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Hedge Funds Similar to FineMark National Bank &

13F Portfolio OverlapQ4 2025FineMark National Bank & portfolio →
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Most similar hedge funds by 13F overlap

FineMark National Bank & Trust is an institutional investor managing $3.2B across 452 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to FineMark National Bank & are Measured Wealth Private Client Group,, SPIREPOINT PRIVATE CLIENT,, SOUTHERN ADVISORS,, with shared positions in $UPS, $KKR, $MS, $CAH, $TJX, $NEE. The full ranking of 25 similar funds is below.

#1Measured Wealth Private Client Group, LLCPassive
Some overlap · 4 shared positions
$UPS$KKR$MS$CAH
$366M
726 positions
#2SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 3 shared positions
$UPS$TJX$NEE
$1.1B
322 positions
#3SOUTHERN CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$UPS$DHR$GEV
$214M
85 positions
#4Curbstone Financial Management CorpPassive
Some overlap · 5 shared positions
$MDY$TJX$KKR$NEE$HON
$523M
202 positions
#5CapWealth Advisors, LLCActive
Some overlap · 5 shared positions
$UPS$GEV$NEE$HON$UNH
$1.3B
118 positions
#6CMG Global Holdings, LLCPassive
Some overlap · 3 shared positions
$MDY$UPS$GEV
$210M
96 positions
#7Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 5 shared positions
$MDY$HON$KKR$TT$CAH
$216M
133 positions
#8Tandem Investment Partners LLCPassive
Some overlap · 5 shared positions
$MDY$TJX$NEE$HON$DHR
$118M
73 positions
#9TI-TRUST, INCPassive
Some overlap · 4 shared positions
$MDY$KKR$NEE$HON
$168M
128 positions
#10Nexus Investment Management ULCActive
Some overlap · 4 shared positions
$UPS$HON$MS$DHR
$715M
70 positions
#11WASHINGTON TRUST CoActive
Some overlap · 4 shared positions
$MDY$KKR$TJX$NEE
$3.0B
281 positions
#12DAVIDSON TRUST COPassive
Some overlap · 5 shared positions
$KKR$MDY$NEE$HON$DHR
$232M
176 positions
#13Conservest Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$MDY$KKR$MS
$1.1B
127 positions
#14Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Some overlap · 3 shared positions
$MDY$KKR$MS
$742M
153 positions
#15KDT Advisors, LLCPassive
Some overlap · 5 shared positions
$KKR$GEV$NEE$HON$DHR
$63M
69 positions
#16MANNING & NAPIER ADVISORS LLCActive
Some overlap · 3 shared positions
$UPS$TJX$UNH
$7.1B
616 positions
#17Paladin Advisory Group, LLCPassive
Some overlap · 5 shared positions
$MDY$MS$KKR$UNH$TT
$131M
241 positions
#18HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$KKR$TJX$NEE$HON$MS
$1.5B
477 positions
#19Palouse Capital Management, Inc.Passive
Some overlap · 3 shared positions
$UPS$HON$UNH
$151M
135 positions
#20McLaughlin Asset Management, Inc.Passive
Some overlap · 3 shared positions
$MDY$TJX$GEV
$105M
91 positions
#21ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 4 shared positions
$KKR$MDY$NEE$UNH
$84M
65 positions
#22Clarendon Private LLCPassive
Some overlap · 6 shared positions
$MDY$NEE$MS$TJX$UNH$TT
$130M
119 positions
#23UNION SAVINGS BANKActive
Some overlap · 3 shared positions
$MDY$KKR$TJX
$228M
320 positions
#24FIRST MANHATTAN CO. LLC.Active
Some overlap · 5 shared positions
$KKR$HON$GEV$UNH$DHR
$36.1B
753 positions
#25Birch Capital Management, LLCActive
Some overlap · 3 shared positions
$UPS$UNH$CAH
$191M
78 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.