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 Berkshire Bank

13F Portfolio OverlapQ1 2026Berkshire Bank portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Berkshire Bank is an institutional investor managing $518M across 157 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 Berkshire Bank are AMI INVESTMENT, Cornerstone Financial, Arlington, with shared positions in $UPST, $TJX, $UNP, $BAC, $SYK, $DIS. The full ranking of 25 similar funds is below.

#1AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 6 shared positions

$UPST $TJX $UNP $BAC $SYK $DIS

$445M

77 positions

#2Cornerstone Financial Management LLCPassive

Notable overlap · 4 shared positions

$UPST $KKR $SNOW $HUM

$109M

1,311 positions

#3Arlington Trust Co LLCActive

Notable overlap · 4 shared positions

$UPST $KKR $HUM $DHR

$1.1B

844 positions

#4Oak Harvest Investment ServicesPassive

Notable overlap · 4 shared positions

$UPST $KKR $UNP $HUM

$958M

176 positions

#5Wolff Financial Management LLCActive

Notable overlap · 5 shared positions

$UPST $KKR $SYK $HUM $VZ

$453M

103 positions

#6Wealth Dimensions Group, Ltd.Active

Notable overlap · 3 shared positions

$UPST $KKR $HUM

$508M

170 positions

#7Calder Financial LLCActive

Notable overlap · 5 shared positions

$UPST $SNOW $VZ $KKR $HUM

$101M

40 positions

#8MASTER'S WEALTH MANAGEMENT INC.Active

Notable overlap · 4 shared positions

$UPST $NEE $UNP $VZ

$295M

82 positions

#9GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 4 shared positions

$UPST $DHR $MKL $HUM

$128M

42 positions

#10WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$UPST $NEE $HUM $SNOW $BAC

$350M

95 positions

#11TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive

Notable overlap · 4 shared positions

$UPST $KKR $SNOW $BAC

$1.6B

271 positions

#12ORSER CAPITAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$UPST $DHR $UNP $HUM

$153M

46 positions

#13Chemistry Wealth Management LLCPassive

Notable overlap · 4 shared positions

$UPST $MKL $BAC $AXP

$569M

204 positions

#14Causey Wealth LLCPassive

Notable overlap · 4 shared positions

$UPST $KKR $SYK $HUM

$236M

81 positions

#15ARK & TLK INVESTMENTS, LLCActive

Notable overlap · 4 shared positions

$UPST $SNOW $UNP $SYK

$370M

119 positions

#16Compass Planning Associates IncSmart money

Notable overlap · 3 shared positions

$UPST $SNOW $MKL

$156M

30 positions

#17Cascade Wealth Advisors, IncActive

Notable overlap · 5 shared positions

$UPST $HUM $KKR $SNOW $NEE

$228M

60 positions

#18MAYPORT, LLCActive

Notable overlap · 6 shared positions

$UPST $MKL $KKR $HUM $DHR $SNOW

$538M

130 positions

#19TrueWealth Financial PartnersActive

Notable overlap · 3 shared positions

$UPST $MKL $SNOW

$251M

66 positions

#20Heritage Wealth Management, Inc. /CA/Passive

Notable overlap · 3 shared positions

$UPST $SNOW $SYK

$181M

94 positions

#21Level Financial AdvisorsActive

Notable overlap · 4 shared positions

$UPST $SNOW $NEE $HUM

$392M

92 positions

#22Alta Advisers LtdActive

Notable overlap · 3 shared positions

$UPST $MKL $BAC

$276M

206 positions

#23Drum Hill Capital, LLCActive

Notable overlap · 3 shared positions

$UPST $VZ $UNP

$109M

46 positions

#24Cornerstone Wealth Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$UPST $SNOW $MKL

$434M

49 positions

#25MASECO LLPActive

Notable overlap · 3 shared positions

$UPST $KKR $MKL

$3.2B

391 positions

Compare Berkshire 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 Berkshire 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.