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 Bangor Savings Bank

13F Portfolio OverlapQ2 2026Bangor Savings Bank portfolio →

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Most similar hedge funds by 13F overlap

Bangor Savings Bank is an institutional investor managing $1.4B across 543 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 Bangor Savings Bank are Chatterton & Associates, American Investment Services, Strategic Financial Services, with shared positions in $GLDM, $FTNT, $DOV, $VRTX, $BA, $AMGN. The full ranking of 25 similar funds is below.

#1Chatterton & Associates Inc.Passive

Notable overlap · 5 shared positions

$GLDM $FTNT $DOV $VRTX $BA

$170M

101 positions

#2American Investment Services, Inc.Active

Notable overlap · 5 shared positions

$GLDM $AMGN $VZ $NEE $PEP

$473M

133 positions

#3Strategic Financial Services, Inc.

Notable overlap · 5 shared positions

$GLDM $QCOM $NEE $PEP $PSX

$2.3B

157 positions

#4RM Financial Services, LLCPassive

Notable overlap · 4 shared positions

$GLDM $PEP $BA $PSX

$135M

79 positions

#5Henderson Brothers Financial Partners, LLCActive

Notable overlap · 4 shared positions

$GLDM $PEP $VZ $NEE

$211M

77 positions

#6PENOBSCOT WEALTH MANAGEMENTActive

Notable overlap · 3 shared positions

$GLDM $PEP $DOV

$374M

117 positions

#7Cassaday & Co Wealth Management LLCActive

Notable overlap · 3 shared positions

$GLDM $PEP $MCD

$5.3B

1,313 positions

#8Austin Wealth Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $DOV $NEE

$473M

126 positions

#9Integrity Wealth Solutions LLCActive

Notable overlap · 3 shared positions

$GLDM $DOV $NEE

$271M

129 positions

#10NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$GLDM $DOV $MCD

$270M

74 positions

#11Mills Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$GLDM $MCD $LOW

$318M

76 positions

#12Cedar Point Capital Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $BA $NEE

$174M

77 positions

#13SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $NEE $MCD

$762M

147 positions

#14Compass Wealth Management, LLC/GAActive

Notable overlap · 4 shared positions

$GLDM $PEP $BA $LOW

$251M

74 positions

#15Napier Financial, LLCActive

Notable overlap · 3 shared positions

$GLDM $BA $VZ

$480M

472 positions

#16Warren Street Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $DOV $AMGN

$448M

156 positions

#17Evernest Financial Advisors, LLCPassive

Notable overlap · 5 shared positions

$GLDM $MCD $AMGN $QCOM $SYK

$478M

191 positions

#18RETIREMENT INCOME SOLUTIONS, INCSmart money

Notable overlap · 4 shared positions

$GLDM $MCD $AMGN $NEE

$581M

172 positions

#19Capital Planning Advisors, LLC

Notable overlap · 3 shared positions

$GLDM $FTNT $NEE

$692M

146 positions

#20Royal Harbor Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $MCD $BA

$323M

56 positions

#21Alliance Wealth Advisors, LLC /UTPassive

Notable overlap · 4 shared positions

$GLDM $DOV $MCD $VZ

$530M

235 positions

#22Collaborative Wealth Managment Inc.Active

Notable overlap · 3 shared positions

$GLDM $MCD $QCOM

$238M

170 positions

#23American National Bank of TexasActive

Notable overlap · 4 shared positions

$GLDM $DOV $MCD $AMGN

$110M

56 positions

#24Mission Creek Capital Partners, Inc.Passive

Notable overlap · 3 shared positions

$GLDM $AMGN $NEE

$569M

231 positions

#25Fortis Advisors, LLCPassive

Notable overlap · 3 shared positions

$GLDM $C $NEE

$214M

122 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.