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 OLD POINT & FINANCIAL SERVICES N A

13F Portfolio OverlapQ2 2026OLD POINT & FINANCIAL SERVICES N A portfolio →

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Most similar hedge funds by 13F overlap

OLD POINT TRUST & FINANCIAL SERVICES N A is an institutional investor managing $329M across 323 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 OLD POINT & FINANCIAL SERVICES N A are VIRGINIA WEALTH GROUP, M. Kraus, FIRST FINANCIAL BANKSHARES, with shared positions in $SO, $AMGN, $PEP, $KMI, $BX, $VZ. The full ranking of 25 similar funds is below.

#1VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$SO $AMGN $PEP $KMI $BX $VZ

$201M

57 positions

#2M. Kraus & CoPassive

Notable overlap · 8 shared positions

$NEE $PEP $ENB $ECL $ETN $NSC

$377M

86 positions

#3FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 7 shared positions

$NEE $AMGN $PEP $ETN $BX $LMT

$5.3B

210 positions

#4FARMERS TRUST CO

Notable overlap · 9 shared positions

$PEP $NEE $SO $PLTR $VZ $LMT

$637M

203 positions

#5Welch Group, LLCPassive

Notable overlap · 6 shared positions

$SO $NEE $TFC $PEP $LMT $VZ

$2.9B

326 positions

#6First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 8 shared positions

$NEE $AMGN $SO $BX $LMT $MAR

$529M

75 positions

#7Verity & Verity, LLCActive

Notable overlap · 6 shared positions

$AMGN $PEP $ENB $NEE $VZ $ACN

$1.5B

138 positions

#8Baugh & Associates, LLCActive

Notable overlap · 6 shared positions

$SO $NEE $TFC $PEP $COP $VZ

$226M

42 positions

#9Aull & Monroe Investment Management CorpPassive

Notable overlap · 7 shared positions

$SO $NEE $AMGN $ETN $VZ $PEP

$239M

126 positions

#10Signet Investment Advisory Group, Inc.Passive

Notable overlap · 7 shared positions

$NEE $PEP $ETN $COP $AMGN $LMT

$227M

73 positions

#11EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$SO $NEE $LMT $AMGN $COP $PEP

$1.3B

58 positions

#12TORRAY LLCActive

Notable overlap · 5 shared positions

$AMGN $PEP $NEE $BX $ACN

$741M

91 positions

#13M3 Wealth Management, LLCActive

Notable overlap · 5 shared positions

$SO $NEE $PEP $ETN $LMT

$154M

35 positions

#14Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$AMGN $PEP $NEE $VZ $PM

$513M

70 positions

#15BROOKS, MOORE & ASSOCIATES, INC.Passive

Notable overlap · 8 shared positions

$PEP $SO $LMT $VZ $NSC $NEE

$223M

114 positions

#16Coston, McIsaac & PartnersPassive

Notable overlap · 5 shared positions

$SO $PEP $NEE $VZ $PM

$497M

948 positions

#17Argo Wealth Advisory, LLCActive

Notable overlap · 5 shared positions

$AMGN $NEE $PEP $LMT $ACN

$181M

50 positions

#18Paradigm Capital Management, LLC/NVActive

Notable overlap · 6 shared positions

$AMGN $TFC $KMI $VZ $PM $ETN

$116M

65 positions

#19StrongBox Wealth, LLCPassive

Notable overlap · 7 shared positions

$AMGN $NEE $ETN $BX $PEP $PLTR

$351M

267 positions

#20Cohen Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$AMGN $KMI $NEE $BX $VZ $CB

$223M

81 positions

#21Mayfair Advisory Group, LLCPassive

Notable overlap · 6 shared positions

$SO $PLTR $NSC $TFC $PM $BX

$332M

185 positions

#22MOSELEY INVESTMENT MANAGEMENT INC

Notable overlap · 7 shared positions

$NEE $PLTR $ETN $LMT $AMGN $BX

$314M

163 positions

#23BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 7 shared positions

$AMGN $LMT $VZ $KMI $SYY $PM

$515M

142 positions

#24SMITH CHAS P & ASSOCIATES PA CPAS

Notable overlap · 7 shared positions

$AMGN $PEP $LMT $ACN $CB $NEE

$1.8B

176 positions

#25TrueMark Investments, LLCPassive

Notable overlap · 6 shared positions

$NEE $ENB $PEP $VZ $KMI $PM

$798M

187 positions

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View OLD POINT & FINANCIAL SERVICES 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.