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Hedge Funds Similar to Exchange Bank

13F Portfolio OverlapQ1 2026Exchange Bank portfolio →
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Most similar hedge funds by 13F overlap

Exchange Bank is an institutional investor managing $161M across 130 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 Exchange Bank are EDGAR LOMAX /VA, Carolina Wealth Advisors,, Estabrook, with shared positions in $KO, $UNP, $BMY, $COP, $TXN, $NEE. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Notable overlap · 8 shared positions
$KO$UNP$BMY$COP$TXN$NEE
$1.4B
56 positions
#2Carolina Wealth Advisors, LLCPassive
Notable overlap · 7 shared positions
$KO$UNP$BMY$PM$IBM$TXN
$240M
278 positions
#3Estabrook Capital ManagementPassive
Some overlap · 7 shared positions
$IBM$UNP$COP$NSC$GE$__PARK_1390777
$685M
380 positions
#4Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$IBM$KO$UNP$TXN$NEE$MRSH
$446M
104 positions
#5CFC Planning Co LLCPassive
Some overlap · 6 shared positions
$IBM$KO$PM$COP$TXN$MO
$140M
72 positions
#6MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$IBM$KO$UNP$PM$TXN
$220M
148 positions
#7Kinloch Capital, LLCPassive
Some overlap · 6 shared positions
$IBM$KO$PM$NEE$TGT$MO
$245M
83 positions
#8Guilbault Capital LLCPassive
Some overlap · 5 shared positions
$IBM$KO$UNP$PM$MO
$91M
67 positions
#9Yoffe Investment Management, LLCPassive
Some overlap · 6 shared positions
$IBM$PM$KO$UNP$GE$__PARK_1390777
$78M
111 positions
#10Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$IBM$KO$BMY$NEE$TGT
$223M
109 positions
#11HAMEL ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$KO$UNP$COP$IBM$ADP$__PARK_1390777
$351M
81 positions
#12CONNING INC.Passive
Some overlap · 6 shared positions
$BMY$KO$UNP$IBM$COP$__PARK_1390777
$3.0B
311 positions
#13InvesTrustPassive
Some overlap · 6 shared positions
$PM$IBM$BMY$KO$TGT$ADP
$238M
91 positions
#14Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$IBM$COP$KO$TXN$TGT$ADP
$245M
98 positions
#15Shelter Mutual Insurance CoPassive
Some overlap · 5 shared positions
$IBM$UNP$NEE$TGT$BMY
$450M
58 positions
#16OmniStar Financial Group, Inc.Passive
Some overlap · 6 shared positions
$BMY$IBM$PM$KO$TGT$__PARK_1390777
$193M
108 positions
#17ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$IBM$UNP$BMY$TXN$TGT
$639M
126 positions
#18FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 5 shared positions
$IBM$KO$TXN$NEE$MO
$1.5B
235 positions
#19Financial & Tax Architects, LLCPassive
Some overlap · 5 shared positions
$IBM$KO$NEE$ADP$IAU
$448M
108 positions
#20Wolfstich Capital, LLCActive
Some overlap · 5 shared positions
$IBM$KO$TGT$ADP$MO
$114M
45 positions
#21BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$KO$IBM$COP$NEE$NSC
$199M
110 positions
#22Cherokee Insurance CoPassive
Some overlap · 6 shared positions
$UNP$COP$NSC$FDX$__PARK_1390777$MO
$263M
121 positions
#23Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$KO$IBM$PM$NEE$MO
$303M
121 positions
#24SEARLE & CO.Passive
Some overlap · 5 shared positions
$IBM$PM$BMY$NEE$ADP
$398M
194 positions
#25Meiji Yasuda America IncActive
Some overlap · 5 shared positions
$KO$PM$COP$NEE$GE
$404M
57 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.