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Hedge Funds Similar to EASTERN BANK

13F Portfolio OverlapQ2 2026EASTERN BANK portfolio →
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Most similar hedge funds by 13F overlap

EASTERN BANK is an institutional investor managing $6.5B across 1,038 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 EASTERN BANK are Community Financial Services Group, FORBES J M & LLP, RWA WEALTH PARTNERS, with shared positions in $KLAC, $ETN, $ADI, $NEE, $PNC, $ANET. The full ranking of 25 similar funds is below.

#1Community Financial Services Group, LLCPassive
Notable overlap · 14 shared positions
$KLAC$ETN$ADI$NEE$PNC$ANET
$686M
532 positions
#2FORBES J M & CO LLPActive
Some overlap · 7 shared positions
$ETN$NEE$ANET$UNP$EMR$LIN
$1.3B
159 positions
#3RWA WEALTH PARTNERS, LLCActive
Some overlap · 8 shared positions
$KLAC$NEE$UNP$LIN$AXP$BLK
$10.4B
645 positions
#4CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 7 shared positions
$KLAC$ETN$NEE$ANET$AXP$BLK
$195M
67 positions
#5NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ADI$ETN$NEE$ANET$UNP$EMR
$381M
144 positions
#6SWP Investment Management LLCPassive
Some overlap · 7 shared positions
$NEE$PNC$UNP$EMR$PLD$AXP
$145M
43 positions
#7BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 7 shared positions
$NEE$PNC$UNP$EMR$PLD$AXP
$171M
116 positions
#8BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$KLAC$ETN$PNC$ANET$UNP$AXP
$414M
106 positions
#9Vivid Wealth Management, LLCPassive
Some overlap · 6 shared positions
$KLAC$ETN$PNC$ANET$UNP$AXP
$284M
73 positions
#10Teamwork Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$KLAC$ETN$PNC$ANET$UNP$AXP
$1.1B
215 positions
#11Fruth Investment ManagementPassive
Some overlap · 7 shared positions
$ETN$ADI$EMR$UNP$LIN$AXP
$421M
225 positions
#12CAPITAL CITY TRUST CO/FLPassive
Some overlap · 7 shared positions
$NEE$ANET$AEP$UNP$ETN$BLK
$482M
129 positions
#13Clifford Group, LLCSmart money
Some overlap · 7 shared positions
$NEE$UNP$PLD$ETN$LIN$KLAC
$145M
86 positions
#14Sun Financial IncPassive
Some overlap · 6 shared positions
$ETN$KLAC$PNC$ANET$UNP$AXP
$212M
161 positions
#15Stonebridge Financial Group, LLCPassive
Some overlap · 7 shared positions
$ADI$NEE$EMR$LIN$AXP$BLK
$1.3B
275 positions
#16Michael Brady & Co., LLCActive
Some overlap · 7 shared positions
$ETN$UNP$ADI$EMR$AXP$PH
$113M
58 positions
#17Evansbrook LLCActive
Some overlap · 8 shared positions
$STX$NEE$ANET$ADI$PH$ETN
$168M
127 positions
#18Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$ETN$ADI$NEE$UNP$BLK$MCD
$170M
61 positions
#19BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$KLAC$ETN$ANET$LIN$UNP$MCD
$1.7B
401 positions
#20First County Bank /CT/Passive
Some overlap · 6 shared positions
$KLAC$ETN$UNP$EMR$AEP$MCD
$213M
169 positions
#21Smith, Salley & AssociatesPassive
Some overlap · 6 shared positions
$ADI$NEE$ANET$LIN$UNP$PNC
$2.3B
275 positions
#22FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 6 shared positions
$ETN$NEE$AEP$UNP$BLK$MCD
$5.3B
210 positions
#23Strategic Wealth Partners, Ltd.Passive
Some overlap · 6 shared positions
$NEE$PNC$UNP$EMR$PLD$AXP
$1.6B
1,462 positions
#24Marion Wealth ManagementPassive
Some overlap · 7 shared positions
$ADI$UNP$NEE$PNC$BLK$LIN
$491M
159 positions
#25Clear Trail Advisors, LLCPassive
Some overlap · 6 shared positions
$ETN$ADI$NEE$UNP$AXP$MCD
$655M
161 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.