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Hedge Funds Similar to Essex Savings Bank

13F Portfolio OverlapQ1 2026Essex Savings Bank portfolio →
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Most similar hedge funds by 13F overlap

Essex Savings Bank is an institutional investor managing $452M across 305 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 Essex Savings Bank are Rossmore Private, Aull & Monroe Investment, Bath Savings, with shared positions in $ADP, $DE, $TT, $COP, $SCHW, $LMT. The full ranking of 25 similar funds is below.

#1Rossmore Private CapitalPassive
Some overlap · 7 shared positions
$ADP$DE$TT$COP$SCHW$LMT
$1.1B
343 positions
#2Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$ADP$DE$CMI$COP$LMT
$215M
125 positions
#3Bath Savings Trust CoActive
Some overlap · 4 shared positions
$ADP$COP$LMT$SYK
$936M
168 positions
#4Palisade Asset Management, LLCActive
Some overlap · 4 shared positions
$ADP$TGT$DE$SYK
$996M
195 positions
#5Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 4 shared positions
$ADP$CMI$SCHW$LMT
$105M
62 positions
#6Kidder Stephen WPassive
Some overlap · 3 shared positions
$ADP$DE$SCHW
$340M
76 positions
#7COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$ADP$DE$SYK
$1.7B
87 positions
#8D.B. Root & Company, LLCActive
Some overlap · 4 shared positions
$ADP$CMI$COP$LMT
$419M
191 positions
#9ROWLANDMILLER & PARTNERS.ADVPassive
Some overlap · 3 shared positions
$ADP$CMI$COP
$493M
189 positions
#10Notis-McConarty EdwardActive
Some overlap · 3 shared positions
$ADP$TT$SCHW
$219M
68 positions
#11ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$ADP$DE$CMI
$853M
70 positions
#12NORTHSTAR ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$ADP$VRSK$SYK
$326M
86 positions
#13Suncoast Equity ManagementActive
Some overlap · 3 shared positions
$ADP$TT$SYK
$833M
101 positions
#14William Allan CorpPassive
Slight overlap · 3 shared positions
$ADP$SCHW$SYK
$169M
59 positions
#15DEARBORN PARTNERS LLCActive
Slight overlap · 3 shared positions
$ADP$VRSK$SYK
$1.8B
269 positions
#16Cardinal Capital ManagementPassive
Slight overlap · 4 shared positions
$ADP$DE$CMI$COP
$776M
136 positions
#17Boit C F DavidPassive
Slight overlap · 3 shared positions
$ADP$LMT$SYK
$225M
117 positions
#18Steigerwald, Gordon & Koch Inc.Passive
Slight overlap · 3 shared positions
$ADP$DE$SYK
$974M
782 positions
#19Exeter Financial, LLCPassive
Slight overlap · 4 shared positions
$ADP$TGT$COP$LMT
$245M
98 positions
#20Loudon Investment Management, LLCPassive
Slight overlap · 4 shared positions
$ADP$DE$CMI$COP
$186M
95 positions
#21CULLEN INVESTMENT GROUP, LTD.Active
Slight overlap · 5 shared positions
$DE$CMI$TT$COP$SCHW
$758M
179 positions
#22LETSON INVESTMENT MANAGEMENT, INC.Active
Slight overlap · 3 shared positions
$ADP$TT$SYK
$260M
101 positions
#23InvesTrustPassive
Slight overlap · 3 shared positions
$ADP$TGT$KKR
$238M
91 positions
#24Tandem Investment Advisors, Inc.Active
Slight overlap · 3 shared positions
$ADP$VRSK$SYK
$2.0B
83 positions
#25Sone Capital Management, LLCPassive
Slight overlap · 3 shared positions
$ADP$KKR$TT
$1.2B
101 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.