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Hedge Funds Similar to BANK OF STOCKTON

13F Portfolio OverlapQ1 2026BANK OF STOCKTON portfolio →
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Most similar hedge funds by 13F overlap

BANK OF STOCKTON is an institutional investor managing $323M across 133 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 BANK OF STOCKTON are Winslow ,, Phoenix Wealth Advisors, Avanda Investment Pte. Ltd., with shared positions in $PH, $ADI, $KLAC, $MU, $ASML, $SNOW. The full ranking of 25 similar funds is below.

#1Winslow Capital Management, LLCActive
Some overlap · 7 shared positions
$PH$ADI$KLAC$MU$ASML$SNOW
$25.6B
60 positions
#2Phoenix Wealth AdvisorsActive
Some overlap · 5 shared positions
$SE$ADI$WFC$CMI$UNP
$253M
126 positions
#3Avanda Investment Management Pte. Ltd.Active
Some overlap · 4 shared positions
$SE$KLAC$MU$ASML
$63M
24 positions
#4Western Financial Corp/CAActive
Some overlap · 6 shared positions
$ADI$MU$WFC$SE$KLAC$ASML
$255M
127 positions
#5Horizon Investment Services, LLCPassive
Some overlap · 6 shared positions
$MU$KLAC$AXP$SLV$PGR$FLS
$288M
137 positions
#6MAPLELANE CAPITAL, LLCActive
Some overlap · 4 shared positions
$SE$MU$ADI$ASML
$2.8B
64 positions
#7DOVER ADVISORS, LLCPassive
Some overlap · 6 shared positions
$KLAC$PH$AXP$ABT$ASML$SNOW
$242M
159 positions
#8Shoker Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$SE$KLAC$ADI$UNP
$337M
109 positions
#9Crew Capital Management, Ltd.Passive
Some overlap · 5 shared positions
$KLAC$MU$ADI$ASML$PH
$151M
109 positions
#10Smith Group Asset Management, LLCActive
Some overlap · 5 shared positions
$KLAC$PH$ADI$AXP$MCK
$2.0B
162 positions
#11Cornerstone Investment Partners, LLCActive
Some overlap · 5 shared positions
$KLAC$MU$CMI$AXP$MCK
$2.4B
291 positions
#12Genus Capital Management Inc.Passive
Some overlap · 4 shared positions
$SE$KLAC$ADI$MU
$873M
189 positions
#13VAN ECK ASSOCIATES CORPPassive
Some overlap · 4 shared positions
$KLAC$MU$ADI$ASML
$133M
1,404 positions
#14Rafferty Asset Management, LLCActive
Some overlap · 4 shared positions
$KLAC$MU$ADI$ASML
$24.6B
1,057 positions
#15EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 4 shared positions
$KLAC$MU$CMI$AXP
$688M
158 positions
#16Karani Asset Management LLCPassive
Some overlap · 5 shared positions
$KLAC$ADI$CMI$AXP$ASML
$122M
54 positions
#17KEYSTONE INVESTORS PTE LTD
Some overlap · 4 shared positions
$SE$MU$FLS$SNOW
$1.1B
77 positions
#18PBU - The Pension Fund of Early Childhood & Youth EducatorsActive
Some overlap · 7 shared positions
$KLAC$MU$PGR$PH$AXP$CMI
$7.7B
190 positions
#19Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$PH$SE$AXP$ABT$UNP
$100M
54 positions
#20KP Management LLCPassive
Some overlap · 4 shared positions
$KLAC$PH$CMI$ASML
$409M
83 positions
#21Fairtree Asset Management (Pty) LtdPassive
Some overlap · 5 shared positions
$SE$AXP$ABT$PGR$MCK
$218M
96 positions
#22GREAT LAKES ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MU$PH$WFC$ABT
$12.1B
792 positions
#23UNIO CAPITAL LLCActive
Some overlap · 4 shared positions
$KLAC$PH$AXP$ASML
$466M
21 positions
#24Community Financial Services Group, LLCPassive
Some overlap · 4 shared positions
$KLAC$PH$AXP$ABT
$568M
460 positions
#25LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$KLAC$PH$MU$MCK$SLV
$174M
65 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.