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Hedge Funds Similar to BURKE & HERBERT BANK

13F Portfolio OverlapQ2 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 $403M across 246 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 BURKE & HERBERT BANK are HUTCHINSON, Passive, HUTNER, with shared positions in $BHRB, $COF, $WFC, $PM, $NSC, $AXP. The full ranking of 25 similar funds is below.

#1HUTCHINSON CAPITAL MANAGEMENT/CAPassive
Some overlap · 3 shared positions
$BHRB$COF$WFC
$584M
108 positions
#2Passive Capital Management, LLC.Active
Some overlap · 3 shared positions
$BHRB$PM$COF
$320M
94 positions
#3HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 6 shared positions
$PM$NSC$AXP$PEP$MO$WFC
$252M
43 positions
#4Smith Partners Wealth Management, LLCActive
Some overlap · 5 shared positions
$PM$NSC$CSX$MO$DUK
$126M
73 positions
#5Main Street Group, LTDActive
Some overlap · 5 shared positions
$PM$NSC$PEP$COF$MO
$429M
863 positions
#6DCM Advisors, LLCActive
Some overlap · 5 shared positions
$PM$CSX$AXP$PEP$WFC
$253M
38 positions
#7Citadel Investment Advisory, Inc.Active
Some overlap · 5 shared positions
$PM$AXP$CSX$PEP$WFC
$220M
76 positions
#8Verus Financial Partners, Inc.Smart money
Some overlap · 5 shared positions
$PM$NSC$COF$MO$DUK
$1.2B
127 positions
#9CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 4 shared positions
$PM$NSC$CSX$AXP
$116M
77 positions
#10Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 4 shared positions
$NSC$BHRB$AXP$DUK
$127M
65 positions
#11Carlson Capital, L.P.Passive
Some overlap · 4 shared positions
$PM$NSC$COF$WFC
$494M
74 positions
#12Exchange BankPassive
Some overlap · 4 shared positions
$PM$NSC$AXP$MO
$161M
130 positions
#13Mayfair Advisory Group, LLCPassive
Some overlap · 4 shared positions
$NSC$CSX$PM$DUK
$332M
185 positions
#14Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$PM$PEP$MO$DUK$WFC
$334M
127 positions
#15Tufton Capital ManagementPassive
Some overlap · 4 shared positions
$NSC$PM$DUK$WFC
$596M
127 positions
#16TRUST CO OF VIRGINIA /VAPassive
Some overlap · 4 shared positions
$PM$CSX$PEP$NSC
$1.3B
226 positions
#17KFA Private Wealth Group, LLCActive
Some overlap · 4 shared positions
$PM$NSC$AXP$MO
$415M
150 positions
#18Sky Investment Group LLCPassive
Some overlap · 4 shared positions
$PM$AXP$PEP$DUK
$637M
146 positions
#19CGC Financial Services, LLCActive
Some overlap · 4 shared positions
$CSX$PM$PEP$AXP
$445M
337 positions
#20SIMA Wealth Partners, LLCActive
Some overlap · 5 shared positions
$PM$NSC$MO$PEP$DUK
$141M
130 positions
#21InvesTrustPassive
Some overlap · 4 shared positions
$PM$AXP$PEP$WFC
$260M
95 positions
#22Partners in Financial PlanningActive
Some overlap · 4 shared positions
$NSC$CSX$PM$COF
$660M
131 positions
#23WATERS PARKERSON & CO., LLCActive
Some overlap · 3 shared positions
$PM$NSC$PEP
$2.0B
200 positions
#24LOWE BROCKENBROUGH & CO INCActive
Some overlap · 4 shared positions
$NSC$PM$PEP$DUK
$2.2B
341 positions
#25Trajan Wealth LLCActive
Some overlap · 4 shared positions
$PM$AXP$NSC$WFC
$2.6B
152 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.