How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

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

13F Portfolio OverlapQ1 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 Q1 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 FIDUCIARY ADVISORS,, Sellwood Investment Partners, Juno Financial Group, with shared positions in $BRZE, $KKR, $MKL, $BAC, $COP, $DE. The full ranking of 25 similar funds is below.

#1FIDUCIARY ADVISORS, INC.Active

Notable overlap · 6 shared positions

$BRZE $KKR $MKL $BAC $COP $DE

$133M

121 positions

#2Sellwood Investment Partners LLCSmart money

Notable overlap · 3 shared positions

$BRZE $AFRM $LIN

$254M

59 positions

#3Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$BRZE $KKR $DE $GE

$255M

70 positions

#4White Lighthouse Investment Management Inc.Active

Notable overlap · 5 shared positions

$BRZE $KKR $AFRM $COP $MKL

$721M

145 positions

#5Charter Oak Capital Management, LLCActive

Notable overlap · 5 shared positions

$BRZE $MKL $AFRM $KKR $MS

$1.3B

208 positions

#6Breakwater Investment ManagementPassive

Notable overlap · 3 shared positions

$BRZE $KKR $MKL

$269M

506 positions

#7VANGUARD ADVISERS INCSmart money

Notable overlap · 6 shared positions

$BRZE $AFRM $MKL $KKR $MS $COP

$25.5B

668 positions

#8Sageworth Trust Co of South DakotaActive

Notable overlap · 6 shared positions

$BRZE $AFRM $COP $GEV $GE $MKL

$126M

56 positions

#9Charis Legacy Partners, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $MKL $KKR

$68M

27 positions

#10Luminvest Wealth Management LLCSmart money

Notable overlap · 4 shared positions

$BRZE $MKL $KKR $COP

$382M

55 positions

#11St. Louis Trust CoActive

Notable overlap · 4 shared positions

$BRZE $MKL $UNP $NEE

$856M

145 positions

#12Sunflower Bank, N.A.Active

Notable overlap · 5 shared positions

$BRZE $GE $UNP $AMAT $GEV

$392M

155 positions

#13Prospera Capital Management, LLCSmart money

Notable overlap · 4 shared positions

$BRZE $MKL $COP $NEE

$199M

45 positions

#14Gleason Group, Inc.Active

Notable overlap · 5 shared positions

$BRZE $KKR $BAC $DE $MKL

$1.0B

229 positions

#15Vanguard National Trust CoActive

Notable overlap · 3 shared positions

$BRZE $MKL $KKR

$1.6B

751 positions

#16Family CFO IncActive

Notable overlap · 3 shared positions

$BRZE $MKL $AFRM

$223M

41 positions

#17Mallini Complete Financial Planning LLCSmart money

Notable overlap · 3 shared positions

$BRZE $AFRM $KKR

$126M

61 positions

#18STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$BRZE $MKL $COP

$140M

29 positions

#19SVRN Asset Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $MKL $MS

$103M

37 positions

#20Swisher Financial Concepts, Inc.Passive

Notable overlap · 4 shared positions

$BRZE $GE $GEV $NEE

$179M

102 positions

#21Verus Financial Partners, Inc.Smart money

Notable overlap · 3 shared positions

$BRZE $MKL $GE

$1.1B

121 positions

#22Tribridge Partners Financial LLCActive

Notable overlap · 4 shared positions

$BRZE $AFRM $LIN $UNP

$242M

80 positions

#23Trellis Wealth Advisors LLCSmart money

Notable overlap · 3 shared positions

$BRZE $KKR $COP

$263M

47 positions

#24TABR Capital Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $GEV $AMAT

$109M

54 positions

#25Genesis Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$BRZE $GE $GEV $UNP $COP

$150M

64 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.