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 Canandaigua National of Florida

13F Portfolio OverlapQ1 2026Canandaigua National of Florida portfolio →

Institutional-grade research for retail investors

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 Ally Financial, Stockman Wealth, Minot DeBlois Advisors, with shared positions in $PEP, $PFE, $UPS, $ABT, $BA, $CRM. The full ranking of 25 similar funds is below.

#1Ally Financial Inc.Active

Some overlap · 8 shared positions

$PEP $PFE $UPS $ABT $BA $CRM

$775M

131 positions

#2Stockman Wealth Management, Inc.Passive

Some overlap · 7 shared positions

$LMT $PEP $SLB $PFE $UPS $MCD

$968M

178 positions

#3Minot DeBlois Advisors LLCPassive

Some overlap · 7 shared positions

$PEP $SLB $PFE $ABT $CRM $CNI

$116M

240 positions

#4Schrum Private Wealth Management LLCPassive

Some overlap · 7 shared positions

$LMT $PEP $AWK $ABT $PFE $SLB

$97M

109 positions

#5EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$LMT $PEP $PFE $SCHW $ABT $AMT

$1.3B

58 positions

#6Ironwood Investment Counsel, LLCPassive

Some overlap · 6 shared positions

$LMT $PEP $SCHW $UPS $CRM $NOW

$762M

267 positions

#7BUILDER INVESTMENT GROUP INC /ADVActive

Some overlap · 6 shared positions

$LMT $SLB $UPS $PEP $BA $TJX

$505M

107 positions

#8WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 6 shared positions

$LMT $PEP $CRM $CNI $TJX $BA

$1.3B

73 positions

#9Signature Wealth Management Group

Some overlap · 6 shared positions

$PEP $PFE $UPS $BA $TFC $MCD

$263M

128 positions

#10BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 6 shared positions

$LMT $PEP $SCHW $ABT $MCD $LEN

$2.5B

270 positions

#11Live Oak Private Wealth LLCPassive

Some overlap · 6 shared positions

$SLB $SCHW $UPS $BA $TJX $HCA

$800M

211 positions

#12ISTHMUS PARTNERS, LLCPassive

Some overlap · 6 shared positions

$LMT $SLB $UPS $PYPL $HCA $MCD

$1.0B

226 positions

#13Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$LMT $PEP $UPS $ABT $MCD $PFE

$181M

81 positions

#14VILLERE ST DENIS J & CO LLCPassive

Some overlap · 5 shared positions

$LMT $PEP $PFE $UPS $ABT

$838M

85 positions

#15LYNCH & ASSOCIATES/INPassive

Some overlap · 6 shared positions

$LMT $UPS $ABT $BA $TJX $MCD

$573M

129 positions

#16LifePlan Financial, LLCPassive

Some overlap · 6 shared positions

$SLB $CRM $AMT $NOW $ADSK $PYPL

$143M

89 positions

#17Cohen Investment Advisors LLCPassive

Some overlap · 6 shared positions

$PFE $UPS $CRM $NOW $BA $MCD

$223M

81 positions

#18Allied Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$LMT $PEP $PFE $ABT $BA

$797M

110 positions

#19DMKC Advisory Services, LLCActive

Some overlap · 5 shared positions

$LMT $PEP $PFE $ABT $BA

$530M

92 positions

#20Coastwise Capital Group, LLCPassive

Some overlap · 6 shared positions

$LMT $PFE $BA $PEP $ABT $CRM

$172M

143 positions

#21Minneapolis Portfolio Management Group, LLCActive

Some overlap · 5 shared positions

$LMT $BKR $PFE $BA $ADSK

$1.1B

34 positions

#22Willis Investment CounselActive

Some overlap · 5 shared positions

$LMT $PEP $PFE $ABT $MCD

$2.1B

125 positions

#23Catherine Avery Investment Management LLCPassive

Some overlap · 6 shared positions

$PFE $UPS $CRM $TFC $MCD $LEN

$229M

166 positions

#24GRANITE ISLANDS PRIVATE WEALTH, LLCPassive

Some overlap · 6 shared positions

$PFE $UPS $NOW $CRM $ADSK $MCD

$135M

78 positions

#25Welch Group, LLCPassive

Some overlap · 5 shared positions

$LMT $PEP $PFE $TFC $MCD

$2.9B

326 positions

Compare Canandaigua National of Florida’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Canandaigua National of Florida’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.