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Hedge Funds Similar to Exchange Bank

13F Portfolio OverlapQ3 2026Exchange Bank portfolio →
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Most similar hedge funds by 13F overlap

Exchange Bank is an institutional investor managing $162M across 129 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 Exchange Bank are EDGAR LOMAX, Carolina Wealth Advisors, Stokes Advisors, with shared positions in $TXN, $UNP, $BMY, $TGT, $NEE, $FDX. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$TXN$UNP$BMY$TGT$NEE$FDX
$1.3B
58 positions
#2Carolina Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$UNP$TXN$PM$BMY$MO
$263M
373 positions
#3Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$TXN$UNP$ADP$NEE$MRSH$AXP
$455M
118 positions
#4CAMBIAR INVESTORS LLCActive
Some overlap · 5 shared positions
$UNP$TXN$BMY$AXP$FDX
$2.3B
150 positions
#5Barbara Oil Co.Active
Some overlap · 6 shared positions
$UNP$NSC$TXN$GL$BNY$BMY
$297M
73 positions
#6First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$UNP$TXN$PM$NEE
$529M
75 positions
#7KDT Advisors, LLCPassive
Some overlap · 5 shared positions
$UNP$PM$ADP$NEE$MO
$72M
73 positions
#8AMICA MUTUAL INSURANCE COActive
Some overlap · 5 shared positions
$TXN$UNP$PM$NEE$AXP
$1.2B
142 positions
#9Granite Group Advisors, LLCActive
Some overlap · 6 shared positions
$TXN$TGT$ADP$NEE$BNY$PM
$158M
78 positions
#10Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$UNP$TXN$BNY$ADP$NEE
$108M
52 positions
#11Shelter Mutual Insurance CoActive
Some overlap · 5 shared positions
$UNP$TGT$NEE$BMY$AXP
$473M
58 positions
#12Ipsen Advisor Group LLCPassive
Some overlap · 5 shared positions
$TXN$UNP$BMY$NEE$IAU
$155M
107 positions
#13TrueMark Investments, LLCPassive
Some overlap · 5 shared positions
$PM$UNP$TXN$NEE$MO
$798M
187 positions
#14Cherokee Insurance CoPassive
Some overlap · 5 shared positions
$UNP$NSC$BNY$MO$FDX
$259M
124 positions
#15InvesTrustPassive
Some overlap · 5 shared positions
$PM$BMY$TGT$ADP$AXP
$247M
91 positions
#16HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$UNP$ADP$NEE$BMY$AXP
$321M
107 positions
#17MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$TXN$TGT$ADP$NEE$BNY
$1.2B
100 positions
#18ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$UNP$TXN$BMY$TGT
$646M
122 positions
#19WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 4 shared positions
$UNP$PM$NSC$MO
$97M
110 positions
#20LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$UNP$PM$ADP$AXP$NSC
$273M
104 positions
#21RAHLFS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$TXN$PM$BMY$TGT$MO
$150M
89 positions
#22OmniStar Financial Group, Inc.Passive
Some overlap · 5 shared positions
$BMY$PM$TGT$NEE$BNY
$230M
116 positions
#23Stolper CoPassive
Some overlap · 5 shared positions
$UNP$TXN$BNY$PM$MO
$387M
90 positions
#24CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 4 shared positions
$TXN$BMY$PM$TGT
$3.3B
229 positions
#25Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$UNP$PM$NEE$MRSH
$253M
63 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.