What hedge funds are most similar to CANANDAIGUA NATIONAL BANK & TRUST CO?

The funds with the most similar 13F portfolios to CANANDAIGUA NATIONAL BANK & TRUST CO are CANANDAIGUA NATIONAL, Stokes Advisors, Welch Group, 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 CANANDAIGUA NATIONAL BANK

13F Portfolio OverlapQ2 2026CANANDAIGUA NATIONAL BANK portfolio →

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Most similar hedge funds by 13F overlap

CANANDAIGUA NATIONAL BANK & TRUST CO is an institutional investor managing $1.2B across 305 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 CANANDAIGUA NATIONAL BANK are CANANDAIGUA NATIONAL, Stokes Advisors, Welch Group, with shared positions in $MCD, $PEP, $NEE, $LMT, $STZ, $NSC. The full ranking of 25 similar funds is below.

#1CANANDAIGUA NATIONAL CORP

Notable overlap · 10 shared positions

$MCD $PEP $NEE $LMT $STZ $NSC

$1.1B

310 positions

#2Stokes Capital Advisors, LLCPassive

Some overlap · 8 shared positions

$MCD $PEP $NEE $LMT $TXN $ABT

$467M

118 positions

#3Welch Group, LLCPassive

Some overlap · 6 shared positions

$MCD $PEP $NEE $LMT $TXN $PAYX

$2.9B

326 positions

#4HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 6 shared positions

$MCD $PEP $NEE $LMT $ABT $TJX

$321M

107 positions

#5Partnership Wealth Management, LLCActive

Some overlap · 7 shared positions

$PEP $MCD $NSC $ABT $NEE $GLW

$148M

67 positions

#6Somerset Trust CoPassive

Some overlap · 6 shared positions

$MCD $NEE $PEP $NSC $PAYX $ABT

$354M

186 positions

#7UNITED BANKActive

Some overlap · 6 shared positions

$MCD $PEP $LMT $TXN $ABT $GLW

$853M

130 positions

#8Willis Investment CounselActive

Some overlap · 6 shared positions

$PEP $MCD $LMT $TXN $PAYX $ABT

$2.1B

125 positions

#9LYNCH & ASSOCIATES/INPassive

Some overlap · 6 shared positions

$MCD $NEE $LMT $TXN $ABT $TJX

$573M

129 positions

#10LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$MCD $PEP $PAYX $ABT $TT $NSC

$273M

104 positions

#11OPUS INVESTMENT MANAGEMENT INCActive

Some overlap · 5 shared positions

$MCD $PEP $NEE $LMT $PAYX

$183M

31 positions

#12BOSTON RESEARCH & MANAGEMENT INCPassive

Some overlap · 5 shared positions

$MCD $PEP $NEE $LMT $ABT

$453M

121 positions

#13Bath Savings Trust CoActive

Some overlap · 6 shared positions

$MCD $NEE $PEP $ABT $LMT $TJX

$965M

177 positions

#14MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 6 shared positions

$PEP $NEE $LMT $STZ $TXN $ABT

$1.2B

106 positions

#15Schrum Private Wealth Management LLCPassive

Some overlap · 5 shared positions

$MCD $PEP $NEE $LMT $ABT

$97M

109 positions

#16Lafayette Investments, Inc.Active

Some overlap · 6 shared positions

$PEP $LMT $NSC $PAYX $TXN $GLW

$542M

162 positions

#17Coston, McIsaac & PartnersPassive

Some overlap · 5 shared positions

$MCD $PEP $NEE $TXN $PAYX

$497M

948 positions

#18CAPE COD FIVE CENTS SAVINGS BANKPassive

Some overlap · 5 shared positions

$MCD $PEP $NEE $LMT $TJX

$1.2B

203 positions

#19NBT BANK N A /NYPassive

Some overlap · 6 shared positions

$MCD $PEP $ABT $TT $TJX $NEE

$1.5B

1,069 positions

#20CAMDEN NATIONAL BANKPassive

Some overlap · 5 shared positions

$MCD $PEP $NEE $TXN $TJX

$767M

184 positions

#21Curbstone Financial Management CorpPassive

Some overlap · 6 shared positions

$PEP $NEE $TXN $ABT $GLW $TJX

$587M

215 positions

#22RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Some overlap · 5 shared positions

$MCD $PEP $NEE $ABT $TJX

$794M

188 positions

#23FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive

Some overlap · 5 shared positions

$MCD $PEP $NEE $LMT $GLW

$492M

156 positions

#24Nicholson Wealth Management Group, LLCPassive

Some overlap · 5 shared positions

$MCD $PEP $NEE $TXN $TT

$170M

111 positions

#25BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 5 shared positions

$MCD $PEP $LMT $NSC $ABT

$2.5B

270 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.