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 EASTERN BANK

13F Portfolio OverlapQ2 2026EASTERN BANK portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

EASTERN BANK is an institutional investor managing $6.5B across 1,038 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 EASTERN BANK are Community Financial Services Group,, FORBES J M & LLP, Blue Chip Partners,, with shared positions in $BAC, $NEE, $ETN, $AEP, $EMR, $PLD. The full ranking of 25 similar funds is below.

#1Community Financial Services Group, LLCPassive

Notable overlap · 15 shared positions

$BAC $NEE $ETN $AEP $EMR $PLD

$568M

460 positions

#2FORBES J M & CO LLPActive

Notable overlap · 10 shared positions

$BAC $NEE $ETN $EMR $LIN $PLD

$1.2B

150 positions

#3Blue Chip Partners, LLCActive

Some overlap · 10 shared positions

$NEE $ETN $KLAC $WM $ORLY $PANW

$1.4B

170 positions

#4AMF Tjanstepension ABActive

Some overlap · 9 shared positions

$BAC $PLD $LIN $ETN $MCD $PH

$15.1B

117 positions

#5S-Bank Fund Management LtdActive

Some overlap · 7 shared positions

$BAC $NEE $EMR $PLD $LIN $MCD

$671M

178 positions

#6Compagnie Lombard Odier SCmAActive

Some overlap · 8 shared positions

$BAC $NEE $LIN $MCD $WM $PANW

$8.1B

454 positions

#7Covea FinanceActive

Some overlap · 8 shared positions

$BAC $ADI $EMR $WM $AXP $PANW

$2.9B

146 positions

#8Providence Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$BAC $ETN $AEP $PLD $LIN $PANW

$613M

200 positions

#9TOWER TRUST & INVESTMENT CoPassive

Some overlap · 8 shared positions

$ETN $ADI $EMR $NEE $KLAC $AMD

$152M

208 positions

#10TRILLIUM ASSET MANAGEMENT, LLCActive

Some overlap · 7 shared positions

$BAC $ETN $PLD $LIN $PNC $PANW

$3.0B

230 positions

#11Ransom Advisory, Ltd

Some overlap · 7 shared positions

$ETN $BAC $NEE $PNC $MCD $AXP

$254M

433 positions

#12BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$NEE $ETN $ADI $LIN $WM $PANW

$7.8B

1,278 positions

#13NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$NEE $ETN $ADI $EMR $MCD $ANET

$367M

141 positions

#14DUPONT CAPITAL MANAGEMENT CORPPassive

Some overlap · 7 shared positions

$BAC $ETN $ADI $EMR $ORLY $AMD

$879M

101 positions

#15Nicholson Wealth Management Group, LLCPassive

Some overlap · 7 shared positions

$NEE $ADI $PLD $LIN $MCD $WM

$172M

114 positions

#16Petros Family Wealth, LLCPassive

Some overlap · 7 shared positions

$BAC $ADI $EMR $NEE $KLAC $AMD

$140M

131 positions

#17BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive

Some overlap · 8 shared positions

$ETN $LIN $EMR $AXP $AMD $PH

$326M

390 positions

#18Banque Transatlantique SAActive

Some overlap · 8 shared positions

$ETN $LIN $MCD $KLAC $ORLY $PANW

$4.2B

442 positions

#19Alpha Cubed Investments, LLC

Some overlap · 7 shared positions

$NEE $AEP $ETN $MCD $AMD $PANW

$2.9B

299 positions

#20CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Some overlap · 7 shared positions

$NEE $ETN $KLAC $ANET $AXP $AMD

$180M

58 positions

#21Swedbank ABActive

Some overlap · 8 shared positions

$ADI $PLD $KLAC $ANET $AMD $BAC

$95.1B

684 positions

#22LAFFER TENGLER INVESTMENTS, INC.Passive

Some overlap · 7 shared positions

$NEE $EMR $PLD $BAC $MCD $AXP

$677M

182 positions

#23BURLING WEALTH PARTNERS, LLCPassive

Some overlap · 7 shared positions

$NEE $PLD $ETN $LIN $WM $ABT

$618M

177 positions

#24Alecta Tjanstepension OmsesidigtActive

Some overlap · 7 shared positions

$ADI $BAC $LIN $PNC $KLAC $AMD

$20.5B

78 positions

#25Raiffeisen Bank International AGActive

Some overlap · 8 shared positions

$LIN $BAC $KLAC $ANET $AXP $AMD

$7.0B

824 positions

Compare EASTERN BANK’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View EASTERN BANK’s holdings

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.