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Hedge Funds Similar to BAKER BOYER NATIONAL BANK

13F Portfolio OverlapQ2 2026BAKER BOYER NATIONAL BANK portfolio →
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Most similar hedge funds by 13F overlap

BAKER BOYER NATIONAL BANK is an institutional investor managing $364M across 94 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 BAKER BOYER NATIONAL BANK are BIRMINGHAM, First PREMIER Bank, ABSHER WEALTH, with shared positions in $DE, $EMR, $MCD, $BA, $CMI, $DUK. The full ranking of 25 similar funds is below.

#1BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Notable overlap · 7 shared positions
$DE$EMR$MCD$BA$CMI$DUK
$263M
90 positions
#2First PREMIER BankPassive
Notable overlap · 8 shared positions
$MCD$USB$UNP$EMR$WM$DUK
$621M
388 positions
#3ABSHER WEALTH MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$DE$EMR$MCD$BA$CMI
$878M
73 positions
#4COTTONWOOD CAPITAL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$DE$EMR$MCD$UNP
$166M
90 positions
#5LYNCH & ASSOCIATES/INPassive
Notable overlap · 7 shared positions
$EMR$MCD$USB$BA$DUK$HON
$699M
128 positions
#6Aull & Monroe Investment Management CorpPassive
Notable overlap · 7 shared positions
$DE$UNP$WM$CMI$EMR$DUK
$231M
125 positions
#7Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 5 shared positions
$DE$MCD$USB$PCAR$DUK
$214M
33 positions
#8ADVOCATE GROUP LLCPassive
Notable overlap · 7 shared positions
$EMR$MCD$UNP$CMI$DUK$XEL
$646M
122 positions
#9CHEMUNG CANAL TRUST COActive
Notable overlap · 7 shared positions
$EMR$MCD$USB$WM$DUK$UNP
$541M
111 positions
#10Mengis Capital Management, Inc.Passive
Some overlap · 6 shared positions
$DE$PCAR$BA$EMR$UNP$CMI
$673M
215 positions
#11MainStreet Investment Advisors LLCActive
Some overlap · 8 shared positions
$MCD$EMR$USB$WM$CMI$SO
$734M
166 positions
#12DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$DE$USB$BA$CMI$EMR
$530M
92 positions
#13OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 6 shared positions
$EMR$MCD$CMI$DUK$XEL$SO
$2.2B
70 positions
#14HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 7 shared positions
$MCD$UNP$EMR$WM$DUK$HON
$321M
107 positions
#15Advantage Trust CoActive
Some overlap · 6 shared positions
$DE$MCD$UNP$USB$DUK$BA
$285M
193 positions
#16Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$EMR$MCD$WM$DUK$HON$HONA
$360M
73 positions
#17BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 5 shared positions
$DE$EMR$MCD$WM$HON
$2.5B
270 positions
#18Michael Brady & Co., LLCActive
Some overlap · 7 shared positions
$EMR$UNP$MCD$WM$HON$HONA
$110M
55 positions
#19Shoker Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$EMR$UNP$USB$MCD$DUK$SO
$398M
113 positions
#20JACOBS & CO/CAPassive
Some overlap · 7 shared positions
$DE$UNP$MCD$CMI$HON$HONA
$1.2B
132 positions
#21Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$EMR$MCD$WM$DUK$HON$HONA
$292M
99 positions
#22Sage Investment Advisers LLCPassive
Some overlap · 6 shared positions
$DE$UNP$BA$WM$MCD$CARR
$154M
96 positions
#23CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$DE$MCD$USB$HON
$1.5B
78 positions
#24Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$EMR$MCD$USB$WM
$265M
100 positions
#25Powers Advisory Group, LLCActive
Some overlap · 6 shared positions
$MCD$DE$USB$WM$DUK$SO
$330M
128 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.