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 Norway Savings Bank

13F Portfolio OverlapQ1 2026Norway Savings Bank portfolio →

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Most similar hedge funds by 13F overlap

Norway Savings Bank is an institutional investor managing $239M across 104 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 Norway Savings Bank are HALL LAURIE J TRUSTEE, Baker Chad R, BEACON INVESTMENT ADVISORY SERVICES,, with shared positions in $APH, $ADI, $ABT, $AMD, $TJX, $CRM. The full ranking of 25 similar funds is below.

#1HALL LAURIE J TRUSTEEPassive

Notable overlap · 7 shared positions

$APH $ADI $ABT $AMD $TJX $CRM

$283M

104 positions

#2Baker Chad RActive

Notable overlap · 6 shared positions

$APH $ADI $ABT $AMD $LOW $TJX

$530M

56 positions

#3BEACON INVESTMENT ADVISORY SERVICES, INC.Passive

Notable overlap · 8 shared positions

$ADI $MS $AMD $IDXX $COP $PANW

$2.4B

787 positions

#4JGP Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$ADI $MS $LOW $KLAC $NEE $ABT

$961M

223 positions

#5NIXON PEABODY TRUST COActive

Notable overlap · 7 shared positions

$PANW $MS $ICE $ADI $TJX $NEE

$1.3B

161 positions

#6Alecta Tjanstepension OmsesidigtActive

Notable overlap · 7 shared positions

$APH $ADI $AMD $KLAC $MS $TJX

$20.5B

78 positions

#7Hixon Zuercher, LLCPassive

Notable overlap · 8 shared positions

$LOW $AMD $HON $NEE $CRM $APH

$321M

85 positions

#8Heritage Wealth Management, Inc.Passive

Notable overlap · 7 shared positions

$ADI $MS $COP $AMD $ABT $JCI

$202M

157 positions

#9Cornerstone National Bank & Trust CoPassive

Notable overlap · 8 shared positions

$ADI $COP $ICE $TJX $MCHP $JCI

$271M

209 positions

#10Railway Pension Investments LtdActive

Notable overlap · 7 shared positions

$PANW $APH $IDXX $KLAC $NEE $HCA

$7.0B

103 positions

#11TOWER TRUST & INVESTMENT CoPassive

Notable overlap · 9 shared positions

$AMD $ADI $TJX $PANW $KLAC $BA

$152M

208 positions

#12COMMUNITY TRUST & INVESTMENT COActive

Notable overlap · 7 shared positions

$APH $AMD $PANW $CRM $TJX $ICE

$1.8B

140 positions

#13CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$APH $ADI $ICE $LOW $KLAC

$1.2B

103 positions

#14Boomfish Wealth Group, LLCPassive

Notable overlap · 7 shared positions

$PANW $ICE $LOW $KLAC $NEE $CRM

$187M

87 positions

#15Jones Kertz & Associates, Inc.Passive

Notable overlap · 6 shared positions

$APH $PANW $KLAC $CRM $ADI $BA

$188M

66 positions

#16Live Oak Private Wealth LLCPassive

Notable overlap · 7 shared positions

$ADI $ABT $LOW $HON $BA $HCA

$717M

207 positions

#17J. Stern & Co. LLPActive

Notable overlap · 7 shared positions

$APH $ABT $ICE $HON $CRM $IDXX

$1.0B

49 positions

#18Elefante Mark BPassive

Notable overlap · 7 shared positions

$ADI $ABT $AMD $NEE $TJX $HON

$182M

58 positions

#19Blue Chip Partners, LLCActive

Notable overlap · 7 shared positions

$ABT $MS $ICE $KLAC $NEE $TJX

$1.4B

170 positions

#20ALKEON CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 5 shared positions

$APH $ADI $ICE $KLAC $TJX

$59.5B

102 positions

#21Union Heritage Capital, LLCPassive

Some overlap · 5 shared positions

$APH $MS $COP $KLAC $TJX

$269M

62 positions

#22SFE Investment CounselPassive

Some overlap · 6 shared positions

$PANW $ABT $LOW $NEE $AMD $HON

$635M

143 positions

#23DAVIS R M INCActive

Some overlap · 5 shared positions

$APH $PANW $NEE $TJX $IDXX

$5.6B

273 positions

#24Delaney Dennis RPassive

Some overlap · 6 shared positions

$ADI $ABT $AMD $NEE $TJX $HON

$282M

60 positions

#25PIONEER TRUST BANK N A/ORPassive

Some overlap · 7 shared positions

$ABT $LOW $HON $NEE $CRM $TJX

$412M

83 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.