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 Mechanics Financial

13F Portfolio OverlapQ2 2026Mechanics Financial portfolio →

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Most similar hedge funds by 13F overlap

Mechanics Financial Corp is an institutional investor managing $280M across 296 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 Mechanics Financial are SOUTH PLAINS FINANCIAL, CAPE ANN SAVINGS BANK, NBH Bank, with shared positions in $GD, $BLK, $MRVL, $PEP, $TMO, $CDNS. The full ranking of 25 similar funds is below.

#1SOUTH PLAINS FINANCIAL, INC.Passive

Notable overlap · 11 shared positions

$GD $BLK $MRVL $PEP $TMO $CDNS

$186M

209 positions

#2CAPE ANN SAVINGS BANKActive

Notable overlap · 10 shared positions

$GD $BLK $PEP $NEE $CDNS $CMI

$212M

113 positions

#3NBH BankPassive

Notable overlap · 11 shared positions

$BLK $GD $MRVL $CDNS $CMI $NEE

$237M

552 positions

#4NORTH DALLAS BANK & TRUST COPassive

Notable overlap · 10 shared positions

$GD $BLK $MRVL $PEP $NEE $CDNS

$169M

113 positions

#5UNITED BANKActive

Some overlap · 7 shared positions

$GD $HUBB $BLK $PEP $AMGN $CMI

$853M

130 positions

#6Somerset Trust CoPassive

Some overlap · 7 shared positions

$GD $BLK $PEP $NEE $AMGN $MCD

$354M

186 positions

#7ROGCO, LPActive

Some overlap · 8 shared positions

$BLK $MRVL $PEP $CMI $GD $CDNS

$327M

224 positions

#8WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 8 shared positions

$BLK $PEP $NEE $TMO $CMI $MAR

$1.3B

73 positions

#9Umpqua BankPassive

Some overlap · 8 shared positions

$BLK $TMO $PEP $CMI $DE $MCD

$446M

165 positions

#10Rayburn West Financial Services LLCPassive

Some overlap · 7 shared positions

$GD $BLK $PEP $AMGN $DE $MCD

$181M

81 positions

#11CONNING INC.Passive

Some overlap · 7 shared positions

$GD $BLK $AMGN $CMI $MCD $PNC

$3.3B

327 positions

#12Sterling Wealth Management, Inc.Active

Some overlap · 6 shared positions

$GRC $HUBB $PEP $CMI $DE $MCD

$402M

116 positions

#13JMAC ENTERPRISES LLCActive

Some overlap · 8 shared positions

$AMGN $BLK $NEE $PNC $GD $MS

$593M

122 positions

#14Insight Inv LLCPassive

Some overlap · 6 shared positions

$GD $MRVL $PEP $AMGN $PNC $MS

$212M

109 positions

#15Palisade Asset Management, LLCPassive

Some overlap · 6 shared positions

$GD $BLK $PEP $AMGN $DE $MCD

$1.1B

204 positions

#16DELTA CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$GD $PEP $AMGN $DE $MCD $PNC

$217M

108 positions

#17PEOPLES FINANCIAL SERVICES CORP.Passive

Some overlap · 7 shared positions

$MRVL $NEE $AMGN $MCD $DE $PNC

$231M

270 positions

#18Nordwand Advisors, LLCPassive

Some overlap · 6 shared positions

$HUBB $MRVL $TMO $AMGN $CMI $MS

$652M

146 positions

#19PEAPACK GLADSTONE FINANCIAL CORPActive

Some overlap · 7 shared positions

$BLK $NEE $CMI $PEP $PNC $GD

$8.7B

679 positions

#20Stonebridge Financial Group, LLCPassive

Some overlap · 6 shared positions

$GD $BLK $NEE $AMGN $CMI $MCD

$1.3B

275 positions

#21STUDIO INVESTMENT MANAGEMENT LLCActive

Some overlap · 5 shared positions

$GD $BLK $PEP $NEE $AMGN

$592M

181 positions

#22Dorato Capital ManagementPassive

Some overlap · 6 shared positions

$GD $AMGN $MCD $PEP $MAR $PNC

$147M

254 positions

#23HM PAYSON & COActive

Some overlap · 7 shared positions

$TMO $AMGN $HUBB $MCD $CMI $GD

$7.5B

1,139 positions

#24Bigelow Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$GD $NEE $PEP $TMO $DE $MRVL

$276M

157 positions

#25Marietta Wealth Management, LLCActive

Some overlap · 6 shared positions

$BLK $PEP $NEE $TMO $DE $MAR

$971M

133 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.