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Hedge Funds Similar to Field & Main Bank

13F Portfolio OverlapQ1 2026Field & Main Bank portfolio →
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Most similar hedge funds by 13F overlap

Field & Main Bank is an institutional investor managing $344M across 261 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 Field & Main Bank are Beech Hill Advisors,, Vertrix Wealth ,, Lynch Asset ,, with shared positions in $IBM, $AMD, $KO, $ETN, $DIS, $TJX. The full ranking of 25 similar funds is below.

#1Beech Hill Advisors, Inc.Passive
Some overlap · 7 shared positions
$IBM$AMD$KO$ETN$DIS$TJX
$200M
94 positions
#2Vertrix Wealth Management, LLCPassive
Some overlap · 7 shared positions
$IBM$HON$KO$TMUS$TJX$WM
$272M
95 positions
#3Lynch Asset Management, Inc.Active
Some overlap · 7 shared positions
$AMD$IBM$ETN$PANW$DIS$UNH
$298M
51 positions
#4GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 7 shared positions
$IBM$PANW$TJX$KO$ETN$AMGN
$908M
286 positions
#5BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 7 shared positions
$AMD$PANW$ETN$TJX$SYK$AMGN
$2.4B
787 positions
#6CapWealth Advisors, LLCActive
Some overlap · 6 shared positions
$IBM$SYK$HON$KO$AMGN$UNH
$1.3B
118 positions
#7Haverford Financial Services, Inc.Active
Some overlap · 6 shared positions
$SYK$HON$KO$ETN$TJX$WM
$336M
46 positions
#8Stonebridge Capital Advisors LLCPassive
Some overlap · 6 shared positions
$AMD$HON$KO$ETN$DIS$MRVL
$1.4B
211 positions
#9SFE Investment CounselPassive
Some overlap · 6 shared positions
$IBM$AMD$ETN$PANW$HON$MRVL
$635M
143 positions
#10Northern Financial Advisors IncPassive
Some overlap · 6 shared positions
$IBM$KO$HON$TMUS$ETN$AMGN
$137M
105 positions
#11Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$IBM$HON$KO$TJX$WM$AMGN
$353M
78 positions
#12NICHOLAS COMPANY, INC.Active
Some overlap · 6 shared positions
$KO$SYK$AMD$ETN$PANW$TJX
$5.1B
203 positions
#13Meadowbrook Advisors Group, LLCPassive
Some overlap · 6 shared positions
$IBM$HON$KO$TJX$AMGN$UNH
$168M
136 positions
#14DOVER ADVISORS, LLCPassive
Some overlap · 6 shared positions
$HON$KO$ETN$PANW$DIS$IBM
$242M
159 positions
#15Kimelman & Baird, LLCActive
Some overlap · 6 shared positions
$IBM$HON$DIS$TJX$WM$MRVL
$1.2B
263 positions
#16Quilter PlcActive
Some overlap · 6 shared positions
$AMD$HON$KO$PANW$TMUS$SYK
$5.7B
124 positions
#17Petros Family Wealth, LLCPassive
Some overlap · 7 shared positions
$SYK$TJX$KO$AMD$AMGN$TMUS
$140M
131 positions
#18Westhampton Capital, LLCPassive
Some overlap · 6 shared positions
$IBM$KO$ETN$PANW$DIS$WM
$214M
129 positions
#19MARCO INVESTMENT MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$SYK$KO$PANW$HON$AMGN$UNH
$1.3B
232 positions
#20Baker Chad RActive
Some overlap · 6 shared positions
$AMD$SYK$TMUS$TJX$WM$IBM
$530M
56 positions
#21Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$SYK$IBM$HON$KO$TJX
$446M
104 positions
#22CFC Planning Co LLCPassive
Some overlap · 6 shared positions
$IBM$KO$DIS$AMD$UNH$AMGN
$140M
72 positions
#23BROADWATER CAPITAL MANAGEMENT LLC
Some overlap · 5 shared positions
$SYK$IBM$KO$DIS$HON
$134M
211 positions
#24DB Fitzpatrick & Co, IncActive
Some overlap · 6 shared positions
$SYK$ETN$PANW$WM$AMGN$UNH
$117M
106 positions
#25TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 5 shared positions
$SYK$AMD$IBM$ETN$UNH
$182M
115 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.