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Hedge Funds Similar to REGIONS FINANCIAL

13F Portfolio OverlapQ1 2026REGIONS FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

REGIONS FINANCIAL CORP is an institutional investor managing $15.4B across 860 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to REGIONS FINANCIAL are DEARBORN PARTNERS, Bath Savings, HARBOUR INVESTMENT, with shared positions in $SNA, $NEE, $MCD, $SYK, $TMUS, $AJG. The full ranking of 25 similar funds is below.

#1DEARBORN PARTNERS LLCActive
Some overlap · 6 shared positions
$SNA$NEE$MCD$SYK$TMUS$AJG
$1.8B
269 positions
#2Bath Savings Trust CoActive
Some overlap · 7 shared positions
$TJX$NEE$MCD$SYK$KO$AJG
$936M
168 positions
#3HARBOUR INVESTMENT MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$SNA$NEE$WM$SYK$KO$COP
$184M
101 positions
#4Blue Chip Partners, LLCActive
Some overlap · 7 shared positions
$TJX$NEE$WM$XEL$TMUS$PWR
$1.4B
170 positions
#5Haverford Trust CoActive
Some overlap · 6 shared positions
$TJX$NEE$MCD$SYK$KO$WM
$10.9B
419 positions
#6HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$TJX$NEE$MCD$SYK$KO$COP
$1.5B
477 positions
#7Stillwater Wealth Management GroupPassive
Some overlap · 6 shared positions
$TJX$MCD$WM$SYK$NEE$KO
$162M
77 positions
#8Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 5 shared positions
$SNA$TJX$NEE$MCD$AJG
$412M
46 positions
#9NS Partners LtdActive
Some overlap · 6 shared positions
$NEE$MCD$SYK$GEV$KO$TMUS
$2.2B
71 positions
#10PARK NATIONAL CORP /OH/Passive
Some overlap · 6 shared positions
$TJX$MCD$WM$GEV$KO$PWR
$3.3B
381 positions
#11Harold Davidson & Associates Inc.Active
Some overlap · 6 shared positions
$TJX$MCD$SYK$GEV$KO$PWR
$206M
60 positions
#12CINCINNATI FINANCIAL CORPActive
Some overlap · 4 shared positions
$SNA$TJX$MCD$AJG
$5.0B
55 positions
#13MASTER'S WEALTH MANAGEMENT INC.Active
Some overlap · 6 shared positions
$NEE$SNA$WM$AJG$KO$COP
$295M
82 positions
#14Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$NEE$MCD$SYK$KO
$446M
104 positions
#15LYNCH & ASSOCIATES/INPassive
Some overlap · 5 shared positions
$TJX$NEE$MCD$SYK$KO
$533M
126 positions
#16Enhancing Capital LLCPassive
Some overlap · 6 shared positions
$NEE$MCD$WM$KO$XEL$COP
$135M
86 positions
#17HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$NEE$TJX$MCD$WM$KO
$280M
107 positions
#18Haverford Financial Services, Inc.Active
Some overlap · 5 shared positions
$TJX$NEE$WM$SYK$KO
$336M
46 positions
#19BURLING WEALTH PARTNERS, LLCPassive
Some overlap · 5 shared positions
$TJX$NEE$WM$SYK$TMUS
$618M
177 positions
#20Harbour Trust & Investment Management CoActive
Some overlap · 5 shared positions
$TJX$NEE$MCD$SYK$COP
$943M
155 positions
#21CHILTON CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$TJX$WM$SYK$GEV$COP$PWR
$2.9B
658 positions
#22NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 5 shared positions
$TJX$NEE$MCD$WM$PWR
$2.4B
189 positions
#23Stack Financial Management, IncActive
Some overlap · 6 shared positions
$NEE$WM$SYK$KO$COP$PWR
$1.4B
52 positions
#24WELCH & FORBES LLCActive
Some overlap · 5 shared positions
$TJX$MCD$NEE$SYK$AJG
$7.7B
368 positions
#25Chesapeake Wealth ManagementPassive
Some overlap · 6 shared positions
$NEE$MCD$TJX$KO$COP$TMUS
$326M
159 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.