13F Pro

Hedge Funds Similar to ADIRONDACK

13F Portfolio OverlapQ1 2026ADIRONDACK portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ADIRONDACK TRUST CO is an institutional investor managing $336M across 558 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 ADIRONDACK are HAMEL ASSOCIATES,, InvesTrust, CHARTER RESEARCH & INVESTMENT GROUP,, with shared positions in $HLT, $MCD, $SSL, $LMT, $KO, $IBM. The full ranking of 25 similar funds is below.

#1HAMEL ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$HLT$MCD$SSL$LMT$KO$IBM
$351M
81 positions
#2InvesTrustPassive
Some overlap · 6 shared positions
$HLT$MCD$SSL$KO$IBM$BMY
$238M
91 positions
#3CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 6 shared positions
$MDY$AMAT$IBM$MDLZ$KO$BMY
$150M
86 positions
#4ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$MDY$MCD$AMAT$IBM$KO
$228M
90 positions
#5Financial & Tax Architects, LLCPassive
Some overlap · 6 shared positions
$MDY$MCD$KO$NEE$IBM$SHW
$448M
108 positions
#6LifePlan Financial, LLCPassive
Some overlap · 6 shared positions
$HLT$SSL$AMAT$MCD$MDLZ$AMD
$135M
83 positions
#7MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 6 shared positions
$MDY$MCD$HLT$LMT$IBM$AMD
$2.7B
153 positions
#8JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$MCD$AMAT$LMT$KO$WM$AMD
$822M
214 positions
#9Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$MCD$LMT$KO$NEE$IBM$SHW
$446M
104 positions
#10Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$MCD$LMT$KO$WM$IBM$PSX
$245M
98 positions
#11CAPITAL ADVISORS INC/OKPassive
Some overlap · 5 shared positions
$HLT$SSL$AMAT$KO$IBM
$6.2B
357 positions
#12Greenfield Savings BankPassive
Some overlap · 6 shared positions
$MCD$AMAT$LMT$KO$NEE$BMY
$234M
143 positions
#13Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 4 shared positions
$MDY$HLT$SSL$IBM
$257M
109 positions
#14HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$MCD$LMT$WM$NEE$KO$SHW
$280M
107 positions
#15Welch Group, LLCPassive
Some overlap · 6 shared positions
$MCD$LMT$NEE$KO$IBM$AMD
$2.7B
310 positions
#16SONATA CAPITAL GROUP INCPassive
Some overlap · 5 shared positions
$MDY$HLT$SSL$IBM$MCD
$271M
123 positions
#17Core Alternative CapitalPassive
Some overlap · 6 shared positions
$MCD$LMT$WM$NEE$SHW$AMD
$339M
205 positions
#18Paradigm, Strategies in Wealth Management, LLCActive
Some overlap · 3 shared positions
$MDY$HLT$SSL
$147M
55 positions
#19Godshalk Welsh Capital Management, Inc.Passive
Some overlap · 5 shared positions
$HLT$SSL$MCD$WM$PSX
$172M
129 positions
#20SCHULHOFF & CO INCPassive
Some overlap · 6 shared positions
$LMT$KO$WM$MCD$IBM$MDLZ
$243M
133 positions
#21MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$MCD$WM$NEE$MDLZ$SHW$PSX
$246M
145 positions
#22Catherine Avery Investment Management LLCPassive
Some overlap · 6 shared positions
$MCD$KO$NEE$IBM$PSX$BMY
$223M
109 positions
#23CULLINAN ASSOCIATES INCActive
Some overlap · 5 shared positions
$MCD$AMAT$LMT$KO$IBM
$1.2B
207 positions
#24Stack Financial Management, IncActive
Some overlap · 6 shared positions
$LMT$KO$WM$NEE$MDLZ$PSX
$1.4B
52 positions
#25LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 4 shared positions
$HLT$MCD$SSL$WM
$133M
61 positions

Compare ADIRONDACK’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 ADIRONDACK’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.