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Hedge Funds Similar to ADIRONDACK

13F Portfolio OverlapQ3 2026ADIRONDACK portfolio →
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Most similar hedge funds by 13F overlap

ADIRONDACK TRUST CO is an institutional investor managing $320M across 555 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ADIRONDACK are STAR Financial Bank, Crescent Sterling, Ltd., Meridian Financial Advisors, with shared positions in $MDY, $MCD, $PEP, $WM, $LMT, $MS. The full ranking of 25 similar funds is below.

#1STAR Financial BankActive
Some overlap · 6 shared positions
$MDY$MCD$PEP$WM$LMT$MS
$245M
109 positions
#2Crescent Sterling, Ltd.Passive
Some overlap · 5 shared positions
$MDY$PEP$LMT$QCOM$PSX
$122M
92 positions
#3Meridian Financial Advisors, LLCActive
Some overlap · 6 shared positions
$MDY$WM$LMT$MCD$MS$NEE
$214M
154 positions
#4Corsicana & Co.Passive
Some overlap · 5 shared positions
$MDY$NEE$PEP$QCOM$PSX
$206M
309 positions
#5Henderson Brothers Financial Partners, LLCActive
Some overlap · 5 shared positions
$MDY$PEP$WM$LMT$NEE
$211M
77 positions
#6BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 5 shared positions
$MDY$PEP$QCOM$PSX$BMY
$371M
394 positions
#7TKG Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$PEP$WM$MCD
$288M
94 positions
#8G&S Capital LLCPassive
Some overlap · 4 shared positions
$MDY$PEP$WM$MCD
$345M
157 positions
#9LCM Capital Management IncActive
Some overlap · 5 shared positions
$MDY$LMT$QCOM$PEP$MCD
$235M
125 positions
#10Fiduciary Wealth Partners, LLCSmart money
Some overlap · 5 shared positions
$MDY$PEP$WM$QCOM$MS
$182M
69 positions
#11Curbstone Financial Management CorpPassive
Some overlap · 4 shared positions
$MDY$PEP$NEE$PSX
$579M
202 positions
#12OPUS INVESTMENT MANAGEMENT INCSmart money
Some overlap · 6 shared positions
$MCD$PEP$WM$LMT$NEE$PSX
$183M
31 positions
#13Ark Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$MCD$PEP$WM$LMT$NEE$QCOM
$113M
87 positions
#14Miramar Capital, LLCPassive
Some overlap · 7 shared positions
$MCD$PEP$WM$LMT$QCOM$BMY
$455M
57 positions
#15HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$MCD$PEP$WM$LMT$NEE$BMY
$321M
107 positions
#16Stablepoint Partners, LLCPassive
Some overlap · 6 shared positions
$MCD$PEP$LMT$NEE$QCOM$PSX
$723M
260 positions
#17BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 6 shared positions
$MCD$PEP$WM$LMT$QCOM$BMY
$2.5B
270 positions
#18Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$MCD$PEP$LMT$NEE$QCOM$MS
$455M
118 positions
#19Visionary Wealth AdvisorsPassive
Some overlap · 6 shared positions
$MCD$PEP$LMT$NEE$QCOM$PSX
$2.5B
666 positions
#20Core Alternative CapitalPassive
Some overlap · 6 shared positions
$MCD$WM$LMT$NEE$QCOM$MS
$334M
201 positions
#21DAVIDSON TRUST COPassive
Some overlap · 5 shared positions
$MDY$PEP$NEE$MCD$QCOM
$253M
183 positions
#22Mayflower Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$MCD$PEP$NEE$MDY$BMY$MS
$1.2B
499 positions
#23Capstone Financial Advisors, Inc.Smart money
Some overlap · 3 shared positions
$MDY$MCD$QCOM
$2.1B
192 positions
#24Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$MCD$PEP$WM$LMT$NEE
$227M
73 positions
#25NCM Capital Management, LLCPassive
Some overlap · 7 shared positions
$NEE$MDY$QCOM$MCD$PEP$BMY
$324M
194 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.