13F Pro

Hedge Funds Similar to CHEMUNG CANAL

13F Portfolio OverlapQ1 2026CHEMUNG CANAL portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

CHEMUNG CANAL TRUST CO is an institutional investor managing $541M across 111 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 CHEMUNG CANAL are BENEDICT FINANCIAL ADVISORS, Stonebridge Advisors, Sky Investment Group, with shared positions in $GLW, $TRV, $MCD, $KO, $EMR, $AXP. The full ranking of 25 similar funds is below.

#1BENEDICT FINANCIAL ADVISORS INCPassive
Notable overlap · 10 shared positions
$GLW$TRV$MCD$KO$EMR$AXP
$480M
133 positions
#2Stonebridge Capital Advisors LLCPassive
Notable overlap · 9 shared positions
$MCD$KO$TRV$GLW$MDT$DIS
$1.4B
211 positions
#3Sky Investment Group LLCPassive
Notable overlap · 8 shared positions
$MCD$EMR$KO$AXP$ECL$DUK
$583M
140 positions
#4CORDA Investment Management, LLC.Active
Notable overlap · 7 shared positions
$GLW$MCD$KO$MDT$USB$DIS
$1.4B
80 positions
#5Vertrix Wealth Management, LLCPassive
Some overlap · 7 shared positions
$EMR$MCD$KO$AXP$MDT$DUK
$272M
95 positions
#6CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 7 shared positions
$GLW$EMR$TRV$MDT$BMY$USB
$1.4B
178 positions
#7LYNCH & ASSOCIATES/INPassive
Some overlap · 7 shared positions
$EMR$MCD$KO$USB$DUK$BAC
$533M
126 positions
#8BROADWATER CAPITAL MANAGEMENT LLC
Some overlap · 7 shared positions
$MCD$KO$ECL$ADI$DIS$HON
$134M
211 positions
#9Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$EMR$MCD$TRV$KO$USB$BAC
$245M
98 positions
#10Community Financial Services Group, LLCPassive
Some overlap · 7 shared positions
$EMR$AXP$MCD$GLW$PANW$ECL
$568M
460 positions
#11PEOPLES FINANCIAL SERVICES CORP.Passive
Some overlap · 7 shared positions
$MCD$AXP$EMR$ADI$BMY$KO
$211M
275 positions
#12AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$GLW$TRV$KO$MDT$BAC
$696M
176 positions
#13TRUSTCO BANK CORP N YPassive
Some overlap · 6 shared positions
$MCD$KO$AXP$EMR$DIS$SO
$113M
71 positions
#14Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$GLW$MCD$ADI$MDT$BMY
$302M
93 positions
#15Signet Investment Advisory Group, Inc.Passive
Some overlap · 6 shared positions
$MCD$KO$AXP$MDT$USB$HON
$218M
69 positions
#16Sawyer & Company, IncPassive
Some overlap · 6 shared positions
$TRV$AXP$ECL$EMR$DIS$HON
$260M
197 positions
#17Abbot Financial Management, Inc.Passive
Some overlap · 6 shared positions
$GLW$EMR$MCD$USB$PANW$BAC
$239M
138 positions
#18CONNING INC.Passive
Some overlap · 6 shared positions
$GLW$KO$TRV$ADI$BMY$USB
$3.0B
311 positions
#19VAN STRUM & TOWNE INC.Passive
Some overlap · 6 shared positions
$EMR$ECL$AXP$PANW$DIS$USB
$343M
111 positions
#20MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$EMR$MCD$KO$MDT$USB
$409M
127 positions
#21VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 6 shared positions
$EMR$MCD$ADI$MDT$DUK$SO
$187M
55 positions
#22ADVOCATE GROUP LLCPassive
Some overlap · 6 shared positions
$EMR$MCD$MDT$BMY$DUK$SO
$639M
126 positions
#23Covea FinanceActive
Some overlap · 6 shared positions
$EMR$KO$AXP$ADI$PANW$BAC
$2.9B
146 positions
#24Bank & Trust CoPassive
Some overlap · 6 shared positions
$TRV$MCD$KO$BMY$DUK$SO
$148M
304 positions
#25JOHN G ULLMAN & ASSOCIATES INCPassive
Some overlap · 5 shared positions
$GLW$EMR$BMY$DIS$HON
$754M
174 positions

Compare CHEMUNG CANAL’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View CHEMUNG CANAL’s holdings

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.