What hedge funds are most similar to First National Advisers, LLC?

The funds with the most similar 13F portfolios to First National Advisers, LLC are BRIGHT ROCK, Cornerstone, Aull & Monroe Investment, based on overlapping conviction holdings in the latest SEC filings.

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 First National Advisers

13F Portfolio OverlapQ2 2026First National Advisers portfolio →

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Most similar hedge funds by 13F overlap

First National Advisers, LLC is an institutional investor managing $712M across 251 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 First National Advisers are BRIGHT ROCK, Cornerstone, Aull & Monroe Investment, with shared positions in $NEE, $MS, $ANET, $APH, $PEP, $SCHW. The full ranking of 25 similar funds is below.

#1BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 8 shared positions

$NEE $MS $ANET $APH $PEP $SCHW

$499M

73 positions

#2Cornerstone Capital, Inc.Active

Some overlap · 8 shared positions

$AMGN $GLW $AME $APH $PEP $SCHW

$1.1B

120 positions

#3Aull & Monroe Investment Management CorpPassive

Some overlap · 7 shared positions

$NEE $AMGN $GLW $CSX $SO $PEP

$239M

126 positions

#4EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$NEE $AMGN $MS $SO $WFC $PEP

$1.3B

58 positions

#5BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$NEE $AMGN $PEP $TMO $ETN $LIN

$8.0B

1,334 positions

#6AssuredPartners Investment Advisors, LLCPassive

Some overlap · 7 shared positions

$GLW $CSX $NEE $MS $PEP $AMGN

$1.0B

416 positions

#7Smith, Salley & AssociatesPassive

Some overlap · 7 shared positions

$NEE $ANET $AME $APH $PEP $TMO

$2.3B

275 positions

#8Walsky Investment Management, Inc.Passive

Some overlap · 7 shared positions

$AMGN $CSX $SO $WFC $PEP $ETN

$108M

52 positions

#9FIRST NATIONAL BANK OF OMAHAPassive

Some overlap · 7 shared positions

$NEE $PEP $LFUS $SO $ETN $AMGN

$3.5B

505 positions

#10MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 6 shared positions

$NEE $AMGN $MS $WFC $PEP $TMO

$1.2B

106 positions

#11SUMMITRY LLCPassive

Some overlap · 6 shared positions

$NEE $AMGN $GLW $WFC $SCHW $TMO

$3.0B

340 positions

#12Kuhn & Co Investment CounselPassive

Some overlap · 6 shared positions

$NEE $AMGN $SO $WFC $PEP $LIN

$173M

149 positions

#13Nicholson Wealth Management Group, LLCPassive

Some overlap · 6 shared positions

$NEE $AMGN $SO $APH $PEP $LIN

$170M

111 positions

#14Compagnie Lombard Odier SCmAActive

Some overlap · 7 shared positions

$NEE $AME $AMGN $TMO $ETN $LIN

$9.2B

514 positions

#15Banco de Sabadell, S.APassive

Some overlap · 6 shared positions

$NEE $AMGN $CSX $TMO $ETN $NVT

$170M

61 positions

#16GLOBALT Investments LLC / GAActive

Some overlap · 6 shared positions

$AMGN $GLW $MS $ANET $WFC $ETN

$3.0B

213 positions

#17Marietta Wealth Management, LLCActive

Some overlap · 6 shared positions

$NEE $GLW $SO $PEP $TMO $LIN

$971M

133 positions

#18Community Financial Services Group, LLCPassive

Some overlap · 6 shared positions

$NEE $GLW $ANET $APH $ETN $LIN

$686M

532 positions

#19MOTCOPassive

Some overlap · 6 shared positions

$NEE $GLW $APH $SCHW $TMO $ETN

$1.2B

840 positions

#20GW HENSSLER & ASSOCIATES LTDPassive

Some overlap · 6 shared positions

$AMGN $MS $SO $ANET $SCHW $TMO

$2.2B

268 positions

#21Union Heritage Capital, LLCPassive

Some overlap · 6 shared positions

$AMGN $MS $WFC $AME $APH $PEP

$295M

65 positions

#22PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive

Some overlap · 6 shared positions

$NEE $ANET $MTZ $WFC $ETN $NVT

$671M

197 positions

#23CASTLE WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$NEE $AMGN $CSX $TMO $ETN $MS

$338M

143 positions

#24FORBES J M & CO LLPActive

Some overlap · 6 shared positions

$NEE $ANET $APH $PEP $ETN $LIN

$1.3B

159 positions

#25Myriad Asset Management US LPActive

Some overlap · 6 shared positions

$GLW $CSX $MS $WFC $TMO $ETN

$72M

52 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.