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Hedge Funds Similar to OF VERMONT

13F Portfolio OverlapQ4 2025OF VERMONT portfolio →
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Most similar hedge funds by 13F overlap

TRUST CO OF VERMONT is an institutional investor managing $2.4B across 1,131 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to OF VERMONT are CYPRESS ASSET /TX, BARTLETT & WEALTH, SFE Investment Counsel, with shared positions in $AMAT, $PANW, $EMR, $LOW, $UNP, $ADI. The full ranking of 25 similar funds is below.

#1CYPRESS ASSET MANAGEMENT INC/TX
Notable overlap · 9 shared positions
$AMAT$PANW$EMR$LOW$UNP$ADI
$455M
105 positions
#2BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 8 shared positions
$NEE$LOW$TMO$ABT$PANW$ADI
$7.8B
1,278 positions
#3SFE Investment CounselPassive
Some overlap · 7 shared positions
$PANW$NEE$AMAT$LOW$ABT$HON
$635M
143 positions
#4Boomfish Wealth Group, LLCPassive
Some overlap · 6 shared positions
$PANW$AMAT$NEE$TMO$LOW$CRM
$187M
87 positions
#5Quilter PlcActive
Some overlap · 7 shared positions
$PANW$NEE$TMO$EMR$HON$INTU
$5.7B
124 positions
#6Norway Savings BankPassive
Some overlap · 7 shared positions
$PANW$LOW$NEE$ABT$CRM$ADI
$211M
103 positions
#7AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 6 shared positions
$PANW$AMAT$NEE$TMO$ECL$ETN
$1.4B
114 positions
#8Talbot Financial, LLCActive
Some overlap · 7 shared positions
$AMAT$TMO$PANW$EMR$CRM$HON
$1.2B
66 positions
#9Community Financial Services Group, LLCPassive
Some overlap · 7 shared positions
$NEE$PANW$EMR$LOW$ABT$ECL
$568M
460 positions
#10Mirova US LLCActive
Some overlap · 6 shared positions
$PANW$NEE$TMO$LOW$CRM$ECL
$8.8B
42 positions
#11Covea FinanceActive
Some overlap · 7 shared positions
$TMO$PANW$ABT$LOW$EMR$AMAT
$2.9B
146 positions
#12Dundas Partners LLPActive
Some overlap · 7 shared positions
$AMAT$TMO$ABT$CRM$ADI$INTU
$1.3B
49 positions
#13Minot DeBlois Advisors LLCPassive
Some overlap · 8 shared positions
$NEE$ABT$UNP$CRM$ADI$ECL
$110M
226 positions
#14DOVER ADVISORS, LLCPassive
Some overlap · 7 shared positions
$PANW$NEE$LOW$ABT$TMO$HON
$242M
159 positions
#15Walsky Investment Management, Inc.Passive
Some overlap · 8 shared positions
$LOW$ABT$EMR$UNP$HON$ETN
$98M
50 positions
#16Elk River Wealth Management, LLCActive
Some overlap · 7 shared positions
$PANW$LOW$UNP$TMO$HON$INTU
$602M
99 positions
#17NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$NEE$ABT$EMR$UNP$ADI$ECL
$367M
141 positions
#18NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$NEE$TMO$LOW$PANW$UNP$HON
$2.4B
189 positions
#19FourThought Financial Partners, LLCPassive
Some overlap · 6 shared positions
$NEE$AMAT$LOW$ABT$HON$CME
$1.2B
384 positions
#20Smith, Salley & AssociatesPassive
Some overlap · 6 shared positions
$NEE$TMO$LOW$ABT$UNP$ADI
$2.0B
267 positions
#21Ironvine Capital Partners, LLCActive
Some overlap · 7 shared positions
$AMAT$TMO$LOW$UNP$ADI$HON
$910M
56 positions
#22Greater Midwest Financial Group, LLCPassive
Some overlap · 6 shared positions
$PANW$NEE$TMO$INTU$ETN$ABT
$186M
65 positions
#23Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 6 shared positions
$AMAT$TMO$ABT$EMR$PANW$ADP
$506M
79 positions
#24Gs Investments, Inc.Passive
Some overlap · 6 shared positions
$PANW$TMO$NEE$CRM$ECL$HON
$175M
134 positions
#25Guinness Atkinson Asset Management IncPassive
Some overlap · 7 shared positions
$AMAT$TMO$CRM$INTU$ETN$NEE
$200M
123 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.