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 Piscataqua Savings Bank

13F Portfolio OverlapQ3 2026Piscataqua Savings Bank portfolio →

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Most similar hedge funds by 13F overlap

Piscataqua Savings Bank is an institutional investor managing $146M across 410 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 Piscataqua Savings Bank are UNITED BANK, OF VIRGINIA, Stokes Advisors, with shared positions in $GLW, $BLK, $TXN, $WM, $MCD, $SYK. The full ranking of 25 similar funds is below.

#1UNITED BANKActive

Notable overlap · 8 shared positions

$GLW $BLK $TXN $WM $MCD $SYK

$853M

130 positions

#2TRUST CO OF VIRGINIA /VAPassive

Notable overlap · 5 shared positions

$GLW $TJX $BLK $WM $PEP

$1.3B

220 positions

#3Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$TJX $AXP $UNP $TXN $MCD $SYK

$455M

118 positions

#4CHEMUNG CANAL TRUST COActive

Notable overlap · 6 shared positions

$GLW $AXP $WM $MCD $UNP $PEP

$541M

111 positions

#5ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 8 shared positions

$NDSN $AXP $TJX $TXN $MCD $SYK

$2.0B

91 positions

#6Insight Inv LLCPassive

Notable overlap · 4 shared positions

$GLW $TJX $AXP $PEP

$210M

108 positions

#7BOWEN HANES & CO INCActive

Notable overlap · 4 shared positions

$GLW $UNP $AXP $TXN

$4.1B

151 positions

#8FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 5 shared positions

$GLW $TJX $SYK $DIS $DHR

$118M

56 positions

#9PARTHENON LLCActive

Notable overlap · 5 shared positions

$GLW $AXP $SYK $PEP $DIS

$967M

129 positions

#10Cambridge Advisors Inc.Active

Notable overlap · 5 shared positions

$GLW $UNP $AXP $PEP $DHR

$581M

182 positions

#11NovaPoint Capital, LLCPassive

Notable overlap · 4 shared positions

$GLW $UNP $TXN $PEP

$464M

162 positions

#12Haverford Trust CoActive

Notable overlap · 7 shared positions

$TJX $BLK $TXN $MCD $SYK $PEP

$11.6B

424 positions

#13Tufton Capital ManagementPassive

Notable overlap · 3 shared positions

$GLW $TJX $DHR

$583M

131 positions

#14LONDON CO OF VIRGINIAActive

Notable overlap · 4 shared positions

$GLW $BLK $TEL $TXN

$17.5B

169 positions

#15Michael Brady & Co., LLCActive

Notable overlap · 7 shared positions

$TJX $UNP $AXP $WM $MCD $PEP

$110M

55 positions

#16BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$TJX $UNP $BLK $TXN $CL $PEP

$529M

72 positions

#17Berkshire BankActive

Some overlap · 8 shared positions

$TJX $BLK $UNP $TXN $SYK $AXP

$524M

160 positions

#18Haverford Financial Services, Inc.Active

Some overlap · 6 shared positions

$TJX $BLK $TXN $WM $SYK $PEP

$339M

49 positions

#19TOMPKINS FINANCIAL CORPPassive

Some overlap · 9 shared positions

$TJX $BLK $WM $MCD $TEL $PEP

$1.4B

558 positions

#20KWMG, LLCPassive

Some overlap · 3 shared positions

$GLW $TJX $MPC

$1.4B

155 positions

#21ROCKLAND TRUST COPassive

Some overlap · 6 shared positions

$TJX $UNP $BLK $TXN $CL $PEP

$2.6B

320 positions

#22VALICENTI ADVISORY SERVICES INCActive

Some overlap · 4 shared positions

$GLW $UNP $MCD $PEP

$531M

81 positions

#23Destination Wealth ManagementPassive

Some overlap · 7 shared positions

$TJX $AXP $WM $MCD $SYK $CL

$4.3B

344 positions

#24WENDELL DAVID ASSOCIATES INCActive

Some overlap · 7 shared positions

$TJX $MPC $MCD $SYK $PEP $CL

$947M

155 positions

#25Hamilton Point Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$TJX $AXP $TXN $WM $CL $DHR

$710M

193 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.