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 Mount Dora, Investment Services

13F Portfolio OverlapQ2 2026First National Bank of Mount Dora, Investment Services portfolio →

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Most similar hedge funds by 13F overlap

First National Bank of Mount Dora, Trust Investment Services is an institutional investor managing $499M across 126 U.S. equity positions as of Q2 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 Mount Dora, Investment Services are CAMDEN NATIONAL BANK, Wilkinson Global Asset, Fulcrum, with shared positions in $TJX, $DE, $LIN, $TMUS, $TXN, $MCD. The full ranking of 25 similar funds is below.

#1CAMDEN NATIONAL BANKPassive

Notable overlap · 8 shared positions

$TJX $DE $LIN $TMUS $TXN $MCD

$767M

184 positions

#2Wilkinson Global Asset Management LLCActive

Notable overlap · 6 shared positions

$TXN $TJX $DE $LIN $PGR $MCD

$1.3B

62 positions

#3Fulcrum Capital LLCActive

Notable overlap · 6 shared positions

$FTNT $LIN $WM $ADBE $SPGI $ANET

$493M

103 positions

#4WestEnd Advisors, LLCActive

Notable overlap · 6 shared positions

$TXN $TJX $TMUS $SPGI $UPS $WELL

$4.5B

408 positions

#5FUNDSMITH INVESTMENT SERVICES LTD.Active

Notable overlap · 5 shared positions

$FTNT $TXN $TJX $WM $ORLY

$4.5B

27 positions

#6CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$FTNT $LIN $MSI $ORLY $TJX $SPGI

$456M

67 positions

#7Palmer Knight CoPassive

Notable overlap · 4 shared positions

$FTNT $TXN $WM $ADBE

$260M

36 positions

#8PICTET BANK & TRUST LtdActive

Notable overlap · 6 shared positions

$TXN $LIN $WM $ORLY $MCD $BSX

$93M

38 positions

#9Cambridge Financial Group, Inc.Active

Notable overlap · 5 shared positions

$TXN $TJX $ANET $MCD $VLO

$287M

33 positions

#10Fundsmith LLPActive

Notable overlap · 4 shared positions

$FTNT $TXN $TJX $ORLY

$13.6B

41 positions

#11BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$TXN $TJX $LIN $ANET $SPGI

$499M

73 positions

#12Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$TJX $LIN $TXN $WM $MCD

$358M

74 positions

#13Brentview Investment Management LLCActive

Notable overlap · 5 shared positions

$TJX $LIN $WELL $WM $TMUS

$253M

63 positions

#14BRISTOL JOHN W & CO INC /NY/Active

Notable overlap · 5 shared positions

$TXN $DE $ANET $TMUS $SPGI

$6.8B

62 positions

#15Haverford Financial Services, Inc.Active

Notable overlap · 6 shared positions

$TXN $TJX $SPGI $MSI $WM $LIN

$339M

49 positions

#16Providence Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$DE $LIN $PGR $TJX $WM $SPGI

$660M

385 positions

#17Axecap Investments, LLCPassive

Notable overlap · 4 shared positions

$FTNT $TXN $ANET $VLO

$181M

73 positions

#18Stokes Capital Advisors, LLCPassive

Notable overlap · 4 shared positions

$TXN $TJX $LIN $MCD

$467M

118 positions

#19Maytus Capital Management, LLCPassive

Notable overlap · 4 shared positions

$TXN $FTNT $ANET $TMUS

$636M

62 positions

#20DLK Investment Management, LLCPassive

Notable overlap · 6 shared positions

$WM $LIN $DE $TXN $MCD $ADBE

$235M

96 positions

#21McKinley Carter Wealth Services, Inc.Active

Notable overlap · 5 shared positions

$TJX $LIN $WM $ORLY $TXN

$1.9B

322 positions

#22BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$TJX $DE $LIN $WM $SPGI

$8.0B

1,334 positions

#23Evergreen Private Wealth LLCPassive

Notable overlap · 4 shared positions

$FTNT $WM $ANET $ADBE

$270M

89 positions

#24Iyo Bank, Ltd.Active

Some overlap · 4 shared positions

$TXN $DE $LIN $FTNT

$329M

32 positions

#25BROWN BROTHERS HARRIMAN & COActive

Some overlap · 6 shared positions

$LIN $PGR $WM $TXN $SPGI $MCD

$22.8B

1,818 positions

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View First National Bank of Mount Dora, Investment Services’s holdings

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.