Hedge Funds Similar to PRIVATE NA

13F Portfolio OverlapQ3 2026PRIVATE NA portfolio →

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Most similar hedge funds by 13F overlap

PRIVATE TRUST CO NA is an institutional investor managing $1.3B across 2,780 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 PRIVATE NA are Pathway Financial Advisers, First County Bank, Oak Harvest Investment Services, with shared positions in $KLAC, $PM, $AMGN, $MCD, $UNP. The full ranking of 25 similar funds is below.

#1Pathway Financial Advisers, LLCPassive

Slight overlap · 5 shared positions

$KLAC $PM $AMGN $MCD $UNP

$397M

167 positions

#2First County Bank /CT/Passive

Slight overlap · 5 shared positions

$KLAC $PM $AMGN $MCD $UNP

$216M

170 positions

#3Oak Harvest Investment ServicesPassive

Slight overlap · 5 shared positions

$KLAC $PM $AMGN $MCD $UNP

$1.1B

166 positions

#4REXFORD CAPITAL INCPassive

Slight overlap · 4 shared positions

$KLAC $PM $AMGN $MCD

$163M

301 positions

#5FIRST NATIONAL BANK OF OMAHAPassive

Slight overlap · 4 shared positions

$KLAC $PM $AMGN $UNP

$3.5B

505 positions

#6GLOBALT Investments LLC / GAActive

Slight overlap · 4 shared positions

$KLAC $PM $AMGN $UNP

$2.9B

212 positions

#7Capital World InvestorsActive

Slight overlap · 4 shared positions

$KLAC $PM $AMGN $UNP

$846.4B

637 positions

#8AMICA MUTUAL INSURANCE COActive

Slight overlap · 4 shared positions

$KLAC $PM $MCD $UNP

$1.2B

142 positions

#944 WEALTH MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$KLAC $PM $MCD $UNP

$302M

184 positions

#10HOWE & RUSLING INCPassive

Slight overlap · 4 shared positions

$KLAC $PM $MCD $UNP

$1.7B

479 positions

#11Pinion Investment Advisors, LLCActive

Slight overlap · 4 shared positions

$KLAC $PM $MCD $UNP

$527M

205 positions

#12BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Slight overlap · 4 shared positions

$KLAC $PM $MCD $UNP

$1.8B

356 positions

#13Dorato Capital ManagementPassive

Slight overlap · 4 shared positions

$KLAC $AMGN $MCD $UNP

$150M

254 positions

#14Valley Brook Capital Group, Inc.Passive

Slight overlap · 4 shared positions

$KLAC $AMGN $MCD $UNP

$178M

118 positions

#15Chesapeake Wealth ManagementPassive

Slight overlap · 4 shared positions

$KLAC $AMGN $MCD $UNP

$357M

168 positions

#16CAPE COD FIVE CENTS SAVINGS BANKPassive

Slight overlap · 4 shared positions

$KLAC $AMGN $MCD $UNP

$1.2B

203 positions

#17Newman Dignan & Sheerar, Inc.Passive

Slight overlap · 4 shared positions

$KLAC $AMGN $MCD $UNP

$525M

180 positions

#18CENTRAL TRUST CoPassive

Slight overlap · 4 shared positions

$KLAC $MCD $UNP $PM

$5.5B

1,568 positions

#19First Fiduciary Investment Counsel, Inc.Passive

Slight overlap · 4 shared positions

$PM $AMGN $MCD $UNP

$529M

75 positions

#20LETSON INVESTMENT MANAGEMENT, INC.Passive

Slight overlap · 4 shared positions

$PM $AMGN $MCD $UNP

$273M

104 positions

#21Phillips Wealth Planners LLCPassive

Slight overlap · 4 shared positions

$PM $AMGN $MCD $UNP

$136M

217 positions

#22Yoffe Investment Management, LLCPassive

Slight overlap · 4 shared positions

$PM $AMGN $MCD $UNP

$87M

113 positions

#23R.H. Investment Group, LLCActive

Slight overlap · 4 shared positions

$PM $AMGN $MCD $UNP

$133M

47 positions

#24American National Bank of TexasActive

Slight overlap · 4 shared positions

$PM $MCD $UNP $AMGN

$109M

52 positions

#25ENVESTNET ASSET MANAGEMENT INCPassive

Slight overlap · 4 shared positions

$PM $KLAC $UNP $AMGN

$424.2B

4,825 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.