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 COMMERCE BANK

13F Portfolio OverlapQ2 2026COMMERCE BANK portfolio →

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Most similar hedge funds by 13F overlap

COMMERCE BANK is an institutional investor managing $22.8B across 1,332 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 COMMERCE BANK are Brentview Investment, Atlantic Edge Private Wealth, OmniStar Financial Group, with shared positions in $MS, $NEE, $UNP, $PH, $LOW, $MCK. The full ranking of 25 similar funds is below.

#1Brentview Investment Management LLCActive

Some overlap · 6 shared positions

$MS $NEE $UNP $PH $LOW $MCK

$253M

63 positions

#2Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 7 shared positions

$NVT $UNP $TMO $LOW $MCK $AEP

$487M

628 positions

#3OmniStar Financial Group, Inc.Passive

Some overlap · 5 shared positions

$MS $UPS $NEE $PH $AEP

$230M

116 positions

#4MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 6 shared positions

$MS $NEE $TMO $LOW $AEP $MDY

$1.2B

100 positions

#5Chesapeake Wealth ManagementPassive

Some overlap · 5 shared positions

$MS $NEE $UNP $MCD $TMO

$357M

168 positions

#6Waterfront Wealth Inc.Passive

Some overlap · 4 shared positions

$CBSH $UPS $MS $UNP

$645M

298 positions

#7FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 5 shared positions

$MS $NEE $UNP $PH $LOW

$377M

75 positions

#8Haverford Trust CoActive

Some overlap · 6 shared positions

$NVT $NEE $MCD $TMO $LOW $MCK

$11.6B

424 positions

#9Cushing Capital Partners, LLCPassive

Some overlap · 5 shared positions

$CBSH $NEE $PH $MCD $LOW

$163M

113 positions

#10WHALEROCK POINT PARTNERS, LLCPassive

Some overlap · 6 shared positions

$NEE $UNP $MCD $TMO $AEP $MDY

$587M

207 positions

#11Nexus Investment Management ULCActive

Some overlap · 5 shared positions

$MS $UPS $TMO $AEP $UNP

$767M

72 positions

#12MOODY LYNN & LIEBERSON, LLCPassive

Some overlap · 5 shared positions

$MS $UNP $TMO $MCD $AEP

$1.9B

265 positions

#13ADVOCATE GROUP LLCPassive

Some overlap · 4 shared positions

$MS $UPS $UNP $MCD

$646M

122 positions

#14BOSTON RESEARCH & MANAGEMENT INCPassive

Some overlap · 5 shared positions

$UPS $NEE $MCD $TMO $LOW

$453M

121 positions

#15Banco de Sabadell, S.APassive

Some overlap · 5 shared positions

$NVT $NEE $UNP $MCD $TMO

$170M

61 positions

#16Cullen Capital Management, LLCActive

Some overlap · 4 shared positions

$MS $UPS $NEE $LOW

$10.2B

208 positions

#17Mayflower Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$MS $UPS $NEE $MCD $MDY

$1.2B

499 positions

#18Sculati Wealth Management, LLCPassive

Some overlap · 4 shared positions

$MS $UPS $PH $LOW

$306M

120 positions

#19AMICA MUTUAL INSURANCE COActive

Some overlap · 5 shared positions

$NEE $UNP $PH $MCD $TMO

$1.2B

142 positions

#20CLIFFORD SWAN INVESTMENT COUNSEL LLCActive

Some overlap · 5 shared positions

$UPS $PH $MCD $LOW $MCK

$3.1B

340 positions

#21Eldridge Investment Advisors, Inc.Active

Some overlap · 6 shared positions

$UPS $MCD $MCK $NEE $MDY $TMO

$505M

163 positions

#22HOWE & RUSLING INCPassive

Some overlap · 4 shared positions

$MS $NEE $UNP $MCD

$1.7B

479 positions

#23Stokes Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$MS $NEE $UNP $MCD

$455M

118 positions

#24LAWOOD & COPassive

Some overlap · 4 shared positions

$MS $UPS $NEE $AEP

$145M

94 positions

#25NORTHEAST INVESTMENT MANAGEMENTActive

Some overlap · 5 shared positions

$NEE $UNP $MCD $TMO $LOW

$2.7B

200 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.