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 First National Advisers,

13F Portfolio OverlapQ1 2026First National Advisers, portfolio →

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Most similar hedge funds by 13F overlap

First National Advisers, LLC is an institutional investor managing $683M across 239 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 First National Advisers, are EDGAR LOMAX /VA, New England Research & ,, Directional Asset, with shared positions in $NEE, $AMGN, $ABT, $SCHW, $WFC, $SO. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive

Some overlap · 8 shared positions

$NEE $AMGN $ABT $SCHW $WFC $SO

$1.4B

56 positions

#2New England Research & Management, Inc.Passive

Some overlap · 8 shared positions

$NEE $AMGN $ABT $WFC $CSX $CB

$237M

143 positions

#3Directional Asset ManagementPassive

Some overlap · 8 shared positions

$AMGN $ABT $EOG $SCHW $WM $KO

$109M

90 positions

#4UNITED BANKActive

Some overlap · 8 shared positions

$AMGN $ABT $EOG $SCHW $WM $GLW

$781M

121 positions

#5CONNORS INVESTOR SERVICES INCActive

Some overlap · 8 shared positions

$ABT $SCHW $WFC $CB $WM $KO

$1.1B

149 positions

#6Slagle Financial, LLCPassive

Some overlap · 7 shared positions

$NEE $AMGN $EOG $WFC $SO $KO

$303M

121 positions

#7Aull & Monroe Investment Management CorpPassive

Some overlap · 7 shared positions

$NEE $AMGN $CSX $SO $WM $GLW

$215M

125 positions

#8TRUST CO OF VIRGINIA /VAPassive

Some overlap · 7 shared positions

$AMGN $ABT $SCHW $CSX $CB $WM

$1.2B

215 positions

#9Asset Advisors Investment Management, LLCActive

Some overlap · 7 shared positions

$AMGN $ABT $SCHW $CB $WM $KO

$1.0B

106 positions

#10BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$NEE $AMGN $ABT $CB $WM $LIN

$7.8B

1,278 positions

#11FourThought Financial Partners, LLCPassive

Some overlap · 6 shared positions

$NEE $AMGN $ABT $CB $CME $MS

$1.2B

384 positions

#12MOODY LYNN & LIEBERSON, LLCPassive

Some overlap · 7 shared positions

$ABT $WFC $SO $WM $KO $MS

$1.8B

250 positions

#13Providence Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$NEE $AMGN $SCHW $WFC $WM $KO

$157M

80 positions

#14Aureus Asset Management, LLCPassive

Some overlap · 7 shared positions

$NEE $ABT $SCHW $LIN $MS $KO

$1.5B

225 positions

#15GARRISON POINT ADVISORS, LLCPassive

Some overlap · 6 shared positions

$NEE $AMGN $WFC $WM $KO $GLW

$219M

168 positions

#16Nicholson Wealth Management Group, LLCPassive

Some overlap · 6 shared positions

$NEE $AMGN $SO $CB $WM $LIN

$172M

114 positions

#17Meadowbrook Advisors Group, LLCPassive

Some overlap · 6 shared positions

$NEE $AMGN $SO $KO $CME $MS

$168M

136 positions

#18Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$NEE $ABT $CB $KO $MS $LIN

$446M

104 positions

#19SCHNIEDERS CAPITAL MANAGEMENT, LLC.Passive

Some overlap · 6 shared positions

$AMGN $ABT $NEE $WFC $SO $WM

$629M

206 positions

#20Walsky Investment Management, Inc.Passive

Some overlap · 6 shared positions

$AMGN $ABT $WFC $CSX $SO $NEE

$98M

50 positions

#21WOLFF WIESE MAGANA LLCPassive

Some overlap · 6 shared positions

$AMGN $ABT $SCHW $CB $KO $MS

$181M

983 positions

#22BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Some overlap · 6 shared positions

$ABT $EOG $SCHW $WFC $CB $WM

$2.3B

264 positions

#23Fulcrum Capital LLCActive

Some overlap · 6 shared positions

$ABT $AMGN $EOG $WM $CME $LIN

$461M

101 positions

#24Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$AMGN $ABT $WM $KO $MS $LIN

$353M

78 positions

#25Core Alternative CapitalPassive

Some overlap · 6 shared positions

$NEE $SO $CB $WM $CME $MS

$339M

205 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.