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 Umpqua Bank

13F Portfolio OverlapQ1 2026Umpqua Bank portfolio →

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Most similar hedge funds by 13F overlap

Umpqua Bank is an institutional investor managing $350M across 156 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 Umpqua Bank are Miller Partners,, RE ADVISERS, Eldred Rock Partners,, with shared positions in $LRCX, $ASML, $PH, $MCD, $DE, $DDOG. The full ranking of 25 similar funds is below.

#1Miller Capital Partners, Inc.Passive

Some overlap · 7 shared positions

$LRCX $ASML $PH $MCD $DE $DDOG

$208M

262 positions

#2RE ADVISERS CORPActive

Some overlap · 6 shared positions

$LRCX $PH $BAC $MCD $DE $ALL

$3.7B

111 positions

#3Eldred Rock Partners, LLCActive

Some overlap · 6 shared positions

$LRCX $ASML $DE $TMO $CMI $PSX

$393M

31 positions

#4Westhampton Capital, LLCPassive

Some overlap · 6 shared positions

$LRCX $PH $DE $MCD $CMI $PANW

$214M

129 positions

#5McGuire Investment Group, LLCActive

Some overlap · 6 shared positions

$LRCX $ASML $TMO $CMI $MS $SYK

$885M

121 positions

#6PARADIGM ASSET MANAGEMENT CO LLCPassive

Some overlap · 6 shared positions

$LRCX $ASML $BAC $PH $TMO $MS

$426M

424 positions

#7HM PAYSON & COPassive

Some overlap · 5 shared positions

$LRCX $ASML $MCD $TMO $MS

$6.9B

1,124 positions

#8Glass Wealth Management Co LLCPassive

Some overlap · 5 shared positions

$LRCX $ASML $BAC $MS $PSX

$258M

67 positions

#9Railway Pension Investments LtdActive

Some overlap · 6 shared positions

$LRCX $PH $TMO $SYK $HCA $PANW

$7.0B

103 positions

#10iSAM Funds (UK) LtdPassive

Some overlap · 7 shared positions

$PH $BAC $TMO $DE $APD $HCA

$203M

291 positions

#11Atlas Wealth LLCPassive

Some overlap · 6 shared positions

$LRCX $BAC $MCD $PNC $TMO $MS

$334M

115 positions

#12CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 5 shared positions

$LRCX $PH $TMO $APD $SYK

$405M

73 positions

#13Progressive Investment Management CorpActive

Some overlap · 5 shared positions

$LRCX $ASML $TMO $URI $DE

$379M

58 positions

#14J.P. Marvel Investment Advisors, LLCActive

Some overlap · 5 shared positions

$LRCX $BAC $DE $TMO $MS

$705M

60 positions

#15Cartenna Capital, LPPassive

Some overlap · 4 shared positions

$LRCX $ASML $PH $MCD

$2.7B

47 positions

#16MASTER'S WEALTH MANAGEMENT INC.Active

Some overlap · 7 shared positions

$PH $LRCX $PNC $VZ $DDOG $PSX

$295M

82 positions

#17Benchmark Investment Advisors LLCPassive

Some overlap · 5 shared positions

$LRCX $ASML $URI $PH $PANW

$172M

76 positions

#18Socorro Asset Management LPPassive

Some overlap · 5 shared positions

$LRCX $BAC $PNC $APD $MS

$221M

32 positions

#19Asio Capital, LLCActive

Some overlap · 6 shared positions

$ASML $HCA $LRCX $BAC $TMO $PANW

$712M

110 positions

#20COZAD ASSET MANAGEMENT INCPassive

Some overlap · 4 shared positions

$LRCX $ASML $HCA $URI

$1.3B

421 positions

#21Invera Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$LRCX $HCA $APD $CMI $ALL

$156M

98 positions

#22Valley Brook Capital Group, Inc.Passive

Some overlap · 6 shared positions

$LRCX $ASML $MCD $DE $PNC $TMO

$149M

112 positions

#23MONTGOMERY INVESTMENT MANAGEMENT INCActive

Some overlap · 7 shared positions

$BAC $DE $PNC $URI $MCD $PSX

$293M

103 positions

#24YHB Investment Advisors, Inc.Passive

Some overlap · 6 shared positions

$LRCX $TMO $URI $CMI $MCD $SYK

$1.4B

298 positions

#25KKM Financial LLCPassive

Some overlap · 4 shared positions

$LRCX $ASML $HCA $PANW

$563M

168 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.