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Hedge Funds Similar to VeraBank, N.A.

13F Portfolio OverlapQ2 2026VeraBank, N.A. portfolio →
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Most similar hedge funds by 13F overlap

VeraBank, N.A. is an institutional investor managing $604M across 167 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 VeraBank, N.A. are Clear Harbor Asset, SOROS, GRAYBILL WEALTH , LTD., with shared positions in $FLEX, $DHR, $ASML, $BKNG, $LOW, $ABT. The full ranking of 25 similar funds is below.

#1Clear Harbor Asset Management, LLCPassive
Notable overlap · 3 shared positions
$FLEX$DHR$ASML
$1.6B
450 positions
#2SOROS CAPITAL MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$FLEX$ASML$BKNG$DHR$LOW
$559M
58 positions
#3GRAYBILL WEALTH MANAGEMENT, LTD.
Notable overlap · 4 shared positions
$FLEX$ASML$ABT$PEP
$372M
82 positions
#4Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 6 shared positions
$FLEX$MCD$ABT$AMGN$PEP$NEE
$513M
70 positions
#5FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 4 shared positions
$FLEX$DE$ASML$DHR
$118M
56 positions
#6TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCActive
Some overlap · 3 shared positions
$FLEX$PEP$LOW
$29.1B
751 positions
#7WINNOW WEALTH LLCPassive
Some overlap · 3 shared positions
$FLEX$PEP$USB
$147M
137 positions
#8BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$LOW$DE$ASML$ABT$AMGN$PEP
$8.0B
1,334 positions
#9NBT BANK N A /NYPassive
Some overlap · 7 shared positions
$LOW$DE$MCD$ABT$DHR$PEP
$1.5B
1,069 positions
#10Riverview Trust CoActive
Some overlap · 7 shared positions
$LOW$DE$ABT$MCD$PEP$USB
$84M
166 positions
#11First Long Island Investors, LLCActive
Some overlap · 7 shared positions
$LOW$MCD$ABT$AMGN$PEP$USB
$1.4B
73 positions
#12Third Point LLCActive
Some overlap · 3 shared positions
$FLEX$ASML$DHR
$4.7B
43 positions
#13Sageworth Trust Co of South DakotaActive
Some overlap · 3 shared positions
$FLEX$ASML$DHR
$162M
61 positions
#14PIONEER TRUST BANK N A/ORPassive
Some overlap · 7 shared positions
$LOW$MCD$ABT$DHR$PEP$NEE
$441M
87 positions
#15NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$LOW$DE$MCD$ASML$DHR$NEE
$2.7B
200 positions
#16Oribel Capital Management, LPPassive
Some overlap · 3 shared positions
$FLEX$LOW$DHR
$3.3B
143 positions
#17Loudon Investment Management, LLCPassive
Some overlap · 6 shared positions
$LOW$DE$ABT$AMGN$USB$NEE
$204M
95 positions
#18Financial & Tax Architects, LLCPassive
Some overlap · 6 shared positions
$LOW$MCD$ASML$ABT$PEP$NEE
$474M
110 positions
#19Somerset Trust CoPassive
Some overlap · 6 shared positions
$LOW$MCD$ABT$AMGN$PEP$NEE
$354M
186 positions
#20FourThought Financial Partners, LLCPassive
Some overlap · 6 shared positions
$LOW$ASML$ABT$AMGN$PEP$NEE
$1.3B
393 positions
#21Callahan Advisors, LLCActive
Some overlap · 6 shared positions
$LOW$BKNG$MCD$ASML$PEP$NEE
$1.3B
181 positions
#22BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 6 shared positions
$LOW$MCD$ABT$PEP$USB$NEE
$453M
121 positions
#23Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$LOW$MCD$ABT$AMGN$PEP$NEE
$108M
52 positions
#24Trust Co of KansasActive
Some overlap · 7 shared positions
$LOW$DE$BKNG$ASML$PEP$AMGN
$195M
59 positions
#25LCNB CORPPassive
Some overlap · 6 shared positions
$LOW$DE$ABT$AMGN$PEP$USB
$326M
184 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.