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Hedge Funds Similar to GreatBanc

13F Portfolio OverlapQ2 2026GreatBanc portfolio →
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Most similar hedge funds by 13F overlap

GreatBanc Trust CO is an institutional investor managing $161M across 70 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 GreatBanc are KANAWHA, B. Metzler seel. Sohn & AG, Tandem Investment Advisors, with shared positions in $ABT, $APH, $MCD, $NSC, $C. The full ranking of 25 similar funds is below.

#1KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$ABT$APH$MCD$NSC
$1.5B
228 positions
#2B. Metzler seel. Sohn & Co. AGActive
Some overlap · 4 shared positions
$MCD$ABT$C$APH
$11.6B
709 positions
#3Tandem Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$ABT$APH$MCD
$1.5B
68 positions
#4JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$ABT$APH$MCD
$4.1B
83 positions
#5FIRST COMMONWEALTH FINANCIAL CORP /PA/Active
Some overlap · 4 shared positions
$APH$NSC$C$MCD
$715M
269 positions
#6WENDELL DAVID ASSOCIATES INCActive
Some overlap · 3 shared positions
$ABT$APH$MCD
$947M
155 positions
#7BRADY FAMILY WEALTH, LLCPassive
Some overlap · 3 shared positions
$ABT$APH$MCD
$346M
113 positions
#8DEARBORN PARTNERS LLCPassive
Some overlap · 3 shared positions
$ABT$APH$MCD
$1.8B
269 positions
#9Bath Savings Trust CoActive
Some overlap · 3 shared positions
$ABT$APH$MCD
$965M
177 positions
#10Baker Chad RActive
Some overlap · 3 shared positions
$ABT$APH$NSC
$620M
51 positions
#11First Long Island Investors, LLCActive
Some overlap · 3 shared positions
$ABT$APH$MCD
$1.4B
73 positions
#12PIONEER TRUST BANK N A/ORPassive
Some overlap · 3 shared positions
$ABT$APH$MCD
$441M
87 positions
#13Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$APH$ABT$MCD
$513M
70 positions
#14OAK HARBOR WEALTH PARTNERS, LLCPassive
Some overlap · 3 shared positions
$ABT$MCD$NSC
$268M
225 positions
#15CINCINNATI INSURANCE COActive
Some overlap · 3 shared positions
$ABT$MCD$NSC
$6.9B
64 positions
#16HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$ABT$MCD$NSC
$252M
43 positions
#17Bell Asset Management LtdPassive
Some overlap · 3 shared positions
$APH$ABT$MCD
$375M
63 positions
#18Somerset Trust CoPassive
Some overlap · 3 shared positions
$ABT$MCD$NSC
$354M
186 positions
#19BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 3 shared positions
$ABT$MCD$NSC
$2.5B
270 positions
#20FLOSSBACH VON STORCH SEActive
Some overlap · 3 shared positions
$ABT$APH$MCD
$22.1B
106 positions
#21Chesley Taft & Associates LLCActive
Some overlap · 3 shared positions
$APH$ABT$C
$2.6B
369 positions
#22Financial Network Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$APH$MCD$ABT
$99M
858 positions
#23PINKERTON WEALTH, LLCActive
Some overlap · 3 shared positions
$ABT$MCD$C
$1.2B
103 positions
#24WealthShield Partners, LLCPassive
Some overlap · 3 shared positions
$APH$MCD$C
$654M
379 positions
#25SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 3 shared positions
$ABT$MCD$C
$1.3B
97 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.