13F Pro

Hedge Funds Similar to Trust Co

13F Portfolio OverlapQ1 2026Trust Co portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Trust Co is an institutional investor managing $1.1B across 908 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 Trust Co are Keudell/Morrison Wealth, Tower Wealth Partners,, Bellecapital International Ltd., with shared positions in $SNPS, $SHOP, $KKR, $VZ, $PM, $JHG. The full ranking of 25 similar funds is below.

#1Keudell/Morrison Wealth ManagementPassive
Some overlap · 5 shared positions
$SNPS$SHOP$KKR$VZ$PM
$489M
245 positions
#2Tower Wealth Partners, Inc.Active
Some overlap · 3 shared positions
$SHOP$JHG$MCD
$181M
87 positions
#3Bellecapital International Ltd.Passive
Some overlap · 5 shared positions
$SNPS$SHOP$MCD$ADBE$PFE
$538M
116 positions
#4BROWN WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$SNPS$LEN$DDOG$JHG$UNIT
$389M
116 positions
#5DAVIS-REA LTD.Passive
Some overlap · 3 shared positions
$SNPS$SHOP$MCD
$384M
54 positions
#6Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$SHOP$SNPS$VZ$PM$PFE
$426M
229 positions
#7Cassia Capital Partners, LLCActive
Some overlap · 4 shared positions
$SHOP$LEN$MCD$VZ
$194M
67 positions
#8RIVERPARK CAPITAL MANAGEMENT LLC
Some overlap · 5 shared positions
$SHOP$KKR$DDOG$MCD$ADBE
$52M
36 positions
#9Midway Capital Research & ManagementPassive
Some overlap · 5 shared positions
$SNPS$SHOP$MCD$ADBE$PFE
$106M
117 positions
#10SWAN Capital LLCPassive
Some overlap · 5 shared positions
$SNPS$KKR$MCD$UNIT$PFE
$272M
554 positions
#11DEEPWATER ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$SHOP$SNPS$DDOG
$158M
39 positions
#12DeLarme Wealth Management, Inc.Active
Some overlap · 5 shared positions
$SNPS$DDOG$UNIT$MCD$KKR
$155M
63 positions
#13Gladwyn Financial Advisors, Inc.Active
Some overlap · 5 shared positions
$SNPS$LEN$UNIT$VZ$MCD
$160M
82 positions
#14Dash Acquisitions Inc.Active
Some overlap · 3 shared positions
$SHOP$ADBE$PM
$480M
68 positions
#15Ballast Rock Private Wealth LLCPassive
Some overlap · 6 shared positions
$LEN$KKR$DDOG$BMY$JHG$MCD
$181M
177 positions
#16K2 Financial Inc.Passive
Some overlap · 4 shared positions
$SNPS$DDOG$MCD$UNIT
$138M
59 positions
#17Hurlow Wealth Management Group, Inc.Active
Some overlap · 4 shared positions
$SNPS$DDOG$MCD$KKR
$420M
120 positions
#18City State BankPassive
Some overlap · 3 shared positions
$SNPS$KKR$UNIT
$385M
784 positions
#19AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 4 shared positions
$SNPS$DDOG$UNIT$PM
$206M
97 positions
#20Capstone Capital Management LtdActive
Some overlap · 4 shared positions
$SNPS$BMY$ADBE$PFE
$99M
51 positions
#21Sagace Wealth Management LLCPassive
Some overlap · 3 shared positions
$SNPS$KKR$UNIT
$149M
70 positions
#22PLANWISER FINANCIAL, LLCActive
Some overlap · 3 shared positions
$SNPS$DDOG$JHG
$138M
47 positions
#23REGIMEN WEALTH, LLCActive
Some overlap · 4 shared positions
$SNPS$DDOG$LEN$MCD
$342M
70 positions
#24MMA ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$SNPS$DDOG$JHG$MCD$SHOP
$284M
179 positions
#25Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$SNPS$LEN$VZ
$47.8B
191 positions

Compare Trust Co’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 Trust Co’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.