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 CHICAGO NA

13F Portfolio OverlapQ1 2026CHICAGO NA portfolio →

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Most similar hedge funds by 13F overlap

CHICAGO TRUST Co NA is an institutional investor managing $690M across 382 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 CHICAGO NA are FARMERS, LETSON INVESTMENT ,, MACQUARIE GROUP LTD, with shared positions in $LRCX, $CB, $C, $PM, $VZ, $HON. The full ranking of 25 similar funds is below.

#1FARMERS TRUST COPassive

Some overlap · 8 shared positions

$LRCX $CB $C $PM $VZ $HON

$637M

203 positions

#2LETSON INVESTMENT MANAGEMENT, INC.Active

Some overlap · 7 shared positions

$AXP $BAC $CB $PM $UNP $ABT

$260M

101 positions

#3MACQUARIE GROUP LTDActive

Some overlap · 8 shared positions

$C $LRCX $MCK $PM $VZ $HON

$16.8B

813 positions

#4RE ADVISERS CORPActive

Some overlap · 6 shared positions

$LRCX $BAC $CB $C $HON $ABT

$3.7B

111 positions

#5WD RUTHERFORD LLCPassive

Some overlap · 6 shared positions

$LRCX $MCK $AXP $HON $CMI $SYK

$225M

71 positions

#6Inlet Private Wealth, LLCPassive

Some overlap · 6 shared positions

$MCK $BAC $CB $C $UNP $NEM

$392M

128 positions

#7Coign Capital Advisors LLCActive

Some overlap · 7 shared positions

$C $MCK $CB $BAC $AXP $PM

$190M

80 positions

#8PBU - The Pension Fund of Early Childhood & Youth EducatorsActive

Some overlap · 7 shared positions

$LRCX $VZ $C $NEM $AXP $BAC

$7.7B

190 positions

#9Estabrook Capital ManagementPassive

Some overlap · 6 shared positions

$BAC $CB $C $VZ $HON $UNP

$685M

380 positions

#10Cetera Trust Company, N.APassive

Some overlap · 5 shared positions

$LRCX $MCK $BAC $HON $NEM

$177M

351 positions

#11BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$BAC $SHEL $CB $VZ $HON $ABT

$199M

110 positions

#12Kintegral Advisory, LLCPassive

Some overlap · 6 shared positions

$AXP $LRCX $C $CB $VZ $BAC

$1.1B

233 positions

#13Minot DeBlois Advisors LLCPassive

Some overlap · 6 shared positions

$AXP $CB $VZ $HON $UNP $ABT

$110M

226 positions

#14Kovitz Investment Group Partners, LLCPassive

Some overlap · 6 shared positions

$LRCX $BAC $C $MCK $NEM $SYK

$4.3B

484 positions

#15PRING TURNER CAPITAL GROUP INCPassive

Some overlap · 5 shared positions

$AXP $MCK $BAC $UNP $CMI

$166M

72 positions

#16MORTON COMMUNITY BANKPassive

Some overlap · 5 shared positions

$LRCX $AXP $C $PM $VZ

$460M

115 positions

#17Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$AXP $CB $HON $UNP $ABT $SYK

$446M

104 positions

#18NORDEA INVESTMENT MANAGEMENT ABActive

Some overlap · 6 shared positions

$LRCX $C $MCK $AXP $NEM $VZ

$107.2B

864 positions

#19Orca Wealth Management, LLCActive

Some overlap · 6 shared positions

$BAC $CB $PM $VZ $HON $CMI

$141M

67 positions

#20Pflug Koory, LLCPassive

Some overlap · 6 shared positions

$MCK $C $VZ $HON $UNP $ABT

$218M

419 positions

#21Lakeshore Capital Group, Inc.Active

Some overlap · 6 shared positions

$AXP $BAC $VZ $HON $ABT $SYK

$123M

76 positions

#22DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive

Some overlap · 5 shared positions

$AXP $BAC $MCK $C $UNP

$112.7B

1,002 positions

#23ATALANTA SOSNOFF CAPITAL, LLCActive

Some overlap · 4 shared positions

$AXP $MCK $LRCX $BAC

$4.7B

104 positions

#24FRANKLIN RESOURCES INCPassive

Some overlap · 6 shared positions

$BAC $C $PM $MCK $HON $LRCX

$408.3B

3,148 positions

#25Crescent Sterling, Ltd.Passive

Some overlap · 6 shared positions

$SHEL $CB $VZ $HON $CMI $ABT

$103M

80 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.