What hedge funds are most similar to Boltwood Capital Management?

The funds with the most similar 13F portfolios to Boltwood Capital Management are Cornerstone National Bank &, United Bank, VeraBank, N.A., 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 Boltwood

13F Portfolio OverlapQ1 2026Boltwood portfolio →

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Most similar hedge funds by 13F overlap

Boltwood Capital Management is an institutional investor managing $436M across 192 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 Boltwood are Cornerstone National Bank &, United Bank, VeraBank, N.A., with shared positions in $FLEX, $LOW, $KO, $TJX, $ICE, $CRM. The full ranking of 25 similar funds is below.

#1Cornerstone National Bank & Trust CoPassive

Notable overlap · 7 shared positions

$FLEX $LOW $KO $TJX $ICE $CRM

$271M

209 positions

#2United BankPassive

Notable overlap · 6 shared positions

$FLEX $LOW $KO $ABT $TJX $AMD

$301M

124 positions

#3VeraBank, N.A.Active

Some overlap · 5 shared positions

$FLEX $LOW $ABT $KO $SCHW

$546M

173 positions

#4Trace Wealth Advisors, LLCActive

Some overlap · 5 shared positions

$FLEX $MKL $SCHW $DIS $PFE

$133M

66 positions

#5FIRST INTERSTATE BANKActive

Some overlap · 7 shared positions

$FLEX $AXP $DIS $LOW $CRM $ABT

$1.8B

187 positions

#6STEPHENSON NATIONAL BANK & TRUSTActive

Some overlap · 3 shared positions

$FLEX $API $WFC

$351M

301 positions

#7CONNABLE OFFICE INCActive

Some overlap · 5 shared positions

$FLEX $KLAC $LOW $AXP $KO

$1.0B

224 positions

#8Navalign, LLCPassive

Some overlap · 4 shared positions

$FLEX $KO $TJX $SCHW

$396M

127 positions

#9Alight Capital Management LPPassive

Some overlap · 4 shared positions

$FLEX $KLAC $AMD $CRM

$417M

64 positions

#10EJMK Ventures LLCActive

Some overlap · 3 shared positions

$FLEX $TJX $ABT

$179M

167 positions

#11COMMON FUND FOR NONPROFIT ORGANIZATIONSSmart money

Some overlap · 3 shared positions

$FLEX $SCHW $MKL

$1.0B

26 positions

#12EVOKE WEALTH, LLCActive

Some overlap · 3 shared positions

$FLEX $SCHW $API

$5.6B

711 positions

#13NBT BANK N A /NYPassive

Some overlap · 4 shared positions

$FLEX $LOW $ABT $TJX

$1.5B

1,074 positions

#14Colony Family Offices, LLCActive

Some overlap · 3 shared positions

$FLEX $KO $SCHW

$406M

62 positions

#15Norway Savings BankPassive

Some overlap · 7 shared positions

$KLAC $LOW $ABT $TJX $ICE $AMD

$211M

103 positions

#16Advocacy Wealth Management, LLCActive

Some overlap · 6 shared positions

$GMM $LOW $KO $ABT $ICE $SCHW

$2.3B

143 positions

#17Brio Consultants, LLCActive

Some overlap · 5 shared positions

$FLEX $GMM $API $SCHW $WFC

$818M

152 positions

#18Farmers National BankPassive

Some overlap · 4 shared positions

$FLEX $KO $ALL $DIS

$453M

185 positions

#19Austin Wealth Management, LLCPassive

Some overlap · 3 shared positions

$FLEX $SCHW $AXP

$440M

118 positions

#20FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Some overlap · 5 shared positions

$FLEX $TJX $ICE $SCHW $DIS

$102M

56 positions

#21Heritage Family Offices, LLPPassive

Some overlap · 5 shared positions

$GMM $KLAC $LOW $ICE $WFC

$225M

196 positions

#22Petros Family Wealth, LLCPassive

Some overlap · 6 shared positions

$KLAC $LOW $KO $TJX $ICE $AMD

$140M

131 positions

#23DOVER ADVISORS, LLCPassive

Some overlap · 6 shared positions

$KLAC $LOW $AXP $KO $ABT $DIS

$242M

159 positions

#24TOWER TRUST & INVESTMENT CoPassive

Some overlap · 7 shared positions

$KLAC $KO $TJX $ICE $AMD $CRM

$152M

208 positions

#25Hartford Funds Management Co LLCSmart money

Some overlap · 6 shared positions

$KLAC $LOW $AXP $TJX $ICE $WFC

$1.2B

96 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.