13F Pro

Hedge Funds Similar to Independence Bank of Kentucky

13F Portfolio OverlapQ3 2026Independence Bank of Kentucky portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Independence Bank of Kentucky is an institutional investor managing $895M across 642 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 Independence Bank of Kentucky are Haverford, BARTLETT & WEALTH, BOSTON FAMILY OFFICE, with shared positions in $ASML, $PEP, $SPGI, $WM, $PM, $NEE. The full ranking of 25 similar funds is below.

#1Haverford Trust CoActive
Some overlap · 7 shared positions
$ASML$PEP$SPGI$WM$PM$NEE
$11.6B
424 positions
#2BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$ASML$PEP$SPGI$WM$NEE$TJX
$8.0B
1,334 positions
#3BOSTON FAMILY OFFICE LLCPassive
Some overlap · 6 shared positions
$ASML$PEP$SPGI$ADP$NEE$TJX
$1.6B
314 positions
#4Werlinich Asset Management, LLCActive
Some overlap · 4 shared positions
$VRT$ASML$WM$ADP
$258M
57 positions
#5Blue Chip Partners, LLCActive
Some overlap · 6 shared positions
$ASML$PEP$WM$PM$NEE$TJX
$1.6B
184 positions
#6FFG Partners, LLCPassive
Some overlap · 3 shared positions
$VRT$ASML$GNRC
$338M
50 positions
#7Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$VRT$ASML$GNRC
$819M
339 positions
#8Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$VRT$PEP$PM$NEE
$513M
70 positions
#9Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$VRT$ASML$SPGI
$2.8B
151 positions
#10LYELL WEALTH MANAGEMENT, LPPassive
Some overlap · 3 shared positions
$VRT$ASML$WM
$1.6B
232 positions
#11JOHNSTON ASSET MANAGEMENT CORPActive
Some overlap · 3 shared positions
$VRT$ASML$ADP
$2.9B
77 positions
#12Foundations Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$VRT$ASML$PM
$9.7B
1,202 positions
#13Mirova US LLCActive
Some overlap · 4 shared positions
$VRT$WM$NEE$TJX
$9.3B
45 positions
#14GGM Financials LLCActive
Some overlap · 4 shared positions
$VRT$SPGI$WM$TJX
$264M
265 positions
#15Private Advisory Group LLCPassive
Some overlap · 3 shared positions
$VRT$ASML$WM
$1.9B
296 positions
#16Boston Common Asset Management, LLCPassive
Some overlap · 4 shared positions
$VRT$ASML$WM$TJX
$1.7B
181 positions
#17Annex Advisory Services, LLCActive
Some overlap · 4 shared positions
$VRT$ASML$PM$NEE
$6.1B
377 positions
#18Financial & Tax Architects, LLCPassive
Some overlap · 5 shared positions
$ASML$PEP$SPGI$ADP$NEE
$486M
109 positions
#19Generate Investment Management LtdActive
Some overlap · 3 shared positions
$VRT$ASML$WM
$2.7B
84 positions
#20MITCHELL SINKLER & STARR/PAPassive
Some overlap · 5 shared positions
$ASML$PEP$WM$ADP$NEE
$247M
155 positions
#21Birch Hill Investment Advisors LLCPassive
Some overlap · 5 shared positions
$ASML$PEP$SPGI$NEE$TJX
$2.4B
219 positions
#22Global Trust Asset Management, LLCPassive
Some overlap · 3 shared positions
$VRT$ASML$NEE
$321M
508 positions
#23Mission Creek Capital Partners, Inc.Passive
Some overlap · 4 shared positions
$VRT$ASML$WM$NEE
$569M
231 positions
#24Pennant Select, LLCActive
Some overlap · 3 shared positions
$VRT$ASML$GNRC
$225M
15 positions
#25WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 3 shared positions
$VRT$GNRC$WM
$245M
149 positions

Compare Independence Bank of Kentucky’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 Independence Bank of Kentucky’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.