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 PARK NATIONAL /OH/

13F Portfolio OverlapQ1 2026PARK NATIONAL /OH/ portfolio →

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Most similar hedge funds by 13F overlap

PARK NATIONAL CORP /OH/ is an institutional investor managing $3.6B across 363 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 PARK NATIONAL /OH/ are Marion Wealth, Family Legacy Financial Solutions,, tru Independence, with shared positions in $WT, $ADI, $MAR, $ACN, $CRM, $TJX. The full ranking of 25 similar funds is below.

#1Marion Wealth ManagementPassive

Notable overlap · 8 shared positions

$WT $ADI $MAR $ACN $CRM $TJX

$451M

146 positions

#2Family Legacy Financial Solutions, LLCActive

Notable overlap · 4 shared positions

$WT $ADI $WM $PANW

$124M

44 positions

#3tru Independence LLCPassive

Notable overlap · 4 shared positions

$WT $MAR $MCD $CRM

$202M

102 positions

#4Quattro Advisors LLCActive

Notable overlap · 6 shared positions

$WT $MCD $KO $TJX $PANW $SCHW

$115M

51 positions

#5ARBOR TRUST WEALTH ADVISORS, LLCPassive

Notable overlap · 7 shared positions

$WT $TJX $MCD $PANW $CRM $SCHW

$228M

90 positions

#6Impact Capital Partners LLCPassive

Notable overlap · 4 shared positions

$WT $ADI $KO $MCD

$331M

276 positions

#7Covea FinanceActive

Notable overlap · 7 shared positions

$WM $GEV $TJX $ADI $KO $PANW

$2.9B

146 positions

#8LRI Investments, LLCActive

Notable overlap · 5 shared positions

$WT $SCHW $NKE $KO $GEV

$1.1B

1,415 positions

#9MOR Wealth Management, LLCActive

Notable overlap · 5 shared positions

$WT $ACN $MAR $PWR $ANET

$218M

103 positions

#10Argo Wealth Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $MAR $ACN

$170M

48 positions

#11Powers Advisory Group, LLCActive

Notable overlap · 4 shared positions

$WT $MCD $WM $KO

$284M

125 positions

#12McGuire Investment Group, LLCActive

Notable overlap · 3 shared positions

$WT $ADI $SCHW

$885M

121 positions

#13Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$WT $MAR $SCHW $KO

$589M

138 positions

#14IAM Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $WM $GEV $PANW

$446M

95 positions

#15Sun Financial IncPassive

Notable overlap · 7 shared positions

$GEV $ANET $PANW $CDNS $TJX $CRM

$200M

159 positions

#16Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 3 shared positions

$WT $MCD $SCHW

$365M

111 positions

#17CPWA, LLCPassive

Notable overlap · 4 shared positions

$WT $NKE $MCD $SCHW

$84M

90 positions

#18GPM Growth Investors, Inc.Active

Notable overlap · 6 shared positions

$ADI $MCD $WM $MAR $CRM $SCHW

$238M

42 positions

#19Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $MAR $WM

$153M

96 positions

#20Sharper & Granite LLCPassive

Notable overlap · 4 shared positions

$WT $MAR $ANET $SCHW

$293M

107 positions

#21TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADVPassive

Some overlap · 3 shared positions

$WT $MAR $MCD

$277M

187 positions

#22Stonebridge Financial Group, LLCPassive

Some overlap · 4 shared positions

$WT $ADI $MCD $KO

$1.2B

262 positions

#23WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 7 shared positions

$TJX $MAR $DHI $ACN $CRM $NKE

$1.2B

69 positions

#24Freedom Day Solutions, LLCActive

Some overlap · 3 shared positions

$WT $MCD $PWR

$373M

96 positions

#25KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$WT $CRM $DHI

$743M

262 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.