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 Norway Savings Bank

13F Portfolio OverlapQ2 2026Norway Savings Bank portfolio →

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Most similar hedge funds by 13F overlap

Norway Savings Bank is an institutional investor managing $239M across 104 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 Norway Savings Bank are Baker Chad R, Petros Family Wealth, CAMPBELL NEWMAN ASSET, with shared positions in $APH, $ADI, $ABT, $LOW, $TJX, $KLAC. The full ranking of 25 similar funds is below.

#1Baker Chad RActive

Notable overlap · 5 shared positions

$APH $ADI $ABT $LOW $TJX

$620M

51 positions

#2Petros Family Wealth, LLCPassive

Notable overlap · 8 shared positions

$KLAC $ADI $BLK $LOW $NEE $TJX

$164M

134 positions

#3CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$APH $ADI $KLAC $LOW

$1.3B

99 positions

#4First Long Island Investors, LLCActive

Notable overlap · 6 shared positions

$APH $ABT $BLK $LOW $NEE $AMGN

$1.4B

73 positions

#5BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$ADI $APH $ABT $BLK $LOW $TJX

$346M

113 positions

#6Smith, Salley & AssociatesPassive

Notable overlap · 7 shared positions

$ADI $APH $MRVL $LOW $NEE $TJX

$2.3B

275 positions

#7ALKEON CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 5 shared positions

$APH $ADI $KLAC $MCHP $TJX

$74.1B

109 positions

#8Boltwood Capital ManagementPassive

Notable overlap · 9 shared positions

$KLAC $ABT $LOW $TJX $ICE $CRM

$436M

192 positions

#9JGP Wealth Management, LLCActive

Notable overlap · 7 shared positions

$ADI $KLAC $LOW $NEE $ICE $AMGN

$1.1B

231 positions

#10Jones Kertz & Associates, Inc.Active

Notable overlap · 6 shared positions

$APH $KLAC $ADI $AMGN $BA $CRM

$217M

66 positions

#11ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Notable overlap · 7 shared positions

$KLAC $APH $ADI $BLK $NEE $BX

$409M

182 positions

#12INVESCO, LLCActive

Notable overlap · 5 shared positions

$APH $KLAC $ADI $AMGN $ICE

$323M

133 positions

#13RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Notable overlap · 6 shared positions

$APH $BLK $NEE $TJX $MRVL $ABT

$794M

188 positions

#14Tandem Investment Advisors, Inc.Passive

Notable overlap · 6 shared positions

$APH $ABT $BLK $NEE $ICE $IDXX

$1.5B

68 positions

#15Union Heritage Capital, LLCPassive

Notable overlap · 5 shared positions

$APH $KLAC $TJX $COP $AMGN

$295M

65 positions

#16Cornerstone National Bank & Trust CoActive

Notable overlap · 7 shared positions

$ADI $MCHP $LOW $JCI $ICE $TJX

$296M

216 positions

#17Kesler, Norman & Wride, LLCPassive

Notable overlap · 7 shared positions

$ADI $BLK $LOW $NEE $ABT $ICE

$631M

271 positions

#18Midway Capital Research & ManagementActive

Notable overlap · 4 shared positions

$APH $ADI $BLK $NEE

$126M

114 positions

#19Analog Century Management LPActive

Notable overlap · 3 shared positions

$APH $ADI $MRVL

$2.7B

25 positions

#20BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$ADI $ABT $LOW $NEE $TJX $AMGN

$8.0B

1,334 positions

#21Dundas Partners LLPActive

Notable overlap · 4 shared positions

$APH $ADI $ABT $CRM

$1.4B

31 positions

#22Ayrshire Capital Management LLCPassive

Notable overlap · 5 shared positions

$APH $KLAC $ICE $TJX $BX

$214M

50 positions

#23JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 5 shared positions

$APH $KLAC $ABT $IDXX $TJX

$4.1B

83 positions

#24Close Asset Management LtdActive

Notable overlap · 3 shared positions

$APH $ADI $KLAC

$3.8B

269 positions

#25Community Financial Services Group, LLCPassive

Notable overlap · 7 shared positions

$KLAC $ADI $APH $NEE $BLK $LOW

$686M

532 positions

Compare Norway Savings Bank’s portfolio side by side

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View Norway Savings Bank’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.