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Hedge Funds Similar to Canandaigua National of Florida

13F Portfolio OverlapQ1 2026Canandaigua National of Florida portfolio →
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Most similar hedge funds by 13F overlap

Canandaigua National Trust Co of Florida is an institutional investor managing $125M across 108 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 Canandaigua National of Florida are Live Oak Private Wealth, Ally Financial, United Asset Strategies,, with shared positions in $SCHW, $SLB, $BAC, $DHR, $UPS, $ABT. The full ranking of 25 similar funds is below.

#1Live Oak Private Wealth LLCPassive
Some overlap · 8 shared positions
$SCHW$SLB$BAC$DHR$UPS$ABT
$717M
207 positions
#2Ally Financial Inc.Active
Some overlap · 8 shared positions
$PFE$DHR$UPS$ABT$CRM$BA
$804M
125 positions
#3United Asset Strategies, Inc.Passive
Some overlap · 5 shared positions
$WT$SCHW$LMT$BAC$NOW
$1.3B
257 positions
#4EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$SCHW$LMT$PFE$BAC$ABT$AMT
$1.4B
56 positions
#5CANANDAIGUA NATIONAL CORPPassive
Some overlap · 7 shared positions
$WT$LMT$SCHW$BAC$NOW$TJX
$1.1B
310 positions
#6CANANDAIGUA NATIONAL BANK & TRUST CO
Some overlap · 7 shared positions
$WT$BAC$ABT$SCHW$LMT$TJX
$1.1B
307 positions
#7BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$WT$LMT$BAC$ABT$TJX
$199M
110 positions
#8Rare Wolf Capital LLCPassive
Some overlap · 5 shared positions
$WT$PFE$LMT$CRM$NOW
$154M
127 positions
#9WEBSTER BANK, N. A.Passive
Some overlap · 6 shared positions
$WT$BAC$DHR$SCHW$BKR$CRM
$1.1B
682 positions
#10Socorro Asset Management LPPassive
Some overlap · 6 shared positions
$SLB$PFE$BAC$DHR$AMT$TFC
$221M
32 positions
#11Blume Capital Management, Inc.Passive
Some overlap · 5 shared positions
$SCHW$BKR$PFE$SLB$BAC
$588M
337 positions
#12GRANITE ISLANDS PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$WT$PFE$UPS$CRM$NOW
$109M
70 positions
#13Great Lakes Retirement, Inc.Passive
Some overlap · 5 shared positions
$SCHW$LMT$SLB$BAC$DHR
$967M
219 positions
#14CMH Wealth Management LLCPassive
Some overlap · 6 shared positions
$SCHW$DHR$CRM$NOW$BA$TJX
$583M
113 positions
#15LYNCH & ASSOCIATES/INPassive
Some overlap · 6 shared positions
$LMT$BAC$UPS$ABT$BA$TJX
$533M
126 positions
#16Boit C F DavidPassive
Some overlap · 6 shared positions
$LMT$BAC$DHR$ABT$AMT$PFE
$225M
117 positions
#17Alphadyne Asset Management LPPassive
Some overlap · 6 shared positions
$LMT$DHR$UPS$CRM$NOW$BA
$5.8B
876 positions
#18Cohen Investment Advisors LLCPassive
Some overlap · 6 shared positions
$PFE$BAC$UPS$CRM$NOW$BA
$210M
79 positions
#19CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$WT$DHR$UPS$LMT$BA
$184M
66 positions
#20Goodman Financial CorpPassive
Some overlap · 5 shared positions
$SCHW$SLB$PFE$AWK$CRM
$582M
77 positions
#21ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$WT$SCHW$ABT$CRM$TJX
$228M
90 positions
#22CLOUGH CAPITAL PARTNERS L PActive
Some overlap · 5 shared positions
$SCHW$LMT$SLB$UPS$BA
$1.0B
96 positions
#23Sculati Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SCHW$WT$CRM$NOW$BA
$271M
116 positions
#24Neumann Capital Management, LLCActive
Some overlap · 4 shared positions
$WT$SCHW$BAC$NOW
$340M
102 positions
#25HF Advisory Group, LLCPassive
Some overlap · 4 shared positions
$WT$SCHW$PFE$TFC
$293M
166 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.