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Hedge Funds Similar to Berkshire Bank

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

Berkshire Bank is an institutional investor managing $524M across 160 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 Berkshire Bank are Minot DeBlois Advisors, Stokes Advisors, Piscataqua Savings Bank, with shared positions in $TJX, $CB, $NEE, $DHR, $UNP, $AXP. The full ranking of 25 similar funds is below.

#1Minot DeBlois Advisors LLCPassive
Notable overlap · 8 shared positions
$TJX$CB$NEE$DHR$UNP$AXP
$116M
240 positions
#2Stokes Capital Advisors, LLCPassive
Notable overlap · 7 shared positions
$TJX$CB$NEE$UNP$TXN$SYK
$455M
118 positions
#3Piscataqua Savings BankPassive
Some overlap · 8 shared positions
$TJX$BLK$UNP$TXN$SYK$AXP
$146M
410 positions
#4Hamilton Point Investment Advisors, LLCPassive
Some overlap · 7 shared positions
$TJX$NEE$DHR$TXN$UL$AXP
$710M
193 positions
#5RWA WEALTH PARTNERS, LLCActive
Some overlap · 8 shared positions
$TJX$NEE$UNP$CB$BLK$AXP
$10.4B
645 positions
#6BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$TJX$NEE$BLK$UNP$TXN$VZ
$529M
72 positions
#7ROCKLAND TRUST COPassive
Some overlap · 6 shared positions
$TJX$NEE$BLK$UNP$TXN$VZ
$2.6B
320 positions
#8Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$TJX$NEE$BLK$UNP$TXN$SYK
$170M
61 positions
#9Tandem Investment Partners LLCActive
Some overlap · 7 shared positions
$NEE$TJX$DHR$BLK$AXP$VZ
$129M
76 positions
#10ST GERMAIN D J CO INCPassive
Some overlap · 6 shared positions
$CB$NEE$DHR$BLK$TJX$VZ
$2.8B
914 positions
#11WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$TJX$NEE$BLK$STX$DIS$DE
$1.3B
73 positions
#12Petros Family Wealth, LLCPassive
Some overlap · 8 shared positions
$TJX$BLK$NEE$TXN$SYK$DE
$164M
134 positions
#13Kesler, Norman & Wride, LLCPassive
Some overlap · 6 shared positions
$CB$NEE$BLK$UNP$TXN$SYK
$631M
271 positions
#14Perkins Coie Trust CoPassive
Some overlap · 6 shared positions
$CB$DHR$BLK$UNP$MET$SYK
$626M
499 positions
#15CAMDEN NATIONAL BANKPassive
Some overlap · 6 shared positions
$TJX$CB$NEE$TXN$DE$TMUS
$767M
184 positions
#16NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 7 shared positions
$NEE$DHR$UNP$TJX$DE$BLK
$2.7B
200 positions
#17CMH Wealth Management LLCPassive
Some overlap · 6 shared positions
$TJX$DHR$BLK$UNP$SYK$DE
$664M
112 positions
#18First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$NEE$DHR$BLK$UNP$TXN$DIS
$529M
75 positions
#19Osprey Private Wealth LLCPassive
Some overlap · 7 shared positions
$TJX$BLK$SYK$VZ$DIS$NEE
$387M
88 positions
#20SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$TJX$NEE$BLK$UNP$AXP
$145M
43 positions
#21Bigelow Investment Advisors, LLCPassive
Some overlap · 7 shared positions
$NEE$TJX$TXN$AXP$DHR$DIS
$281M
154 positions
#22Rock Point Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$NEE$CB$TXN$SYK
$409M
123 positions
#23NIXON PEABODY TRUST COActive
Some overlap · 6 shared positions
$TJX$DHR$BLK$NEE$SYK$DE
$1.5B
191 positions
#24Brentview Investment Management LLCActive
Some overlap · 5 shared positions
$TJX$NEE$BLK$UNP$TMUS
$253M
63 positions
#25Phoenix Wealth AdvisorsActive
Some overlap · 6 shared positions
$CB$NEE$UNP$AXP$VZ$TXN
$297M
129 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.