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Hedge Funds Similar to AMG National Bank

13F Portfolio OverlapQ2 2026AMG National Bank portfolio →
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Most similar hedge funds by 13F overlap

AMG National Trust Bank is an institutional investor managing $4.9B across 444 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 AMG National Bank are INVESTMENT /VA, Mirova US, Ulysses, with shared positions in $LOW, $IAU, $SLV, $BALL, $TJX, $ECL. The full ranking of 25 similar funds is below.

#1INVESTMENT MANAGEMENT CORP /VA/ /ADVActive
Some overlap · 3 shared positions
$LOW$IAU$SLV
$120M
50 positions
#2Mirova US LLCActive
Some overlap · 5 shared positions
$LOW$BALL$TJX$ECL$EW
$9.3B
45 positions
#3Ulysses Management LLCActive
Some overlap · 3 shared positions
$BALL$AXP$EW
$506M
42 positions
#4NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 3 shared positions
$BALL$TJX$ECL
$2.3B
156 positions
#5Aristotle Capital Management, LLCActive
Some overlap · 4 shared positions
$PNC$LOW$ECL$EW
$47.7B
212 positions
#6Avalon Trust CoActive
Some overlap · 3 shared positions
$LOW$PNC$TJX
$1.6B
462 positions
#7Insight Inv LLCPassive
Some overlap · 5 shared positions
$PNC$LOW$GLW$TJX$AXP
$210M
108 positions
#8Wealth Watch Advisors, INCActive
Some overlap · 4 shared positions
$IAU$SIVR$SLV$GLW
$309M
142 positions
#9Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$PNC$LOW$GLW$AXP$ECL
$655M
539 positions
#10Focused Investors LLCActive
Some overlap · 3 shared positions
$LOW$TJX$AXP
$3.0B
23 positions
#11VISTA INVESTMENT MANAGEMENTPassive
Some overlap · 3 shared positions
$PNC$LOW$GLW
$333M
178 positions
#12Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$LOW$IAU$SLV
$163M
113 positions
#13WAYCROSS PARTNERS, LLCActive
Some overlap · 3 shared positions
$LOW$AXP$ECL
$1.2B
72 positions
#14PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive
Some overlap · 5 shared positions
$LOW$PNC$TJX$AXP$ECL
$844M
219 positions
#15PANORAMIC INVESTMENT ADVISORS, LLCActive
Some overlap · 4 shared positions
$PNC$IAU$SLV$GLW
$209M
141 positions
#16FIRST UNITED BANK & TRUSTPassive
Some overlap · 3 shared positions
$PNC$LOW$ECL
$347M
408 positions
#17Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$LOW$TJX$AXP
$292M
99 positions
#18Pettinga Financial Advisors LLCActive
Some overlap · 3 shared positions
$IAU$SIVR$SLV
$606M
158 positions
#19MB, LEVIS & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$LOW$PNC$GLW
$273M
250 positions
#20Interval Partners, LPPassive
Some overlap · 3 shared positions
$PNC$LOW$AXP
$3.9B
298 positions
#21Retirement Solution LLCActive
Some overlap · 3 shared positions
$LOW$GLW$HRL
$526M
80 positions
#22CPA Asset Management LLCActive
Some overlap · 4 shared positions
$IAU$PNC$AXP$ECL
$357M
86 positions
#23Elk River Wealth Management, LLCActive
Some overlap · 3 shared positions
$PNC$LOW$ECL
$628M
103 positions
#24Stonebridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$IAU$LOW$GLW$AXP
$1.4B
275 positions
#25Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$IAU$LOW$GLW$TJX
$1.2B
127 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.