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Hedge Funds Similar to Trust Co

13F Portfolio OverlapQ3 2026Trust Co portfolio →
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Most similar hedge funds by 13F overlap

Trust Co is an institutional investor managing $1.1B across 915 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 Trust Co are Marotta Asset, POTOMAC FUND, Hurlow Wealth Group, with shared positions in $SNPS, $GD, $LMT, $UNP, $MCD, $GILD. The full ranking of 25 similar funds is below.

#1Marotta Asset ManagementActive
Notable overlap · 4 shared positions
$SNPS$GD$LMT$UNP
$589M
101 positions
#2POTOMAC FUND MANAGEMENT INC /ADVSmart money
Notable overlap · 6 shared positions
$SNPS$MCD$GILD$PEP$WM$EVRG
$4.0B
109 positions
#3Hurlow Wealth Management Group, Inc.Active
Notable overlap · 3 shared positions
$SNPS$MCD$GD
$481M
125 positions
#4K2 Financial Inc.Active
Notable overlap · 3 shared positions
$SNPS$MCD$STT
$144M
61 positions
#5DeLarme Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$SNPS$MCD$STT
$172M
68 positions
#6Robinswood Financial LLCPassive
Notable overlap · 4 shared positions
$SNPS$UNP$PEP$MCD
$324M
72 positions
#7Betterment LLCActive
Notable overlap · 4 shared positions
$SNPS$MUFG$STT$VZ
$59.1B
675 positions
#8North Ridge Wealth Advisors, Inc.
Notable overlap · 3 shared positions
$SNPS$LMT$STT
$178M
193 positions
#9AMERICAN FINANCIAL & TAX STRATEGIES INCActive
Notable overlap · 3 shared positions
$SNPS$STT$MUFG
$217M
101 positions
#10PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 4 shared positions
$SNPS$BMY$STX$CRM
$2.8B
186 positions
#11Gladwyn Financial Advisors, Inc.Active
Notable overlap · 6 shared positions
$SNPS$GD$VZ$UNP$MCD$WM
$157M
81 positions
#12Keudell/Morrison Wealth ManagementPassive
Notable overlap · 3 shared positions
$SNPS$VZ$GILD
$562M
257 positions
#13WESTPORT ASSET MANAGEMENT INCActive
Notable overlap · 3 shared positions
$SNPS$UNP$GILD
$245M
80 positions
#14McIlrath & Eck, LLC
Notable overlap · 3 shared positions
$SNPS$WM$MCD
$1.3B
1,645 positions
#15Shore Point Advisors, LLCActive
Notable overlap · 3 shared positions
$SNPS$VZ$ADP
$315M
85 positions
#16Marion Wealth ManagementPassive
Notable overlap · 3 shared positions
$SNPS$CRM$UNP
$508M
160 positions
#17LFA - Lugano Financial Advisors SAActive
Some overlap · 4 shared positions
$SNPS$MUFG$STT$MCD
$166M
274 positions
#18CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$BMY$ADBE$CRM$KMB$VZ$GILD
$101M
125 positions
#19CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 6 shared positions
$SNPS$UNP$LMT$ADP$MCD$PEP
$1.2B
203 positions
#20Virtus Family Office LLCPassive
Some overlap · 5 shared positions
$SNPS$ADP$GILD$CTSH$CRM
$126M
62 positions
#21Miramar Capital, LLCPassive
Some overlap · 8 shared positions
$BMY$UNP$GD$LMT$VZ$MCD
$455M
57 positions
#22Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$SNPS$LMT$MCD$WM
$360M
73 positions
#23Patrick Mauro Investment Advisor, INC.Active
Some overlap · 8 shared positions
$BMY$KMB$LMT$VZ$ADP$MCD
$199M
38 positions
#24Pacer Advisors, Inc.Passive
Some overlap · 7 shared positions
$BMY$ADBE$CRM$GD$VZ$ADP
$39.3B
2,614 positions
#25PENN DAVIS MCFARLAND INCActive
Some overlap · 8 shared positions
$BMY$CRM$KMB$LMT$WM$MCD
$1.2B
74 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.