13F Pro

Hedge Funds Similar to Kentucky

13F Portfolio OverlapQ1 2026Kentucky portfolio →
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Most similar hedge funds by 13F overlap

Kentucky Trust Co is an institutional investor managing $208M across 316 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 Kentucky are EDGAR LOMAX /VA, Argyle ,, GODSEY & GIBB,, with shared positions in $USB, $SO, $DUK, $T, $KO, $PFE. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Notable overlap · 7 shared positions
$USB$SO$DUK$T$KO$PFE
$1.4B
56 positions
#2Argyle Capital Management, LLCPassive
Notable overlap · 9 shared positions
$PNC$T$EMR$ENB$DUK$KO
$308M
137 positions
#3GODSEY & GIBB, INCPassive
Notable overlap · 8 shared positions
$PNC$DUK$T$KO$TFC$NVS
$1.1B
389 positions
#4Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 6 shared positions
$USB$DUK$AMAT$NSC$AMGN$GLW
$184M
32 positions
#5MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 5 shared positions
$USB$PNC$AMAT$LOW$AMGN
$1.1B
105 positions
#6Aristotle Capital Management, LLCActive
Notable overlap · 6 shared positions
$USB$PNC$ATO$KO$LOW$AMGN
$47.8B
191 positions
#7Walsky Investment Management, Inc.Passive
Notable overlap · 6 shared positions
$SO$PNC$EMR$LOW$NVS$AMGN
$98M
50 positions
#8Griffith & Werner, Inc.Active
Notable overlap · 6 shared positions
$SO$DUK$T$KO$PFE$TFC
$202M
72 positions
#9FUKOKU MUTUAL LIFE INSURANCE CoPassive
Notable overlap · 6 shared positions
$USB$SO$DUK$T$KO$PFE
$1.5B
235 positions
#10Global Wealth Management Investment Advisory, Inc.Passive
Notable overlap · 6 shared positions
$USB$DUK$TFC$SO$AMGN$KO
$638M
158 positions
#11Bank & Trust CoPassive
Notable overlap · 8 shared positions
$DUK$ENB$KO$T$TFC$SO
$148M
304 positions
#12Code Waechter LLCPassive
Notable overlap · 7 shared positions
$DUK$ENB$USB$PNC$PFE$TFC
$168M
118 positions
#13Stonebridge Capital Advisors LLCPassive
Notable overlap · 5 shared positions
$USB$DUK$KO$T$GLW
$1.4B
211 positions
#14Aull & Monroe Investment Management CorpPassive
Notable overlap · 6 shared positions
$SO$DUK$T$EMR$AMGN$GLW
$215M
125 positions
#15RAHLFS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$USB$SO$DUK$PFE
$136M
86 positions
#16TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$ENB$AMAT$DUK$KO$TFC$AMGN
$132M
96 positions
#17Estabrook Capital ManagementPassive
Some overlap · 7 shared positions
$PNC$DUK$T$PFE$NSC$AMGN
$685M
380 positions
#18Advanced Asset Management Advisors IncActive
Some overlap · 7 shared positions
$T$AMAT$EMR$NSC$AMGN$DUK
$362M
79 positions
#19EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$USB$PNC$T$TFC
$5.1B
71 positions
#20CORDA Investment Management, LLC.Active
Some overlap · 5 shared positions
$USB$AMAT$KO$PFE$GLW
$1.4B
80 positions
#21ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$ENB$DUK$SO$EMR$PFE
$639M
126 positions
#22Richard C. Young & CO., LTD.Active
Some overlap · 5 shared positions
$SO$PNC$T$EMR$LOW
$1.2B
93 positions
#23OneAscent Wealth Management LLCActive
Some overlap · 3 shared positions
$USB$SO$T
$302M
157 positions
#24apricus wealth, LLCPassive
Some overlap · 6 shared positions
$SO$PNC$DUK$PFE$NVS$AMGN
$205M
120 positions
#25Thomasville National Bank
Some overlap · 5 shared positions
$USB$ENB$DUK$KO$SO
$1.6B
235 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.