13F Pro

Hedge Funds Similar to Indiana & Investment

13F Portfolio OverlapQ1 2026Indiana & Investment portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Indiana Trust & Investment Management Co is an institutional investor managing $324M across 486 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 Indiana & Investment are Mirova US, BRADY FAMILY WEALTH,, PIONEER BANK N A/OR, with shared positions in $BALL, $TJX, $LOW, $NEE, $ETN, $APH. The full ranking of 25 similar funds is below.

#1Mirova US LLCActive
Some overlap · 4 shared positions
$BALL$TJX$LOW$NEE
$8.8B
42 positions
#2BRADY FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$TJX$LOW$ETN$APH$ADI$SYK
$321M
110 positions
#3PIONEER TRUST BANK N A/ORPassive
Some overlap · 6 shared positions
$TJX$LOW$ETN$APH$HON$NEE
$412M
83 positions
#4NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 5 shared positions
$BALL$TJX$ETN$EPAM$SYK
$1.5B
139 positions
#5Haverford Financial Services, Inc.Active
Some overlap · 6 shared positions
$TJX$LOW$ETN$HON$NEE$SYK
$336M
46 positions
#6Haverford Trust CoActive
Some overlap · 6 shared positions
$TJX$LOW$ETN$HON$NEE$SYK
$10.9B
419 positions
#7FIRST MERCHANTS CORPActive
Some overlap · 6 shared positions
$TJX$LOW$MAR$APH$HON$SYK
$2.6B
359 positions
#8First American BankActive
Some overlap · 5 shared positions
$TJX$LOW$MAR$ETN$ADI
$1.6B
188 positions
#9Bank of New HampshirePassive
Some overlap · 5 shared positions
$TJX$LOW$MAR$ETN$SYK
$437M
542 positions
#10BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$TJX$LOW$ETN$ADI$NEE
$7.8B
1,278 positions
#11Norway Savings BankPassive
Some overlap · 6 shared positions
$TJX$LOW$APH$ADI$HON$NEE
$211M
103 positions
#12Baker Chad RActive
Some overlap · 5 shared positions
$TJX$LOW$APH$ADI$SYK
$530M
56 positions
#13EagleClaw Capital Managment, LLCActive
Some overlap · 4 shared positions
$TJX$LOW$MAR$ETN
$714M
145 positions
#14NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$TJX$LOW$ADI$NEE$SYK
$1.3B
161 positions
#15Harold Davidson & Associates Inc.Active
Some overlap · 4 shared positions
$TJX$LOW$MAR$SYK
$206M
60 positions
#16AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$TJX$LOW$MAR$SYK
$445M
77 positions
#17South Street Advisors LLCActive
Some overlap · 4 shared positions
$TJX$LOW$ETN$APH
$690M
83 positions
#18Birch Hill Investment Advisors LLCActive
Some overlap · 5 shared positions
$TJX$MAR$APH$ADI$NEE
$2.2B
195 positions
#19DAVIS R M INCActive
Some overlap · 5 shared positions
$TJX$ETN$APH$EPAM$NEE
$5.6B
273 positions
#20Saturna Capital CORPActive
Some overlap · 4 shared positions
$TJX$LOW$ETN$SYK
$7.1B
148 positions
#21Covea FinanceActive
Some overlap · 4 shared positions
$TJX$LOW$MAR$ADI
$2.9B
146 positions
#22LYNCH & ASSOCIATES/INPassive
Some overlap · 5 shared positions
$TJX$LOW$HON$NEE$SYK
$533M
126 positions
#23ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 4 shared positions
$TJX$LOW$ETN$APH
$1.3B
100 positions
#24BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 5 shared positions
$TJX$ETN$ADI$HON$SYK
$2.4B
787 positions
#25Cornerstone National Bank & Trust CoPassive
Some overlap · 4 shared positions
$TJX$LOW$MAR$ADI
$271M
209 positions

Compare Indiana & Investment’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Indiana & Investment’s holdings

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.