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 Farmers & Merchants of Long Beach

13F Portfolio OverlapQ1 2026Farmers & Merchants of Long Beach portfolio →

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Most similar hedge funds by 13F overlap

Farmers & Merchants Trust Co of Long Beach is an institutional investor managing $426M across 187 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 Farmers & Merchants of Long Beach are Yoffe Investment ,, Signet Investment Advisory Group,, Live Oak Private Wealth, with shared positions in $HON, $AXP, $UNH, $__PARK_1390777, $BA, $AMGN. The full ranking of 25 similar funds is below.

#1Yoffe Investment Management, LLCPassive

Some overlap · 6 shared positions

$HON $AXP $UNH $__PARK_1390777 $BA $AMGN

$78M

111 positions

#2Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$HON $UNH $AXP $NOC $WM $AMGN

$218M

69 positions

#3Live Oak Private Wealth LLCPassive

Some overlap · 5 shared positions

$HON $UNH $BA $DHR $LOW

$717M

207 positions

#4ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive

Some overlap · 5 shared positions

$HON $UNH $BA $AXP $AMGN

$155M

150 positions

#5MARCO INVESTMENT MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$UNH $AXP $HON $NOC $LOW $AMGN

$1.3B

232 positions

#6Covea FinanceActive

Some overlap · 5 shared positions

$MSI $AWK $AXP $LOW $WM

$2.9B

146 positions

#7Generali Powszechne Towarzystwo EmerytalneActive

Some overlap · 5 shared positions

$BA $UNH $AXP $DHR $HON

$566M

28 positions

#8MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$MSI $UNH $AWK $LOW $WM

$835M

170 positions

#9DB Fitzpatrick & Co, IncActive

Some overlap · 6 shared positions

$BA $UNH $DHR $WM $RSG $AMGN

$117M

106 positions

#10Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$AXP $HON $__PARK_1390777 $LOW $WM $AMGN

$272M

95 positions

#11Richwood Investment Advisors, LLCActive

Some overlap · 7 shared positions

$UNH $BA $NOC $AXP $LOW $WM

$130M

98 positions

#12Aristotle Capital Management, LLCActive

Some overlap · 5 shared positions

$MSI $AWK $DHR $LOW $AMGN

$47.8B

191 positions

#13PIONEER TRUST BANK N A/ORPassive

Some overlap · 5 shared positions

$HON $UNH $DHR $LOW $AMGN

$412M

83 positions

#14RE ADVISERS CORPActive

Some overlap · 4 shared positions

$HON $BA $UNH $NOC

$3.7B

111 positions

#15LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$MSI $UNH $NOC $WM $RSG

$970M

154 positions

#16Blue Whale Capital LLPActive

Some overlap · 4 shared positions

$HON $MSI $DHR $WM

$2.1B

26 positions

#17Allen Mooney & Barnes Investment Advisors LLCPassive

Some overlap · 4 shared positions

$HON $UNH $AXP $LOW

$695M

159 positions

#18Alphadyne Asset Management LPPassive

Some overlap · 5 shared positions

$BA $MPC $DHR $AXP $NOC

$5.8B

876 positions

#19WAYCROSS PARTNERS, LLCActive

Some overlap · 5 shared positions

$HON $BA $AXP $LOW $AMGN

$1.0B

76 positions

#20Perennial Advisors, LLCPassive

Some overlap · 4 shared positions

$HON $AWK $AXP $AMGN

$587M

122 positions

#21Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$HON $__PARK_1390777 $LOW $WM $AMGN

$353M

78 positions

#22Empire Financial Management Company, LLCPassive

Some overlap · 4 shared positions

$HON $BA $AXP $AMGN

$442M

211 positions

#23Barbara Oil Co.Passive

Some overlap · 4 shared positions

$HON $BA $__PARK_1390777 $UNH

$259M

69 positions

#24Themes Management Co LLCPassive

Some overlap · 4 shared positions

$HON $BA $NOC $CW

$162M

151 positions

#25NORTH POINT PORTFOLIO MANAGERS CORP/OHActive

Some overlap · 4 shared positions

$BA $UNH $MPC $DHR

$561M

76 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.