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Hedge Funds Similar to CITY

13F Portfolio OverlapQ3 2026CITY portfolio →
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Most similar hedge funds by 13F overlap

CAPITAL CITY TRUST CO/FL is an institutional investor managing $484M across 118 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 CITY are BRIGHT ROCK, CONNING, Accretive Wealth Partners, with shared positions in $BLK, $ANET, $UNP, $TMO, $NEE, $CL. The full ranking of 25 similar funds is below.

#1BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 7 shared positions
$BLK$ANET$UNP$TMO$NEE$CL
$529M
72 positions
#2CONNING INC.Passive
Notable overlap · 8 shared positions
$TRV$UNP$GD$CL$BLK$LMT
$3.3B
327 positions
#3Accretive Wealth Partners, LLCPassive
Notable overlap · 8 shared positions
$MPC$GD$UNP$BLK$TMO$TJX
$412M
181 positions
#4Banco de Sabadell, S.APassive
Notable overlap · 7 shared positions
$BLK$TMO$NEE$UNP$ETN$TJX
$170M
61 positions
#5NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Notable overlap · 5 shared positions
$ANET$BLK$MPC$DHR$ROP
$595M
264 positions
#6NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$GD$ANET$CL$NEE$UNP$ETN
$381M
144 positions
#7Haverford Trust CoActive
Notable overlap · 7 shared positions
$BLK$TMO$NEE$ETN$TJX$PM
$11.6B
424 positions
#8First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 7 shared positions
$BLK$UNP$NEE$LMT$DHR$PM
$529M
75 positions
#9Kentucky Farm Bureau Mutual Insurance CoActive
Some overlap · 8 shared positions
$UNP$MPC$NEE$TMO$AEP$LMT
$360M
69 positions
#10FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 7 shared positions
$BLK$AEP$NEE$ETN$UNP$LMT
$5.3B
210 positions
#11GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 5 shared positions
$ANET$TRV$AEP$TMO$PM
$2.3B
224 positions
#12Miramar Capital, LLCPassive
Some overlap · 5 shared positions
$GD$BLK$UNP$LMT$MCD
$455M
57 positions
#13CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 5 shared positions
$ANET$BLK$NEE$ETN$MCD
$195M
67 positions
#14CAPE ANN SAVINGS BANKActive
Some overlap · 6 shared positions
$BLK$GD$NEE$AEP$ETN$MCD
$212M
113 positions
#15ROCKLAND TRUST COPassive
Some overlap · 6 shared positions
$BLK$UNP$TMO$NEE$TJX$CL
$2.6B
320 positions
#16VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$TRV$GD$NEE$ANET$AFL
$147M
106 positions
#17NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 7 shared positions
$UNP$TMO$NEE$TJX$DHR$MCD
$2.7B
200 positions
#18Bigelow Investment Advisors, LLCPassive
Some overlap · 7 shared positions
$NEE$GD$ANET$ETN$TJX$TMO
$281M
154 positions
#19EASTERN BANKPassive
Some overlap · 7 shared positions
$NEE$ANET$AEP$UNP$ETN$BLK
$6.6B
1,107 positions
#20Alley Investment Management Company, LLCActive
Some overlap · 6 shared positions
$BLK$UNP$ETN$LMT$DHR$PM
$856M
89 positions
#21Kesler, Norman & Wride, LLCPassive
Some overlap · 5 shared positions
$GD$BLK$UNP$NEE$LMT
$631M
271 positions
#22Sawyer & Company, IncPassive
Some overlap · 5 shared positions
$ANET$TRV$ETN$TJX$MCD
$298M
199 positions
#23WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$BLK$NEE$TMO$LMT$TJX$ETN
$1.3B
73 positions
#24Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 5 shared positions
$GD$MPC$NEE$LMT$AFL
$111M
62 positions
#25NIXON PEABODY TRUST COActive
Some overlap · 7 shared positions
$GD$ETN$BLK$ANET$NEE$TJX
$1.5B
191 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.