What hedge funds are most similar to Community Financial Services Group, LLC?

The funds with the most similar 13F portfolios to Community Financial Services Group, LLC are EASTERN BANK, DOVER ADVISORS,, FORBES J M & LLP, based on overlapping conviction holdings in the latest SEC filings.

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 Community Financial Services Group,

13F Portfolio OverlapQ1 2026Community Financial Services Group, portfolio →

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Most similar hedge funds by 13F overlap

Community Financial Services Group, LLC is an institutional investor managing $686M across 532 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 Community Financial Services Group, are EASTERN BANK, DOVER ADVISORS,, FORBES J M & LLP, with shared positions in $BAC, $NEE, $ETN, $AEP, $EMR, $PLD. The full ranking of 25 similar funds is below.

#1EASTERN BANKPassive

Notable overlap · 15 shared positions

$BAC $NEE $ETN $AEP $EMR $PLD

$6.5B

1,038 positions

#2DOVER ADVISORS, LLCPassive

Notable overlap · 8 shared positions

$KLAC $ETN $PANW $PH $NEE $AXP

$242M

159 positions

#3FORBES J M & CO LLPActive

Notable overlap · 9 shared positions

$NEE $BAC $ETN $LIN $EMR $ABT

$1.2B

150 positions

#4TRILLIUM ASSET MANAGEMENT, LLCActive

Notable overlap · 8 shared positions

$PNC $BAC $PANW $LIN $ETN $PLD

$3.0B

230 positions

#5Blue Chip Partners, LLCActive

Notable overlap · 8 shared positions

$KLAC $ETN $NEE $WM $ABT $PANW

$1.4B

170 positions

#6Covea FinanceActive

Notable overlap · 8 shared positions

$BAC $EMR $PANW $AXP $WM $LOW

$2.9B

146 positions

#7Providence Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$BAC $LIN $PLD $PANW $ETN $AEP

$613M

200 positions

#8MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$NEE $LIN $PLD $MCD $WM $LOW

$835M

170 positions

#9S-Bank Fund Management LtdActive

Notable overlap · 7 shared positions

$BAC $LIN $PLD $EMR $NEE $MCD

$671M

178 positions

#10AMF Tjanstepension ABActive

Notable overlap · 8 shared positions

$BAC $LIN $PLD $PH $ETN $MCD

$15.1B

117 positions

#11LAFFER TENGLER INVESTMENTS, INC.Passive

Notable overlap · 8 shared positions

$EMR $PANW $AXP $NEE $PLD $MCD

$677M

182 positions

#12Westhampton Capital, LLCPassive

Notable overlap · 7 shared positions

$ETN $PH $PANW $EMR $WM $LOW

$214M

129 positions

#13FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 7 shared positions

$ETN $NEE $BAC $AEP $MCD $VLTO

$5.0B

201 positions

#14Compagnie Lombard Odier SCmAActive

Notable overlap · 8 shared positions

$BAC $LIN $PANW $MCD $NEE $WM

$8.1B

454 positions

#15Michael Brady & Co., LLCActive

Notable overlap · 7 shared positions

$ETN $PH $AXP $MCD $WM $EMR

$100M

54 positions

#16BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 7 shared positions

$EMR $PNC $BAC $MCD $WM $LOW

$2.3B

264 positions

#17Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$ETN $PNC $EMR $MCD $LOW $ABT

$98M

50 positions

#18First Long Island Investors, LLCActive

Notable overlap · 7 shared positions

$ETN $NEE $PH $MCD $LOW $ABT

$1.2B

70 positions

#19Ark Wealth Advisors LLCPassive

Notable overlap · 7 shared positions

$NEE $LIN $EMR $AXP $MCD $WM

$101M

80 positions

#20BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$ETN $NEE $LIN $WM $LOW $ABT

$7.8B

1,278 positions

#21SMA Capital LLCPassive

Some overlap · 6 shared positions

$ETN $EMR $LIN $PH $WM $APH

$232M

95 positions

#22CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Some overlap · 5 shared positions

$KLAC $ETN $NEE $PANW $AXP

$180M

58 positions

#23Ransom Advisory, Ltd

Some overlap · 8 shared positions

$ETN $BAC $MCD $PNC $LOW $NEE

$254M

433 positions

#24Sky Investment Group LLCPassive

Some overlap · 7 shared positions

$EMR $LIN $PNC $AXP $MCD $ABT

$583M

140 positions

#25MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Some overlap · 7 shared positions

$NEE $LIN $EMR $BAC $MCD $WM

$246M

145 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.