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Hedge Funds Similar to COMMUNITY & INVESTMENT

13F Portfolio OverlapQ3 2026COMMUNITY & INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

COMMUNITY TRUST & INVESTMENT CO is an institutional investor managing $2.0B across 144 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 COMMUNITY & INVESTMENT are HENDLEY, CARDEROCK, BRIGHT ROCK, with shared positions in $APH, $PH, $LIN, $TJX, $SLB, $AZN. The full ranking of 25 similar funds is below.

#1HENDLEY & CO INCActive
Notable overlap · 6 shared positions
$APH$PH$LIN$TJX$SLB$AZN
$283M
47 positions
#2CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 6 shared positions
$APH$PH$LIN$TJX$TMO$SPGI
$435M
70 positions
#3BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 7 shared positions
$APH$LIN$TJX$TMO$SLB$ICE
$529M
72 positions
#4Mendel Money ManagementPassive
Some overlap · 5 shared positions
$APH$LIN$KEYS$UBER$TMO
$273M
127 positions
#5MERIDIAN MANAGEMENT COActive
Some overlap · 7 shared positions
$KEYS$CRM$TMO$ICE$IQV$SPGI
$446M
84 positions
#6Howard Capital Management Group, LLCActive
Some overlap · 6 shared positions
$PH$TJX$CRM$TMO$ICE$IQV
$1.7B
144 positions
#7Mill Capital Management, LLCActive
Some overlap · 7 shared positions
$LIN$APH$TMO$ICE$LHX$SPGI
$1.5B
128 positions
#8Ayrshire Capital Management LLCPassive
Some overlap · 6 shared positions
$APH$LIN$TJX$ICE$SPGI$UBER
$219M
50 positions
#9COUNTRY TRUST BANKActive
Some overlap · 5 shared positions
$APH$MTZ$LIN$IQV$TMUS
$5.7B
628 positions
#10Port Capital LLCActive
Some overlap · 5 shared positions
$APH$PH$LIN$ICE$SPGI
$2.5B
108 positions
#11Reliant Investment Management, LLCPassive
Some overlap · 5 shared positions
$APH$LIN$TMO$SLB$LHX
$271M
55 positions
#12Parkwood LLCPassive
Some overlap · 5 shared positions
$APH$CVS$UBER$USFD$AZN
$1.4B
72 positions
#13Retail Employees Superannuation Pty Ltd as trustee for RetaiActive
Some overlap · 5 shared positions
$APH$LIN$UBER$TMO$ICE
$393M
29 positions
#14CAMDEN NATIONAL BANKPassive
Some overlap · 6 shared positions
$LIN$TJX$TMO$LHX$TMUS$SPGI
$767M
184 positions
#15Rathbones Group PLCActive
Some overlap · 6 shared positions
$APH$TMO$LIN$AZN$SPGI$PH
$27.1B
665 positions
#16FLOSSBACH VON STORCH SEActive
Some overlap · 5 shared positions
$APH$LIN$TMO$ICE$SPGI
$22.1B
106 positions
#17COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 5 shared positions
$APH$LIN$TMO$ICE$SPGI
$1.7B
91 positions
#18Sandro Wealth Management LLCPassive
Some overlap · 6 shared positions
$PH$TJX$TMO$TMUS$SPGI$LIN
$138M
103 positions
#19Wilian Securities, LLCPassive
Some overlap · 5 shared positions
$APH$LIN$UBER$TMO$SPGI
$169M
89 positions
#20BNP PARIBASActive
Some overlap · 5 shared positions
$APH$PH$TMO$SPGI$TMUS
$3.7B
329 positions
#21WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 5 shared positions
$LIN$CVS$TJX$CRM$TMO
$1.3B
73 positions
#22PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 5 shared positions
$APH$TJX$TMO$AZN$SPGI
$837M
90 positions
#23BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$LIN$TJX$TMO$APH$SPGI$UBER
$8.0B
1,334 positions
#24GREAT LAKES ADVISORS, LLCPassive
Some overlap · 5 shared positions
$PH$LIN$TJX$TMO$ICE
$13.1B
825 positions
#25Renasant BankPassive
Some overlap · 5 shared positions
$APH$CRM$TMO$SLB$LHX
$156M
141 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.