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 NBT BANK N A

13F Portfolio OverlapQ2 2026NBT BANK N A portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

NBT BANK N A /NY is an institutional investor managing $1.5B across 1,069 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 NBT BANK N A are Michael Brady, BARTLETT & WEALTH, Brentview Investment, with shared positions in $TT, $MCD, $TJX, $UNP, $PEP, $ABT. The full ranking of 25 similar funds is below.

#1Michael Brady & Co., LLCActive

Some overlap · 8 shared positions

$TT $MCD $TJX $UNP $PEP $ABT

$113M

58 positions

#2BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 8 shared positions

$DE $LOW $TJX $PEP $ABT $MDY

$8.0B

1,334 positions

#3Brentview Investment Management LLCActive

Some overlap · 6 shared positions

$TT $LOW $TJX $UNP $PEP $NEE

$253M

63 positions

#4Harbour Trust & Investment Management CoActive

Some overlap · 7 shared positions

$DE $MCD $MDY $TJX $LOW $PEP

$1.0B

160 positions

#5Stokes Capital Advisors, LLCPassive

Some overlap · 8 shared positions

$MCD $TT $TJX $UNP $PEP $ABT

$467M

118 positions

#6Walsky Investment Management, Inc.Passive

Some overlap · 8 shared positions

$MCD $LOW $UNP $PEP $ABT $ADP

$108M

52 positions

#7Fruth Investment ManagementPassive

Some overlap · 6 shared positions

$TT $DE $UNP $GWW $PEP $ADP

$421M

225 positions

#8CAMDEN NATIONAL BANKPassive

Some overlap · 7 shared positions

$DE $MCD $TJX $PEP $ADP $SPGI

$767M

184 positions

#9LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$TT $MCD $UNP $PEP $ABT $ADP

$273M

104 positions

#10Financial & Tax Architects, LLCPassive

Some overlap · 7 shared positions

$LOW $MCD $PEP $ABT $ADP $SPGI

$474M

110 positions

#11BRADY FAMILY WEALTH, LLCPassive

Some overlap · 7 shared positions

$LOW $MCD $TJX $PEP $ABT $ADP

$346M

113 positions

#12WENDELL DAVID ASSOCIATES INCActive

Some overlap · 8 shared positions

$MCD $TJX $PEP $ABT $DHR $ADP

$947M

155 positions

#13NORTHEAST INVESTMENT MANAGEMENTActive

Some overlap · 7 shared positions

$LOW $DE $TJX $UNP $MCD $DHR

$2.7B

200 positions

#14FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Some overlap · 5 shared positions

$TT $DE $TJX $DHR $SPGI

$118M

56 positions

#15PIONEER TRUST BANK N A/ORPassive

Some overlap · 7 shared positions

$LOW $MCD $TJX $PEP $ABT $DHR

$441M

87 positions

#16FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive

Some overlap · 6 shared positions

$LOW $MCD $UNP $PEP $ABT $NEE

$1.2B

180 positions

#17Palisade Asset Management, LLCPassive

Some overlap · 6 shared positions

$DE $MCD $TJX $PEP $ABT $ADP

$1.1B

204 positions

#18BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 5 shared positions

$DE $LOW $MCD $PEP $ABT

$2.5B

270 positions

#19Andrews Advisory Associates, LLCActive

Some overlap · 6 shared positions

$LOW $MCD $GWW $PEP $ADP $NEE

$208M

86 positions

#20PENINSULA ASSET MANAGEMENT INCActive

Some overlap · 7 shared positions

$LOW $GWW $PEP $ABT $ADP $SPGI

$209M

54 positions

#21SPRING CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$DE $MCD $GWW $PEP $ADP $NEE

$205M

55 positions

#22HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 7 shared positions

$MCD $TJX $UNP $PEP $ABT $ADP

$321M

107 positions

#23Somerset Trust CoPassive

Some overlap · 6 shared positions

$LOW $MCD $PEP $ABT $ADP $NEE

$354M

186 positions

#24GHE, LLCSmart money

Some overlap · 7 shared positions

$LOW $MCD $MDY $ADP $SPGI $PEP

$265M

57 positions

#25WHALEROCK POINT PARTNERS, LLCPassive

Some overlap · 8 shared positions

$MCD $TJX $UNP $PEP $NEE $MDY

$587M

207 positions

Compare NBT BANK N A’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View NBT BANK N A’s holdings

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.