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Hedge Funds Similar to ARROW FINANCIAL

13F Portfolio OverlapQ2 2026ARROW FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

ARROW FINANCIAL CORP is an institutional investor managing $1.1B across 162 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 ARROW FINANCIAL are ALBION FINANCIAL GROUP, Norway Savings Bank, Huntleigh Advisors, with shared positions in $APH, $BLK, $AMGN, $MS, $TJX, $PWR. The full ranking of 25 similar funds is below.

#1ALBION FINANCIAL GROUP /UTPassive
Some overlap · 9 shared positions
$APH$BLK$AMGN$MS$TJX$PWR
$1.7B
652 positions
#2Norway Savings BankPassive
Some overlap · 7 shared positions
$MRVL$APH$BLK$AMGN$TJX$CRM
$239M
104 positions
#3Huntleigh Advisors, Inc.Passive
Some overlap · 6 shared positions
$MRVL$APH$BLK$AMGN$MS$CMI
$714M
303 positions
#4HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 5 shared positions
$MRVL$APH$TJX$PWR$SYK
$217M
352 positions
#5YHB Investment Advisors, Inc.Passive
Some overlap · 7 shared positions
$APH$AMGN$TJX$MCD$CMI$TMO
$1.6B
314 positions
#6PIONEER TRUST BANK N A/ORPassive
Some overlap · 7 shared positions
$APH$BLK$TJX$CRM$DIS$MCD
$441M
87 positions
#7RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 6 shared positions
$APH$MRVL$BLK$TJX$MCD$SYK
$794M
188 positions
#8SOUTH PLAINS FINANCIAL, INC.Passive
Some overlap · 6 shared positions
$MRVL$BLK$MS$CRM$CMI$TMO
$186M
209 positions
#9Smith, Salley & AssociatesPassive
Some overlap · 5 shared positions
$MRVL$APH$TJX$CMI$TMO
$2.3B
275 positions
#10Mechanics Financial CorpPassive
Some overlap · 7 shared positions
$MRVL$BLK$AMGN$MS$MCD$CMI
$280M
296 positions
#11Osprey Private Wealth LLCPassive
Some overlap · 7 shared positions
$APH$BLK$TJX$DIS$MCD$TMO
$387M
88 positions
#12BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$APH$BLK$MS$TJX$ICE$TMO
$499M
73 positions
#13BRADY FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$APH$BLK$AMGN$TJX$MCD$SYK
$346M
113 positions
#14Perennial Advisors, LLCPassive
Some overlap · 6 shared positions
$APH$AMGN$TJX$DIS$MCD$TMO
$649M
136 positions
#15Stonebridge Capital Advisors LLCPassive
Some overlap · 6 shared positions
$MRVL$BLK$DIS$MCD$TMO$TRV
$1.6B
215 positions
#16Mendel Money ManagementPassive
Some overlap · 4 shared positions
$MRVL$APH$PWR$TMO
$273M
127 positions
#17NZS Capital, LLCActive
Some overlap · 4 shared positions
$MRVL$APH$PWR$SYK
$3.9B
61 positions
#18ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 6 shared positions
$APH$TJX$DIS$MCD$TMO$SYK
$1.9B
88 positions
#19WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 7 shared positions
$BLK$TJX$CRM$DIS$AMGN$CMI
$1.3B
73 positions
#20Cove Private Wealth, LLCPassive
Some overlap · 5 shared positions
$MRVL$APH$CRM$TJX$TMO
$518M
207 positions
#21Henshaw Capital LLCActive
Some overlap · 5 shared positions
$MRVL$BLK$CRM$MCD$TMO
$3.1B
160 positions
#22Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$MRVL$AMGN$MS$CMI$TMO
$652M
146 positions
#23DAVIS R M INCActive
Some overlap · 4 shared positions
$MRVL$APH$TJX$TMO
$6.3B
280 positions
#24Field & Main BankPassive
Some overlap · 5 shared positions
$MRVL$TJX$AMGN$DIS$SYK
$485M
271 positions
#25MeadowBrook Investment Advisors LLCPassive
Some overlap · 5 shared positions
$MRVL$BLK$DIS$TMO$SYK
$126M
196 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.