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Hedge Funds Similar to Caldwell

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

Caldwell Trust Co is an institutional investor managing $1.1B across 784 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 Caldwell are Signet Investment Advisory Group,, St. Johns Investment Company,, New England Research & ,, with shared positions in $NEE, $AMGN, $MCD, $AXP, $HON, $MDY. The full ranking of 25 similar funds is below.

#1Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$NEE$AMGN$MCD$AXP$HON
$218M
69 positions
#2St. Johns Investment Management Company, LLCActive
Some overlap · 5 shared positions
$MDY$MCD$AMGN$NEE$AXP
$238M
193 positions
#3New England Research & Management, Inc.Passive
Some overlap · 5 shared positions
$AMGN$NEE$MCD$PWR$UNP
$237M
143 positions
#4NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 5 shared positions
$NEE$MCD$PWR$UNP$HON
$2.4B
189 positions
#5Kentucky Farm Bureau Mutual Insurance CoActive
Some overlap · 5 shared positions
$NEE$AMGN$MCD$UNP$AXP
$329M
65 positions
#6Kennebec Savings BankPassive
Some overlap · 5 shared positions
$MDY$MCD$NEE$UNP$HON
$111M
249 positions
#7Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$NEE$MCD$UNP$AXP$HON
$446M
104 positions
#8FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 4 shared positions
$NEE$AMGN$MCD$HON
$5.0B
201 positions
#9Meadowbrook Advisors Group, LLCPassive
Some overlap · 4 shared positions
$NEE$AMGN$MCD$HON
$168M
136 positions
#10General Partner, Inc.Active
Some overlap · 5 shared positions
$NEE$MCD$MDY$UNP$HON
$164M
165 positions
#11Financial & Tax Architects, LLCPassive
Some overlap · 3 shared positions
$NEE$MDY$MCD
$448M
108 positions
#12B & T Capital Management DBA Alpha Capital ManagementActive
Some overlap · 4 shared positions
$NEE$AMGN$PWR$HON
$690M
115 positions
#13Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$AMGN$MCD$NEE$UNP$HON
$98M
50 positions
#14WOLFF WIESE MAGANA LLCPassive
Some overlap · 5 shared positions
$AMGN$MCD$PWR$UNP$AXP
$181M
983 positions
#15HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$NEE$MCD$UNP$AXP$HON
$280M
107 positions
#16Harbour Trust & Investment Management CoActive
Some overlap · 3 shared positions
$NEE$MDY$MCD
$943M
155 positions
#17PATRON PARTNERS, LLCPassive
Some overlap · 4 shared positions
$AMGN$MCD$NEE$PWR
$226M
185 positions
#18STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$NEE$AMGN$UNP$HON
$547M
180 positions
#19Perennial Advisors, LLCPassive
Some overlap · 5 shared positions
$AMGN$MCD$UNP$AXP$HON
$587M
122 positions
#20INDEPENDENT INVESTORS INCSmart money
Some overlap · 5 shared positions
$AMGN$MCD$UNP$AXP$HON
$504M
70 positions
#21PLIMOTH TRUST CO LLCPassive
Some overlap · 4 shared positions
$NEE$MCD$AMGN$AXP
$447M
173 positions
#22Finivi Inc.Passive
Some overlap · 3 shared positions
$NEE$MDY$MCD
$183M
103 positions
#23VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$NEE$MDY$AMGN
$126M
106 positions
#24Flavin Financial Services, Inc.Passive
Some overlap · 3 shared positions
$NEE$AMGN$MCD
$149M
72 positions
#25Stablepoint Partners, LLCPassive
Some overlap · 3 shared positions
$NEE$AMGN$MCD
$673M
260 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.