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Hedge Funds Similar to BTC ,

13F Portfolio OverlapQ1 2026BTC , portfolio →
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Most similar hedge funds by 13F overlap

BTC Capital Management, Inc. is an institutional investor managing $1.6B across 207 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 BTC , are Blue Chip Partners,, Lantern Wealth Advisors,, Trifecta Advisors,, with shared positions in $TJX, $MS, $NEE, $ORLY, $CRWD, $ETN. The full ranking of 25 similar funds is below.

#1Blue Chip Partners, LLCActive
Some overlap · 6 shared positions
$TJX$MS$NEE$ORLY$CRWD$ETN
$1.4B
170 positions
#2Lantern Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$TJX$MS$NEE$LHX$CRWD$ETN
$195M
174 positions
#3Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$TJX$CRWD$LHX$ETN
$646M
274 positions
#4WHALEROCK POINT PARTNERS, LLCActive
Some overlap · 5 shared positions
$TJX$MS$WFC$NEE$DE
$518M
197 positions
#5LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 5 shared positions
$TJX$STLD$NEE$LHX$PLD
$677M
182 positions
#6CHILTON CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$TJX$MS$GILD$PLD
$2.9B
658 positions
#7Railway Pension Investments LtdActive
Some overlap · 5 shared positions
$GILD$FAST$NEE$ORLY$TJX
$7.0B
103 positions
#8CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$TJX$NEE$DE$LHX$PLD
$739M
164 positions
#9BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$TJX$NEE$DE$ETN$INTU
$7.8B
1,278 positions
#10FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$TJX$NEE$ORLY$ETN$PLD
$1.2B
150 positions
#11NIXON PEABODY TRUST COActive
Some overlap · 4 shared positions
$TJX$MS$NEE$DE
$1.3B
161 positions
#12M. Kulyk & Associates, LLCActive
Some overlap · 5 shared positions
$GILD$STLD$NEE$PLD$INTU
$536M
119 positions
#13OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 5 shared positions
$MS$NEE$NSC$ETN$PLD
$484M
280 positions
#14CONNORS INVESTOR SERVICES INCActive
Some overlap · 4 shared positions
$TJX$MS$WFC$ETN
$1.1B
149 positions
#15Union Heritage Capital, LLCPassive
Some overlap · 4 shared positions
$MS$TJX$WFC$ORLY
$269M
62 positions
#16EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$MS$GILD$WFC$NEE
$1.4B
56 positions
#17BURLING WEALTH PARTNERS, LLCPassive
Some overlap · 5 shared positions
$TJX$NEE$ETN$PLD$ORLY
$618M
177 positions
#18Aventura Private Wealth, LLCPassive
Some overlap · 6 shared positions
$MS$WFC$CRWD$TJX$ETN$NEE
$273M
904 positions
#19Core Alternative CapitalPassive
Some overlap · 4 shared positions
$TJX$MS$NEE$LHX
$339M
205 positions
#20AGP FRANKLIN, LLCPassive
Some overlap · 4 shared positions
$TJX$CRWD$GILD$ORLY
$200M
93 positions
#21Stiles Financial Services IncPassive
Some overlap · 4 shared positions
$TJX$STLD$FAST$NEE
$327M
177 positions
#22BAILARD, INC.Passive
Some overlap · 5 shared positions
$GILD$MS$TJX$STLD$ETN
$4.4B
736 positions
#23Meadowbrook Advisors Group, LLCPassive
Some overlap · 4 shared positions
$MS$TJX$NEE$ORLY
$168M
136 positions
#24Trust Investment AdvisorsPassive
Some overlap · 4 shared positions
$TJX$MS$DE$ETN
$171M
89 positions
#25Hudson Canyon Capital ManagementPassive
Some overlap · 4 shared positions
$TJX$MS$DE$ETN
$163M
52 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.