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 PIONEER BANK N A

13F Portfolio OverlapQ2 2026PIONEER BANK N A portfolio →

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Most similar hedge funds by 13F overlap

PIONEER TRUST BANK N A/OR is an institutional investor managing $441M across 87 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 PIONEER BANK N A are Haverford, BRADY FAMILY WEALTH, Haverford Financial Services, with shared positions in $BLK, $NEE, $PEP, $TJX, $LOW, $ETN. The full ranking of 25 similar funds is below.

#1Haverford Trust CoActive

Notable overlap · 10 shared positions

$BLK $NEE $PEP $TJX $LOW $ETN

$11.6B

424 positions

#2BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 10 shared positions

$BLK $ITW $TJX $LOW $PEP $ABT

$346M

113 positions

#3Haverford Financial Services, Inc.Active

Notable overlap · 9 shared positions

$BLK $NEE $PEP $TJX $LOW $ACN

$339M

49 positions

#4WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 10 shared positions

$BLK $NEE $TJX $PEP $DIS $ACN

$1.3B

73 positions

#5First Long Island Investors, LLCActive

Notable overlap · 10 shared positions

$BLK $LOW $ABT $APH $NEE $ETN

$1.4B

73 positions

#6DLK Investment Management, LLCPassive

Notable overlap · 10 shared positions

$ITW $PEP $DHR $ABT $ACN $DIS

$235M

96 positions

#7First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 10 shared positions

$BLK $NEE $LOW $DHR $DIS $MCD

$529M

75 positions

#8RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Notable overlap · 9 shared positions

$NEE $BLK $TJX $PEP $APH $MCD

$794M

188 positions

#9BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$NEE $TJX $LOW $ABT $ETN $PEP

$8.0B

1,334 positions

#10Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$PEP $TJX $NEE $DHR $ABT $DIS

$116M

240 positions

#11BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$BLK $NEE $PEP $TJX $ACN $APH

$499M

73 positions

#12Somerset Trust CoPassive

Notable overlap · 8 shared positions

$ITW $NEE $LOW $BLK $ABT $MCD

$354M

186 positions

#13Argo Wealth Advisory, LLCActive

Notable overlap · 8 shared positions

$ITW $NEE $PEP $LOW $ACN $HON

$181M

50 positions

#14Signet Investment Advisory Group, Inc.Passive

Notable overlap · 9 shared positions

$NEE $PEP $ACN $ETN $MCD $HON

$227M

73 positions

#15BURLING WEALTH PARTNERS, LLCPassive

Notable overlap · 9 shared positions

$NEE $TJX $ABT $ETN $APH $ITW

$683M

180 positions

#16Michael Brady & Co., LLCActive

Notable overlap · 8 shared positions

$PEP $TJX $DHR $ABT $ETN $MCD

$113M

58 positions

#17Osprey Private Wealth LLCPassive

Notable overlap · 7 shared positions

$BLK $PEP $TJX $DIS $MCD $APH

$387M

88 positions

#18SCHMIDT P J INVESTMENT MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$BLK $NEE $PEP $MCD $ITW $ABT

$643M

215 positions

#19Tandem Investment Advisors, Inc.Active

Notable overlap · 6 shared positions

$BLK $NEE $PEP $ABT $APH $MCD

$1.5B

68 positions

#20ALBION FINANCIAL GROUP /UTPassive

Notable overlap · 8 shared positions

$BLK $TJX $APH $DIS $PEP $MCD

$1.7B

652 positions

#21Wilson & Boucher Capital Management, LLC

Notable overlap · 7 shared positions

$ITW $NEE $PEP $ABT $LOW $HON

$170M

121 positions

#22Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$NEE $TJX $ABT $APH $DHR $MCD

$965M

177 positions

#23NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 6 shared positions

$BLK $PEP $DHR $ABT $APH $ACN

$606M

79 positions

#24WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 7 shared positions

$NEE $TJX $ABT $APH $MCD $PEP

$947M

155 positions

#25Guinness Asset Management LTDActive

Notable overlap · 6 shared positions

$BLK $ITW $PEP $APH $ETN $DHR

$5.9B

141 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.