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Hedge Funds Similar to Emprise Bank

13F Portfolio OverlapQ3 2026Emprise Bank portfolio →
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Most similar hedge funds by 13F overlap

Emprise Bank is an institutional investor managing $262M across 106 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Emprise Bank are New Hampshire, Adelphi, Kennebec Savings Bank, with shared positions in $ETN, $UNP, $CB, $PEP, $TMO, $ECL. The full ranking of 25 similar funds is below.

#1New Hampshire TrustPassive
Notable overlap · 9 shared positions
$ETN$UNP$CB$PEP$TMO$ECL
$532M
171 positions
#2Adelphi Trust CoPassive
Notable overlap · 8 shared positions
$ETN$UNP$PEP$PNC$CB$TMO
$152M
113 positions
#3Kennebec Savings BankPassive
Some overlap · 8 shared positions
$MDY$UNP$PEP$ETN$CB$PNC
$126M
263 positions
#4Midwest Trust CoActive
Some overlap · 9 shared positions
$ETN$UNP$CB$PNC$PEP$PM
$9.0B
633 positions
#5KLINGENSTEIN FIELDS & CO LPActive
Some overlap · 7 shared positions
$ETN$CB$UNP$PEP$TMO$NOC
$2.9B
195 positions
#6DB Fitzpatrick & Co, IncActive
Some overlap · 7 shared positions
$ETN$CB$TMO$ECL$BA$CRM
$121M
100 positions
#7Nicollet Investment Management, Inc.Active
Some overlap · 7 shared positions
$MDY$CB$UNP$TMO$ECL$CRM
$336M
77 positions
#8Perkins Coie Trust CoPassive
Some overlap · 6 shared positions
$ETN$CB$UNP$PEP$ECL$SBUX
$626M
499 positions
#9Estabrook Capital ManagementPassive
Some overlap · 7 shared positions
$ETN$CB$UNP$PNC$COP$TXN
$739M
344 positions
#10MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 7 shared positions
$TEL$TXN$PEP$TMO$PNC$SBUX
$1.2B
100 positions
#11NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$CB$ETN$PEP$UNP$ECL$BA
$381M
144 positions
#12BEARING POINT CAPITAL, LLCPassive
Some overlap · 5 shared positions
$ETN$MDY$CB$ECL$NOC
$740M
203 positions
#13BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$ETN$CB$TMO$PEP$MDY$CRM
$8.0B
1,334 positions
#14Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$ETN$TXN$UNP$PEP$PNC
$108M
52 positions
#15OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 7 shared positions
$ETN$PEP$ECL$CB$COP$PM
$329M
323 positions
#16Sky Investment Group LLCPassive
Some overlap · 6 shared positions
$TXN$PEP$TMO$PNC$ECL$PM
$637M
146 positions
#17Willis Investment CounselActive
Some overlap · 5 shared positions
$ETN$CB$TXN$PEP$COP
$2.0B
128 positions
#18WealthBridge Investment Counsel Inc.Active
Some overlap · 6 shared positions
$ETN$TMO$NOC$COP$BA$SBUX
$377M
44 positions
#19Haverford Trust CoActive
Some overlap · 5 shared positions
$ETN$PEP$TMO$TXN$PM
$11.6B
424 positions
#20LOWE BROCKENBROUGH & CO INCPassive
Some overlap · 6 shared positions
$ETN$TMO$PNC$PEP$CB$PM
$2.2B
341 positions
#21BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 5 shared positions
$ETN$MDY$PEP$TXN$TMO
$371M
394 positions
#22BOSTON FAMILY OFFICE LLCPassive
Some overlap · 6 shared positions
$ETN$UNP$TMO$ECL$PEP$CRM
$1.6B
314 positions
#23CNB BankPassive
Some overlap · 8 shared positions
$UNP$ETN$PEP$CB$NOC$TMO
$257M
518 positions
#24Minot DeBlois Advisors LLCPassive
Some overlap · 6 shared positions
$CB$UNP$PEP$ECL$CRM$SBUX
$116M
240 positions
#25CAMBIAR INVESTORS LLCActive
Some overlap · 5 shared positions
$CB$TXN$UNP$PEP$PNC
$2.3B
150 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.