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 ANB BANK

13F Portfolio OverlapQ1 2026ANB BANK portfolio →

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Most similar hedge funds by 13F overlap

ANB BANK is an institutional investor managing $247M across 128 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 ANB BANK are Ramsay, Stattman, Vela & Price,, Sky Investment Group, SECURITY NATIONAL BANK OF SO DAK, with shared positions in $ABT, $ITW, $SYK, $DHR, $SBUX, $KO. The full ranking of 25 similar funds is below.

#1Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 13 shared positions

$ABT $ITW $SYK $DHR $SBUX $KO

$506M

79 positions

#2Sky Investment Group LLCPassive

Notable overlap · 10 shared positions

$ABT $ITW $SYK $DHR $KO $LIN

$583M

140 positions

#3SECURITY NATIONAL BANK OF SO DAKPassive

Some overlap · 8 shared positions

$ABT $ITW $DHR $KO $LIN $ADP

$207M

119 positions

#4Greystone Financial Group, LLCPassive

Some overlap · 8 shared positions

$ABT $SBUX $KO $LIN $TMO $WM

$353M

78 positions

#5MeadowBrook Investment Advisors LLCPassive

Some overlap · 9 shared positions

$SYK $LIN $SBUX $ADP $BAC $TMO

$113M

186 positions

#6Exeter Financial, LLCPassive

Some overlap · 9 shared positions

$ITW $KO $LIN $ADP $TXN $BAC

$245M

98 positions

#7HARBOUR INVESTMENT MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$ABT $SYK $SBUX $KO $DHR $ADP

$184M

101 positions

#8LYNCH & ASSOCIATES/INPassive

Some overlap · 8 shared positions

$ABT $SYK $KO $ITW $TXN $BAC

$533M

126 positions

#9LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Some overlap · 7 shared positions

$ABT $SYK $DHR $SBUX $ADP $TMO

$10.0B

560 positions

#10BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$ABT $ITW $SYK $SBUX $ADP $TXN

$321M

110 positions

#11Chesley Taft & Associates LLCPassive

Some overlap · 7 shared positions

$ABT $SYK $DHR $KO $ITW $TMO

$2.4B

370 positions

#12Providence Capital Advisors, LLCPassive

Some overlap · 8 shared positions

$ABT $SBUX $LIN $TXN $BAC $TMO

$613M

200 positions

#13Liberty Capital Management, Inc.

Some overlap · 7 shared positions

$ABT $ITW $SYK $DHR $TMO $UNH

$537M

180 positions

#14Boit C F DavidPassive

Some overlap · 7 shared positions

$ABT $SYK $ADP $DHR $BAC $LIN

$225M

117 positions

#15Alecta Tjanstepension OmsesidigtActive

Some overlap · 8 shared positions

$SYK $LIN $DHR $ITW $TXN $BAC

$20.5B

78 positions

#16BROADWATER CAPITAL MANAGEMENT LLC

Some overlap · 7 shared positions

$ABT $SYK $KO $ADP $DIS $IBM

$134M

211 positions

#17DLK Investment Management, LLCPassive

Some overlap · 6 shared positions

$ABT $ITW $DHR $LIN $TXN $WM

$253M

92 positions

#18MCDANIEL TERRY & COActive

Some overlap · 7 shared positions

$ITW $SYK $KO $ADP $TXN $TMO

$1.2B

81 positions

#19WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 7 shared positions

$ABT $SYK $DHR $ADP $DIS $ASML

$2.1B

122 positions

#20GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Some overlap · 7 shared positions

$ABT $SBUX $ADP $BAC $TMO $DIS

$328M

83 positions

#21Town & Country Bank & Trust CO dba First Bankers Trust COPassive

Some overlap · 6 shared positions

$ABT $SYK $KO $LIN $ADP $TMO

$296M

146 positions

#22Clark & Stuart, IncActive

Some overlap · 7 shared positions

$ITW $ABT $SYK $KO $ADP $EMR

$148M

49 positions

#23NORRIS PERNE & FRENCH LLP/MIActive

Some overlap · 6 shared positions

$ABT $SYK $DHR $LIN $TMO $WM

$1.5B

139 positions

#24ROBERTS GLORE & CO INC /IL/Passive

Some overlap · 6 shared positions

$ABT $SYK $ITW $LIN $SBUX $ASML

$364M

216 positions

#25Baker Chad RActive

Some overlap · 6 shared positions

$ABT $SYK $DHR $ADP $WM $IBM

$530M

56 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.