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Hedge Funds Similar to CHICAGO NA

13F Portfolio OverlapQ2 2026CHICAGO NA portfolio →
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Most similar hedge funds by 13F overlap

CHICAGO TRUST Co NA is an institutional investor managing $690M across 382 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 CHICAGO NA are FARMERS, EAGLE ROCK INVESTMENT COMPANY, Costello Asset, with shared positions in $CB, $C, $UNP, $PM, $HON, $PEP. The full ranking of 25 similar funds is below.

#1FARMERS TRUST CO
Some overlap · 7 shared positions
$CB$C$UNP$PM$HON$PEP
$637M
203 positions
#2EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 6 shared positions
$AXP$CB$C$CMI$MCK$VZ
$808M
156 positions
#3Costello Asset Management, INCPassive
Some overlap · 6 shared positions
$AXP$MCK$CB$HON$PEP$VZ
$333M
710 positions
#4Yoffe Investment Management, LLCPassive
Some overlap · 6 shared positions
$AXP$C$UNP$PM$HON$VZ
$87M
113 positions
#5Coign Capital Advisors LLCActive
Some overlap · 5 shared positions
$AXP$MCK$CB$C$PM
$222M
88 positions
#6Pflug Koory, LLCPassive
Some overlap · 6 shared positions
$MCK$C$AXP$UNP$HON$VZ
$250M
426 positions
#7Chesley Taft & Associates LLCActive
Some overlap · 5 shared positions
$AXP$CB$C$UNP$PEP
$2.6B
369 positions
#8Phoenix Wealth AdvisorsActive
Some overlap · 6 shared positions
$CB$AXP$UNP$CMI$PEP$VZ
$297M
129 positions
#9LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$AXP$CB$UNP$PM$PEP
$273M
104 positions
#10HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$AXP$CB$UNP$PM$PEP
$252M
43 positions
#11CAMBIAR INVESTORS LLCActive
Some overlap · 5 shared positions
$AXP$CB$UNP$HON$PEP
$2.3B
150 positions
#12MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$C$UNP$PM$CMI$PEP$VZ
$233M
122 positions
#13Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 5 shared positions
$AXP$C$CMI$HON$PEP
$658M
152 positions
#14Crescent Sterling, Ltd.Passive
Some overlap · 6 shared positions
$CB$SHEL$CMI$HON$PEP$VZ
$112M
85 positions
#15Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$AXP$CB$UNP$PEP$VZ
$116M
240 positions
#16Capital Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$C$CMI$HON$VZ
$7.6B
789 positions
#17Deane Retirement Strategies, Inc.Passive
Some overlap · 4 shared positions
$AXP$MCK$CB$UNP
$236M
52 positions
#18Cornerstone Investment Partners, LLCActive
Some overlap · 4 shared positions
$AXP$MCK$CB$CMI
$3.0B
312 positions
#19Longbow Finance SAPassive
Some overlap · 4 shared positions
$AXP$MCK$C$CMI
$782M
59 positions
#20DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive
Some overlap · 4 shared positions
$AXP$MCK$C$UNP
$130.4B
1,077 positions
#21Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$CB$C$UNP$HON$VZ
$739M
344 positions
#22PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$AXP$MCK$UNP$CMI
$175M
73 positions
#23BLALOCK WILLIAMS, LLCPassive
Some overlap · 5 shared positions
$AXP$C$UNP$PM$VZ
$154M
154 positions
#24JACOBS & CO/CAPassive
Some overlap · 5 shared positions
$AXP$UNP$CMI$HON$PEP
$1.2B
134 positions
#25Strategic Wealth Partners, Ltd.Passive
Some overlap · 4 shared positions
$AXP$C$UNP$PM
$1.6B
1,462 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.