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Hedge Funds Similar to Vest Financial,

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

Vest Financial, LLC is an institutional investor managing $8.3B across 414 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 Vest Financial, are Somerset, Estabrook, TRUSTCO BANK N Y, with shared positions in $CB, $ADP, $ABT, $LIN, $ROST, $NEE. The full ranking of 25 similar funds is below.

#1Somerset Trust CoPassive
Some overlap · 8 shared positions
$CB$ADP$ABT$LIN$ROST$NEE
$326M
174 positions
#2Estabrook Capital ManagementPassive
Some overlap · 8 shared positions
$CB$GEV$IBM$AFL$GE$__PARK_1390777
$685M
380 positions
#3TRUSTCO BANK CORP N YPassive
Some overlap · 8 shared positions
$AMAT$ABT$GEV$IBM$GE$KO
$113M
71 positions
#4MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$CB$ADP$ABT$LIN$NEE$AFL
$835M
170 positions
#5Stokes Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$CB$ABT$LIN$IBM$NEE$KO
$446M
104 positions
#6Kinloch Capital, LLCPassive
Some overlap · 8 shared positions
$CINF$ABT$IBM$NEE$AFL$KO
$245M
83 positions
#7SECURITY NATIONAL BANK OF SO DAKPassive
Some overlap · 7 shared positions
$LRCX$DOV$ADP$ABT$LIN$AFL
$207M
119 positions
#8Kepler Cheuvreux (Suisse) SAPassive
Some overlap · 7 shared positions
$LRCX$KLAC$ADP$LIN$IBM$GE
$1.5B
171 positions
#9Bank Julius Baer & Co. Ltd, ZurichActive
Some overlap · 7 shared positions
$LRCX$AMAT$LIN$IBM$ABT$GE
$33.2B
678 positions
#10CULLINAN ASSOCIATES INCActive
Some overlap · 7 shared positions
$AMAT$LRCX$IBM$KLAC$AFL$KO
$1.2B
207 positions
#11Brendel Financial Advisors LLCPassive
Some overlap · 6 shared positions
$CB$LRCX$DOV$IBM$NEE$TGT
$202M
95 positions
#12HAMEL ASSOCIATES, INC.Passive
Some overlap · 7 shared positions
$CB$IBM$ADP$KO$MCD$__PARK_1390777
$351M
81 positions
#13FourThought Financial Partners, LLCPassive
Some overlap · 6 shared positions
$CB$AMAT$KLAC$ABT$NEE$PNC
$1.2B
384 positions
#14MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 7 shared positions
$ADP$CINF$ABT$NEE$AFL$KO
$409M
127 positions
#15Ark Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$CB$LRCX$LIN$NEE$AFL$MCD
$101M
80 positions
#16S-Bank Fund Management LtdActive
Some overlap · 7 shared positions
$AMAT$LIN$GEV$ROST$NEE$KO
$671M
178 positions
#17NovaPoint Capital, LLCPassive
Some overlap · 6 shared positions
$CB$ABT$GEV$ROST$IBM$AFL
$399M
79 positions
#18JGP Wealth Management, LLCPassive
Some overlap · 7 shared positions
$KLAC$ADP$ABT$NEE$AFL$WSM
$961M
223 positions
#19Wynn Capital, LLCPassive
Some overlap · 7 shared positions
$AMAT$GEV$IBM$GE$KO$__PARK_1390777
$195M
107 positions
#20Wahed Invest LLCPassive
Some overlap · 8 shared positions
$AMAT$LRCX$GEV$KO$LIN$IBM
$770M
225 positions
#21New England Research & Management, Inc.Passive
Some overlap · 7 shared positions
$GEV$ABT$CB$IBM$NEE$KO
$237M
143 positions
#22FIRST TRUST ADVISORS LPPassive
Some overlap · 11 shared positions
$LRCX$AMAT$GEV$KLAC$IBM$ROST
$140.0B
2,602 positions
#23ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Some overlap · 6 shared positions
$AMAT$CB$KLAC$LRCX$LIN$NEE
$331M
183 positions
#24SCHULHOFF & CO INCPassive
Some overlap · 7 shared positions
$CINF$ABT$IBM$GE$KO$MCD
$243M
133 positions
#25Exeter Financial, LLCPassive
Some overlap · 7 shared positions
$ADP$LIN$IBM$AFL$KO$MCD
$245M
98 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.