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 M&T BANK

13F Portfolio OverlapQ1 2026M&T BANK portfolio →

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Most similar hedge funds by 13F overlap

M&T BANK CORP is an institutional investor managing $29.2B across 1,713 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 M&T BANK are McLean Asset, Blake Schutter Theil Wealth Advisors,, Badgley Phelps Wealth Managers,, with shared positions in $CTVA, $BAC, $SNOW, $UPST, $MS, $COP. The full ranking of 25 similar funds is below.

#1McLean Asset Management CorpActive

Some overlap · 5 shared positions

$CTVA $BAC $SNOW $UPST $MS

$572M

165 positions

#2Blake Schutter Theil Wealth Advisors, LLCPassive

Slight overlap · 5 shared positions

$CTVA $BAC $COP $SNOW $MS

$123M

111 positions

#3Badgley Phelps Wealth Managers, LLCPassive

Slight overlap · 4 shared positions

$CTVA $BAC $SNOW $MS

$5.0B

328 positions

#4Altiora Financial Group, LLCActive

Slight overlap · 5 shared positions

$CTVA $BAC $SNOW $UPST $COP

$607M

110 positions

#5Windward Private Wealth Management Inc.Smart money

Slight overlap · 5 shared positions

$CTVA $DHR $COP $SNOW $UPST

$289M

44 positions

#6HARRIS ASSOCIATES L PActive

Slight overlap · 4 shared positions

$CTVA $BAC $COP $UNP

$75.0B

158 positions

#7LifePlan Financial, LLCPassive

Slight overlap · 4 shared positions

$CTVA $DHR $COP $SNOW

$135M

83 positions

#8COURIER CAPITAL LLCPassive

Slight overlap · 4 shared positions

$CTVA $BAC $SNOW $MTB

$1.8B

385 positions

#9Marion Wealth ManagementPassive

Slight overlap · 4 shared positions

$CTVA $COP $ADI $UPST

$451M

146 positions

#10Pointe Capital Management LLCPassive

Slight overlap · 4 shared positions

$CTVA $COP $SNOW $ADI

$202M

153 positions

#11STUDIO INVESTMENT MANAGEMENT LLCActive

Slight overlap · 5 shared positions

$CTVA $BAC $COP $UPST $UNP

$547M

180 positions

#12STEVENS CAPITAL PARTNERSPassive

Slight overlap · 4 shared positions

$CTVA $SNOW $MS $UNP

$416M

126 positions

#13ARK & TLK INVESTMENTS, LLCActive

Slight overlap · 5 shared positions

$CTVA $SNOW $UPST $UNP $COP

$370M

119 positions

#14Powell Investment Advisors, LLCActive

Slight overlap · 4 shared positions

$CTVA $COP $SNOW $MS

$290M

174 positions

#15Aventura Private Wealth, LLCPassive

Slight overlap · 5 shared positions

$BAC $DHR $COP $ADI $MS

$273M

904 positions

#16MWA Asset ManagementPassive

Slight overlap · 4 shared positions

$CTVA $BAC $SNOW $MS

$182M

154 positions

#17POM Investment Strategies, LLCPassive

Slight overlap · 5 shared positions

$BAC $COP $SNOW $UPST $MTB

$80M

433 positions

#18Maxele Advisors, LLC

Slight overlap · 4 shared positions

$CTVA $SNOW $BAC $MS

$123M

100 positions

#19HARBOR INVESTMENT ADVISORY, LLCPassive

Slight overlap · 4 shared positions

$CTVA $BAC $SNOW $MS

$1.3B

1,233 positions

#20Berkshire BankPassive

Slight overlap · 5 shared positions

$BAC $DHR $SNOW $UPST $UNP

$488M

157 positions

#21Whitegate Investment Counselors, Inc.Active

Slight overlap · 4 shared positions

$CTVA $COP $SNOW $UPST

$315M

68 positions

#22Baird Financial Group, Inc.Passive

Slight overlap · 5 shared positions

$BAC $DHR $SNOW $UPST $UNP

$64.0B

1,826 positions

#23Houlihan Financial Resource Group, Ltd.Passive

Slight overlap · 5 shared positions

$BAC $COP $SNOW $MS $CTVA

$257M

109 positions

#24Oakmont Advisory Group, LLCPassive

Slight overlap · 5 shared positions

$DHR $COP $SNOW $UPST $MS

$98M

119 positions

#25Pacific Park Financial, Inc.Active

Slight overlap · 5 shared positions

$DHR $COP $SNOW $UPST $MS

$153M

73 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.