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, Somerset, Stokes Advisors, with shared positions in $MCD, $PEP, $NEE, $LMT, $STZ, $NSC. The full ranking of 25 similar funds is below.

#1CANANDAIGUA NATIONAL BANK & TRUST COPassive

Notable overlap · 10 shared positions

$MCD $PEP $NEE $LMT $STZ $NSC

$1.2B

305 positions

#2Somerset Trust CoPassive

Some overlap · 7 shared positions

$MCD $NEE $PEP $NSC $ABT $PAYX

$354M

186 positions

#3Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$MCD $PEP $NEE $LMT $TJX $ABT

$467M

118 positions

#4HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 6 shared positions

$MCD $PEP $NEE $LMT $TJX $ABT

$321M

107 positions

#5Welch Group, LLCPassive

Some overlap · 6 shared positions

$MCD $PEP $NEE $LMT $PAYX $PFE

$2.9B

326 positions

#6OPUS INVESTMENT MANAGEMENT INCActive

Some overlap · 6 shared positions

$MCD $PEP $NEE $LMT $PAYX $BLK

$183M

31 positions

#7Schrum Private Wealth Management LLCPassive

Some overlap · 6 shared positions

$MCD $PEP $LMT $NEE $ABT $PFE

$97M

109 positions

#8RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Some overlap · 6 shared positions

$MCD $PEP $NEE $TJX $ABT $BLK

$794M

188 positions

#9Miramar Capital, LLCPassive

Some overlap · 6 shared positions

$MCD $PEP $LMT $ABT $PAYX $BLK

$455M

57 positions

#10CINCINNATI INSURANCE COActive

Some overlap · 6 shared positions

$MCD $PEP $NSC $TJX $ABT $BLK

$6.9B

64 positions

#11FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 5 shared positions

$MCD $PEP $NEE $LMT $BLK

$5.3B

210 positions

#12PIONEER TRUST BANK N A/ORPassive

Some overlap · 6 shared positions

$PEP $MCD $NEE $TJX $ABT $BLK

$441M

87 positions

#13BOSTON RESEARCH & MANAGEMENT INCPassive

Some overlap · 5 shared positions

$MCD $PEP $NEE $LMT $ABT

$453M

121 positions

#14Signet Investment Advisory Group, Inc.Passive

Some overlap · 5 shared positions

$MCD $PEP $NEE $LMT $PFE

$227M

73 positions

#15Willis Investment CounselActive

Some overlap · 6 shared positions

$PEP $MCD $LMT $ABT $PAYX $PFE

$2.1B

125 positions

#16Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$PEP $MCD $LMT $ABT $BLK $PFE

$181M

81 positions

#17First Long Island Investors, LLCActive

Some overlap · 6 shared positions

$NEE $PEP $MCD $LMT $ABT $BLK

$1.4B

73 positions

#18Tandem Investment Advisors, Inc.Passive

Some overlap · 5 shared positions

$MCD $PEP $NEE $ABT $BLK

$1.5B

68 positions

#19Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$MCD $PEP $NEE $ABT $PFE

$513M

70 positions

#20MainStreet Investment Advisors LLCActive

Some overlap · 5 shared positions

$MCD $PEP $LMT $PAYX $BLK

$734M

166 positions

#21CAPE COD FIVE CENTS SAVINGS BANKPassive

Some overlap · 5 shared positions

$MCD $PEP $NEE $LMT $TJX

$1.2B

203 positions

#22CUTLER INVESTMENT COUNSEL LLCActive

Some overlap · 5 shared positions

$MCD $PEP $NEE $BLK $PFE

$1.1B

157 positions

#23Callahan Advisors, LLCActive

Some overlap · 5 shared positions

$MCD $PEP $NEE $PAYX $PFE

$1.3B

181 positions

#24UNITED BANKActive

Some overlap · 5 shared positions

$MCD $PEP $LMT $ABT $BLK

$853M

130 positions

#25BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 5 shared positions

$MCD $PEP $LMT $NSC $ABT

$2.5B

270 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.