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Hedge Funds Similar to 1ST SOURCE BANK

13F Portfolio OverlapQ2 20261ST SOURCE BANK portfolio →
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Most similar hedge funds by 13F overlap

1ST SOURCE BANK is an institutional investor managing $2.2B across 289 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 1ST SOURCE BANK are American, Hills Bank, ARBOR WEALTH ADVISORS, with shared positions in $SRCE, $TJX, $PEP, $MDY, $MCD, $TMO. The full ranking of 25 similar funds is below.

#1American TrustActive
Notable overlap · 3 shared positions
$SRCE$TJX$PEP
$1.3B
334 positions
#2Hills Bank & Trust CoActive
Some overlap · 6 shared positions
$MDY$TJX$MCD$TMO$PEP$NSC
$2.3B
383 positions
#3ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$MDY$TJX$MCD$AXP$PEP
$248M
96 positions
#4TIAA TRUST, NATIONAL ASSOCIATIONActive
Some overlap · 6 shared positions
$MDY$AXP$TJX$PEP$TMO$ADP
$1.7B
347 positions
#5Henshaw Capital LLCActive
Some overlap · 5 shared positions
$MDY$AXP$TMO$MCD$ADP
$3.1B
160 positions
#6UNION SAVINGS BANKActive
Some overlap · 5 shared positions
$MDY$TJX$NSC$PEP$ADP
$249M
322 positions
#7PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$MDY$TMO$MCD$ALL$PWR
$501M
165 positions
#8CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 5 shared positions
$MDY$AXP$TMO$NSC$MCD
$116M
77 positions
#9Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$MDY$AXP$TJX$TMO
$130M
76 positions
#10Union Bankshares CorpPassive
Some overlap · 5 shared positions
$MDY$AXP$TJX$MCD$TMO
$6.0B
1,699 positions
#11BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 4 shared positions
$MDY$AXP$PEP$TMO
$371M
394 positions
#12Harbour Trust & Investment Management CoActive
Some overlap · 5 shared positions
$MDY$TJX$PEP$TMO$MCD
$1.0B
160 positions
#13Cambridge Advisors Inc.Active
Some overlap · 4 shared positions
$MDY$AXP$PEP$ADP
$582M
183 positions
#14ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 6 shared positions
$AXP$TJX$PEP$TMO$MCD$ADP
$1.9B
88 positions
#15Kennebec Savings BankPassive
Some overlap · 5 shared positions
$MDY$PEP$TMO$MCD$ADP
$125M
284 positions
#16WASHINGTON TRUST CoPassive
Some overlap · 4 shared positions
$MDY$TJX$TMO$PWR
$3.2B
296 positions
#17WHALEROCK POINT PARTNERS, LLCPassive
Some overlap · 6 shared positions
$TJX$PEP$TMO$MDY$MCD$ADP
$587M
207 positions
#18TKG Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$PEP$MCD$PWR
$288M
94 positions
#19GHE, LLCSmart money
Some overlap · 5 shared positions
$MDY$AXP$MCD$PEP$ADP
$265M
57 positions
#20LCM Capital Management IncActive
Some overlap · 4 shared positions
$MDY$PEP$TMO$MCD
$230M
129 positions
#21Bank of New HampshirePassive
Some overlap · 4 shared positions
$MDY$AXP$TJX$ADP
$479M
537 positions
#22Kelman-Lazarov, Inc.Active
Some overlap · 4 shared positions
$MDY$NSC$AXP$PEP
$763M
154 positions
#23CAMDEN NATIONAL BANKPassive
Some overlap · 6 shared positions
$TJX$PEP$TMO$MCD$ADP$PWR
$767M
184 positions
#24DAVIDSON TRUST COPassive
Some overlap · 4 shared positions
$MDY$PEP$MCD$ADP
$256M
190 positions
#25NBT BANK N A /NYPassive
Some overlap · 5 shared positions
$MDY$TJX$PEP$MCD$ADP
$1.5B
1,069 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.