What hedge funds are most similar to Somerset Trust Co?

The funds with the most similar 13F portfolios to Somerset Trust Co are BRADY FAMILY WEALTH, MATTERN, JGP Wealth, based on overlapping conviction holdings in the latest SEC filings.

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 Somerset

13F Portfolio OverlapQ3 2026Somerset portfolio →

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Most similar hedge funds by 13F overlap

Somerset Trust Co is an institutional investor managing $354M across 186 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Somerset are BRADY FAMILY WEALTH, MATTERN, JGP Wealth, with shared positions in $ADI, $LOW, $AMGN, $GD, $CB, $ITW. The full ranking of 25 similar funds is below.

#1BRADY FAMILY WEALTH, LLCPassive

Substantial overlap · 14 shared positions

$ADI $LOW $AMGN $GD $CB $ITW

$346M

113 positions

#2MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 14 shared positions

$AFL $LIN $CB $LOW $GD $NEE

$857M

166 positions

#3JGP Wealth Management, LLCActive

Notable overlap · 12 shared positions

$ADI $AMGN $LHX $NEE $LOW $ITW

$1.1B

242 positions

#4Kesler, Norman & Wride, LLCPassive

Notable overlap · 12 shared positions

$ADI $GD $LHX $AMGN $CB $BLK

$631M

271 positions

#5Stonebridge Financial Group, LLCPassive

Notable overlap · 15 shared positions

$ADI $AFL $LIN $NEE $GD $EMR

$1.4B

275 positions

#6BKM Wealth Management, LLCPassive

Notable overlap · 12 shared positions

$ADI $LIN $BLK $AMGN $LHX $LOW

$309M

154 positions

#7VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 12 shared positions

$AMGN $AFL $MCD $CB $BLK $EMR

$203M

58 positions

#8Exeter Financial, LLCPassive

Notable overlap · 11 shared positions

$AMGN $AFL $GD $MCD $LIN $EMR

$265M

100 positions

#9KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 11 shared positions

$LOW $ITW $MCD $CB $ADP $ABT

$1.6B

228 positions

#10Financial & Tax Architects, LLCPassive

Notable overlap · 9 shared positions

$NEE $LOW $GD $MCD $ADP $ABT

$486M

109 positions

#11MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Notable overlap · 12 shared positions

$LIN $GD $NEE $WEC $AFL $APD

$277M

147 positions

#12Cushing Capital Partners, LLCPassive

Notable overlap · 10 shared positions

$ITW $LOW $NEE $AFL $LIN $ADP

$163M

113 positions

#13WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 11 shared positions

$ADI $LOW $MCD $AFL $ADP $PSX

$390M

103 positions

#14Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 8 shared positions

$ADI $AMGN $ITW $NSC $GD $MCD

$214M

33 positions

#15Nicholson Wealth Management Group, LLCPassive

Notable overlap · 10 shared positions

$ADI $CB $LIN $GD $AMGN $WEC

$170M

111 positions

#16PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive

Notable overlap · 12 shared positions

$ADI $LOW $LIN $BLK $NEE $WEC

$844M

219 positions

#17BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$ADI $AMGN $LIN $LOW $NEE $ABT

$8.0B

1,334 positions

#18SMITH CHAS P & ASSOCIATES PA CPASActive

Notable overlap · 10 shared positions

$AMGN $ITW $GD $MCD $CB $ADP

$2.0B

194 positions

#19Legacy Financial Strategies, LLCActive

Notable overlap · 8 shared positions

$AFL $NEE $LIN $LOW $ADP $MCD

$615M

145 positions

#20CAMDEN NATIONAL BANKPassive

Notable overlap · 8 shared positions

$NEE $LIN $LHX $MCD $CB $ADP

$767M

184 positions

#21NovaPoint Capital, LLCPassive

Notable overlap · 9 shared positions

$AFL $LHX $GD $CB $APD $ABT

$464M

162 positions

#22ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 8 shared positions

$ADI $AMGN $MCD $ADP $ABT $EMR

$878M

73 positions

#23UNITED BANKActive

Notable overlap · 9 shared positions

$AMGN $GD $MCD $BLK $ABT $AFL

$853M

130 positions

#24Aurdan Capital Management, LLCActive

Notable overlap · 8 shared positions

$AMGN $LOW $ITW $ADP $ABT $APD

$394M

99 positions

#25Ark Wealth Advisors LLCPassive

Notable overlap · 9 shared positions

$NEE $LIN $CB $NSC $AFL $EMR

$113M

87 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.