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 FIRST NATIONAL

13F Portfolio OverlapQ1 2026FIRST NATIONAL portfolio →

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Most similar hedge funds by 13F overlap

FIRST NATIONAL TRUST CO is an institutional investor managing $2.9B across 407 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 FIRST NATIONAL are HOWE & RUSLING, Perennial Advisors,, Signet Investment Advisory Group,, with shared positions in $COP, $MCD, $KKR, $NEE, $USB, $HON. The full ranking of 25 similar funds is below.

#1HOWE & RUSLING INCPassive

Some overlap · 9 shared positions

$COP $MCD $KKR $NEE $USB $HON

$1.5B

477 positions

#2Perennial Advisors, LLCPassive

Some overlap · 8 shared positions

$COP $MCD $KKR $USB $HON $LIN

$587M

122 positions

#3Signet Investment Advisory Group, Inc.Passive

Some overlap · 7 shared positions

$COP $MCD $NEE $USB $HON $AMGN

$218M

69 positions

#4FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 7 shared positions

$COP $MCD $NEE $HON $AMGN $VLTO

$5.0B

201 positions

#5HAMEL ASSOCIATES, INC.Passive

Some overlap · 7 shared positions

$COP $MCD $HON $AMGN $HLT $SSL

$351M

81 positions

#6Stonebridge Capital Advisors LLCPassive

Some overlap · 6 shared positions

$COP $MCD $KKR $USB $HON $KO

$1.4B

211 positions

#7Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$COP $MCD $USB $LIN $AMGN $KO

$245M

98 positions

#8InvesTrustPassive

Some overlap · 7 shared positions

$MCD $KKR $USB $HLT $PM $SSL

$238M

91 positions

#9Hilton Capital Management, LLCActive

Some overlap · 6 shared positions

$COP $MCD $USB $HON $AMGN $TJX

$1.3B

129 positions

#10Kentucky Farm Bureau Mutual Insurance CoActive

Some overlap · 6 shared positions

$COP $MCD $NEE $AMGN $TJX $PM

$329M

65 positions

#11Accretive Wealth Partners, LLCPassive

Some overlap · 7 shared positions

$KKR $MCD $COP $USB $TJX $PM

$356M

180 positions

#12NOVEM GROUPPassive

Some overlap · 6 shared positions

$COP $KKR $USB $AMGN $HLT $SSL

$873M

437 positions

#13BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$COP $NEE $USB $HON $TJX $KO

$199M

110 positions

#14BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$COP $NEE $USB $LIN $AMGN $TJX

$7.8B

1,278 positions

#15McGlone Suttner Wealth Management, Inc.Active

Some overlap · 7 shared positions

$KKR $USB $HLT $MCD $PM $SSL

$755M

189 positions

#16LifePlan Financial, LLCPassive

Some overlap · 6 shared positions

$MCD $COP $USB $HLT $VLTO $SSL

$135M

83 positions

#17BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$COP $MCD $LIN $TJX $PM $KO

$1.6B

435 positions

#18EXENCIAL WEALTH ADVISORS, LLCPassive

Some overlap · 5 shared positions

$COP $KKR $NEE $USB $HON

$3.2B

563 positions

#19HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 6 shared positions

$MCD $NEE $USB $HON $TJX $KO

$280M

107 positions

#20LYNCH & ASSOCIATES/INPassive

Some overlap · 6 shared positions

$MCD $NEE $USB $HON $TJX $KO

$533M

126 positions

#21Berkeley Capital Partners, LLCActive

Some overlap · 6 shared positions

$COP $KKR $USB $PM $MCD $NEE

$431M

184 positions

#22Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$MCD $NEE $HON $LIN $TJX $KO

$446M

104 positions

#23TriaGen Wealth Management LLCPassive

Some overlap · 5 shared positions

$COP $MCD $NEE $USB $VLTO

$366M

171 positions

#24Meadowbrook Advisors Group, LLCPassive

Some overlap · 6 shared positions

$MCD $NEE $HON $AMGN $TJX $KO

$168M

136 positions

#25Meiji Yasuda America IncActive

Some overlap · 6 shared positions

$COP $NEE $AMGN $TJX $PM $KO

$404M

57 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.