13F Pro

Hedge Funds Similar to Community Bank, N.A.

13F Portfolio OverlapQ1 2026Community Bank, N.A. portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Community Bank, N.A. is an institutional investor managing $840M across 501 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 Bank, N.A. are Catherine Avery Investment, BONNESS ENTERPRISES, Welch Group,, with shared positions in $IBM, $BMY, $VZ, $KO, $AMGN, $NEE. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive
Notable overlap · 7 shared positions
$IBM$BMY$VZ$KO$AMGN$NEE
$223M
109 positions
#2BONNESS ENTERPRISES INCActive
Notable overlap · 7 shared positions
$IBM$BMY$GLW$VZ$EMR$KO
$273M
39 positions
#3Welch Group, LLCPassive
Some overlap · 7 shared positions
$IBM$VZ$EMR$KO$TXN$AEP
$2.7B
310 positions
#4Argyle Capital Management, LLCPassive
Some overlap · 7 shared positions
$IBM$BMY$VZ$EMR$KO$AMGN
$308M
137 positions
#5ADVOCATE GROUP LLCPassive
Some overlap · 7 shared positions
$IBM$BMY$VZ$EMR$CMI$TXN
$639M
126 positions
#6FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 5 shared positions
$IBM$BMY$VZ$GLW$TXN
$180M
96 positions
#7WealthTrust Axiom LLCPassive
Some overlap · 5 shared positions
$IBM$BMY$VZ$GLW$NEE
$406M
290 positions
#8Providence Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$IBM$BMY$VZ$EMR$KO$AMGN
$157M
80 positions
#9Carolina Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$BMY$VZ$IBM$KO$LRCX$AMGN
$240M
278 positions
#10OmniStar Financial Group, Inc.Passive
Some overlap · 7 shared positions
$BMY$IBM$GLW$KO$VZ$AMGN
$193M
108 positions
#11Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$IBM$VZ$GLW$AMGN$NEE$CB
$685M
380 positions
#12MEYER HANDELMAN COActive
Some overlap · 5 shared positions
$IBM$VZ$GLW$BMY$AMGN
$3.2B
220 positions
#13CONNING INC.Passive
Some overlap · 6 shared positions
$VZ$BMY$IBM$GLW$KO$CMI
$3.0B
311 positions
#14BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 7 shared positions
$VZ$GLW$BMY$EMR$KO$AMGN
$480M
133 positions
#15Aull & Monroe Investment Management CorpPassive
Some overlap · 7 shared positions
$VZ$IBM$GLW$EMR$AMGN$CMI
$215M
125 positions
#16FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 6 shared positions
$IBM$VZ$KO$TXN$AEP$NEE
$1.5B
235 positions
#17Widmann Financial Services, Inc.Passive
Some overlap · 5 shared positions
$IBM$VZ$GLW$KO$AMN
$168M
121 positions
#18Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$IBM$VZ$EMR$KO$AMGN$TXN
$245M
98 positions
#19LAWOOD & COPassive
Some overlap · 6 shared positions
$IBM$VZ$GLW$KO$AEP$NEE
$108M
90 positions
#20CFC Planning Co LLCPassive
Some overlap · 5 shared positions
$IBM$VZ$KO$AMGN$TXN
$140M
72 positions
#21CapWealth Advisors, LLCActive
Some overlap · 5 shared positions
$IBM$GLW$KO$AMGN$NEE
$1.3B
118 positions
#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$IBM$VZ$KO$CMI$TXN
$220M
148 positions
#23Genus Capital Management Inc.Passive
Some overlap · 6 shared positions
$IBM$VZ$GLW$LRCX$AMGN$TXN
$873M
189 positions
#24DB&C Advisors, LLCPassive
Some overlap · 5 shared positions
$IBM$EMR$KO$AMGN$VZ
$77M
67 positions
#25CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 4 shared positions
$IBM$BMY$MDY$KO
$150M
86 positions

Compare Community Bank, N.A.’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Community Bank, N.A.’s holdings

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.