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Hedge Funds Similar to NBT BANK N A /NY

13F Portfolio OverlapQ1 2026NBT BANK N A /NY portfolio →
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Most similar hedge funds by 13F overlap

NBT BANK N A /NY is an institutional investor managing $1.5B across 1,074 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 NBT BANK N A /NY are FIGURE 8 INVESTMENT STRATEGIES, United Bank, Shelter Rock ,, with shared positions in $FLEX, $TT, $DE, $DHR, $TJX, $LOW. The full ranking of 25 similar funds is below.

#1FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 5 shared positions
$FLEX$TT$DE$DHR$TJX
$102M
56 positions
#2United BankPassive
Some overlap · 5 shared positions
$FLEX$LOW$MCD$TJX$ABT
$301M
124 positions
#3Shelter Rock Management, LLCActive
Some overlap · 5 shared positions
$FLEX$TT$TJX$MCD$NBTB
$94M
35 positions
#4VeraBank, N.A.Active
Some overlap · 6 shared positions
$FLEX$LOW$MCD$ABT$DE$DHR
$546M
173 positions
#5Capstone Financial Advisors, Inc.Smart money
Some overlap · 5 shared positions
$FLEX$MCD$DHR$MDY$IBM
$1.9B
187 positions
#6Cornerstone National Bank & Trust CoPassive
Some overlap · 4 shared positions
$FLEX$LOW$TJX$COP
$271M
209 positions
#7Boltwood Capital ManagementPassive
Some overlap · 4 shared positions
$FLEX$LOW$ABT$TJX
$392M
184 positions
#8NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$LOW$DHR$MCD$DE$TJX$UNP
$2.4B
189 positions
#9Michael Brady & Co., LLCActive
Some overlap · 6 shared positions
$TT$MCD$DHR$TJX$ABT$UNP
$100M
54 positions
#10FIRST INTERSTATE BANKActive
Some overlap · 6 shared positions
$FLEX$USB$MCD$LOW$ABT$UNP
$1.8B
187 positions
#11Harbour Trust & Investment Management CoActive
Some overlap · 6 shared positions
$MCD$DE$LOW$TJX$COP$MDY
$943M
155 positions
#12LYNCH & ASSOCIATES/INPassive
Some overlap · 6 shared positions
$MCD$LOW$IBM$TJX$ABT$USB
$533M
126 positions
#13Palisade Asset Management, LLCActive
Some overlap · 6 shared positions
$MCD$DE$IBM$TJX$ABT$USB
$996M
195 positions
#14EJMK Ventures LLCActive
Some overlap · 4 shared positions
$FLEX$TJX$MCD$ABT
$179M
167 positions
#15BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$LOW$DE$TJX$COP$ABT$USB
$7.8B
1,278 positions
#16Farmers National BankPassive
Some overlap · 3 shared positions
$FLEX$MCD$IBM
$453M
185 positions
#17ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 7 shared positions
$MCD$TJX$COP$ABT$MDY$LOW
$228M
90 positions
#18PIONEER TRUST BANK N A/ORPassive
Some overlap · 5 shared positions
$LOW$MCD$DHR$TJX$ABT
$412M
83 positions
#19Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$LOW$MCD$IBM$TJX$ABT
$353M
78 positions
#20Shelter Mutual Insurance CoPassive
Some overlap · 5 shared positions
$LOW$DE$DHR$IBM$UNP
$450M
58 positions
#21Navalign, LLCPassive
Some overlap · 4 shared positions
$FLEX$TJX$COP$UNP
$396M
127 positions
#22Financial & Tax Architects, LLCPassive
Some overlap · 5 shared positions
$LOW$MCD$IBM$ABT$MDY
$448M
108 positions
#23FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive
Some overlap · 5 shared positions
$LOW$MCD$IBM$ABT$UNP
$1.1B
175 positions
#24KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$LOW$MCD$IBM$ABT$USB
$1.4B
221 positions
#25William B. Walkup & Associates, Inc.Active
Some overlap · 6 shared positions
$LOW$DE$COP$ABT$MCD$IBM
$167M
163 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.