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 CAMDEN NATIONAL BANK

13F Portfolio OverlapQ2 2026CAMDEN NATIONAL BANK portfolio →

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Most similar hedge funds by 13F overlap

CAMDEN NATIONAL BANK is an institutional investor managing $767M across 184 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 CAMDEN NATIONAL BANK are Providence Advisors, WestEnd Advisors, Stokes Advisors, with shared positions in $DE, $TMO, $LIN, $PWR, $PLD, $XYL. The full ranking of 25 similar funds is below.

#1Providence Capital Advisors, LLCPassive

Notable overlap · 10 shared positions

$DE $TMO $LIN $PWR $PLD $XYL

$660M

385 positions

#2WestEnd Advisors, LLCActive

Notable overlap · 8 shared positions

$CB $TJX $TMUS $TMO $TXN $MDT

$4.5B

408 positions

#3Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$TJX $CB $MCD $NEE $LIN $TXN

$455M

118 positions

#4First National Bank of Mount Dora, Trust Investment ServicesPassive

Notable overlap · 8 shared positions

$TJX $DE $LIN $TMUS $TXN $MCD

$503M

128 positions

#5BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$TJX $DE $LIN $NEE $TMO $CB

$8.0B

1,334 positions

#6Stack Financial Management, IncActive

Notable overlap · 7 shared positions

$PWR $NEE $LHX $DUK $PEP $MDLZ

$1.3B

54 positions

#7GUYASUTA INVESTMENT ADVISORS INCActive

Notable overlap · 7 shared positions

$PWR $LIN $RSG $TMO $TXN $MCD

$1.9B

270 positions

#8ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$LIN $TJX $CB $ADP $NVS $PLD

$713M

97 positions

#9SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$DE $NEE $LHX $MCD $ADP $MDT

$208M

56 positions

#10CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 7 shared positions

$DE $NEE $RSG $MCD $TXN $MDT

$1.1B

157 positions

#11Somerset Trust CoPassive

Notable overlap · 8 shared positions

$NEE $LIN $LHX $MCD $CB $ADP

$354M

186 positions

#12DB Fitzpatrick & Co, IncActive

Notable overlap · 5 shared positions

$PWR $CB $DE $RSG $TMO

$121M

100 positions

#13BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$TJX $NEE $LIN $TMO $TXN $PEP

$529M

72 positions

#14Deane Retirement Strategies, Inc.Passive

Notable overlap · 8 shared positions

$LIN $CB $TXN $IAU $ADBE $ZTS

$244M

53 positions

#15M. Kraus & CoPassive

Notable overlap · 7 shared positions

$LIN $NEE $LHX $TMO $PEP $MDLZ

$373M

83 positions

#16FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 7 shared positions

$CB $NEE $RSG $MDT $PEP $PKG

$377M

75 positions

#17Sandro Wealth Management LLCPassive

Notable overlap · 8 shared positions

$PWR $TMO $MCD $NEE $TMUS $TJX

$138M

103 positions

#18Cushing Capital Partners, LLCPassive

Notable overlap · 9 shared positions

$IAU $ADP $NEE $LIN $MCD $MDLZ

$163M

113 positions

#19Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$LIN $TJX $TMO $MCD $TXN $DUK

$360M

73 positions

#20Iyo Bank, Ltd.Active

Notable overlap · 7 shared positions

$NEE $DE $TMO $TXN $LIN $PLD

$329M

32 positions

#21Haverford Financial Services, Inc.Active

Notable overlap · 8 shared positions

$TJX $NEE $TXN $PEP $SPGI $TMO

$339M

49 positions

#22WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 8 shared positions

$LIN $NEE $TJX $PEP $TMO $ZTS

$1.3B

73 positions

#23MCRAE CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$PWR $CB $TMO $VRTX $CHKP $ZTS

$540M

113 positions

#24Financial & Tax Architects, LLCPassive

Notable overlap · 7 shared positions

$NEE $MCD $ADP $IAU $MDT $PEP

$486M

109 positions

#25Minot DeBlois Advisors LLCPassive

Notable overlap · 7 shared positions

$CB $TJX $ADP $NVS $NEE $PEP

$116M

240 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.