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Hedge Funds Similar to Mechanics Bank Department

13F Portfolio OverlapQ1 2026Mechanics Bank Department portfolio →
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Most similar hedge funds by 13F overlap

Mechanics Bank Trust Department is an institutional investor managing $808M across 211 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 Mechanics Bank Department are Lionsbridge Wealth, Lewis Asset ,, MassMutual Private Wealth & , FSB, with shared positions in $MDY, $DIA, $SNOW, $USB, $PWR, $MCD. The full ranking of 25 similar funds is below.

#1Lionsbridge Wealth Management LLCPassive
Some overlap · 5 shared positions
$MDY$DIA$SNOW$USB$PWR
$99M
59 positions
#2Lewis Asset Management, LLCPassive
Some overlap · 5 shared positions
$DIA$MDY$MCD$ABT$SNOW
$245M
199 positions
#3MassMutual Private Wealth & Trust, FSBPassive
Some overlap · 4 shared positions
$MCD$MDY$SNOW$USB
$3.9B
2,444 positions
#4MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$MCD$USB$ABT$PWR$ADP
$409M
127 positions
#5Machina Capital S.A.S.Passive
Some overlap · 5 shared positions
$MCD$USB$ABT$ROST$ADP
$508M
353 positions
#6KEYSTONE INVESTORS PTE LTD
Some overlap · 5 shared positions
$MCD$USB$SNOW$PWR$ROST
$1.1B
77 positions
#7Financial & Tax Architects, LLCPassive
Some overlap · 4 shared positions
$MCD$MDY$ABT$ADP
$448M
108 positions
#8Pinnacle Holdings, LLCPassive
Some overlap · 3 shared positions
$MCHB$MCD$DIA
$309M
233 positions
#9Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$MCD$SNOW$ABT$MCK
$353M
78 positions
#10InvesTrustPassive
Some overlap · 4 shared positions
$MCD$SNOW$USB$ADP
$238M
91 positions
#11Hilton Capital Management, LLCActive
Some overlap · 4 shared positions
$MCD$SNOW$USB$RSG
$1.3B
129 positions
#12CULBERTSON A N & CO INCPassive
Some overlap · 4 shared positions
$MCD$USB$ABT$MCK
$771M
132 positions
#13First Long Island Investors, LLCActive
Some overlap · 4 shared positions
$MCD$USB$ABT$ADP
$1.2B
70 positions
#14KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MCD$USB$ABT$ADP
$1.4B
221 positions
#15Palisade Asset Management, LLCActive
Some overlap · 4 shared positions
$MCD$USB$ABT$ADP
$996M
195 positions
#16HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$MCD$USB$ABT$ADP
$280M
107 positions
#17FIRST AMERICAN TRUST, FSBPassive
Some overlap · 4 shared positions
$MCD$ABT$ROST$USB
$1.5B
290 positions
#18Somerset Trust CoPassive
Some overlap · 4 shared positions
$MCD$ABT$ROST$ADP
$326M
174 positions
#19ICW Investment Advisors LLCPassive
Some overlap · 4 shared positions
$MCD$ABT$ROST$ADP
$277M
147 positions
#20W.H. Cornerstone Investments Inc.Passive
Some overlap · 4 shared positions
$DIA$SNOW$USB$RSG
$160M
129 positions
#21MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 4 shared positions
$MDY$DIA$MCD$USB
$2.7B
153 positions
#22NBT BANK N A /NYPassive
Some overlap · 4 shared positions
$MCD$ABT$MDY$USB
$1.5B
1,074 positions
#23DEARBORN PARTNERS LLCActive
Some overlap · 4 shared positions
$MCD$ABT$RSG$ADP
$1.8B
269 positions
#24Tandem Investment Advisors, Inc.Active
Some overlap · 4 shared positions
$MCD$ABT$RSG$ADP
$2.0B
83 positions
#25Harold Davidson & Associates Inc.Active
Some overlap · 5 shared positions
$MCD$RSG$PWR$ABT$ADP
$206M
60 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.