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 AMG National Bank

13F Portfolio OverlapQ1 2026AMG National Bank portfolio →

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Most similar hedge funds by 13F overlap

AMG National Trust Bank is an institutional investor managing $4.6B across 476 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 AMG National Bank are PHILLIPS FINANCIAL ,, Catalyst Investment, GUARDSMAN PRIVATE ,, with shared positions in $DHR, $BRZE, $API, $IAU, $SNOW, $MKL. The full ranking of 25 similar funds is below.

#1PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Some overlap · 7 shared positions

$DHR $BRZE $API $IAU $SNOW $MKL

$1.4B

283 positions

#2Catalyst Investment Management LLCPassive

Some overlap · 7 shared positions

$DHR $API $HUM $IAU $LOW $MKL

$90M

65 positions

#3GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Some overlap · 5 shared positions

$DHR $BRZE $HUM $MKL $LEN

$128M

42 positions

#4Downshift Financial, LLCActive

Some overlap · 5 shared positions

$DHR $BRZE $BALL $SNOW $HUM

$193M

77 positions

#5White Lighthouse Investment Management Inc.Active

Some overlap · 6 shared positions

$DHR $BRZE $HUM $IAU $SNOW $MKL

$721M

145 positions

#6Pacific Park Financial, Inc.Active

Some overlap · 5 shared positions

$DHR $BRZE $IAU $SNOW $SIVR

$153M

73 positions

#7WealthCollab, LLCPassive

Some overlap · 5 shared positions

$DHR $BRZE $SNOW $MKL $IAU

$243M

977 positions

#8Charter Oak Capital Management, LLCActive

Some overlap · 6 shared positions

$DHR $BRZE $LEN $HUM $MKL $PNC

$1.3B

208 positions

#9Mirova US LLCActive

Some overlap · 4 shared positions

$LOW $DHR $BALL $TJX

$8.8B

42 positions

#10Kastel Capital Advisors, LLCActive

Some overlap · 3 shared positions

$DHR $BRZE $HUM

$163M

55 positions

#11Capstone Financial Advisors, Inc.Smart money

Some overlap · 4 shared positions

$DHR $BRZE $HUM $KO

$1.9B

187 positions

#12Manuka Financial, LLCActive

Some overlap · 5 shared positions

$DHR $BRZE $SNOW $MKL $LOW

$162M

56 positions

#13Aristotle Capital Management, LLCActive

Some overlap · 6 shared positions

$LOW $DHR $LEN $CTVA $PNC $KO

$47.8B

191 positions

#14Hardy Reed LLCActive

Some overlap · 5 shared positions

$DHR $BRZE $SNOW $CTVA $PNC

$1.4B

243 positions

#15FIDUCIARY ADVISORS, INC.Active

Some overlap · 5 shared positions

$DHR $BRZE $MKL $KO $IAU

$133M

121 positions

#16MontVue Capital Management, Inc.Active

Some overlap · 4 shared positions

$DHR $BRZE $MKL $TJX

$147M

67 positions

#17CATALYST PRIVATE WEALTH, LLCActive

Some overlap · 4 shared positions

$DHR $BRZE $HUM $SNOW

$185M

76 positions

#18Note Advisors, LLCActive

Some overlap · 4 shared positions

$DHR $HUM $BRZE $IAU

$200M

85 positions

#19Standpoint Asset Management, LLCActive

Some overlap · 3 shared positions

$DHR $BRZE $MKL

$412M

8 positions

#20Beta Wealth Group, Inc.Passive

Some overlap · 5 shared positions

$DHR $HUM $DIA $SNOW $TJX

$242M

112 positions

#21EAGLE CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$DHR $LEN $HUM

$29.8B

60 positions

#22SENTINEL WEALTH MANAGEMENT, INC.Active

Some overlap · 4 shared positions

$DHR $CTVA $DIA $SNOW

$125M

39 positions

#23D.A. DAVIDSON & CO.Passive

Some overlap · 4 shared positions

$DHR $CTVA $LOW $SNOW

$16.5B

1,567 positions

#24CHERRYDALE WEALTH MANAGEMENT, LLCSmart money

Some overlap · 3 shared positions

$DHR $BRZE $MKL

$324M

77 positions

#25Williams & Novak, LLCPassive

Some overlap · 4 shared positions

$DHR $LEN $IAU $SLV

$134M

143 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.