13F Pro

Hedge Funds Similar to INSPIRE , N.A.

13F Portfolio OverlapQ2 2026INSPIRE , N.A. portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

INSPIRE TRUST CO, N.A. is an institutional investor managing $727M across 111 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 INSPIRE , N.A. are Socorro Asset, Cullen, VIKING FUND, with shared positions in $NEE, $JCI, $MS, $SRE, $FERG, $SLB. The full ranking of 25 similar funds is below.

#1Socorro Asset Management LPActive
Notable overlap · 7 shared positions
$NEE$JCI$MS$SRE$FERG$SLB
$223M
33 positions
#2Cullen Capital Management, LLCActive
Notable overlap · 6 shared positions
$NEE$CB$C$JCI$MS$TFC
$10.2B
208 positions
#3VIKING FUND MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$NEE$MS$WMB$C$BMY$SHEL
$1.1B
146 positions
#4Blake Schutter Theil Wealth Advisors, LLCActive
Notable overlap · 6 shared positions
$CB$JCI$MS$NEE$C$TFC
$148M
110 positions
#5WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 6 shared positions
$CB$WMB$MMM$FTNT$SLB$WY
$742M
119 positions
#6Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$NEE$CB$MS$WMB$LIN
$467M
118 positions
#7FARMERS TRUST CO
Some overlap · 6 shared positions
$NEE$C$STT$MMM$CB$SLB
$637M
203 positions
#8SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$NEE$C$DAL$PLD$BKNG
$145M
43 positions
#9FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 4 shared positions
$NEE$CB$MS$SRE
$383M
74 positions
#10Polaris Capital Management, LLCActive
Some overlap · 5 shared positions
$CB$NEE$WMB$LIN$BKNG
$1.1B
84 positions
#11Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$NEE$C$BMY$TFC$JCI
$229M
166 positions
#12Rock Point Advisors, LLCPassive
Some overlap · 4 shared positions
$NEE$C$CB$DAL
$409M
123 positions
#13apricus wealth, LLCPassive
Some overlap · 5 shared positions
$CB$C$STT$SLB$SHEL
$210M
129 positions
#14CAMBIAR INVESTORS LLCActive
Some overlap · 5 shared positions
$CB$SRE$DAL$BMY$WY
$2.3B
150 positions
#15Winthrop Capital Management, LLCPassive
Some overlap · 4 shared positions
$NEE$C$JCI$STT
$414M
351 positions
#16BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$C$NEE$DAL$PLD$BKNG
$171M
116 positions
#17Shelter Mutual Insurance CoActive
Some overlap · 5 shared positions
$NEE$LIN$BKNG$BMY$SHEL
$473M
58 positions
#18Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$NEE$WMB$WY$SBUX$MMM
$151M
70 positions
#19Capital Innovations LLCPassive
Some overlap · 4 shared positions
$NEE$SRE$WMB$SLB
$385M
51 positions
#20Strategic Wealth Partners, Ltd.Passive
Some overlap · 5 shared positions
$C$DAL$NEE$PLD$BKNG
$1.6B
1,462 positions
#21CAMDEN NATIONAL BANKPassive
Some overlap · 4 shared positions
$NEE$CB$PLD$LIN
$767M
184 positions
#22Somerset Trust CoPassive
Some overlap · 4 shared positions
$NEE$CB$MS$LIN
$354M
186 positions
#23DJE Kapital AGActive
Some overlap · 5 shared positions
$NEE$MS$SLB$LIN$UBS
$5.3B
124 positions
#24Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$C$NEE$PLD$TFC$SBUX
$334M
127 positions
#25EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$NEE$MS$BMY$SBUX
$1.3B
58 positions

Compare INSPIRE , N.A.’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 INSPIRE , N.A.’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.