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 AMERICAN NATIONAL BANK &

13F Portfolio OverlapQ1 2026AMERICAN NATIONAL BANK & portfolio →

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Most similar hedge funds by 13F overlap

AMERICAN NATIONAL BANK & TRUST is an institutional investor managing $1.0B across 615 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 AMERICAN NATIONAL BANK & are Kesler, Norman & Wride,, FourThought Financial Partners,, PARNASSUS INVESTMENTS,, with shared positions in $LMT, $GD, $AMGN, $MAR, $SYK, $UNP. The full ranking of 25 similar funds is below.

#1Kesler, Norman & Wride, LLCPassive

Notable overlap · 8 shared positions

$LMT $GD $AMGN $MAR $SYK $UNP

$581M

245 positions

#2FourThought Financial Partners, LLCPassive

Notable overlap · 7 shared positions

$KLAC $LMT $AMAT $AMGN $NEE $MDT

$1.2B

384 positions

#3PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 6 shared positions

$KLAC $LIN $AMAT $MAR $SYK $AZO

$34.1B

135 positions

#4Alley Investment Management Company, LLCActive

Some overlap · 7 shared positions

$LMT $SYK $AMGN $UNP $VZ $GE

$821M

85 positions

#5REXFORD CAPITAL INCPassive

Some overlap · 6 shared positions

$KLAC $AMAT $VLO $AMGN $GD $AZO

$140M

316 positions

#6BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Some overlap · 6 shared positions

$KLAC $LMT $AMGN $VZ $NEE $MDT

$380M

98 positions

#7Dorato Capital ManagementPassive

Some overlap · 6 shared positions

$AMAT $KLAC $GD $AMGN $MAR $UNP

$135M

254 positions

#8TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 6 shared positions

$KLAC $VLO $MAR $SYK $NEE $INTU

$182M

115 positions

#9CHRISTINE MESSMER PCActive

Some overlap · 8 shared positions

$LMT $VZ $MAR $AMGN $GD $APD

$156M

80 positions

#10MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Some overlap · 6 shared positions

$LIN $VLO $GD $VZ $NEE $APD

$246M

145 positions

#11Applied Finance Capital Management, LLCPassive

Some overlap · 5 shared positions

$KLAC $AMAT $VLO $VZ $UNP

$1.3B

218 positions

#12Stokes Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$LMT $LIN $SYK $UNP $NEE

$446M

104 positions

#13S.E.E.D. Planning Group LLCPassive

Some overlap · 5 shared positions

$LMT $LIN $VLO $NEE $AMAT

$344M

89 positions

#14NORRIS PERNE & FRENCH LLP/MIActive

Some overlap · 5 shared positions

$LIN $KLAC $AMAT $SYK $UNP

$1.5B

139 positions

#15Eliot Finkel Investment Counsel, LLCActive

Some overlap · 5 shared positions

$LMT $AMAT $GD $AMGN $APD

$184M

32 positions

#16ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Some overlap · 6 shared positions

$KLAC $AMAT $GD $NEE $LIN $INTU

$331M

183 positions

#17Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$LMT $GD $AMGN $LIN $VZ $APD

$245M

98 positions

#18Paradiem, LLCPassive

Some overlap · 5 shared positions

$LMT $VLO $GD $SYK $NEE

$454M

70 positions

#19NICHOLS & PRATT ADVISERS LLP /MAActive

Some overlap · 7 shared positions

$LIN $VZ $SYK $MDT $APD $INTU

$1.5B

105 positions

#20Somerset Trust CoPassive

Some overlap · 6 shared positions

$LIN $GD $AMGN $NEE $MDT $APD

$326M

174 positions

#21SMITH CHAS P & ASSOCIATES PA CPASActive

Some overlap · 6 shared positions

$LMT $GD $AMGN $UNP $APD $NEE

$1.8B

176 positions

#22Willis Investment CounselActive

Some overlap · 5 shared positions

$LMT $VLO $GD $VZ $MDT

$1.8B

123 positions

#23Argo Wealth Advisory, LLCActive

Some overlap · 5 shared positions

$LMT $AMGN $MAR $SYK $NEE

$170M

48 positions

#24WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 5 shared positions

$LMT $LIN $MAR $NEE $AMGN

$1.2B

69 positions

#25FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 6 shared positions

$LMT $MAR $SYK $UNP $NEE $MDT

$354M

66 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.