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Hedge Funds Similar to INSPIRE , N.A.

13F Portfolio OverlapQ1 2026INSPIRE , N.A. portfolio →
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Most similar hedge funds by 13F overlap

INSPIRE TRUST CO, N.A. is an institutional investor managing $648M across 106 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 INSPIRE , N.A. are Cullen ,, Socorro Asset, VIKING FUND, with shared positions in $NEE, $CB, $JCI, $C, $MS, $UNH. The full ranking of 25 similar funds is below.

#1Cullen Capital Management, LLCActive
Notable overlap · 8 shared positions
$NEE$CB$JCI$C$MS$UNH
$9.8B
213 positions
#2Socorro Asset Management LPPassive
Notable overlap · 8 shared positions
$NEE$JCI$SLB$FERG$MS$SRE
$221M
32 positions
#3VIKING FUND MANAGEMENT LLCPassive
Notable overlap · 8 shared positions
$NEE$BMY$WMB$MS$C$T
$976M
142 positions
#4Slocum, Gordon & Co LLPPassive
Notable overlap · 8 shared positions
$NEE$WMB$OXY$IBM$WY$T
$147M
64 positions
#5Catherine Avery Investment Management LLCPassive
Notable overlap · 7 shared positions
$NEE$C$BMY$IBM$VZ$TFC
$223M
109 positions
#6FARMERS TRUST COPassive
Some overlap · 7 shared positions
$NEE$C$IBM$MMM$CB$T
$637M
203 positions
#7Estabrook Capital ManagementPassive
Some overlap · 7 shared positions
$CB$C$WMB$IBM$T$VZ
$685M
380 positions
#8EDMP, INC.Passive
Some overlap · 7 shared positions
$BMY$C$MMM$OGE$T$VZ
$124M
71 positions
#9SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 7 shared positions
$C$IBM$WY$MMM$T$VZ
$728M
79 positions
#10WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 6 shared positions
$CB$SLB$WMB$IBM$WY$MMM
$698M
119 positions
#11CAMBIAR INVESTORS LLCActive
Some overlap · 6 shared positions
$CB$BMY$SLB$SRE$WY$DAL
$2.2B
145 positions
#12FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 6 shared positions
$NEE$WMB$IBM$T$VZ$C
$1.5B
235 positions
#13Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$NEE$CB$WMB$MS$IBM
$446M
104 positions
#14ADVOCATE GROUP LLCPassive
Some overlap · 6 shared positions
$CB$BMY$MS$IBM$VZ$SHEL
$639M
126 positions
#15Rock Point Advisors, LLCPassive
Some overlap · 5 shared positions
$NEE$CB$C$T$DAL
$370M
118 positions
#16Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 6 shared positions
$NEE$C$PLD$UNH$VZ$MS
$477M
70 positions
#17MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$NEE$SRE$MMM$UNH$T$VZ
$246M
145 positions
#18MORTON COMMUNITY BANKPassive
Some overlap · 6 shared positions
$C$WMB$MS$NEE$T$VZ
$460M
115 positions
#19EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$NEE$BMY$MS$UNH$T
$1.4B
56 positions
#20M&G PlcActive
Some overlap · 5 shared positions
$NEE$JCI$BMY$UNH$UBS
$19.4B
380 positions
#21CapWealth Advisors, LLCActive
Some overlap · 5 shared positions
$NEE$WMB$IBM$UNH$T
$1.3B
118 positions
#22Baugh & Associates, LLCActive
Some overlap · 6 shared positions
$NEE$MS$WY$VZ$TFC$IBM
$232M
44 positions
#23JOHN G ULLMAN & ASSOCIATES INCPassive
Some overlap · 5 shared positions
$NEE$SLB$BMY$IBM$OGE
$754M
174 positions
#24LAWOOD & COPassive
Some overlap · 5 shared positions
$NEE$MS$IBM$VZ$TFC
$108M
90 positions
#25Argyle Capital Management, LLCPassive
Some overlap · 6 shared positions
$BMY$IBM$CB$T$VZ$MMM
$308M
137 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.