart money

Some overlap · 6 shared positions

$AMGN $WM $MCD $DUK $ABT $PEP

$1.3B

97 positions

#14Cornell Pochily Investment Advisors, Inc.Passive

Some overlap · 6 shared positions

$TMP $AMGN $DUK $ABT $MCD $GLW

$384M

190 positions

#15Piscataqua Savings BankPassive

Some overlap · 9 shared positions

$TJX $BLK $WM $MCD $TEL $PEP

$146M

410 positions

#16Stillwater Wealth Management Group

Some overlap · 6 shared positions

$AMGN $MCD $WM $TJX $SYK $ABT

$187M

70 positions

#17BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$AMGN $TJX $DUK $ABT $WM $PEP

$8.0B

1,334 positions

#18Somerset Trust CoPassive

Some overlap · 6 shared positions

$AMGN $MCD $BLK $ABT $GD $PEP

$354M

186 positions

#19WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 7 shared positions

$MCD $DUK $WM $BLK $PEP $GD

$390M

103 positions

#20Miramar Capital, LLCPassive

Some overlap · 6 shared positions

$MCD $WM $BLK $ABT $PEP $GD

$455M

57 positions

#21Brookmont Capital ManagementActive

Some overlap · 6 shared positions

$MCD $WM $AJG $ABT $PEP $TEL

$176M

64 positions

#22First PREMIER BankPassive

Some overlap · 6 shared positions

$MCD $AMGN $DUK $WM $PEG $PEP

$621M

388 positions

#23CINCINNATI INSURANCE COActive

Some overlap · 6 shared positions

$TJX $MCD $DUK $BLK $ABT $PEP

$6.9B

64 positions

#24TOTH FINANCIAL ADVISORY CORPPassive

Some overlap · 7 shared positions

$AMGN $BLK $MCD $ABT $PEP $GD

$1.0B

1,024 positions

#25VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 6 shared positions

$AMGN $MCD $DUK $BLK $PEP $ABT

$203M

58 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.