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 BANK & OF NEWTOWN

13F Portfolio OverlapQ1 2026FIRST NATIONAL BANK & OF NEWTOWN portfolio →

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Most similar hedge funds by 13F overlap

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN is an institutional investor managing $464M across 142 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 BANK & OF NEWTOWN are Hilton ,, Generali Powszechne Towarzystwo Emerytalne, BARINGS, with shared positions in $COP, $SNOW, $HON, $MCD, $AON, $GE. The full ranking of 25 similar funds is below.

#1Hilton Capital Management, LLCActive

Notable overlap · 4 shared positions

$COP $SNOW $HON $MCD

$1.3B

129 positions

#2Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 4 shared positions

$COP $SNOW $HON $MCD

$566M

28 positions

#3BARINGS LLCActive

Notable overlap · 3 shared positions

$COP $SNOW $AON

$6.2B

179 positions

#4American Money Management, LLCActive

Notable overlap · 5 shared positions

$COP $SNOW $MCD $HON $GE

$632M

168 positions

#5Integrity Advisory Solutions, LLCActive

Notable overlap · 3 shared positions

$COP $SNOW $NEE

$757M

293 positions

#6Asset Advisory Group, Inc.Passive

Notable overlap · 6 shared positions

$COP $SNOW $MCD $LMT $IBM $BMY

$199M

116 positions

#7Minot DeBlois Advisors LLCPassive

Notable overlap · 4 shared positions

$COP $HON $VZ $NEE

$110M

226 positions

#8Lighthouse Financial LLCActive

Notable overlap · 5 shared positions

$COP $SNOW $GE $GEV $IBM

$166M

76 positions

#9Hurlow Wealth Management Group, Inc.Active

Notable overlap · 5 shared positions

$COP $SNOW $MCD $GE $NEE

$420M

120 positions

#10Foundation Wealth Management, LLC\PAActive

Notable overlap · 3 shared positions

$COP $SNOW $NEE

$284M

91 positions

#11CHRISTINE MESSMER PCActive

Notable overlap · 7 shared positions

$SNOW $COP $WTRG $VZ $NEE $LMT

$156M

80 positions

#12William Mack & Associates, Inc.Active

Notable overlap · 3 shared positions

$COP $SNOW $T

$175M

73 positions

#13Rockbridge Investment Management, LCCSmart money

Notable overlap · 7 shared positions

$COP $GE $GEV $LMT $VZ $NEE

$1.1B

137 positions

#14MATHER GROUP, LLC.Active

Notable overlap · 4 shared positions

$COP $SNOW $MCD $TGT

$10.0B

1,896 positions

#15HTG Investment Advisors, Inc.Active

Notable overlap · 5 shared positions

$COP $SNOW $GE $GEV $IBM

$352M

85 positions

#16Strategic Financial Services, Inc.Smart money

Notable overlap · 4 shared positions

$COP $NEE $GE $GEV

$2.1B

152 positions

#17VSM Wealth Advisory, LLCPassive

Notable overlap · 4 shared positions

$COP $LMT $IBM $SNOW

$335M

505 positions

#18CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 4 shared positions

$COP $LMT $MCD $IBM

$363M

102 positions

#19TL Private WealthSmart money

Notable overlap · 3 shared positions

$COP $LMT $HON

$253M

44 positions

#20Beacon Financial Strategies CORPActive

Notable overlap · 3 shared positions

$COP $IBM $MCD

$176M

177 positions

#21Milestone Investment Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $COP $NEE

$414M

139 positions

#22MARYLAND CAPITAL ADVISORS INC.

Notable overlap · 3 shared positions

$COP $NEE $IBM

$295M

271 positions

#23Efficient Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $COP $NEE

$1.4B

58 positions

#24BlueSky Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$COP $IBM $GEV

$777M

115 positions

#25Wolff Financial Management LLCActive

Notable overlap · 3 shared positions

$COP $MCD $VZ

$453M

103 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.