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 OverlapQ3 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 $501M across 276 U.S. equity positions as of Q3 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

$324M

176 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

$596M

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

$138M

62 positions

#10Aull & Monroe Investment Management CorpPassive

Notable overlap · 5 shared positions

$GLW $CMI $ETN $NEE $PEP

$231M

125 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

$655M

539 positions

#13First Citizens Financial CorpPassive

Notable overlap · 3 shared positions

$GLW $MS $CMI

$238M

137 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

$487M

628 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

220 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

$994M

219 positions

#20NovaPoint Capital, LLCPassive

Notable overlap · 4 shared positions

$GLW $CMI $EOG $PEP

$464M

162 positions

#21Security National BankPassive

Notable overlap · 4 shared positions

$GLW $KLAC $BLK $NEE

$865M

473 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

141 positions

#25BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 5 shared positions

$KLAC $CMI $EOG $MET $NEE

$405M

98 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.