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 M&T BANK

13F Portfolio OverlapQ2 2026M&T BANK portfolio →

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Most similar hedge funds by 13F overlap

M&T BANK CORP is an institutional investor managing $34.1B across 1,781 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 M&T BANK are Guilbault, WOLFF WIESE MAGANA, MATRIX ASSET ADVISORS, with shared positions in $MS, $CTVA, $PEP, $Q, $UNP, $JCI. The full ranking of 25 similar funds is below.

#1Guilbault Capital LLCPassive

Some overlap · 6 shared positions

$MS $CTVA $PEP $Q $UNP $JCI

$100M

73 positions

#2WOLFF WIESE MAGANA LLCPassive

Some overlap · 5 shared positions

$MTB $MS $QCOM $PEP $UNP

$217M

1,027 positions

#3MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 4 shared positions

$MTB $MS $QCOM $PEP

$1.2B

106 positions

#4Granite Group Advisors, LLCActive

Some overlap · 4 shared positions

$MTB $MS $QCOM $PEP

$169M

84 positions

#5ANCHOR CAPITAL ADVISORS LLCPassive

Some overlap · 4 shared positions

$MTB $ADI $CTVA $Q

$3.6B

244 positions

#6ALBION FINANCIAL GROUP /UTPassive

Some overlap · 5 shared positions

$MS $QCOM $BLK $PEP $UNP

$1.7B

652 positions

#7JMAC ENTERPRISES LLCActive

Some overlap · 5 shared positions

$MS $QCOM $BLK $PEP $UNP

$593M

122 positions

#8Aster Capital Management (DIFC) LtdPassive

Some overlap · 5 shared positions

$MTB $QCOM $PEP $UNP $MS

$470M

808 positions

#9PEAPACK GLADSTONE FINANCIAL CORPActive

Some overlap · 5 shared positions

$QCOM $BLK $PEP $MS $UNP

$8.7B

679 positions

#10CUTLER INVESTMENT COUNSEL LLCActive

Some overlap · 4 shared positions

$MTB $BLK $PEP $Q

$1.1B

157 positions

#11STUDIO INVESTMENT MANAGEMENT LLCActive

Some overlap · 5 shared positions

$CTVA $BLK $PEP $UNP $JCI

$592M

181 positions

#12McGuire Investment Group, LLCActive

Some overlap · 4 shared positions

$ADI $MS $QCOM $BLK

$1.1B

137 positions

#13Somerset Trust CoPassive

Some overlap · 4 shared positions

$ADI $MS $BLK $PEP

$354M

186 positions

#14O'Keefe Stevens Advisory, Inc.Active

Some overlap · 4 shared positions

$MTB $QCOM $UNP $BLK

$488M

81 positions

#15BANK OF STOCKTONActive

Some overlap · 4 shared positions

$ADI $MS $QCOM $UNP

$356M

126 positions

#16Canoe Financial LPActive

Slight overlap · 3 shared positions

$MTB $ADI $CTVA

$8.1B

110 positions

#17Strategic Financial Services, Inc.Smart money

Slight overlap · 4 shared positions

$MTB $QCOM $BLK $PEP

$2.3B

157 positions

#18CINCINNATI INSURANCE COActive

Slight overlap · 4 shared positions

$ADI $QCOM $BLK $PEP

$6.9B

64 positions

#19VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Slight overlap · 4 shared positions

$ADI $QCOM $BLK $PEP

$201M

57 positions

#20River Street Advisors LLCPassive

Slight overlap · 4 shared positions

$MS $QCOM $BLK $PEP

$340M

177 positions

#21LAWOOD & COPassive

Slight overlap · 3 shared positions

$MTB $MS $QCOM

$148M

95 positions

#22Banco de Sabadell, S.APassive

Slight overlap · 4 shared positions

$ADI $QCOM $BLK $UNP

$170M

61 positions

#23Brookmont Capital ManagementActive

Slight overlap · 4 shared positions

$ADI $QCOM $PEP $Q

$186M

61 positions

#24Boit C F DavidPassive

Slight overlap · 4 shared positions

$ADI $QCOM $PEP $UNP

$238M

85 positions

#25Borer Denton & Associates, Inc.Passive

Slight overlap · 4 shared positions

$ADI $QCOM $PEP $UNP

$305M

74 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.