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Hedge Funds Similar to Vanguard National

13F Portfolio OverlapQ2 2026Vanguard National portfolio →
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Most similar hedge funds by 13F overlap

Vanguard National Trust Co is an institutional investor managing $1.8B across 787 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Vanguard National are Colter Lewis Investment Partners, OKABENA INVESTMENT SERVICES, TSG Advice Partners, with shared positions in $DOV, $AMP, $MDY, $AXP, $PEP, $SPGI. The full ranking of 25 similar funds is below.

#1Colter Lewis Investment Partners LLCActive
Some overlap · 5 shared positions
$DOV$AMP$MDY$AXP$PEP
$225M
114 positions
#2OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 4 shared positions
$DOV$SPGI$ADP$ABT
$560M
145 positions
#3TSG Advice Partners, LLC
Some overlap · 5 shared positions
$DOV$MDY$ABT$PEP$PM
$667M
135 positions
#4Newton One Investments LLCActive
Some overlap · 5 shared positions
$DOV$PM$MDY$PEP$ADP
$397M
146 positions
#5Junk Investment Group, LLCActive
Some overlap · 4 shared positions
$DOV$MDY$ADP$AXP
$226M
97 positions
#6American National Bank of TexasActive
Some overlap · 4 shared positions
$DOV$MDY$PM$ABT
$110M
56 positions
#7Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DOV$MDY$AXP
$418M
232 positions
#8Weil Company, Inc.Passive
Some overlap · 3 shared positions
$DOV$MDY$AXP
$568M
133 positions
#9HTG Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$DOV$MDY$SPGI
$390M
88 positions
#10Heritage Investment Group, Inc.Active
Some overlap · 3 shared positions
$DOV$ADP$AXP
$744M
135 positions
#11Sageworth Trust CoActive
Some overlap · 3 shared positions
$DOV$MDY$ABT
$2.5B
127 positions
#12Coordinated Financial Services, Inc.
Some overlap · 3 shared positions
$DOV$MDY$PEP
$174M
176 positions
#13PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$SPGI$ADP$ABT$PEP
$209M
54 positions
#1449 WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$PM$ABT
$524M
189 positions
#15ALONGSIDE, LLCPassive
Some overlap · 3 shared positions
$DOV$PM$ABT
$525M
190 positions
#16BRANDYWINE TRUST COSmart money
Some overlap · 3 shared positions
$DOV$PM$ABT
$621M
33 positions
#17Foster Group, Inc.Active
Some overlap · 3 shared positions
$DOV$AXP$PM
$3.8B
318 positions
#18Wealth Management NebraskaSmart money
Some overlap · 3 shared positions
$DOV$PM$AXP
$1.1B
106 positions
#19Addison Capital CoActive
Some overlap · 3 shared positions
$DOV$PM$PEP
$610M
184 positions
#20Pictet North America Advisors SAActive
Some overlap · 3 shared positions
$DOV$SPGI$ADP
$1.1B
154 positions
#21Zhang Financial LLCActive
Some overlap · 3 shared positions
$DOV$AXP$AMP
$3.4B
392 positions
#22Intelligent Financial StrategiesSmart money
Some overlap · 5 shared positions
$DOV$MDY$PEP$PM$AXP
$208M
60 positions
#23St. Louis Trust CoActive
Some overlap · 3 shared positions
$DOV$ABT$PEP
$875M
125 positions
#24Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$DOV$PM$ABT$PEP
$277M
87 positions
#25PLANNING DIRECTIONS INCActive
Some overlap · 3 shared positions
$DOV$AXP$PEP
$216M
110 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.