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Hedge Funds Similar to BURKE & HERBERT BANK &

13F Portfolio OverlapQ1 2026BURKE & HERBERT BANK & portfolio →
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Most similar hedge funds by 13F overlap

BURKE & HERBERT BANK & TRUST CO is an institutional investor managing $362M across 235 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 BURKE & HERBERT BANK & are INVESTORS ASSET OF GEORGIA /GA/ /ADV, CDM FINANCIAL COUNSELING SERVICES,, Exchange Bank, with shared positions in $KO, $PM, $KKR, $AXP, $PFE, $GE. The full ranking of 25 similar funds is below.

#1INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADVPassive
Some overlap · 7 shared positions
$KO$PM$KKR$AXP$PFE$GE
$244M
182 positions
#2CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 7 shared positions
$PM$KKR$SHW$CSX$AXP$NSC
$105M
80 positions
#3Exchange BankPassive
Some overlap · 5 shared positions
$KO$PM$NSC$GE$IBM
$144M
117 positions
#4Yoffe Investment Management, LLCPassive
Some overlap · 6 shared positions
$PM$KO$CSX$AXP$GE$IBM
$78M
111 positions
#5CRAWFORD INVESTMENT COUNSEL INCPassive
Some overlap · 5 shared positions
$KO$PM$CSX$AXP$PFE
$5.9B
300 positions
#6HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$KO$PM$NSC$AXP$SHW
$243M
44 positions
#7TRUSTCO BANK CORP N YPassive
Some overlap · 6 shared positions
$KO$AXP$GE$LOW$PM$IBM
$113M
71 positions
#8HUTCHINSON CAPITAL MANAGEMENT/CAPassive
Some overlap · 3 shared positions
$BHRB$MKL$IBM
$544M
97 positions
#9M.E. ALLISON & CO., INC.Passive
Some overlap · 5 shared positions
$KO$KKR$PFE$GE$IBM
$151M
193 positions
#10MTM Investment Management, LLCPassive
Some overlap · 5 shared positions
$KO$NSC$CSX$GE$LOW
$316M
709 positions
#11DOVER ADVISORS, LLCPassive
Some overlap · 5 shared positions
$KO$PM$AXP$LOW$IBM
$242M
159 positions
#12Kerusso Capital Management LLCPassive
Some overlap · 5 shared positions
$KO$SHW$AXP$PFE$LOW
$200M
53 positions
#13BAXTER BROS INCPassive
Some overlap · 6 shared positions
$KO$SHW$MKL$AXP$NSC$GE
$810M
166 positions
#14DUDLEY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$KO$PM$PFE$GE$IBM
$227M
139 positions
#15Pavion Blue Capital, LLCPassive
Some overlap · 5 shared positions
$KO$MKL$AXP$GE$IBM
$230M
108 positions
#16Meiji Yasuda America IncActive
Some overlap · 4 shared positions
$KO$PM$AXP$GE
$404M
57 positions
#17CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$KO$PM$AXP$IBM
$140M
72 positions
#18R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$KO$PM$PFE$IBM$LOW
$172M
38 positions
#19Capital Wealth Planning, LLCActive
Some overlap · 4 shared positions
$KO$NSC$AXP$IBM
$18.1B
151 positions
#20TOWNSQUARE CAPITAL LLCPassive
Some overlap · 5 shared positions
$PM$SHW$KKR$KO$PFE
$444M
252 positions
#21Oasis Advisors, LLCPassive
Some overlap · 4 shared positions
$KO$PM$SHW$KKR
$509M
210 positions
#22Griffith & Werner, Inc.Active
Some overlap · 5 shared positions
$KO$AXP$PFE$IBM$PM
$202M
72 positions
#23InvesTrustPassive
Some overlap · 4 shared positions
$PM$KO$KKR$IBM
$238M
91 positions
#24Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$KO$CSX$AXP$PFE
$218M
69 positions
#25BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$KO$NSC$LOW$IBM
$199M
110 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.