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 Financial Services Group

13F Portfolio OverlapQ3 2026Community Financial Services Group portfolio →

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Most similar hedge funds by 13F overlap

Community Financial Services Group, LLC is an institutional investor managing $655M across 539 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Community Financial Services Group are EASTERN BANK, Stonebridge Financial Group, CAMPBELL NEWMAN ASSET, with shared positions in $KLAC, $ETN, $ADI, $NEE, $PNC, $ANET. The full ranking of 25 similar funds is below.

#1EASTERN BANKPassive

Notable overlap · 14 shared positions

$KLAC $ETN $ADI $NEE $PNC $ANET

$6.6B

1,107 positions

#2Stonebridge Financial Group, LLCPassive

Notable overlap · 10 shared positions

$ADI $GLW $LIN $NEE $EMR $AXP

$1.4B

275 positions

#3CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$KLAC $ETN $EMR $ADI $APH $LOW

$1.3B

99 positions

#4CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 7 shared positions

$KLAC $ETN $NEE $ANET $AXP $BLK

$195M

67 positions

#5FORBES J M & CO LLPActive

Notable overlap · 9 shared positions

$ETN $LIN $EMR $NEE $APH $ANET

$1.3B

157 positions

#6ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Notable overlap · 8 shared positions

$KLAC $ADI $NEE $APH $PH $BLK

$409M

182 positions

#7Ayrshire Capital Management LLCPassive

Notable overlap · 6 shared positions

$KLAC $ETN $LIN $APH $ANET $ECL

$219M

50 positions

#8Petros Family Wealth, LLCPassive

Notable overlap · 7 shared positions

$KLAC $EMR $ADI $NEE $BLK $LOW

$164M

134 positions

#9MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 9 shared positions

$LIN $NEE $ADI $PH $APH $BLK

$857M

166 positions

#10JGP Wealth Management, LLCActive

Notable overlap · 6 shared positions

$KLAC $PNC $ADI $NEE $LOW $ABT

$1.1B

242 positions

#11Michael Brady & Co., LLCActive

Notable overlap · 8 shared positions

$ETN $EMR $PH $ADI $AXP $WM

$110M

55 positions

#12Blue Chip Partners, LLCActive

Notable overlap · 6 shared positions

$KLAC $ETN $NEE $WM $BLK $ABT

$1.6B

184 positions

#13COLTON GROOME FINANCIAL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$KLAC $ETN $PNC $EMR $BLK $LOW

$427M

162 positions

#14TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 6 shared positions

$KLAC $ETN $NEE $AXP $PH $LOW

$217M

114 positions

#15BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$ETN $LIN $ADI $NEE $WM $LOW

$8.0B

1,334 positions

#16DOVER ADVISORS, LLCPassive

Notable overlap · 8 shared positions

$ETN $KLAC $PH $AXP $NEE $LOW

$244M

153 positions

#17BNC WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$KLAC $PNC $ETN $ANET $AXP

$436M

104 positions

#18First Long Island Investors, LLCActive

Notable overlap · 8 shared positions

$ETN $PH $NEE $APH $BLK $MCD

$1.4B

73 positions

#19BANK OF STOCKTONActive

Notable overlap · 6 shared positions

$KLAC $PH $ADI $AXP $ABT $PNC

$333M

124 positions

#20OLD SECOND NATIONAL BANK OF AURORAPassive

Notable overlap · 6 shared positions

$KLAC $GLW $ETN $NEE $PLD $BLK

$501M

276 positions

#21ALBERT D MASON INCPassive

Notable overlap · 5 shared positions

$KLAC $LIN $ETN $PH $MCD

$166M

140 positions

#22BROWN BROTHERS HARRIMAN & COActive

Notable overlap · 7 shared positions

$KLAC $LIN $PH $WM $ADI $MCD

$22.8B

1,818 positions

#23Somerset Trust CoPassive

Notable overlap · 8 shared positions

$LIN $ADI $NEE $EMR $BLK $MCD

$354M

186 positions

#24PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive

Notable overlap · 9 shared positions

$ADI $LIN $NEE $AXP $BLK $LOW

$844M

219 positions

#25Smith, Salley & AssociatesPassive

Notable overlap · 8 shared positions

$ADI $LIN $NEE $APH $ANET $PNC

$2.3B

275 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.