Hedge Funds Similar to Midwest

13F Portfolio OverlapQ1 2026Midwest portfolio →

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Most similar hedge funds by 13F overlap

Midwest Trust Co is an institutional investor managing $8.0B across 593 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 Midwest are New Hampshire, Kennebec Savings Bank, Adelphi, with shared positions in $SNOW, $ETN, $MCD, $UNP, $CB, $SCHW. The full ranking of 25 similar funds is below.

#1New Hampshire TrustPassive

Some overlap · 9 shared positions

$SNOW $ETN $MCD $UNP $CB $SCHW

$496M

156 positions

#2Kennebec Savings BankPassive

Some overlap · 9 shared positions

$ETN $MCD $UNP $WMB $CB $SCHW

$111M

249 positions

#3Adelphi Trust CoPassive

Some overlap · 8 shared positions

$SNOW $ETN $MCD $UNP $PNC $AMP

$151M

114 positions

#4Estabrook Capital ManagementPassive

Some overlap · 7 shared positions

$ETN $UNP $WMB $CB $COP $PNC

$685M

380 positions

#5CNB BankPassive

Some overlap · 7 shared positions

$UNP $MCD $ETN $AMP $NOC $COP

$238M

522 positions

#6Clear Trail Advisors, LLCPassive

Some overlap · 5 shared positions

$SNOW $ETN $CB $MCD $UNP

$601M

149 positions

#7American Money Management, LLCActive

Some overlap · 5 shared positions

$SNOW $MCD $UNP $COP $NOC

$632M

168 positions

#8Oak Harvest Investment ServicesPassive

Some overlap · 5 shared positions

$ETN $MCD $UNP $SCHW $COP

$958M

176 positions

#9First County Bank /CT/Passive

Some overlap · 5 shared positions

$SNOW $ETN $MCD $UNP $COP

$213M

169 positions

#10MassMutual Private Wealth & Trust, FSBPassive

Some overlap · 5 shared positions

$SNOW $MCD $CB $COP $AMP

$3.9B

2,444 positions

#11Stokes Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$MCD $UNP $WMB $CB $NOC

$446M

104 positions

#12BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$ETN $MCD $CB $COP $UNP

$1.6B

435 positions

#13RE ADVISERS CORPActive

Some overlap · 5 shared positions

$ETN $MCD $CB $COP $NOC

$3.7B

111 positions

#14HAMEL ASSOCIATES, INC.Passive

Some overlap · 5 shared positions

$MCD $UNP $CB $COP $PNC

$351M

81 positions

#15PRING TURNER CAPITAL GROUP INCPassive

Some overlap · 5 shared positions

$ETN $UNP $SCHW $COP $AMP

$166M

72 positions

#16YANKCOM PartnershipPassive

Some overlap · 5 shared positions

$UNP $WMB $MCD $SCHW $AMP

$243M

368 positions

#17Emprise BankActive

Some overlap · 5 shared positions

$ETN $CB $UNP $NOC $COP

$249M

107 positions

#18InTrack Investment Management IncPassive

Some overlap · 4 shared positions

$SNOW $ETN $MCD $CB

$175M

108 positions

#19Hilton Capital Management, LLCActive

Some overlap · 4 shared positions

$SNOW $MCD $WMB $COP

$1.3B

129 positions

#20LMG Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$SNOW $MCD $CB $SCHW

$549M

154 positions

#21Keyes, Stange & Wooten Wealth Management, LLCActive

Some overlap · 4 shared positions

$SNOW $ETN $CB $UNP

$224M

71 positions

#22Walsky Investment Management, Inc.Passive

Some overlap · 4 shared positions

$ETN $MCD $UNP $PNC

$98M

50 positions

#23FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 4 shared positions

$ETN $MCD $WMB $COP

$5.0B

201 positions

#24BAHL & GAYNOR INCActive

Some overlap · 4 shared positions

$ETN $MCD $WMB $PNC

$19.8B

327 positions

#25Greenline Partners, LLCActive

Some overlap · 4 shared positions

$SNOW $WMB $CB $COP

$930M

144 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.