What hedge funds are most similar to MassMutual Private Wealth & Trust, FSB?

The funds with the most similar 13F portfolios to MassMutual Private Wealth & Trust, FSB are Kennebec Savings Bank, New Hampshire, WELCH & FORBES, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to MassMutual Private Wealth & , FSB

13F Portfolio OverlapQ2 2026MassMutual Private Wealth & , FSB portfolio →

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Most similar hedge funds by 13F overlap

MassMutual Private Wealth & Trust, FSB is an institutional investor managing $3.9B across 2,444 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 MassMutual Private Wealth & , FSB are Kennebec Savings Bank, New Hampshire, WELCH & FORBES, with shared positions in $MCD, $MDY, $AMP, $CB, $NEE, $COP. The full ranking of 25 similar funds is below.

#1Kennebec Savings BankPassive

Some overlap · 8 shared positions

$MCD $MDY $AMP $CB $NEE $COP

$111M

249 positions

#2New Hampshire TrustPassive

Some overlap · 8 shared positions

$MCD $SNOW $CB $AMP $COP $TMO

$496M

156 positions

#3WELCH & FORBES LLCActive

Some overlap · 7 shared positions

$MCD $MDY $CB $AMP $NEE $ORLY

$7.7B

368 positions

#4Harbour Trust & Investment Management CoActive

Some overlap · 7 shared positions

$MCD $MDY $NEE $COP $TMO $ECL

$943M

155 positions

#5Emprise BankActive

Some overlap · 7 shared positions

$MDY $CB $NEE $TMO $BAC $COP

$249M

107 positions

#6Aristotle Atlantic Partners, LLCActive

Some overlap · 6 shared positions

$MAR $BAC $CB $AMP $TMO $ORLY

$2.1B

119 positions

#7Houlihan Financial Resource Group, Ltd.Passive

Some overlap · 6 shared positions

$MAR $SNOW $MDY $COP $BAC $USB

$257M

109 positions

#8American Money Management, LLCActive

Some overlap · 5 shared positions

$MCD $MAR $SNOW $UPST $COP

$632M

168 positions

#9Evansbrook LLCActive

Some overlap · 6 shared positions

$MAR $BAC $UPST $MCD $NEE $USB

$150M

117 positions

#10North Forty Two & Co.Passive

Some overlap · 5 shared positions

$MAR $SNOW $USB $BAC $COP

$108M

97 positions

#11FIRST AMERICAN TRUST, FSBPassive

Some overlap · 6 shared positions

$MCD $NEE $COP $TMO $USB $UPST

$1.5B

290 positions

#12Finivi Inc.Passive

Some overlap · 5 shared positions

$MCD $MDY $USB $NEE $ORLY

$183M

103 positions

#13Disciplined Investments, LLCPassive

Some overlap · 6 shared positions

$USB $UPST $NEE $COP $MDY $SNOW

$279M

141 positions

#14Cohen Investment Advisors LLCPassive

Some overlap · 5 shared positions

$MCD $BAC $CB $NEE $TMO

$210M

79 positions

#15MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Some overlap · 5 shared positions

$MCD $USB $BAC $NEE $ECL

$246M

145 positions

#16FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 5 shared positions

$MCD $BAC $UPST $NEE $COP

$5.0B

201 positions

#17Hilton Capital Management, LLCActive

Some overlap · 5 shared positions

$SNOW $MCD $USB $COP $BAC

$1.3B

129 positions

#18Tandem Investment Partners LLCPassive

Some overlap · 5 shared positions

$MAR $MDY $USB $TMO $NEE

$118M

73 positions

#19BOYAR ASSET MANAGEMENT INC.Passive

Some overlap · 5 shared positions

$MAR $BAC $AMP $MCD $CB

$176M

78 positions

#20Cordatus Wealth Management LLCPassive

Some overlap · 5 shared positions

$MCD $BAC $UPST $COP $NEE

$420M

164 positions

#21TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive

Some overlap · 5 shared positions

$SNOW $MDY $UPST $COP $BAC

$1.6B

271 positions

#22HOWE & RUSLING INCPassive

Some overlap · 5 shared positions

$MCD $USB $BAC $NEE $COP

$1.5B

477 positions

#23BDFS Capital LLCActive

Some overlap · 5 shared positions

$SNOW $USB $UPST $NEE $ORLY

$208M

137 positions

#24BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 5 shared positions

$USB $CB $BAC $NEE $COP

$199M

110 positions

#25WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 7 shared positions

$USB $UPST $NEE $COP $SNOW $BAC

$350M

95 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.