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/OR

13F Portfolio OverlapQ1 2026PIONEER BANK N A/OR portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PIONEER TRUST BANK N A/OR is an institutional investor managing $412M across 83 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 PIONEER BANK N A/OR are First Long Island Investors,, BRADY FAMILY WEALTH,, Argo Wealth Advisory,, with shared positions in $LOW, $ABT, $NEE, $MCD, $ITW, $UNH. The full ranking of 25 similar funds is below.

#1First Long Island Investors, LLCActive

Notable overlap · 9 shared positions

$LOW $ABT $NEE $MCD $ITW $UNH

$1.2B

70 positions

#2BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 9 shared positions

$LOW $TJX $ABT $ITW $ACN $MCD

$321M

110 positions

#3Argo Wealth Advisory, LLCActive

Notable overlap · 7 shared positions

$NEE $ITW $LOW $HON $UNH $ACN

$170M

48 positions

#4Signet Investment Advisory Group, Inc.Passive

Notable overlap · 8 shared positions

$ACN $NEE $HON $UNH $MCD $ETN

$218M

69 positions

#5Live Oak Private Wealth LLCPassive

Notable overlap · 7 shared positions

$LOW $TJX $HON $DHR $UNH $DIS

$717M

207 positions

#6Haverford Financial Services, Inc.Active

Notable overlap · 6 shared positions

$ACN $NEE $LOW $HON $TJX $ETN

$336M

46 positions

#7RE ADVISERS CORPActive

Notable overlap · 7 shared positions

$UNH $HON $TJX $ABT $MCD $DIS

$3.7B

111 positions

#8WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 6 shared positions

$ACN $NEE $HON $ABT $DHR $DIS

$2.1B

122 positions

#9WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 8 shared positions

$NEE $ACN $TJX $DIS $CRM $NKE

$1.2B

69 positions

#10Haverford Trust CoActive

Notable overlap · 7 shared positions

$LOW $NEE $HON $TJX $ACN $ETN

$10.9B

419 positions

#11Mirova US LLCActive

Notable overlap · 6 shared positions

$NEE $LOW $TJX $ACN $DHR $CRM

$8.8B

42 positions

#12Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$DHR $TJX $ABT $ACN $DIS $NEE

$110M

226 positions

#13Sawyer & Company, IncPassive

Notable overlap · 8 shared positions

$HON $TJX $DIS $ACN $CRM $ITW

$260M

197 positions

#14DLK Investment Management, LLCPassive

Notable overlap · 7 shared positions

$ITW $HON $ABT $DHR $MCD $ADBE

$253M

92 positions

#15Michael Brady & Co., LLCActive

Notable overlap · 7 shared positions

$TJX $HON $DHR $MCD $ABT $CRM

$100M

54 positions

#16J. Stern & Co. LLPActive

Notable overlap · 9 shared positions

$HON $ABT $DIS $CRM $NKE $ETN

$1.0B

49 positions

#17Somerset Trust CoPassive

Notable overlap · 6 shared positions

$NEE $ITW $LOW $ABT $MCD $AMGN

$326M

174 positions

#18BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$TJX $NEE $LOW $ABT $ETN $UNH

$7.8B

1,278 positions

#19Beech Hill Advisors, Inc.Passive

Notable overlap · 6 shared positions

$NEE $UNH $TJX $DIS $CRM $ETN

$200M

94 positions

#20Farmers National BankPassive

Notable overlap · 7 shared positions

$HON $ACN $NEE $MCD $DIS $T

$453M

185 positions

#21BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$NEE $HON $TJX $DHR $NKE $APH

$506M

75 positions

#22Loudon Investment Management, LLCPassive

Notable overlap · 6 shared positions

$NEE $ITW $LOW $ABT $ACN $AMGN

$186M

95 positions

#23FLOSSBACH VON STORCH SEActive

Notable overlap · 7 shared positions

$ACN $ABT $DHR $NKE $APH $MCD

$21.4B

109 positions

#24BURLING WEALTH PARTNERS, LLCPassive

Notable overlap · 7 shared positions

$ABT $NEE $TJX $HON $DHR $ETN

$618M

177 positions

#25Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$LOW $HON $TJX $ABT $MCD $AMGN

$353M

78 positions

Compare PIONEER BANK N A/OR’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 PIONEER BANK N A/OR’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.