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Hedge Funds Similar to Israel Discount Bank of New York

13F Portfolio OverlapQ2 2026Israel Discount Bank of New York portfolio →
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Most similar hedge funds by 13F overlap

Israel Discount Bank of New York is an institutional investor managing $54M across 43 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Israel Discount Bank of New York are CLARK ESTATES, Saratoga Research & Investment, Socorro Asset, with shared positions in $UL, $DIS, $BIIB, $CL, $SPGI, $NEE. The full ranking of 25 similar funds is below.

#1CLARK ESTATES INC/NYPassive
Some overlap · 3 shared positions
$UL$DIS$BIIB
$434M
90 positions
#2Saratoga Research & Investment ManagementActive
Some overlap · 3 shared positions
$UL$DIS$CL
$1.8B
46 positions
#3Socorro Asset Management LPActive
Some overlap · 3 shared positions
$SPGI$NEE$DIS
$223M
33 positions
#4Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$CL$SPGI$NEE
$108M
52 positions
#5BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$SPGI$NEE$CL
$499M
73 positions
#6BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 3 shared positions
$NEE$CL$DIS
$453M
121 positions
#7Kennon-Green & Company, LLCActive
Some overlap · 3 shared positions
$UL$DIS$CL
$128M
41 positions
#8Stamos Capital Partners, L.P.Passive
Some overlap · 3 shared positions
$DIS$NEE$SHEL
$653M
140 positions
#9EVERETT HARRIS & CO /CA/Active
Some overlap · 4 shared positions
$DIS$UL$CL$SHEL
$8.1B
292 positions
#10Employees Provident Fund BoardActive
Some overlap · 3 shared positions
$NEE$DIS$BIIB
$17.4B
68 positions
#11Hamilton Point Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$NEE$CL$UL
$710M
193 positions
#12SCHOLTZ & COMPANY, LLCPassive
Some overlap · 3 shared positions
$SPGI$DIS$NEE
$200M
48 positions
#13Partnership Wealth Management, LLCActive
Some overlap · 3 shared positions
$CL$DIS$NEE
$148M
67 positions
#14SEMPER AUGUSTUS INVESTMENTS GROUP LLCActive
Some overlap · 3 shared positions
$SPGI$DIS$SHEL
$885M
50 positions
#15HARBOUR INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$NEE$SHEL$CL
$194M
108 positions
#16Lazard Freres Gestion S.A.S.Active
Some overlap · 3 shared positions
$SPGI$CL$DIS
$5.8B
115 positions
#17Altrafin AGActive
Some overlap · 3 shared positions
$SPGI$SHEL$NEE
$255M
44 positions
#18ROCKLAND TRUST COPassive
Some overlap · 3 shared positions
$NEE$SPGI$CL
$2.5B
317 positions
#19Financial Gravity Asset Management, Inc.
Some overlap · 3 shared positions
$CL$DIS$UL
$562M
973 positions
#20ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$UL$CL$SPGI
$713M
97 positions
#21DAVIS-REA LTD.Active
Some overlap · 3 shared positions
$SPGI$DIS$UL
$351M
45 positions
#22GRANDFIELD & DODD, LLCActive
Some overlap · 3 shared positions
$DIS$UL$SHEL
$1.9B
217 positions
#23KLINGENSTEIN FIELDS & CO LPActive
Some overlap · 3 shared positions
$DIS$CL$SHEL
$2.9B
195 positions
#24Victrix Investment AdvisorsPassive
Some overlap · 3 shared positions
$DIS$NEE$SHEL
$239M
75 positions
#25J. R. Prunier Capital Management LLC
Slight overlap · 3 shared positions
$NEE$DIS$UL
$235M
67 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.