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 Bangor Savings Bank

13F Portfolio OverlapQ1 2026Bangor Savings Bank portfolio →

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Most similar hedge funds by 13F overlap

Bangor Savings Bank is an institutional investor managing $1.4B across 543 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 Bangor Savings Bank are NavPoint Financial,, Cassaday & Wealth, Royal Harbor Partners,, with shared positions in $SNOW, $GLDM, $DOV, $MCD, $IBM, $BA. The full ranking of 25 similar funds is below.

#1NavPoint Financial, Inc.Active

Notable overlap · 5 shared positions

$SNOW $GLDM $DOV $MCD $IBM

$247M

71 positions

#2Cassaday & Co Wealth Management LLCActive

Notable overlap · 4 shared positions

$SNOW $GLDM $MCD $IBM

$4.7B

1,361 positions

#3Royal Harbor Partners, LLCActive

Notable overlap · 4 shared positions

$SNOW $GLDM $MCD $BA

$295M

51 positions

#4Beckerman Institutional, LLCPassive

Notable overlap · 3 shared positions

$SNOW $GLDM $UNIT

$188M

121 positions

#5Fortis Advisors, LLCPassive

Notable overlap · 3 shared positions

$SNOW $GLDM $C

$200M

119 positions

#6Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$SNOW $GLDM $UNIT $VZ

$163M

67 positions

#7Graetz Wealth LLCPassive

Notable overlap · 4 shared positions

$SNOW $GLDM $UNIT $AMAT

$112M

80 positions

#8Zhang Financial LLCActive

Notable overlap · 7 shared positions

$SNOW $UNIT $GLDM $KKR $DOV $AMGN

$2.9B

367 positions

#9PLANNING DIRECTIONS INCActive

Notable overlap · 5 shared positions

$SNOW $UNIT $AMAT $DOV $MCD

$198M

106 positions

#10Sagace Wealth Management LLCPassive

Notable overlap · 5 shared positions

$SNOW $UNIT $KKR $IBM $C

$149M

70 positions

#11MBA Advisors LLCPassive

Notable overlap · 6 shared positions

$SNOW $KKR $IBM $MCD $VZ $AMGN

$260M

146 positions

#12Silver Coast Investments LLCActive

Notable overlap · 5 shared positions

$SNOW $UNIT $AMAT $DOV $LOW

$313M

119 positions

#13WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$SNOW $UNIT $KKR $MCD $VZ

$156M

139 positions

#14Andrews Advisory Associates, LLCActive

Some overlap · 6 shared positions

$SNOW $KKR $DOV $MCD $LOW $SYK

$190M

82 positions

#15LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$SNOW $GLDM $KKR

$1.0B

232 positions

#16CHRISTINE MESSMER PCActive

Some overlap · 5 shared positions

$SNOW $UNIT $KKR $VZ $AMGN

$156M

80 positions

#17MATHER GROUP, LLC.Active

Some overlap · 5 shared positions

$SNOW $UNIT $DOV $MCD $LOW

$10.0B

1,896 positions

#18Cranbrook Wealth Management, LLCActive

Some overlap · 5 shared positions

$SNOW $UNIT $IBM $AMAT $SYK

$492M

385 positions

#19C M BIDWELL & ASSOCIATES LTDPassive

Some overlap · 4 shared positions

$SNOW $UNIT $KKR $DOV

$214M

483 positions

#20Mustard Seed Financial, LLCPassive

Some overlap · 4 shared positions

$SNOW $UNIT $KKR $DOV

$167M

92 positions

#21ACCESS FINANCIAL SERVICES, INC.Active

Some overlap · 5 shared positions

$SNOW $KKR $IBM $LOW $AMGN

$282M

95 positions

#22Verus Financial Partners, Inc.Smart money

Some overlap · 5 shared positions

$SNOW $UNIT $DOV $IBM $LOW

$1.1B

121 positions

#23Smart Money Group LLCSmart money

Some overlap · 3 shared positions

$SNOW $GLDM $LOW

$344M

84 positions

#24TruNorth Capital Management, LLCActive

Some overlap · 6 shared positions

$SNOW $UNIT $AMAT $SYK $MCD $IBM

$522M

114 positions

#25HOGE FINANCIAL SERVICES, LLCActive

Some overlap · 4 shared positions

$SNOW $UNIT $DOV $MCD

$187M

72 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.