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 SECOND NATIONAL BANK OF AURORA

13F Portfolio OverlapQ2 2026OLD SECOND NATIONAL BANK OF AURORA portfolio →

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Most similar hedge funds by 13F overlap

OLD SECOND NATIONAL BANK OF AURORA is an institutional investor managing $530M across 275 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 SECOND NATIONAL BANK OF AURORA are River Street Advisors, UNITED BANK, Great Diamond Partners, with shared positions in $KLAC, $CMI, $MS, $GLW, $DOV, $BLK. The full ranking of 25 similar funds is below.

#1River Street Advisors LLCPassive

Substantial overlap · 19 shared positions

$KLAC $CMI $MS $GLW $DOV $BLK

$340M

177 positions

#2UNITED BANKActive

Notable overlap · 7 shared positions

$GLW $CMI $DOV $KLAC $BLK $EOG

$853M

130 positions

#3Great Diamond Partners, LLCPassive

Notable overlap · 8 shared positions

$KLAC $GLW $CMI $BLK $MS $NEE

$582M

238 positions

#4Blue Chip Partners, LLCActive

Notable overlap · 7 shared positions

$KLAC $BLK $MS $ETN $NEE $PEP

$1.6B

184 positions

#5PAYDEN & RYGELPassive

Notable overlap · 6 shared positions

$MS $GLW $CMI $VLO $ETN $PLD

$1.3B

131 positions

#6CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 6 shared positions

$KLAC $BLK $EOG $ETN $PEP $NEE

$195M

67 positions

#7GRAND WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$KLAC $GLW $VLO $ETN

$240M

49 positions

#8Evercore Wealth Management, LLCActive

Notable overlap · 6 shared positions

$MS $BLK $BX $VIK $EOG $ARCC

$7.1B

433 positions

#9MFG WEALTH MANAGEMENT, INC.Passive

Notable overlap · 6 shared positions

$GLW $CMI $VLO $FITB $SOFI $UPS

$140M

63 positions

#10Aull & Monroe Investment Management CorpPassive

Notable overlap · 5 shared positions

$GLW $CMI $ETN $NEE $PEP

$239M

126 positions

#11CINCINNATI INSURANCE COActive

Notable overlap · 6 shared positions

$CMI $BLK $VLO $DOV $PEP $NSC

$6.9B

64 positions

#12Community Financial Services Group, LLCPassive

Notable overlap · 6 shared positions

$KLAC $GLW $ETN $NEE $PLD $BLK

$686M

532 positions

#13First Citizens Financial CorpPassive

Notable overlap · 3 shared positions

$GLW $MS $CMI

$239M

139 positions

#14NORTH DALLAS BANK & TRUST COPassive

Notable overlap · 6 shared positions

$BLK $CMI $MS $ETN $PEP $NEE

$169M

113 positions

#15Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$KLAC $CMI $ETN $MET $VLO

$489M

619 positions

#16CAPE ANN SAVINGS BANKActive

Notable overlap · 6 shared positions

$CMI $MS $BLK $PEP $NEE $ETN

$212M

113 positions

#17TRUST CO OF VIRGINIA /VAPassive

Notable overlap · 6 shared positions

$GLW $BLK $PEP $NOC $BX $NSC

$1.3B

226 positions

#18EVEXIA WEALTH LLCPassive

Notable overlap · 6 shared positions

$KLAC $BLK $EOG $NOC $MS $ETN

$369M

77 positions

#19PATTON ALBERTSON MILLER GROUP, LLCPassive

Notable overlap · 4 shared positions

$KLAC $CMI $PHM $VLO

$1.0B

213 positions

#20NovaPoint Capital, LLCPassive

Notable overlap · 4 shared positions

$GLW $CMI $EOG $PEP

$481M

161 positions

#21Security National BankPassive

Notable overlap · 4 shared positions

$GLW $KLAC $BLK $NEE

$838M

392 positions

#22AEGON ASSET MANAGEMENT UK PLCActive

Notable overlap · 6 shared positions

$KLAC $MS $CMI $ETN $PEP $MET

$9.4B

172 positions

#23Alcosta Capital Management, Inc.Active

Notable overlap · 3 shared positions

$KLAC $MS $VIK

$148M

22 positions

#24VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$GLW $MS $FITB $PEP $NEE

$1.1B

146 positions

#25BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 5 shared positions

$KLAC $CMI $EOG $MET $NEE

$404M

99 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.