13F Pro

Hedge Funds Similar to Farmers & Merchants of Long Beach

13F Portfolio OverlapQ2 2026Farmers & Merchants of Long Beach portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Farmers & Merchants Trust Co of Long Beach is an institutional investor managing $465M across 200 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 Farmers & Merchants of Long Beach are Vertrix Wealth, Yoffe Investment, Blue Whale LLP, with shared positions in $AXP, $BNY, $HON, $HONA, $LOW, $WM. The full ranking of 25 similar funds is below.

#1Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$AXP$BNY$HON$HONA$LOW$WM
$297M
103 positions
#2Yoffe Investment Management, LLCPassive
Some overlap · 5 shared positions
$AXP$BNY$BA$HON$HONA
$87M
113 positions
#3Blue Whale Capital LLPActive
Some overlap · 6 shared positions
$MSI$HON$HONA$WM$STX$DHR
$3.2B
27 positions
#4BOWEN HANES & CO INCActive
Some overlap · 4 shared positions
$MSI$BA$AXP$ATI
$4.1B
151 positions
#5WAYCROSS PARTNERS, LLCActive
Some overlap · 5 shared positions
$BA$AXP$HON$HONA$LOW
$1.2B
72 positions
#6Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$BA$AXP$LOW$WM$NOC
$142M
106 positions
#7LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$MSI$AWK$WM$RSG$NOC
$1.0B
154 positions
#8IAM Advisory, LLCActive
Some overlap · 6 shared positions
$MSI$HON$HONA$WM$RSG$NOC
$513M
107 positions
#9Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$AXP$DHR$HON$HONA$WM
$113M
58 positions
#10Bull Street Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$DHR$HON$HONA$RSG
$219M
95 positions
#11CACTI ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$BA$AXP$BNY$STX
$2.0B
76 positions
#12Themes Management Co LLCPassive
Some overlap · 5 shared positions
$BA$HON$HONA$CW$NOC
$151M
120 positions
#13GAMCO INVESTORS, INC. ET ALPassive
Some overlap · 5 shared positions
$AXP$BNY$CW$ATI$RSG
$11.1B
938 positions
#14Lionhunter Capital Management, LLCPassive
Some overlap · 4 shared positions
$BA$AXP$HON$HONA
$222M
109 positions
#15ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive
Some overlap · 4 shared positions
$AXP$BA$HON$HONA
$177M
158 positions
#16Kimelman & Baird, LLCActive
Some overlap · 5 shared positions
$BA$HON$HONA$WM$STX
$1.3B
261 positions
#17Strategic Wealth Investment Group, LLCPassive
Some overlap · 4 shared positions
$BA$AXP$DHR$WM
$825M
104 positions
#18Leisure Capital ManagementActive
Some overlap · 6 shared positions
$MPC$HON$HONA$LOW$AXP$STX
$320M
157 positions
#19Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$AXP$HON$HONA$WM$NOC
$227M
73 positions
#20Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 5 shared positions
$BA$AXP$DHR$HON$HONA
$631M
25 positions
#21Haverford Financial Services, Inc.Active
Some overlap · 5 shared positions
$MSI$HON$HONA$LOW$WM
$339M
49 positions
#22Pettee Investors, Inc.Passive
Some overlap · 5 shared positions
$AXP$BNY$LOW$WM$STX
$203M
115 positions
#23Tandem Investment Partners LLCPassive
Some overlap · 5 shared positions
$AXP$DHR$LOW$HON$HONA
$130M
76 positions
#24Owlhouse Capital LPPassive
Some overlap · 4 shared positions
$BA$MPC$HON$HONA
$65M
40 positions
#25Graphene Investments SASPassive
Some overlap · 4 shared positions
$MSI$BNY$ATI$WM
$172M
42 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.