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 Ledyard National Bank

13F Portfolio OverlapQ1 2026Ledyard National Bank portfolio →

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Most similar hedge funds by 13F overlap

Ledyard National Bank is an institutional investor managing $1.2B across 255 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 Ledyard National Bank are Madson Wealth Advisors, Live Oak Investment Partners, Provident Wealth ,, with shared positions in $MS, $SOLV, $HON, $HUM, $MDT, $T. The full ranking of 25 similar funds is below.

#1Madson Wealth Advisors IncPassive

Notable overlap · 4 shared positions

$MS $SOLV $HON $HUM

$120M

84 positions

#2Live Oak Investment PartnersPassive

Notable overlap · 4 shared positions

$MS $MDT $T $AEP

$169M

93 positions

#3Provident Wealth Management, LLCActive

Notable overlap · 5 shared positions

$MS $HON $REGN $FLEX $HUM

$331M

134 positions

#4Prota Financial, LLCActive

Notable overlap · 4 shared positions

$MS $TJX $ETN $REGN

$138M

67 positions

#5SVRN Asset Management, LLCActive

Notable overlap · 3 shared positions

$MS $BAH $HUM

$103M

37 positions

#6LifeGoal Investments, LLCPassive

Notable overlap · 3 shared positions

$MS $BAH $HUM

$175M

112 positions

#7PFS Partners, LLCActive

Notable overlap · 3 shared positions

$MS $HON $T

$218M

590 positions

#8Capital Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $HON $T

$6.2B

693 positions

#9DAGCO, INC.Passive

Notable overlap · 3 shared positions

$MS $ETN $HUM

$461M

353 positions

#10SWEENEY & MICHEL, LLCActive

Notable overlap · 3 shared positions

$MS $AMGN $HUM

$340M

145 positions

#11ProVise Management Group, LLCPassive

Notable overlap · 3 shared positions

$MS $MDT $HUM

$1.4B

261 positions

#12Caldwell Investment Management Ltd.Active

Notable overlap · 3 shared positions

$MS $TJX $PFE

$255M

57 positions

#13KOM Wealth Management Group, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $REGN

$147M

89 positions

#14American TrustActive

Notable overlap · 3 shared positions

$MS $TJX $HON

$1.1B

313 positions

#15Wolff Financial Management LLCActive

Notable overlap · 4 shared positions

$MS $HUM $PFE $AEP

$453M

103 positions

#16Summit Investment Advisory Services, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $MDT

$269M

81 positions

#17Hughes Financial Services, LLCActive

Notable overlap · 3 shared positions

$MS $SOLV $HUM

$651M

1,720 positions

#18Wright Wealth LLCActive

Notable overlap · 3 shared positions

$MS $HUM $T

$149M

51 positions

#19Capital Planning LLCActive

Notable overlap · 4 shared positions

$MS $HUM $BAH $KR

$307M

82 positions

#20Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 3 shared positions

$MS $HUM $REGN

$589M

590 positions

#21Prodigy Asset Management LLCSmart money

Notable overlap · 3 shared positions

$MS $HUM $AMGN

$300M

28 positions

#22Provenance Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $TJX $PFE

$945M

412 positions

#23Valley Financial Group, Inc.Active

Notable overlap · 3 shared positions

$MS $T $PFE

$185M

63 positions

#24Scott Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $BAH $HUM

$493M

58 positions

#25Focused Investors LLCActive

Notable overlap · 3 shared positions

$MS $TJX $LOW

$3.1B

22 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.