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 Community Bank, N.A.

13F Portfolio OverlapQ2 2026Community Bank, N.A. portfolio →

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Most similar hedge funds by 13F overlap

Community Bank, N.A. is an institutional investor managing $926M across 530 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 Community Bank, N.A. are Crescent Sterling, Ltd., OLD REPUBLIC INTERNATIONAL, Welch Group, with shared positions in $PEP, $VZ, $TXN, $MDY, $CMI, $AMGN. The full ranking of 25 similar funds is below.

#1Crescent Sterling, Ltd.Passive

Notable overlap · 8 shared positions

$PEP $VZ $TXN $MDY $CMI $AMGN

$112M

85 positions

#2OLD REPUBLIC INTERNATIONAL CORPActive

Some overlap · 7 shared positions

$PEP $BMY $TXN $EMR $CMI $QCOM

$2.7B

54 positions

#3Welch Group, LLCPassive

Some overlap · 7 shared positions

$PEP $VZ $TXN $EMR $QCOM $AEP

$2.9B

326 positions

#4VIKING FUND MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$GLW $BMY $PEP $VZ $QCOM

$1.1B

146 positions

#5ADVOCATE GROUP LLCPassive

Some overlap · 6 shared positions

$BMY $VZ $TXN $EMR $CMI $CB

$665M

122 positions

#6ROWLANDMILLER & PARTNERS.ADVPassive

Some overlap · 8 shared positions

$VZ $CMI $AMGN $QCOM $CB $TXN

$549M

195 positions

#7MEYER HANDELMAN COPassive

Some overlap · 6 shared positions

$GLW $VZ $TXN $AMGN $PEP $QCOM

$3.5B

274 positions

#8Advanced Asset Management Advisors IncActive

Some overlap · 7 shared positions

$PEP $TXN $EMR $AMGN $QCOM $AEP

$380M

85 positions

#9BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 6 shared positions

$GLW $VZ $EMR $AMGN $QCOM $CB

$515M

142 positions

#10Aull & Monroe Investment Management CorpPassive

Some overlap · 6 shared positions

$GLW $CMI $VZ $PEP $EMR $AMGN

$239M

126 positions

#11Pathway Financial Advisers, LLCPassive

Some overlap · 6 shared positions

$PEP $GLW $VZ $CMI $AMGN $AEP

$397M

167 positions

#12CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Some overlap · 5 shared positions

$GLW $BMY $TXN $EMR $TFC

$1.5B

184 positions

#13Carolina Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$BMY $PEP $VZ $TXN $AMGN

$255M

278 positions

#14ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Some overlap · 6 shared positions

$PEP $TXN $EMR $CMI $AMGN $QCOM

$460M

220 positions

#15InvesTrustPassive

Some overlap · 5 shared positions

$BMY $PEP $VZ $EMR $NUE

$260M

95 positions

#16UNITED BANKActive

Some overlap · 5 shared positions

$GLW $PEP $TXN $CMI $AMGN

$853M

130 positions

#17BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 6 shared positions

$BMY $EMR $PEP $NUE $QCOM $CB

$2.5B

270 positions

#18CHEMUNG CANAL TRUST COActive

Some overlap · 5 shared positions

$GLW $PEP $BMY $EMR $AMGN

$541M

111 positions

#19NovaPoint Capital, LLCPassive

Some overlap · 5 shared positions

$GLW $PEP $TXN $CMI $CB

$481M

161 positions

#20VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 6 shared positions

$PEP $VZ $EMR $AMGN $QCOM $CB

$201M

57 positions

#21St. Johns Investment Management Company, LLCPassive

Some overlap · 6 shared positions

$GLW $MDY $CMI $AMGN $QCOM $TFC

$264M

201 positions

#22Insight Inv LLCPassive

Some overlap · 5 shared positions

$GLW $PEP $EMR $AMGN $QCOM

$212M

109 positions

#23FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Some overlap · 4 shared positions

$GLW $BMY $VZ $TXN

$206M

80 positions

#24FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive

Some overlap · 5 shared positions

$GLW $PEP $VZ $BMY $EMR

$492M

156 positions

#25Kerusso Capital Management LLCPassive

Some overlap · 5 shared positions

$BMY $PEP $VZ $AMGN $QCOM

$274M

58 positions

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View Community Bank, N.A.’s holdings

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.