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 OLD POINT & FINANCIAL SERVICES N A

13F Portfolio OverlapQ1 2026OLD POINT & FINANCIAL SERVICES N A portfolio →

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Most similar hedge funds by 13F overlap

OLD POINT TRUST & FINANCIAL SERVICES N A is an institutional investor managing $311M across 318 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 OLD POINT & FINANCIAL SERVICES N A are Aull & Monroe Investment, Verity & Verity,, Baugh & Associates,, with shared positions in $SO, $NEE, $AMGN, $VZ, $ETN, $COP. The full ranking of 25 similar funds is below.

#1Aull & Monroe Investment Management CorpPassive

Notable overlap · 8 shared positions

$SO $NEE $AMGN $VZ $ETN $COP

$215M

125 positions

#2Verity & Verity, LLCActive

Notable overlap · 6 shared positions

$AMGN $NEE $ENB $ACN $LMT $VZ

$1.3B

138 positions

#3Baugh & Associates, LLCActive

Notable overlap · 7 shared positions

$SO $COP $NEE $TFC $VZ $IBM

$232M

44 positions

#4Welch Group, LLCPassive

Notable overlap · 6 shared positions

$SO $NEE $TFC $LMT $VZ $IBM

$2.7B

310 positions

#5EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$SO $NEE $COP $LMT $AMGN $ACN

$1.4B

56 positions

#6SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$COP $KMI $TFC $AMGN $VZ $IBM

$728M

79 positions

#7M. Kraus & CoActive

Notable overlap · 8 shared positions

$NEE $ENB $ECL $NSC $VZ $COP

$343M

81 positions

#8AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 7 shared positions

$NEE $AMGN $ECL $ACN $ETN $TFC

$1.4B

114 positions

#9Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 6 shared positions

$AMGN $NEE $KMI $ACN $IBM $SYY

$974M

782 positions

#10CHRISTINE MESSMER PCActive

Notable overlap · 7 shared positions

$COP $UNIT $VZ $LMT $AMGN $MAR

$156M

80 positions

#11FARMERS TRUST COPassive

Notable overlap · 8 shared positions

$NEE $SO $VZ $PLTR $LMT $KMI

$637M

203 positions

#12Slocum, Gordon & Co LLPPassive

Notable overlap · 6 shared positions

$COP $NEE $LMT $VZ $KMI $IBM

$147M

64 positions

#13Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 5 shared positions

$NEE $AMGN $ENB $ACN $LMT

$105M

62 positions

#14Signet Investment Advisory Group, Inc.Passive

Notable overlap · 6 shared positions

$NEE $COP $ACN $LMT $AMGN $ETN

$218M

69 positions

#15Catherine Avery Investment Management LLCPassive

Notable overlap · 5 shared positions

$AMGN $NEE $TFC $VZ $IBM

$223M

109 positions

#16CURIO WEALTH, LLCActive

Notable overlap · 7 shared positions

$PLTR $COP $LMT $NSC $IBM $NEE

$293M

1,255 positions

#17FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 5 shared positions

$COP $NEE $AMGN $LMT $ETN

$5.0B

201 positions

#18Pathway Financial Advisers, LLCPassive

Notable overlap · 7 shared positions

$ENB $VZ $SO $LMT $AMGN $IBM

$354M

164 positions

#19IBEX WEALTH ADVISORSPassive

Notable overlap · 5 shared positions

$PLTR $KMI $AMGN $VZ $TFC

$1.1B

203 positions

#20BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 5 shared positions

$NEE $KMI $AMGN $LMT $VZ

$380M

98 positions

#21HAMEL ASSOCIATES, INC.Passive

Notable overlap · 5 shared positions

$AMGN $COP $LMT $VZ $IBM

$351M

81 positions

#22Argo Wealth Advisory, LLCActive

Notable overlap · 5 shared positions

$AMGN $NEE $LMT $ACN $MAR

$170M

48 positions

#23Estabrook Capital ManagementPassive

Some overlap · 7 shared positions

$COP $VZ $ETN $AMGN $IBM $NSC

$685M

380 positions

#24VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 4 shared positions

$AMGN $SO $KMI $VZ

$187M

55 positions

#25Forum Financial Management, LPSmart money

Some overlap · 5 shared positions

$AMGN $PLTR $NEE $NSC $MAR

$7.1B

331 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.