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Hedge Funds Similar to CAPE ANN SAVINGS BANK

13F Portfolio OverlapQ2 2026CAPE ANN SAVINGS BANK portfolio →
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Most similar hedge funds by 13F overlap

CAPE ANN SAVINGS BANK is an institutional investor managing $212M across 113 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 CAPE ANN SAVINGS BANK are ROGCO, NORTH DALLAS BANK, NBH Bank, with shared positions in $IAU, $BLK, $PEP, $MS, $MCD, $AEP. The full ranking of 25 similar funds is below.

#1ROGCO, LPActive
Notable overlap · 9 shared positions
$IAU$BLK$PEP$MS$MCD$AEP
$327M
224 positions
#2NORTH DALLAS BANK & TRUST COPassive
Notable overlap · 11 shared positions
$IAU$CMI$MS$BLK$MAR$PEP
$169M
113 positions
#3NBH BankPassive
Notable overlap · 11 shared positions
$IAU$BLK$CMI$CDNS$MS$MCD
$237M
552 positions
#4Bigelow Investment Advisors, LLCPassive
Notable overlap · 6 shared positions
$IAU$NEE$GD$PEP$ETN$DE
$276M
157 positions
#5Interactive Financial AdvisorsActive
Notable overlap · 4 shared positions
$IAU$MS$NEE$AEP
$164M
74 positions
#6Signet Investment Advisory Group, Inc.Passive
Notable overlap · 6 shared positions
$IAU$PEP$NEE$MCD$ETN$MDT
$227M
73 positions
#7CPA Asset Management LLCActive
Notable overlap · 6 shared positions
$IAU$MCD$NEE$PEP$MS$DE
$347M
97 positions
#8JMAC ENTERPRISES LLCActive
Notable overlap · 8 shared positions
$IAU$MS$BLK$NEE$GD$MCD
$593M
122 positions
#9FORBES J M & CO LLPActive
Notable overlap · 5 shared positions
$IAU$NEE$PEP$ETN$ICE
$1.3B
159 positions
#10TENET WEALTH PARTNERS, LLCActive
Notable overlap · 4 shared positions
$IAU$DE$PEP$ETN
$134M
101 positions
#11WEALTHSPAN PARTNERS, LLCPassive
Notable overlap · 4 shared positions
$IAU$DE$MCD$NEE
$317M
129 positions
#12MBA Advisors LLCPassive
Notable overlap · 4 shared positions
$IAU$MCD$PEP$GD
$297M
166 positions
#13Sage Investment Advisers LLCPassive
Notable overlap · 4 shared positions
$IAU$DE$ETN$MCD
$149M
98 positions
#14SOUTH PLAINS FINANCIAL, INC.Passive
Notable overlap · 9 shared positions
$CMI$MS$PEP$GD$CDNS$DE
$186M
209 positions
#15Centerline Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$PEP$NEE
$319M
79 positions
#16ShoreHaven Wealth Partners, LLCActive
Notable overlap · 5 shared positions
$IAU$MS$BLK$MAR$NEE
$318M
106 positions
#17Private Harbour Investment Management & Counsel, LLCActive
Notable overlap · 3 shared positions
$IAU$PEP$ETN
$84M
36 positions
#18Elevated Financial Group LLCActive
Notable overlap · 3 shared positions
$IAU$MAR$BLK
$365M
125 positions
#19Modus Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$NEE$MCD
$405M
118 positions
#20LifePlan Financial, LLCPassive
Notable overlap · 3 shared positions
$IAU$GD$MDT
$143M
89 positions
#21Cushing Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$IAU$NEE$MCD
$145M
99 positions
#22J. R. Prunier Capital Management LLC
Notable overlap · 6 shared positions
$IAU$PEP$NEE$DE$CDNS$ETN
$235M
67 positions
#235T Wealth, LLCActive
Notable overlap · 3 shared positions
$IAU$BLK$ETN
$269M
134 positions
#24ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Notable overlap · 3 shared positions
$IAU$MAR$ETN
$753M
223 positions
#25Ridge Creek Global, IncPassive
Notable overlap · 4 shared positions
$IAU$CMI$NEE$ETN
$129M
94 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.