13F Pro

Hedge Funds Similar to New Hampshire

13F Portfolio OverlapQ1 2026New Hampshire portfolio →
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Most similar hedge funds by 13F overlap

New Hampshire Trust is an institutional investor managing $496M across 156 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 New Hampshire are Kennebec Savings Bank, Adelphi, Midwest, with shared positions in $MCD, $SCHW, $UNP, $ETN, $HON, $CB. The full ranking of 25 similar funds is below.

#1Kennebec Savings BankPassive
Notable overlap · 11 shared positions
$MCD$SCHW$UNP$ETN$HON$CB
$111M
249 positions
#2Adelphi Trust CoPassive
Notable overlap · 9 shared positions
$SNOW$ETN$BKNG$MCD$UNP$HON
$151M
114 positions
#3Midwest Trust CoPassive
Some overlap · 9 shared positions
$SNOW$ETN$MCD$UNP$CB$SCHW
$8.0B
593 positions
#4MassMutual Private Wealth & Trust, FSBPassive
Some overlap · 8 shared positions
$MCD$SNOW$CB$AMP$COP$TMO
$3.9B
2,444 positions
#5American Money Management, LLCActive
Some overlap · 6 shared positions
$SNOW$MCD$UNP$COP$NOC$HON
$632M
168 positions
#6PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 5 shared positions
$SCHW$ETN$UNP$COP$AMP
$166M
72 positions
#7RE ADVISERS CORPActive
Some overlap · 6 shared positions
$MCD$ETN$CB$COP$HON$NOC
$3.7B
111 positions
#8CNB BankPassive
Some overlap · 8 shared positions
$UNP$MCD$ETN$NOC$AMP$COP
$238M
522 positions
#9Northeast Financial Group, Inc.Active
Some overlap · 5 shared positions
$SCHW$SNOW$COP$TMO$MCD
$404M
90 positions
#10Perkins Coie Trust CoPassive
Some overlap · 6 shared positions
$SCHW$ETN$CB$UNP$HON$ECL
$520M
257 positions
#11Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$ETN$UNP$CB$COP$HON$NOC
$685M
380 positions
#12Harrington Investments, INCPassive
Some overlap · 4 shared positions
$SCHW$SNOW$TMO$ECL
$190M
84 positions
#13KLINGENSTEIN FIELDS & CO LPActive
Some overlap · 6 shared positions
$ETN$UNP$CB$HON$TMO$NOC
$2.5B
186 positions
#14Clear Trail Advisors, LLCPassive
Some overlap · 5 shared positions
$SNOW$ETN$CB$MCD$UNP
$601M
149 positions
#15VIKING GLOBAL INVESTORS LPActive
Some overlap · 4 shared positions
$SCHW$MCD$CB$TMO
$35.7B
77 positions
#16Hurlow Wealth Management Group, Inc.Active
Some overlap · 4 shared positions
$SCHW$SNOW$COP$MCD
$420M
120 positions
#17Pflug Koory, LLCPassive
Some overlap · 5 shared positions
$SNOW$UNP$HON$NOC$TMO
$218M
419 positions
#18ARK & TLK INVESTMENTS, LLCActive
Some overlap · 5 shared positions
$SCHW$SNOW$UNP$TMO$COP
$370M
119 positions
#19Emprise BankActive
Some overlap · 7 shared positions
$ETN$CB$NOC$TMO$UNP$COP
$249M
107 positions
#20Talbot Financial, LLCActive
Some overlap · 5 shared positions
$SCHW$CB$HON$NOC$TMO
$1.2B
66 positions
#21Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$SCHW$ETN$UNP$MCD$COP
$958M
176 positions
#22Liontrust Investment Partners LLPActive
Some overlap · 5 shared positions
$SCHW$BKNG$IDXX$TMO$ECL
$6.7B
204 positions
#23Persium Advisors, LLCActive
Some overlap · 5 shared positions
$MCD$UNP$BKNG$COP$HON
$127M
60 positions
#24HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$MCD$UNP$CB$COP$HON
$351M
81 positions
#25Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$MCD$UNP$CB$HON$NOC
$446M
104 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.