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 COMMERCE BANK

13F Portfolio OverlapQ1 2026COMMERCE BANK portfolio →

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Most similar hedge funds by 13F overlap

COMMERCE BANK is an institutional investor managing $20.7B across 1,310 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 COMMERCE BANK are Flavin Financial Services,, Stokes Advisors,, Brentview Investment, with shared positions in $MS, $UPS, $MCD, $NEE, $LOW, $NOC. The full ranking of 25 similar funds is below.

#1Flavin Financial Services, Inc.Passive

Some overlap · 7 shared positions

$MS $UPS $MCD $NEE $LOW $NOC

$149M

72 positions

#2Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$MS $MCD $NEE $UNP $NOC $LMT

$446M

104 positions

#3Brentview Investment Management LLCPassive

Some overlap · 6 shared positions

$MS $NEE $PH $LOW $UNP $MCK

$231M

63 positions

#4Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$MS $MCD $TMO $LOW $MCK $LMT

$272M

95 positions

#5Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$MS $MCD $TMO $LOW $MCK $LMT

$353M

78 positions

#6WHALEROCK POINT PARTNERS, LLCActive

Some overlap · 6 shared positions

$MS $MCD $NEE $TMO $UNP $LMT

$518M

197 positions

#7FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 6 shared positions

$MS $NEE $PH $LOW $UNP $LMT

$354M

66 positions

#8Haverford Trust CoActive

Some overlap · 6 shared positions

$MCD $NEE $NVT $TMO $LOW $MCK

$10.9B

419 positions

#9Kennebec Savings BankPassive

Some overlap · 6 shared positions

$MCD $NEE $TMO $UNP $NOC $LMT

$111M

249 positions

#10Atlas Wealth LLCPassive

Some overlap · 5 shared positions

$MS $MCD $NEE $TMO $LMT

$334M

115 positions

#11Pflug Koory, LLCPassive

Some overlap · 6 shared positions

$TMO $PH $UNP $MCK $NOC $LMT

$218M

419 positions

#12William B. Walkup & Associates, Inc.Active

Some overlap · 5 shared positions

$MS $MCD $LOW $MCK $NOC

$167M

163 positions

#13Focused Investors LLCActive

Some overlap · 5 shared positions

$MS $MCD $LOW $NOC $LMT

$3.1B

22 positions

#14MOODY LYNN & LIEBERSON, LLCPassive

Some overlap · 5 shared positions

$MS $MCD $TMO $UNP $NOC

$1.8B

250 positions

#15CLIFFORD SWAN INVESTMENT COUNSEL LLCActive

Some overlap · 5 shared positions

$UPS $MCD $PH $LOW $MCK

$2.9B

332 positions

#16Stillwater Wealth Management GroupPassive

Some overlap · 5 shared positions

$MS $MCD $NEE $NOC $LMT

$162M

77 positions

#17Roxbury Financial LLCPassive

Some overlap · 5 shared positions

$MS $MCD $LOW $MCK $LMT

$126M

410 positions

#18MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 5 shared positions

$MS $NEE $TMO $LOW $LMT

$1.1B

105 positions

#19Tuttle Capital Management, LLCPassive

Some overlap · 5 shared positions

$MS $NEE $PH $NOC $LMT

$61M

124 positions

#20LYNCH & ASSOCIATES/INPassive

Some overlap · 5 shared positions

$UPS $MCD $NEE $LOW $LMT

$533M

126 positions

#21Cornell Pochily Investment Advisors, Inc.Passive

Some overlap · 5 shared positions

$MS $MCD $TMO $LOW $LMT

$340M

174 positions

#22FourThought Financial Partners, LLCPassive

Some overlap · 5 shared positions

$MS $NEE $LOW $NOC $LMT

$1.2B

384 positions

#23Concord Asset Management, LLC/VAActive

Some overlap · 5 shared positions

$MS $NEE $UNP $MCK $LMT

$592M

117 positions

#24Chesapeake Wealth ManagementPassive

Some overlap · 5 shared positions

$MCD $MS $NEE $TMO $UNP

$326M

159 positions

#25MTM Investment Management, LLCPassive

Some overlap · 4 shared positions

$CBSH $LOW $MCK $UNP

$316M

709 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.