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 AMERICAN NATIONAL BANK

13F Portfolio OverlapQ2 2026AMERICAN NATIONAL BANK portfolio →

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Most similar hedge funds by 13F overlap

AMERICAN NATIONAL BANK & TRUST is an institutional investor managing $1.2B across 631 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to AMERICAN NATIONAL BANK are Applied Finance, FourThought Financial Partners, PARNASSUS INVESTMENTS, with shared positions in $KLAC, $VLO, $MAR, $UNP, $VZ, $DIS. The full ranking of 25 similar funds is below.

#1Applied Finance Capital Management, LLCPassive

Notable overlap · 6 shared positions

$KLAC $VLO $MAR $UNP $VZ $DIS

$1.3B

218 positions

#2FourThought Financial Partners, LLCPassive

Notable overlap · 6 shared positions

$KLAC $LMT $AMGN $NEE $MDT $APD

$1.3B

393 positions

#3PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 5 shared positions

$KLAC $LIN $MAR $SYK $AZO

$37.4B

135 positions

#4ACCESS FINANCIAL SERVICES, INC.Active

Notable overlap · 5 shared positions

$KLAC $LMT $VLO $AMGN $APD

$305M

103 positions

#5TILIA FIDUCIARY PARTNERS, INC.Passive

Some overlap · 5 shared positions

$KLAC $VLO $MAR $SYK $NEE

$211M

127 positions

#6MinichMacGregor Wealth Management, LLCPassive

Some overlap · 4 shared positions

$KLAC $VLO $MAR $LMT

$659M

150 positions

#7Shoker Investment Counsel, Inc.Active

Some overlap · 4 shared positions

$KLAC $LMT $GD $UNP

$398M

113 positions

#8Boomfish Wealth Group, LLCPassive

Some overlap · 4 shared positions

$KLAC $LMT $AMGN $UNP

$220M

95 positions

#9Ironwood Investment Counsel, LLCPassive

Some overlap · 6 shared positions

$KLAC $LMT $AMGN $LH $MDT $DIS

$762M

267 positions

#10REXFORD CAPITAL INCPassive

Some overlap · 4 shared positions

$KLAC $AMGN $VLO $GD

$163M

301 positions

#11Kesler, Norman & Wride, LLCPassive

Some overlap · 7 shared positions

$AMGN $GD $LMT $UNP $SYK $NEE

$631M

271 positions

#12BALDWIN WEALTH PARTNERS LLC/MAPassive

Some overlap · 4 shared positions

$KLAC $MAR $UNP $NEE

$1.5B

234 positions

#13Ifrah Financial Services, Inc.Passive

Some overlap · 4 shared positions

$KLAC $GD $LIN $SYK

$409M

214 positions

#14MARCO INVESTMENT MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$KLAC $UNP $AMGN $SYK

$1.5B

245 positions

#15EAGLE ROCK INVESTMENT COMPANY, LLCActive

Some overlap · 5 shared positions

$KLAC $SYK $AZO $VZ $DIS

$808M

156 positions

#16OAK ASSOCIATES LTD /OH/Active

Some overlap · 4 shared positions

$KLAC $AMGN $LH $LMT

$1.8B

139 positions

#17CHRISTINE MESSMER PCActive

Some overlap · 7 shared positions

$LMT $AMGN $GD $NEE $VZ $MDT

$177M

86 positions

#18Petros Family Wealth, LLCPassive

Some overlap · 4 shared positions

$KLAC $AMGN $SYK $NEE

$164M

134 positions

#19First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 6 shared positions

$LMT $MAR $AMGN $UNP $NEE $DIS

$529M

75 positions

#20NORRIS PERNE & FRENCH LLP/MIActive

Some overlap · 4 shared positions

$KLAC $LIN $UNP $SYK

$1.7B

147 positions

#21Banco de Sabadell, S.APassive

Some overlap · 7 shared positions

$VLO $AMGN $UNP $SYK $NEE $MDT

$170M

61 positions

#22Stack Financial Management, IncActive

Some overlap · 6 shared positions

$LMT $LH $UNP $SYK $NEE $MDT

$1.3B

54 positions

#23WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 6 shared positions

$LMT $LIN $MAR $NEE $DIS $AMGN

$1.3B

73 positions

#24BOSTON RESEARCH & MANAGEMENT INCPassive

Some overlap · 6 shared positions

$LIN $LMT $LH $NEE $VZ $DIS

$453M

121 positions

#25CHAPIN DAVIS, INC.Passive

Some overlap · 5 shared positions

$KLAC $VLO $NEE $DIS $APD

$569M

256 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.