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Hedge Funds Similar to Umpqua Bank

13F Portfolio OverlapQ2 2026Umpqua Bank portfolio →
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Most similar hedge funds by 13F overlap

Umpqua Bank is an institutional investor managing $446M across 165 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 Umpqua Bank are Alley Investment Company, McGuire Investment Group, Banco de Sabadell, S.A, with shared positions in $ASML, $PH, $BLK, $MS, $SYK, $PSX. The full ranking of 25 similar funds is below.

#1Alley Investment Management Company, LLCActive
Some overlap · 6 shared positions
$ASML$PH$BLK$MS$SYK$PSX
$856M
89 positions
#2McGuire Investment Group, LLCActive
Some overlap · 6 shared positions
$ASML$CMI$TMO$BLK$MS$SYK
$1.1B
132 positions
#3Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$ASML$BLK$TMO$MCD$SYK$APD
$170M
61 positions
#4NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$ASML$URI$TMO$DE$MCD$BLK
$2.7B
200 positions
#5Eldred Rock Partners, LLCActive
Some overlap · 6 shared positions
$ASML$DE$CMI$TMO$PEP$PSX
$451M
29 positions
#6SOUTH PLAINS FINANCIAL, INC.Passive
Some overlap · 7 shared positions
$CMI$TMO$DE$PNC$MS$BLK
$186M
209 positions
#7Hudson Value Partners, LLCPassive
Some overlap · 6 shared positions
$ASML$DE$TMO$CRWD$MCD$URI
$399M
113 positions
#8CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 7 shared positions
$BLK$PNC$DE$MCD$PEP$VZ
$1.1B
157 positions
#9Evansbrook LLCActive
Some overlap · 7 shared positions
$ASML$PH$CRWD$MS$MCD$DE
$171M
126 positions
#10GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 5 shared positions
$ASML$BLK$URI$TMO$PEP
$372M
82 positions
#11SevenBridge Financial Group, LLCPassive
Some overlap · 7 shared positions
$PNC$CMI$CRWD$MS$DE$BLK
$674M
211 positions
#12ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 6 shared positions
$ASML$TMO$MCD$SYK$PEP$APD
$2.0B
91 positions
#13Marietta Wealth Management, LLCActive
Some overlap · 5 shared positions
$ASML$BLK$DE$TMO$PEP
$945M
128 positions
#14Sandro Wealth Management LLCPassive
Some overlap · 5 shared positions
$ASML$PH$TMO$MCD$HCA
$138M
103 positions
#15Miller Capital Partners, Inc.Active
Some overlap · 5 shared positions
$ASML$PH$DE$MCD$SYK
$257M
258 positions
#16Valley Brook Capital Group, Inc.Passive
Some overlap · 6 shared positions
$ASML$PNC$DE$CRWD$MCD$TMO
$178M
118 positions
#17Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$ASML$BLK$CRWD$MS$PEP
$1.6B
184 positions
#18Haverford Trust CoActive
Some overlap · 7 shared positions
$BLK$TMO$MCD$SYK$ASML$PEP
$11.6B
424 positions
#19Osprey Private Wealth LLCPassive
Some overlap · 7 shared positions
$BLK$TMO$MCD$SYK$PEP$VZ
$387M
88 positions
#20Segment Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ASML$PH$MCD$SYK$ALL
$1.9B
315 positions
#21CAPE ANN SAVINGS BANKActive
Some overlap · 6 shared positions
$BLK$DE$CMI$MS$MCD$PEP
$212M
113 positions
#22Security National BankPassive
Some overlap · 5 shared positions
$ASML$BLK$DE$TMO$SYK
$865M
473 positions
#23Mechanics Financial CorpPassive
Some overlap · 8 shared positions
$BLK$TMO$PEP$CMI$DE$MCD
$280M
296 positions
#24KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ASML$PH$BLK$CRWD
$351M
166 positions
#25GUYASUTA INVESTMENT ADVISORS INCActive
Some overlap · 5 shared positions
$ASML$PNC$TMO$MCD$PEP
$1.9B
270 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.