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Hedge Funds Similar to OF TOLEDO NA

13F Portfolio OverlapQ3 2026OF TOLEDO NA portfolio →
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Most similar hedge funds by 13F overlap

TRUST CO OF TOLEDO NA /OH/ is an institutional investor managing $1.2B across 786 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 OF TOLEDO NA are Richwood Investment Advisors, Eliot Finkel Investment Counsel, BARTLETT & WEALTH, with shared positions in $WELL, $DE, $AMGN, $MCD, $ETN, $LOW. The full ranking of 25 similar funds is below.

#1Richwood Investment Advisors, LLCActive
Some overlap · 6 shared positions
$WELL$DE$AMGN$MCD$ETN$LOW
$142M
106 positions
#2Eliot Finkel Investment Counsel, LLCActive
Some overlap · 6 shared positions
$DE$AMGN$MCD$NSC$ADI$ETN
$214M
33 positions
#3BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$DE$AMGN$ADI$ETN$QCOM$LOW
$8.0B
1,334 positions
#4Fairfield Financial Advisors, LTDActive
Some overlap · 5 shared positions
$WELL$DE$AMGN$ADI$MCK
$248M
71 positions
#5DELTA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$DE$AMGN$MCD$QCOM$NSC
$206M
105 positions
#6RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$WELL$MCD$QCOM$ADI$ETN
$1.1B
90 positions
#7BURNS J W & CO INC/NYActive
Some overlap · 5 shared positions
$DE$AMGN$MCD$NSC$LOW
$998M
190 positions
#8EPG Wealth Management LLCPassive
Some overlap · 5 shared positions
$DE$AMGN$MCD$QCOM$ADI
$417M
318 positions
#9BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 5 shared positions
$DE$MCD$QCOM$NSC$LOW
$2.5B
270 positions
#10GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 5 shared positions
$DE$AMGN$MCD$QCOM$ETN
$1.0B
267 positions
#11RMG Wealth Management LLCActive
Some overlap · 5 shared positions
$DE$MCD$AMGN$ETN$MCK
$967M
534 positions
#12Harbour Trust & Investment Management CoActive
Some overlap · 4 shared positions
$WELL$DE$MCD$LOW
$1.0B
160 positions
#13ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$DE$AMGN$MCD$ADI$LOW
$878M
73 positions
#14SOUTHERN MICHIGAN BANK & TRUSTActive
Some overlap · 5 shared positions
$DE$MCD$NSC$ETN$QCOM
$280M
422 positions
#15Oak Asset Management, LLCActive
Some overlap · 5 shared positions
$AMGN$MCD$QCOM$NSC$LOW
$317M
112 positions
#16Wealth Group, Ltd.Passive
Some overlap · 5 shared positions
$AMGN$MCD$DE$QCOM$LOW
$401M
106 positions
#17PHYSICIANS FINANCIAL SERVICES, INC.Active
Some overlap · 5 shared positions
$AMGN$MCD$DE$QCOM$LOW
$401M
106 positions
#18Churchill Financial Advisors, LLCActive
Some overlap · 5 shared positions
$DE$MCD$ADI$LOW$AMGN
$511M
127 positions
#19Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$AMGN$MCD$QCOM$ADI$ETN
$170M
61 positions
#20TICINO WEALTHPassive
Some overlap · 5 shared positions
$AMGN$MCD$QCOM$ADI$LOW
$324M
136 positions
#21Cypress Capital, LLCActive
Some overlap · 5 shared positions
$AMGN$MCD$QCOM$ETN$LOW
$377M
117 positions
#22First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$AMGN$MCD$QCOM$ETN$LOW
$1.4B
73 positions
#23MRWM Advisors, LLCActive
Some overlap · 5 shared positions
$AMGN$MCD$QCOM$ETN$LOW
$243M
80 positions
#24Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$AMGN$MCD$QCOM$ETN$LOW
$108M
52 positions
#25Somerset Trust CoPassive
Some overlap · 5 shared positions
$AMGN$MCD$NSC$ADI$LOW
$354M
186 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.