What hedge funds are most similar to Palisade Asset Management, LLC?

The funds with the most similar 13F portfolios to Palisade Asset Management, LLC are Exeter Financial, BRADY FAMILY WEALTH, UNITED BANK, based on overlapping conviction holdings in the latest SEC filings.

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 Palisade Asset

13F Portfolio OverlapQ2 2026Palisade Asset portfolio →

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Most similar hedge funds by 13F overlap

Palisade Asset Management, LLC is an institutional investor managing $1.1B across 204 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 Palisade Asset are Exeter Financial, BRADY FAMILY WEALTH, UNITED BANK, with shared positions in $AMGN, $TGT, $TXN, $RY, $PEP, $GD. The full ranking of 25 similar funds is below.

#1Exeter Financial, LLCPassive

Notable overlap · 10 shared positions

$AMGN $TGT $TXN $RY $PEP $GD

$261M

101 positions

#2BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 10 shared positions

$AMGN $TXN $ABT $GD $TJX $PEP

$346M

113 positions

#3UNITED BANKActive

Notable overlap · 9 shared positions

$TXN $AMGN $GD $ABT $MCD $PEP

$853M

130 positions

#4Rayburn West Financial Services LLCPassive

Notable overlap · 8 shared positions

$DE $TGT $AMGN $PEP $GD $BLK

$181M

81 positions

#5Smart Portfolios, LLC

Notable overlap · 9 shared positions

$TXN $AMGN $MCD $USB $PEP $BLK

$100M

99 positions

#6Somerset Trust CoPassive

Notable overlap · 8 shared positions

$AMGN $GD $LHX $MCD $ADP $ABT

$354M

186 positions

#7CONNING INC.Passive

Notable overlap · 9 shared positions

$USB $AMGN $GD $ABT $ADP $MCD

$3.3B

327 positions

#8DLK Investment Management, LLCPassive

Notable overlap · 7 shared positions

$AMGN $ABT $PEP $TGT $MCD $DE

$235M

96 positions

#9TOTH FINANCIAL ADVISORY CORPPassive

Notable overlap · 9 shared positions

$ECL $GD $AMGN $PEP $ABT $BLK

$1.0B

880 positions

#10DMKC Advisory Services, LLCActive

Notable overlap · 7 shared positions

$DE $TGT $ABT $PEP $USB $MMM

$530M

92 positions

#11WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 8 shared positions

$ECL $ABT $TJX $ADP $MCD $SYK

$947M

155 positions

#12CAMDEN NATIONAL BANKPassive

Notable overlap · 7 shared positions

$DE $TXN $TJX $ADP $LHX $MCD

$767M

184 positions

#13ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$AMGN $DE $ABT $PEP $ADP $MCD

$878M

73 positions

#14MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$GD $TXN $ADP $LHX $ECL $AMGN

$857M

166 positions

#15MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$AMGN $TXN $PEP $USB $TGT $ADP

$1.2B

106 positions

#16Bath Savings Trust CoActive

Notable overlap · 8 shared positions

$ECL $ABT $TJX $ADP $SYK $MCD

$965M

177 positions

#17Pine Haven Investment Counsel, IncPassive

Notable overlap · 8 shared positions

$DE $AMGN $ABT $TJX $PEP $CL

$149M

116 positions

#18Allied Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$DE $TGT $ABT $PEP $USB $MMM

$797M

110 positions

#19EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$TGT $TXN $GD $USB $AMGN $PEP

$1.3B

58 positions

#20TRUST CO OF VIRGINIA /VAPassive

Notable overlap · 7 shared positions

$AMGN $TJX $USB $ADP $ABT $PEP

$1.3B

226 positions

#21ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 7 shared positions

$TXN $PEP $GD $ADP $MCD $TJX

$1.9B

88 positions

#22Sky Investment Group LLCPassive

Notable overlap · 8 shared positions

$TXN $PEP $ABT $MCD $ECL $SYK

$637M

146 positions

#23Gs Investments, Inc.Passive

Notable overlap · 7 shared positions

$ECL $AMGN $TXN $USB $PEP $SYK

$138M

133 positions

#24Banco de Sabadell, S.APassive

Notable overlap · 7 shared positions

$TXN $TJX $AMGN $USB $MCD $BLK

$170M

61 positions

#25CAPE COD FIVE CENTS SAVINGS BANKPassive

Notable overlap · 8 shared positions

$AMGN $MCD $TJX $ECL $SYK $PEP

$1.2B

203 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.