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 OF VERMONT

13F Portfolio OverlapQ2 2026OF VERMONT portfolio →

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Most similar hedge funds by 13F overlap

TRUST CO OF VERMONT is an institutional investor managing $2.7B across 1,154 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 OF VERMONT are NORTHCAPE WEALTH, Community Financial Services Group, Banco de Sabadell, S.A, with shared positions in $NEE, $ADI, $EMR, $ETN, $UNP, $ECL. The full ranking of 25 similar funds is below.

#1NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 8 shared positions

$NEE $ADI $EMR $ETN $UNP $ECL

$381M

144 positions

#2Community Financial Services Group, LLCPassive

Some overlap · 8 shared positions

$NEE $ADI $EMR $ETN $BLK $LOW

$686M

532 positions

#3Banco de Sabadell, S.APassive

Some overlap · 7 shared positions

$NEE $BLK $ADI $TMO $ETN $UNP

$170M

61 positions

#4Haverford Trust CoActive

Some overlap · 7 shared positions

$NEE $BLK $TMO $LOW $ETN $HON

$11.6B

424 positions

#5Somerset Trust CoPassive

Some overlap · 7 shared positions

$NEE $BLK $ADI $LOW $EMR $ABT

$354M

186 positions

#6Haverford Financial Services, Inc.Active

Some overlap · 7 shared positions

$NEE $BLK $LOW $TMO $ETN $HON

$339M

49 positions

#7Kesler, Norman & Wride, LLCPassive

Some overlap · 7 shared positions

$NEE $BLK $ADI $LOW $EMR $UNP

$631M

271 positions

#8BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$NEE $ADI $TMO $LOW $ETN $ABT

$8.0B

1,334 positions

#9Smith, Salley & AssociatesPassive

Some overlap · 7 shared positions

$NEE $ADI $TMO $LOW $UNP $ABT

$2.3B

275 positions

#10DOVER ADVISORS, LLCPassive

Some overlap · 8 shared positions

$TMO $LOW $ETN $NEE $HON $ABT

$244M

153 positions

#11PIONEER TRUST BANK N A/ORPassive

Some overlap · 7 shared positions

$NEE $BLK $LOW $ETN $ABT $HON

$441M

87 positions

#12Brentview Investment Management LLCActive

Some overlap · 7 shared positions

$NEE $BLK $LOW $UNP $O $CME

$253M

63 positions

#13Walsky Investment Management, Inc.Passive

Some overlap · 8 shared positions

$LOW $EMR $ETN $HON $UNP $ABT

$108M

52 positions

#14FORBES J M & CO LLPActive

Some overlap · 7 shared positions

$NEE $EMR $ETN $UNP $ECL $ABT

$1.3B

159 positions

#15Wilson & Boucher Capital Management, LLCPassive

Some overlap · 7 shared positions

$NEE $LOW $EMR $HON $UNP $ABT

$170M

121 positions

#16SCHMIDT P J INVESTMENT MANAGEMENT INCPassive

Some overlap · 7 shared positions

$NEE $BLK $ADI $UNP $PEP $ABT

$643M

215 positions

#17MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$NEE $BLK $ADI $LOW $ECL $ABT

$857M

166 positions

#18BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$NEE $BLK $TMO $UNP $ECL $PEP

$499M

73 positions

#19Michael Brady & Co., LLCActive

Some overlap · 7 shared positions

$ADI $EMR $ETN $HON $UNP $ABT

$113M

58 positions

#20Stonebridge Financial Group, LLCPassive

Some overlap · 6 shared positions

$NEE $ADI $LOW $EMR $BLK $ABT

$1.3B

275 positions

#21ROCKLAND TRUST COPassive

Some overlap · 6 shared positions

$NEE $BLK $TMO $UNP $ECL $PEP

$2.5B

317 positions

#22Brown Miller Wealth Management, LLCPassive

Some overlap · 6 shared positions

$NEE $ADI $LOW $BLK $ABT $O

$397M

204 positions

#23BOSTON FAMILY OFFICE LLCPassive

Some overlap · 6 shared positions

$NEE $TMO $ETN $UNP $ECL $PEP

$1.6B

314 positions

#24Keyes, Stange & Wooten Wealth Management, LLCActive

Some overlap · 6 shared positions

$NEE $ADI $ETN $UNP $O $CME

$251M

74 positions

#25EASTERN BANKPassive

Some overlap · 6 shared positions

$NEE $ADI $EMR $ETN $UNP $BLK

$6.5B

1,038 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.