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 CANANDAIGUA NATIONAL

13F Portfolio OverlapQ1 2026CANANDAIGUA NATIONAL portfolio →

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Most similar hedge funds by 13F overlap

CANANDAIGUA NATIONAL CORP is an institutional investor managing $1.1B across 310 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 CANANDAIGUA NATIONAL are CANANDAIGUA NATIONAL BANK &, BROOKS, MOORE & ASSOCIATES,, LYNCH & ASSOCIATES/IN, with shared positions in $WT, $MCD, $IBM, $NEE, $KO, $LMT. The full ranking of 25 similar funds is below.

#1CANANDAIGUA NATIONAL BANK & TRUST CO

Notable overlap · 14 shared positions

$WT $MCD $IBM $NEE $KO $LMT

$1.1B

307 positions

#2BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 9 shared positions

$WT $NEE $LMT $IBM $KO $BAC

$199M

110 positions

#3LYNCH & ASSOCIATES/INPassive

Some overlap · 8 shared positions

$MCD $NEE $LMT $IBM $KO $BAC

$533M

126 positions

#4ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 7 shared positions

$WT $MCD $IBM $SCHW $KO $TJX

$228M

90 positions

#5Farmers National BankPassive

Some overlap · 6 shared positions

$WT $MCD $NEE $IBM $KO $NSC

$453M

185 positions

#6Stokes Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$MCD $NEE $LMT $IBM $KO $TJX

$446M

104 positions

#7Greystone Financial Group, LLCPassive

Some overlap · 7 shared positions

$MCD $LMT $IBM $KO $NOW $TJX

$353M

78 positions

#8Canandaigua National Trust Co of FloridaPassive

Some overlap · 7 shared positions

$WT $LMT $SCHW $BAC $NOW $TJX

$125M

108 positions

#9HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 7 shared positions

$MCD $NEE $LMT $KO $SCHW $TJX

$280M

107 positions

#10TRUST CO OF TOLEDO NA /OH/Passive

Some overlap · 6 shared positions

$WT $MCD $KO $LMT $NSC $ABT

$1.1B

858 positions

#11Blossom Wealth ManagementPassive

Some overlap · 7 shared positions

$MCD $NEE $IBM $KO $BAC $NSC

$67M

74 positions

#12Welch Group, LLCPassive

Some overlap · 6 shared positions

$MCD $NEE $LMT $IBM $KO $PAYX

$2.7B

310 positions

#13FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 6 shared positions

$MCD $NEE $LMT $KO $BAC $NOW

$5.0B

201 positions

#14Bedell Frazier Investment Counselling, LLCPassive

Some overlap · 6 shared positions

$MCD $LMT $IBM $KO $SCHW $BAC

$495M

128 positions

#15GRANITE ISLANDS PRIVATE WEALTH, LLCPassive

Some overlap · 5 shared positions

$WT $MCD $IBM $KO $NOW

$109M

70 positions

#16Financial & Tax Architects, LLCPassive

Some overlap · 6 shared positions

$MCD $NEE $IBM $KO $SCHW $ABT

$448M

108 positions

#17Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$MCD $LMT $IBM $KO $BAC $ABT

$170M

82 positions

#18Cypress Capital, LLCActive

Some overlap · 5 shared positions

$WT $MCD $LMT $IBM $SCHW

$351M

95 positions

#19LAFFER TENGLER INVESTMENTS, INC.Passive

Some overlap · 6 shared positions

$MCD $NEE $IBM $BAC $NOW $TJX

$677M

182 positions

#20PARK NATIONAL CORP /OH/Passive

Some overlap · 5 shared positions

$WT $MCD $KO $SCHW $TJX

$3.3B

381 positions

#21Financial Harvest, LLCActive

Some overlap · 5 shared positions

$WT $MCD $LMT $KO $IBM

$170M

57 positions

#22Linscomb Wealth, Inc.Active

Some overlap · 7 shared positions

$WT $LMT $BAC $MCD $NSC $ABT

$2.2B

337 positions

#23CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Some overlap · 5 shared positions

$WT $IBM $KO $MCD $LMT

$184M

66 positions

#24Bath Savings Trust CoActive

Some overlap · 6 shared positions

$MCD $NEE $LMT $KO $TJX $ABT

$936M

168 positions

#25PATTEN & PATTEN INC/TNPassive

Some overlap · 6 shared positions

$WT $NEE $KO $SCHW $TJX $ABT

$1.7B

338 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.