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 CAMDEN NATIONAL BANK

13F Portfolio OverlapQ1 2026CAMDEN NATIONAL BANK portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

CAMDEN NATIONAL BANK is an institutional investor managing $739M across 164 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 CAMDEN NATIONAL BANK are Steigerwald, Gordon & Koch, Somerset, MCRAE, with shared positions in $NEE, $DE, $LIN, $KMI, $ADP, $CHKP. The full ranking of 25 similar funds is below.

#1Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 8 shared positions

$NEE $DE $LIN $KMI $ADP $CHKP

$974M

782 positions

#2Somerset Trust CoPassive

Notable overlap · 7 shared positions

$LHX $NEE $MCD $LIN $CB $MDT

$326M

174 positions

#3MCRAE CAPITAL MANAGEMENT INCActive

Notable overlap · 7 shared positions

$PWR $CB $TMO $CHKP $VRTX $ACN

$482M

106 positions

#4WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 8 shared positions

$TJX $LIN $NEE $TMO $ACN $ZTS

$1.2B

69 positions

#5Sandro Wealth Management LLCPassive

Notable overlap · 7 shared positions

$PWR $TMUS $MCD $NEE $TMO $TJX

$125M

99 positions

#6SPRING CAPITAL MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$LHX $NEE $DE $MCD $MDT $ADP

$198M

49 positions

#7MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$NEE $LHX $LIN $CB $ADP $PLD

$835M

170 positions

#8ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$TJX $LIN $CB $NVS $ADP $PLD

$723M

93 positions

#9Core Alternative CapitalPassive

Notable overlap · 7 shared positions

$TJX $NEE $CB $MCD $LHX $MDT

$339M

205 positions

#10BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$TJX $LIN $DE $NEE $TMO $CB

$7.8B

1,278 positions

#11NICHOLS & PRATT ADVISERS LLP /MAActive

Notable overlap · 7 shared positions

$TJX $LIN $KMI $TMO $ADP $MDT

$1.5B

105 positions

#12Mendel Money ManagementPassive

Notable overlap · 6 shared positions

$LIN $PWR $DE $TMO $DUK $ACN

$239M

137 positions

#13Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$LIN $TJX $MCD $MDT $DUK $TMO

$272M

95 positions

#14FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 6 shared positions

$TJX $LIN $DE $PLD $ADBE $XYL

$102M

56 positions

#15Stokes Capital Advisors, LLCPassive

Notable overlap · 5 shared positions

$TJX $CB $NEE $LIN $MCD

$446M

104 positions

#16Brentview Investment Management LLCPassive

Notable overlap · 5 shared positions

$TJX $LIN $NEE $TMUS $MDT

$231M

63 positions

#17Stack Financial Management, IncActive

Notable overlap · 5 shared positions

$PWR $LHX $NEE $DUK $MDT

$1.4B

52 positions

#18GUYASUTA INVESTMENT ADVISORS INCActive

Notable overlap · 5 shared positions

$PWR $LIN $RSG $MCD $TMO

$1.7B

268 positions

#19CONNORS INVESTOR SERVICES INCActive

Notable overlap · 6 shared positions

$LIN $CB $TJX $PWR $DUK $MDT

$1.1B

149 positions

#20MONARCH CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$PWR $MCD $ADP $NEE $MDT $ACN

$409M

127 positions

#21MARVIN & PALMER ASSOCIATES INCPassive

Notable overlap · 4 shared positions

$PWR $TJX $NEE $DE

$84M

21 positions

#22M. Kraus & CoActive

Notable overlap · 5 shared positions

$LHX $LIN $NEE $TMO $RSG

$343M

81 positions

#23Palisade Asset Management, LLCActive

Notable overlap · 6 shared positions

$DE $LHX $TJX $MCD $ADP $ACN

$996M

195 positions

#24Haverford Financial Services, Inc.Active

Notable overlap · 6 shared positions

$TJX $NEE $TMO $MDT $ACN $LIN

$336M

46 positions

#25Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$TJX $LIN $MCD $TMO $DUK

$353M

78 positions

Compare CAMDEN NATIONAL BANK’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 CAMDEN NATIONAL BANK’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.