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Hedge Funds Similar to New Covenant Company, N.A.

13F Portfolio OverlapQ2 2026New Covenant Company, N.A. portfolio →
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Most similar hedge funds by 13F overlap

New Covenant Trust Company, N.A. is an institutional investor managing $133M across 107 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 New Covenant Company, N.A. are Border to Coast Pensions Partnership Ltd, SevenBridge Financial Group, CASTLEKEEP INVESTMENT ADVISORS, with shared positions in $NEE, $DE, $DIS, $MS, $UNP, $LIN. The full ranking of 25 similar funds is below.

#1Border to Coast Pensions Partnership LtdActive
Some overlap · 5 shared positions
$NEE$DE$DIS$MS$UNP
$6.8B
90 positions
#2SevenBridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$DE$NEE$MS$LIN$UNP
$680M
212 positions
#3CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$DE$DIS$LIN$UNP$C
$200M
76 positions
#4Iyo Bank, Ltd.Active
Some overlap · 4 shared positions
$NEE$DE$DIS$LIN
$329M
32 positions
#5Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 4 shared positions
$NEE$DE$DIS$LIN
$1.0B
765 positions
#6CITY HOLDING COPassive
Some overlap · 4 shared positions
$NEE$DE$MS$LIN
$884M
587 positions
#7Concord Asset Management, LLC/VAPassive
Some overlap · 4 shared positions
$NEE$DIS$MS$UNP
$646M
126 positions
#8Shelter Mutual Insurance CoActive
Some overlap · 4 shared positions
$NEE$DE$LIN$UNP
$473M
58 positions
#9BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$NEE$MS$LIN$UNP
$499M
73 positions
#10AAFMAA Wealth Management & Trust LLCActive
Some overlap · 4 shared positions
$NEE$MS$LIN$UNP
$286M
95 positions
#11Clifford Group, LLCSmart money
Some overlap · 4 shared positions
$NEE$MS$LIN$UNP
$145M
86 positions
#12Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$NEE$MS$LIN$UNP
$467M
118 positions
#13Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$NEE$MS$LIN$UNP
$253M
63 positions
#14VUB Generali dochodkova spravcovska spolocnost, a.s.Passive
Some overlap · 4 shared positions
$NEE$DE$LIN$UNP
$145M
91 positions
#15Concord Wealth PartnersPassive
Some overlap · 4 shared positions
$NEE$MS$UNP$DIS
$873M
885 positions
#16Parkside Investments, LLCActive
Some overlap · 4 shared positions
$NEE$DIS$UNP$C
$902M
91 positions
#17INSPIRE TRUST CO, N.A.Passive
Some overlap · 4 shared positions
$NEE$MS$LIN$C
$727M
111 positions
#18Wilkinson Global Asset Management LLCActive
Some overlap · 4 shared positions
$DE$DIS$LIN$UNP
$1.3B
62 positions
#19Marion Wealth ManagementPassive
Some overlap · 4 shared positions
$DE$NEE$UNP$LIN
$491M
159 positions
#20WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 4 shared positions
$NEE$DIS$LIN$DE
$1.3B
73 positions
#21J. R. Prunier Capital Management LLC
Some overlap · 4 shared positions
$NEE$DE$LIN$DIS
$235M
67 positions
#22Aspen Wealth Strategies, LLCActive
Some overlap · 4 shared positions
$NEE$DE$MS$C
$207M
89 positions
#23Wallington Asset Management, LLCActive
Some overlap · 4 shared positions
$DE$LIN$UNP$DIS
$814M
61 positions
#24Finivi Inc.Passive
Some overlap · 4 shared positions
$NEE$UNP$C$DE
$195M
111 positions
#25Myriad Asset Management Advisors LLCActive
Some overlap · 4 shared positions
$DE$MS$UNP$C
$424M
49 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.